$133 Million is the total value of Madden Advisory Services, Inc.'s 314 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 7.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XHB | SPDR SERIES TRUSTs&p homebuild | $1,109,000 | +8.8% | 33,302 | 0.0% | 0.83% | -6.2% | |
| PNQI | POWERSHARES ETF TRUST IInasdaq intnt etf | $598,000 | +11.2% | 8,740 | 0.0% | 0.45% | -4.3% | |
| VYM | VANGUARD WHITEHALL FUNDS INChigh div yield | $322,000 | +8.4% | 5,166 | 0.0% | 0.24% | -6.6% | |
| UNP | UNION PACIFIC | $273,000 | +8.3% | 1,625 | 0.0% | 0.20% | -6.8% | |
| CMA | COMERICA INC | $247,000 | +20.5% | 5,204 | 0.0% | 0.19% | +3.9% | |
| JPM | JPMORGAN CHASE & CO | $137,000 | +13.2% | 2,335 | 0.0% | 0.10% | -1.9% | |
| WGL | WGL HOLDINGS INC | $128,000 | -6.6% | 3,200 | 0.0% | 0.10% | -19.3% | |
| PCY | POWERSHS GLOBAL ETF TRUSTsovereign debt | $114,000 | -1.7% | 4,233 | 0.0% | 0.09% | -14.9% | |
| SCHO | SCHWAB STRATEGIC TRsht tm us tres | $107,000 | 0.0% | 2,125 | 0.0% | 0.08% | -14.0% | |
| BOEING CO | $99,000 | +16.5% | 726 | 0.0% | 0.07% | 0.0% | ||
| HYG | ISHARES TRhigh yld corp | $90,000 | +1.1% | 970 | 0.0% | 0.07% | -12.8% | |
| VZ | VERIZON COMMUNICATIONS | $86,000 | +4.9% | 1,757 | 0.0% | 0.06% | -8.5% | |
| IEZ | ISHARES TRdj oil equip & svc | $81,000 | +3.8% | 1,249 | 0.0% | 0.06% | -10.3% | |
| ETN | EATON CORPORATION | $76,000 | +10.1% | 1,000 | 0.0% | 0.06% | -5.0% | |
| RSP | RYDEX ETF TRUSTgug s&p 500 eq wt | $68,000 | +7.9% | 960 | 0.0% | 0.05% | -7.3% | |
| MOO | MARKET VECTORS ETF TRUSTagribus etf | $65,000 | +6.6% | 1,190 | 0.0% | 0.05% | -7.5% | |
| PEY | POWERSHS ETF TRUSThigh yield eq dvd | $64,000 | +6.7% | 5,390 | 0.0% | 0.05% | -7.7% | |
| SPY | S P D R S&P 500 ETF TRtr unit | $62,000 | +10.7% | 335 | 0.0% | 0.05% | -4.1% | |
| WMT | WAL-MART STORES INC | $62,000 | +6.9% | 782 | 0.0% | 0.05% | -7.8% | |
| IWS | ISHARES TRrussell midcap vl | $55,000 | +7.8% | 835 | 0.0% | 0.04% | -6.8% | |
| PUI | POWERSHS ETF TRUSTdyn util port | $53,000 | +6.0% | 2,590 | 0.0% | 0.04% | -9.1% | |
| PXI | POWERSHS ETF TRUSTenergy sec por | $52,000 | +10.6% | 940 | 0.0% | 0.04% | -4.9% | |
| GE | GENERAL ELECTRIC COMPANY | $50,000 | +16.3% | 1,800 | 0.0% | 0.04% | +2.7% | |
| T | A T & T INC NEW | $41,000 | +2.5% | 1,170 | 0.0% | 0.03% | -11.4% | |
| PM | PHILIP MORRIS INTL INC | $41,000 | 0.0% | 475 | 0.0% | 0.03% | -13.9% | |
| PRN | POWERSHS ETF TRUSTindl sect port | $37,000 | +12.1% | 775 | 0.0% | 0.03% | -3.4% | |
| IGSB | ISHARES TRbarclys 1-3yr cr | $32,000 | 0.0% | 300 | 0.0% | 0.02% | -14.3% | |
| IGF | ISHARES TRs&p glo infras | $32,000 | +3.2% | 825 | 0.0% | 0.02% | -11.1% | |
| SHM | SPDR SERIES TRUSTnuvn br sht muni | $32,000 | 0.0% | 1,321 | 0.0% | 0.02% | -14.3% | |
| HTR | HELIOS TOTAL RETURN FUND | $31,000 | +3.3% | 1,322 | 0.0% | 0.02% | -11.5% | |
| WPC | W P CAREY | $29,000 | -3.3% | 465 | 0.0% | 0.02% | -15.4% | |
| DAL | DELTA AIR LINES INC DEL | $27,000 | +12.5% | 1,000 | 0.0% | 0.02% | -4.8% | |
| IWN | ISHARES TRrussell 2000value | $26,000 | +8.3% | 260 | 0.0% | 0.02% | -4.8% | |
| BP PLCsponsored adr | $27,000 | +17.4% | 559 | 0.0% | 0.02% | 0.0% | ||
| DBB | POWERSHS DB MULTI SECTOR SECT COMMdb base metals | $25,000 | 0.0% | 1,485 | 0.0% | 0.02% | -13.6% | |
| PAF | POWERSHS GLOBAL ETF TRUSTasia pac ex-jp | $25,000 | 0.0% | 450 | 0.0% | 0.02% | -13.6% | |
| IXG | ISHARES TRs&p global fin | $25,000 | +8.7% | 440 | 0.0% | 0.02% | -5.0% | |
| GXF | GLOBAL X FDSftse nordic reg | $24,000 | +4.3% | 1,000 | 0.0% | 0.02% | -10.0% | |
| ADBE | ADOBE SYSTEMS INC | $24,000 | +14.3% | 400 | 0.0% | 0.02% | 0.0% | |
| EWY | ISHARES INCmsci s korea idx | $24,000 | +9.1% | 365 | 0.0% | 0.02% | -5.3% | |
| IYC | ISHARES TRdj us consumr srv index | $22,000 | +10.0% | 180 | 0.0% | 0.02% | 0.0% | |
| RWX | SPDR INDEX SHARESdj intl rl etf | $19,000 | 0.0% | 455 | 0.0% | 0.01% | -17.6% | |
| GNAT | WISDOMTREE TRUSTglb nat res fd | $18,000 | 0.0% | 833 | 0.0% | 0.01% | -12.5% | |
| NEE | NEXTERA ENERGY INC | $18,000 | +5.9% | 209 | 0.0% | 0.01% | -6.7% | |
| RXI | ISHARES TRs&p gbl consumer | $18,000 | +5.9% | 220 | 0.0% | 0.01% | -6.7% | |
| F | FORD MOTOR COMPANY NEW | $17,000 | -5.6% | 1,090 | 0.0% | 0.01% | -18.8% | |
| GS | GOLDMAN SACHS GROUP INC | $17,000 | +13.3% | 95 | 0.0% | 0.01% | 0.0% | |
| ORCL | ORACLE CORPORATION | $17,000 | +13.3% | 451 | 0.0% | 0.01% | 0.0% | |
| NNN | NATIONAL RETAIL PPTYS | $17,000 | -5.6% | 550 | 0.0% | 0.01% | -18.8% | |
| DBP | POWERSHS DB MULTI SECTOR SECT COMMdb precious metals | $17,000 | -10.5% | 429 | 0.0% | 0.01% | -23.5% | |
| CNP | CENTER POINT ENERGY | $16,000 | 0.0% | 686 | 0.0% | 0.01% | -14.3% | |
| EXC | EXELON CORPORATION | $16,000 | -11.1% | 600 | 0.0% | 0.01% | -25.0% | |
| VOX | VANGUARD WORLD FUNDS | $16,000 | 0.0% | 195 | 0.0% | 0.01% | -14.3% | |
| ILF | ISHARES TRs&p latn amer | $15,000 | 0.0% | 400 | 0.0% | 0.01% | -15.4% | |
| PBE | POWERSHS ETF TRUSTdyn bio & gen | $15,000 | +7.1% | 400 | 0.0% | 0.01% | -8.3% | |
| SPH | SUBURBAN PROPANE PARTNERS Lunit ltd partn | $14,000 | 0.0% | 300 | 0.0% | 0.01% | -8.3% | |
| DIS | DISNEY WALT CO | $15,000 | +15.4% | 200 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $14,000 | +7.7% | 196 | 0.0% | 0.01% | 0.0% | |
| ENY | CLAYMORE EXCHANGE TRD FD TRgugg ca enrg inc | $13,000 | +8.3% | 850 | 0.0% | 0.01% | 0.0% | |
| GSG | ISHARES S&P GSCI COMMODITY Iunit ben int | $13,000 | 0.0% | 415 | 0.0% | 0.01% | -9.1% | |
| DFS | DISCOVER FINL SVCS | $11,000 | +10.0% | 200 | 0.0% | 0.01% | -11.1% | |
| FEX | FIRST TR LRGE CP CORE ALPHA | $11,000 | +10.0% | 265 | 0.0% | 0.01% | -11.1% | |
| FDN | FIRST TR EXCHANGE TRADED FDdj internet idx | $10,000 | +11.1% | 160 | 0.0% | 0.01% | 0.0% | |
| BAXTER INTERNATIONAL INC | $10,000 | 0.0% | 150 | 0.0% | 0.01% | -11.1% | ||
| HYMB | SPDR SERIES TRUSTnuv hghyld mun | $11,000 | -8.3% | 220 | 0.0% | 0.01% | -20.0% | |
| TFI | SPDR SERIES TRUSTnuvn brcly muni | $10,000 | 0.0% | 455 | 0.0% | 0.01% | -11.1% | |
| VPU | VANGUARD WORLD FUNDSutilities etf | $11,000 | 0.0% | 130 | 0.0% | 0.01% | -20.0% | |
| MPC | MARATHON PETE CORP | $9,000 | +50.0% | 98 | 0.0% | 0.01% | +40.0% | |
| UNH | UNITEDHEALTH GROUP INC | $9,000 | 0.0% | 126 | 0.0% | 0.01% | -12.5% | |
| KERX | KERYX BIOPHARMACEUTICALS | $9,000 | +28.6% | 679 | 0.0% | 0.01% | +16.7% | |
| SPTL | SPDR SERIES TRUSTbrclys lg trs et | $9,000 | 0.0% | 150 | 0.0% | 0.01% | -12.5% | |
| BANK OF AMERICA CORP | $8,000 | +14.3% | 520 | 0.0% | 0.01% | 0.0% | ||
| DLTR | DOLLAR TREE INC | $8,000 | 0.0% | 135 | 0.0% | 0.01% | -14.3% | |
| PJP | POWERSHS ETF TRUSTdyn phrma port | $8,000 | +14.3% | 150 | 0.0% | 0.01% | 0.0% | |
| CLB | CORE LABORATORIES N V | $8,000 | +14.3% | 43 | 0.0% | 0.01% | 0.0% | |
| MFC | MANULIFE FINANCIAL CORPF | $6,000 | +20.0% | 308 | 0.0% | 0.01% | +25.0% | |
| COKE | COCA COLA BOTTLG CO CONS | $7,000 | +16.7% | 100 | 0.0% | 0.01% | 0.0% | |
| NWN | NORTHWEST NAT GAS CO | $6,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% | |
| ILCG | ISHARES TRlrge grw indx | $7,000 | 0.0% | 75 | 0.0% | 0.01% | -16.7% | |
| VGT | VANGUARD WORLD FUNDSinfo technology etf | $7,000 | +16.7% | 80 | 0.0% | 0.01% | 0.0% | |
| VHT | VANGUARD WORLD FUNDShealth care etf | $6,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% | |
| EWT | ISHARES INCmsci taiwan indx | $6,000 | 0.0% | 440 | 0.0% | 0.01% | 0.0% | |
| PPA | POWERSHS ETF TRUSTaer spc def | $7,000 | +16.7% | 225 | 0.0% | 0.01% | 0.0% | |
| WAG | WALGREEN COMPANY | $6,000 | 0.0% | 103 | 0.0% | 0.01% | 0.0% | |
| CHK | CHESAPEAKE ENERGY CORP | $5,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| HFC | HOLLYFRONTIER CORP | $5,000 | +25.0% | 96 | 0.0% | 0.00% | +33.3% | |
| DBO | POWERSHS DB MULTI SECTOR SECT COMMdb oil fund | $5,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| KO | COCA COLA COMPANY | $5,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| CL | COLGATE-PALMOLIVE CO | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% | |
| CWB | SPDR SERIES TRUSTbrc cnv secs etf | $5,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| HYD | MARKET VECTORS ETF TRhg yld mun etf | $5,000 | 0.0% | 180 | 0.0% | 0.00% | 0.0% | |
| AIA | ISHARES TRs&p asia 50 | $5,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
| IYZ | ISHARES TR | $5,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% | |
| PAGG | POWERSHARES ETF TRUST IIglobl agri etf | $4,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| EWJ | ISHARES INCmsci japan | $4,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| WM | WASTE MANAGEMENT INC DEL | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| GOLD | BARRICK GOLD CORP F | $4,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| ILCV | ISHARES TRlarge value.indx | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| ABT | ABBOTT LABORATORIES | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PVI | POWERSHS GLOBAL ETF TRUSTwk vrdo txfr | $3,000 | 0.0% | 106 | 0.0% | 0.00% | -33.3% | |
| DGP | DEUTSCHE BK AG LDN BRHps gold dl etn | $2,000 | -33.3% | 85 | 0.0% | 0.00% | -33.3% | |
| BND | VANGUARD BOND INDEX FUNDshort term bond | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| EXI | ISHARES TRs&p gl industr | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| GATX | GATX CORP | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| WFC | WELLS FARGO & CO NEW | $3,000 | +50.0% | 59 | 0.0% | 0.00% | 0.0% | |
| WCG | WELLCARE HEALTH PLANS | $2,000 | 0.0% | 34 | 0.0% | 0.00% | 0.0% | |
| MDR | MCDERMOTT INTL INC F | $3,000 | +50.0% | 300 | 0.0% | 0.00% | 0.0% | |
| SE | SPECTRA ENERGY CORP | $3,000 | 0.0% | 75 | 0.0% | 0.00% | -33.3% | |
| S | SPRINT NEXTEL CORP | $2,000 | +100.0% | 208 | 0.0% | 0.00% | +100.0% | |
| OILNF | BARCLAYS BK PLCipsp croil etn | $3,000 | 0.0% | 120 | 0.0% | 0.00% | -33.3% | |
| PX | PRAXAIR INC | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| UDN | POWERSHS DB US DOLLAR TRdoll indx bear | $3,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% | |
| EZA | ISHARES INCmsci sth afrca | $3,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
| ABBV | ABBIVE INC. | $3,000 | +50.0% | 50 | 0.0% | 0.00% | 0.0% | |
| CPST | CAPSTONE TURBINE CORP | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PRKR | PARKERVISION INC | $1,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| RENN | RENREN INC ADR Fsponsored adr | $0 | – | 135 | 0.0% | 0.00% | – | |
| PGR | PROGRESSIVE CORP OHIO | $0 | – | 9 | 0.0% | 0.00% | – | |
| SJT | SAN JUAN BASIN ROYAL TRunit ben int | $0 | – | 2 | 0.0% | 0.00% | – | |
| NR | NEWPARK RESOURCES INC | $0 | – | 16 | 0.0% | 0.00% | – | |
| STEM | STEMCELLS INC NEW | $0 | – | 25 | 0.0% | 0.00% | – | |
| TRST | TRUSTCO BANK CORP N Y | $0 | – | 4 | 0.0% | 0.00% | – | |
| JCI | JOHNSON CONTROLS INC | $0 | – | 6 | 0.0% | 0.00% | – | |
| WIN | WINDSTREAM CORPORATION | $0 | – | 39 | 0.0% | 0.00% | – | |
| RGLD | ROYAL GOLD INC | $0 | – | 1 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 19.1% |
| VANGUARD WORLD FUNDS | 42 | Q3 2023 | 9.4% |
| ISHARES TR | 42 | Q3 2023 | 14.2% |
| ALPS ETF TR | 42 | Q3 2023 | 8.1% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 5.1% |
| VANGUARD WORLD FUNDS | 42 | Q3 2023 | 3.2% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 6.0% |
| ISHARES TR | 42 | Q3 2023 | 7.9% |
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 2.3% |
View Madden Advisory Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-07-29 |
| 13F-HR/A | 2022-05-02 |
| 13F-HR | 2022-04-18 |
View Madden Advisory Services, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.