$162 Million is the total value of Madden Advisory Services, Inc.'s 97 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,009,000 | – | 9,420 | +100.0% | 0.62% | – |
| VNQ | New | VANGUARD INDEX FDSreit etf | $607,000 | – | 6,854 | +100.0% | 0.38% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $544,000 | – | 10,370 | +100.0% | 0.34% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $477,000 | – | 8,655 | +100.0% | 0.30% | – |
| KHC | New | KRAFT HEINZ CO | $312,000 | – | 3,529 | +100.0% | 0.19% | – |
| LION | New | FIDELITY SOUTHERN | $311,000 | – | 19,871 | +100.0% | 0.19% | – |
| VMC | New | VULCAN MATERIALS COMPANY | $289,000 | – | 2,405 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 19.1% |
| VANGUARD WORLD FUNDS | 45 | Q2 2024 | 9.4% |
| ISHARES TR | 45 | Q2 2024 | 14.2% |
| ALPS ETF TR | 45 | Q2 2024 | 8.1% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 5.1% |
| VANGUARD WORLD FUNDS | 45 | Q2 2024 | 3.2% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 3.9% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 6.0% |
| ISHARES TR | 45 | Q2 2024 | 7.9% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 2.3% |
View Madden Advisory Services, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-07 |
| 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 |
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.