$152 Million is the total value of Madden Advisory Services, Inc.'s 82 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 72.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | Sell | POWERSHS QQQ TRUSTunit ser 1 | $9,183,000 | +2.8% | 66,722 | -1.1% | 6.05% | +5.0% |
SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $7,281,000 | +5.3% | 124,559 | +2.8% | 4.80% | +7.5% |
SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $6,502,000 | +8.4% | 101,742 | +6.8% | 4.28% | +10.7% |
TIP | Buy | ISHARES TRtips bd etf | $6,356,000 | -0.5% | 56,037 | +0.5% | 4.19% | +1.6% |
VGT | Buy | VANGUARD WORLD FUNDSinf tech etf | $5,880,000 | +5.7% | 41,750 | +1.8% | 3.88% | +8.0% |
VHT | Buy | VANGUARD WORLD FUNDShealth car etf | $5,840,000 | +21.8% | 39,632 | +13.9% | 3.85% | +24.4% |
SDOG | Buy | ALPS ETF TRsectr div dogs | $5,773,000 | -0.4% | 135,315 | +0.2% | 3.80% | +1.7% |
AOK | Buy | ISHARES TRconser alloc etf | $5,608,000 | +3.7% | 165,044 | +1.7% | 3.70% | +5.9% |
VDC | VANGUARD WORLD FUNDSconsum stp etf | $4,876,000 | +0.3% | 34,583 | 0.0% | 3.21% | +2.4% | |
SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $3,978,000 | +1.8% | 82,614 | +0.1% | 2.62% | +4.0% |
IWB | ISHARESrus 1000 etf | $3,972,000 | +3.1% | 29,370 | 0.0% | 2.62% | +5.2% | |
SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $3,931,000 | +7.5% | 62,209 | +2.9% | 2.59% | +9.8% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $3,774,000 | -10.1% | 58,134 | -3.3% | 2.49% | -8.2% |
IWR | ISHARES TRrus mid cap etf | $3,708,000 | +2.6% | 19,305 | 0.0% | 2.44% | +4.8% | |
XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $3,061,000 | +4.2% | 44,947 | -0.5% | 2.02% | +6.4% |
WELL | Sell | Welltower, Inc | $2,876,000 | +2.8% | 38,436 | -2.7% | 1.90% | +5.0% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,842,000 | +2.5% | 51,939 | -0.1% | 1.87% | +4.7% |
VFH | Buy | VANGUARD WORLD FDSfinancials etf | $2,812,000 | +8.3% | 44,965 | +4.7% | 1.85% | +10.6% |
IYF | ISHARESu.s. finls etf | $2,764,000 | +3.3% | 25,715 | 0.0% | 1.82% | +5.5% | |
AOM | ISHARESmodert alloc etf | $2,747,000 | +2.5% | 73,718 | 0.0% | 1.81% | +4.7% | |
SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $2,690,000 | +1.3% | 65,276 | +0.3% | 1.77% | +3.5% |
SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $2,634,000 | +6.0% | 82,907 | -0.4% | 1.74% | +8.2% |
VIS | Buy | VANGUARD WORLD FDSindustrial etf | $2,251,000 | +14.9% | 17,537 | +10.7% | 1.48% | +17.3% |
IJH | ISHARES TRcore s&p mcp etf | $2,240,000 | +1.6% | 12,882 | 0.0% | 1.48% | +3.7% | |
ICF | Sell | ISHARES TRcohen&steer reit | $2,085,000 | -26.4% | 20,620 | -27.4% | 1.37% | -24.8% |
EFA | Buy | ISHARES TRmsci eafe etf | $1,999,000 | +4.7% | 30,664 | +0.0% | 1.32% | +6.9% |
IAU | Buy | ISHARES GOLD TRUSTishares | $1,943,000 | +33.0% | 162,761 | +33.8% | 1.28% | +35.7% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $1,911,000 | +2.6% | 77,499 | -1.3% | 1.26% | +4.7% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,671,000 | -7.5% | 18,644 | -9.3% | 1.10% | -5.6% |
DIA | SPDR DOW JONES INDL AVGut ser 1 | $1,656,000 | +3.3% | 7,770 | 0.0% | 1.09% | +5.5% | |
DVY | Sell | ISHARES TRselect divid etf | $1,582,000 | -0.2% | 17,167 | -1.4% | 1.04% | +1.9% |
IYW | Sell | ISHARESu.s. tech etf | $1,334,000 | +2.5% | 9,554 | -0.7% | 0.88% | +4.8% |
SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $1,316,000 | +2.7% | 22,782 | 0.0% | 0.87% | +4.8% | |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,287,000 | +0.3% | 28,546 | -0.9% | 0.85% | +2.4% |
SHY | Sell | ISHARES TR1-3 yr tr bd etf | $1,185,000 | -3.8% | 14,031 | -3.8% | 0.78% | -1.8% |
VAW | Buy | VANGUARD WORLD FUNDSmaterials etf | $1,185,000 | +3.9% | 9,751 | +1.7% | 0.78% | +6.1% |
ITG | INVESTMENT TECHNOLOGY GRP NE | $1,159,000 | +4.9% | 54,580 | 0.0% | 0.76% | +7.2% | |
XHB | SPDR SERIES TRUSTs&p homebuild | $1,127,000 | +3.5% | 29,257 | 0.0% | 0.74% | +5.7% | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $1,101,000 | 0.0% | 11,410 | -1.2% | 0.72% | +2.1% |
FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $1,083,000 | -2.7% | 23,552 | -2.4% | 0.71% | -0.6% |
CIBR | FIRST TR EXCHANGE TRADEDnasdaq cyb etf | $1,052,000 | -0.7% | 48,810 | 0.0% | 0.69% | +1.5% | |
PBJ | Sell | POWERSHS ETF TRUSTdyn fd & bev | $1,028,000 | -11.3% | 32,655 | -5.8% | 0.68% | -9.5% |
VIG | Buy | VANGUARD SPECIALIZED PORTdiv app etf | $990,000 | +4.8% | 10,692 | +1.7% | 0.65% | +6.9% |
PWV | POWERSHARES ETF TRUSTdynm lrg cp vl | $941,000 | +2.5% | 25,990 | 0.0% | 0.62% | +4.7% | |
IBB | ISHARES TRnasdq biotec etf | $906,000 | +5.8% | 2,922 | 0.0% | 0.60% | +8.2% | |
CEF | Sell | CENTRAL FD CDA LTD CLA Fcl a | $828,000 | -7.1% | 67,185 | -3.1% | 0.55% | -5.0% |
VDE | Sell | VANGUARD WORLD FUNDSenergy etf | $822,000 | -11.6% | 9,294 | -3.4% | 0.54% | -9.7% |
SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $818,000 | +3.9% | 15,666 | +3.0% | 0.54% | +6.1% |
VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $781,000 | +7.7% | 5,506 | +5.1% | 0.52% | +10.0% |
IYK | Sell | ISHARES TRu.s. cnsm gd etf | $772,000 | +1.3% | 6,350 | -1.1% | 0.51% | +3.5% |
KXI | Sell | ISHARES TRglb cnsm stp etf | $757,000 | -2.4% | 7,411 | -5.2% | 0.50% | -0.4% |
STIP | Sell | ISHARES TR0-5 yr tips etf | $735,000 | -10.5% | 7,326 | -9.6% | 0.48% | -8.7% |
PTF | POWERSHARES ETF TRUSTtech sect port | $733,000 | +2.8% | 15,980 | 0.0% | 0.48% | +5.0% | |
ISCG | ISHARESmrgstr sm cp gr | $722,000 | +5.2% | 4,490 | 0.0% | 0.48% | +7.4% | |
CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $720,000 | +4.3% | 14,514 | +1.1% | 0.47% | +6.5% |
IWD | ISHARESrus 1000 val etf | $712,000 | +1.3% | 6,122 | 0.0% | 0.47% | +3.3% | |
IYM | Sell | ISHARES TRu.s. bas mtl etf | $681,000 | -0.9% | 7,630 | -1.0% | 0.45% | +1.4% |
KBE | Sell | SPDR SERIES TRUSTs&p bk etf | $673,000 | -0.6% | 15,478 | -1.8% | 0.44% | +1.4% |
XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $667,000 | -0.1% | 12,406 | -2.7% | 0.44% | +2.1% |
SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $624,000 | +1.6% | 25,123 | -2.1% | 0.41% | +3.8% |
PNQI | POWERSHARES ETF TRUST IInasd intnt etf | $622,000 | +9.3% | 6,035 | 0.0% | 0.41% | +11.7% | |
SLV | ISHARES SILVER TRUSTishares | $598,000 | -8.8% | 38,069 | 0.0% | 0.39% | -6.9% | |
VOO | Buy | VANGUARD INDEX FDS | $580,000 | +45.0% | 2,616 | +41.2% | 0.38% | +48.1% |
BCE | Sell | B C E INC NEW F | $573,000 | +0.2% | 12,733 | -1.6% | 0.38% | +2.4% |
XNTK | Sell | SPDR SERIES TRUSTmorgan tech etf | $549,000 | -0.4% | 7,536 | -6.0% | 0.36% | +1.7% |
ITA | Buy | ISHARESu.s. aer&def etf | $508,000 | +497.6% | 3,231 | +461.9% | 0.34% | +509.1% |
SGOL | ETFS GOLD TR | $505,000 | -0.4% | 4,194 | 0.0% | 0.33% | +1.8% | |
LQD | Buy | ISHARES TRiboxx inv cp etf | $467,000 | +40.2% | 3,882 | +37.3% | 0.31% | +43.3% |
PCEF | Sell | POWERSHARES ETF TRUST II | $425,000 | -0.5% | 17,956 | -3.1% | 0.28% | +1.4% |
GLD | Sell | SPDR GOLD TRUST | $412,000 | -8.8% | 3,495 | -8.4% | 0.27% | -7.2% |
VYM | VANGUARD WHITEHALL FUNDS INChigh div yld | $403,000 | +0.5% | 5,166 | 0.0% | 0.27% | +2.7% | |
IAK | ISHARESu.s. insrnce etf | $404,000 | +3.3% | 6,465 | 0.0% | 0.27% | +5.6% | |
IDU | Buy | ISHARES TRu.s. utilits etf | $389,000 | +17.5% | 2,996 | +15.9% | 0.26% | +19.6% |
IWM | ISHARES TRrussell 2000 etf | $355,000 | +2.6% | 2,520 | 0.0% | 0.23% | +4.9% | |
IWV | ISHARES TRrussell 3000 etf | $267,000 | +3.1% | 1,855 | 0.0% | 0.18% | +5.4% | |
IYE | ISHARES TRu.s. energy etf | $251,000 | -8.1% | 7,091 | 0.0% | 0.16% | -6.2% | |
PTEN | New | PATTERSON UTI ENERGY INC | $236,000 | – | 11,690 | +100.0% | 0.16% | – |
JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $235,000 | -14.5% | 6,343 | -14.9% | 0.16% | -12.4% |
IXC | Sell | ISHARES TRglobal energ etf | $229,000 | -10.2% | 7,392 | -3.9% | 0.15% | -8.5% |
VO | VANGUARD INDEX FDSmid cap etf | $208,000 | +2.5% | 1,465 | 0.0% | 0.14% | +4.6% | |
XHR | Buy | XENIA HOTELS & RESORTS INC | $207,000 | +2487.5% | 10,727 | +1995.1% | 0.14% | +2620.0% |
DBC | Sell | POWERSHS DB COMMDTY INDXunit ben int | $172,000 | -29.5% | 11,959 | -25.6% | 0.11% | -28.0% |
TIME | Exit | TIME INC. | $0 | – | -1 | -100.0% | 0.00% | – |
UPS | Exit | UNITED PARCEL SERVICE Bcl b | $0 | – | -6 | -100.0% | 0.00% | – |
CLNE | Exit | CLEAN ENERGY FUELS CORP | $0 | – | -100 | -100.0% | 0.00% | – |
ENIC | Exit | ENERSIS CHILE SAsponsored adr | $0 | – | -100 | -100.0% | 0.00% | – |
EWC | Exit | ISHARES INCmsci cda etf | $0 | – | -35 | -100.0% | 0.00% | – |
NAT | Exit | NORDIC AMERICAN TANKERS LIMI | $0 | – | -50 | -100.0% | 0.00% | – |
HAL | Exit | HALLIBURTON CO HLDG CO | $0 | – | -20 | -100.0% | 0.00% | – |
MGU | Exit | MACQUARIE GLBL INFRA TOTL RE | $0 | – | -3 | -100.0% | 0.00% | – |
VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -54 | -100.0% | -0.00% | – |
MLPI | Exit | UBS AG JERSEY BRHalerian infrst | $0 | – | -82 | -100.0% | -0.00% | – |
BIV | Exit | VANGUARD BD INDEX FD INCintermed term | $0 | – | -24 | -100.0% | -0.00% | – |
TRST | Exit | TRUSTCO BANK CORP N Y | $0 | – | -309 | -100.0% | -0.00% | – |
ENIA | Exit | ENERSIS AMERICAS SAsponsored adr | $0 | – | -100 | -100.0% | -0.00% | – |
COP | Exit | CONOCOPHILLIPS | $0 | – | -30 | -100.0% | -0.00% | – |
SLYG | Exit | SPDR SERIES TRUSTs&p 600 smcp grw | $0 | – | -9 | -100.0% | -0.00% | – |
BND | Exit | VANGUARD BOND INDEX FUNDtotal bnd mrkt | $0 | – | -19 | -100.0% | -0.00% | – |
BKLN | Exit | POWERSHARES ETF TRUST IIsenior ln port | $0 | – | -100 | -100.0% | -0.00% | – |
IEF | Exit | ISHARES7-10yr tr bd etf | $0 | – | -13 | -100.0% | -0.00% | – |
AMD | Exit | ADVANCED MICRO DEVICES INC | $0 | – | -70 | -100.0% | -0.00% | – |
GLTR | Exit | ETFS PRECIOUS METALS BASKETphys pm bskt | $0 | – | -55 | -100.0% | -0.00% | – |
PMF | Exit | PIMCO MUNICIPAL INCOME FD | $0 | – | -250 | -100.0% | -0.00% | – |
RQI | Exit | COHEN & STEERS QUALITY RLTY | $0 | – | -253 | -100.0% | -0.00% | – |
CVX | Exit | CHEVRON CORPORATION | $0 | – | -35 | -100.0% | -0.00% | – |
SYMC | Exit | SYMANTEC CORP | $0 | – | -100 | -100.0% | -0.00% | – |
EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -90 | -100.0% | -0.00% | – |
WFC | Exit | WELLS FARGO & CO NEW | $0 | – | -100 | -100.0% | -0.00% | – |
EWX | Exit | SPDR INDEX SHS FDSs&p emktsc etf | $0 | – | -125 | -100.0% | -0.00% | – |
VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -48 | -100.0% | -0.00% | – |
PAYX | Exit | PAYCHEX INC | $0 | – | -101 | -100.0% | -0.00% | – |
EVT | Exit | EATON VANCE TAX ADVT DIV INC | $0 | – | -233 | -100.0% | -0.00% | – |
GOLD | Exit | BARRICK GOLD CORP F | $0 | – | -225 | -100.0% | -0.00% | – |
ILCV | Exit | ISHARES TRmrngstr lg-cp vl | $0 | – | -50 | -100.0% | -0.00% | – |
CL | Exit | COLGATE-PALMOLIVE CO | $0 | – | -82 | -100.0% | -0.00% | – |
VLO | Exit | VALERO ENERGY CORP | $0 | – | -100 | -100.0% | -0.00% | – |
HYS | Exit | PIMCO ETF TR0-5 high yield | $0 | – | -62 | -100.0% | -0.00% | – |
O | Exit | REALTY INCOME CORP | $0 | – | -103 | -100.0% | -0.00% | – |
PIO | Exit | POWERSHS GLOBAL ETF TRUSTgbl wtr port | $0 | – | -280 | -100.0% | -0.00% | – |
BAX | Exit | BAXTER INTERNATIONAL INC | $0 | – | -150 | -100.0% | -0.01% | – |
KO | Exit | COCA COLA COMPANY | $0 | – | -200 | -100.0% | -0.01% | – |
MDLZ | Exit | MONDELEZ INT'L INC.cl a | $0 | – | -180 | -100.0% | -0.01% | – |
DBB | Exit | POWERSHS DB MULTI SECTOR SECT COMMdb base metals | $0 | – | -480 | -100.0% | -0.01% | – |
MBBYF | Exit | MOBILEYE N V AMSTELVEEN | $0 | – | -117 | -100.0% | -0.01% | – |
XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -150 | -100.0% | -0.01% | – |
PFE | Exit | PFIZER INCORPORATED | $0 | – | -216 | -100.0% | -0.01% | – |
FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -470 | -100.0% | -0.01% | – |
OGE | Exit | OGE ENERGY CORP | $0 | – | -228 | -100.0% | -0.01% | – |
CNI | Exit | CANADIAN NATL RY CO | $0 | – | -120 | -100.0% | -0.01% | – |
IJT | Exit | ISHARES TRsp smcp600gr etf | $0 | – | -61 | -100.0% | -0.01% | – |
PEZ | Exit | POWERSHARES ETF TRUSTcon discre sec | $0 | – | -228 | -100.0% | -0.01% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -85 | -100.0% | -0.01% | – |
OILNF | Exit | BARCLAYS BK PLCipsp croil etn | $0 | – | -1,645 | -100.0% | -0.01% | – |
IXG | Exit | ISHARES TRglobal finls etf | $0 | – | -155 | -100.0% | -0.01% | – |
DBP | Exit | POWERSHS DB MULTI SECTOR SECT COMMdb prec mtls | $0 | – | -268 | -100.0% | -0.01% | – |
PPA | Exit | POWERSHS ETF TRUSTaerspc def ptf | $0 | – | -225 | -100.0% | -0.01% | – |
VRSN | Exit | Verisign | $0 | – | -137 | -100.0% | -0.01% | – |
PXJ | Exit | POWERSHS ETF TRUSTdyn oil svcs | $0 | – | -1,012 | -100.0% | -0.01% | – |
IYY | Exit | ISHARES TRdow jones us etf | $0 | – | -100 | -100.0% | -0.01% | – |
IYJ | Exit | ISHARESu.s. inds etf | $0 | – | -90 | -100.0% | -0.01% | – |
BSCH | Exit | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2017 | $0 | – | -525 | -100.0% | -0.01% | – |
SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -237 | -100.0% | -0.01% | – |
KHC | Exit | KRAFT HEINZ CO | $0 | – | -129 | -100.0% | -0.01% | – |
BUD | Exit | ANHEUSER-BUSC INBEV SA/NVsponsored adr | $0 | – | -126 | -100.0% | -0.01% | – |
INTC | Exit | INTEL CORP | $0 | – | -385 | -100.0% | -0.01% | – |
XRT | Exit | SPDR SERIES TRUSTs&p retail etf | $0 | – | -330 | -100.0% | -0.01% | – |
PBA | Exit | PEMBINA PIPELINE CORP | $0 | – | -425 | -100.0% | -0.01% | – |
AET | Exit | AETNA INC NEW | $0 | – | -103 | -100.0% | -0.01% | – |
FEX | Exit | FIRST TR LRGE CP CORE ALPHA | $0 | – | -265 | -100.0% | -0.01% | – |
IYG | Exit | ISHARES TRu.s. fin svc etf | $0 | – | -114 | -100.0% | -0.01% | – |
RWX | Exit | SPDR INDEX SHARESdj intl rl etf | $0 | – | -340 | -100.0% | -0.01% | – |
TAN | Exit | CLAYMORE EXCHANGE TRD FD TRguggenheim solar | $0 | – | -745 | -100.0% | -0.01% | – |
CERN | Exit | CERNER CORP | $0 | – | -226 | -100.0% | -0.01% | – |
HOG | Exit | HARLEY DAVIDSON INC | $0 | – | -200 | -100.0% | -0.01% | – |
WOR | Exit | WORTHINGTON INDS INC | $0 | – | -300 | -100.0% | -0.01% | – |
IEI | Exit | ISHARES TR3-7 yr tr bd etf | $0 | – | -104 | -100.0% | -0.01% | – |
HYMB | Exit | SPDR SERIES TRUSTnuv hghyld mun | $0 | – | -220 | -100.0% | -0.01% | – |
SCHW | Exit | CHARLES SCHWAB CORP | $0 | – | -300 | -100.0% | -0.01% | – |
DHS | Exit | WISDOMTREE TRhigh div fd | $0 | – | -198 | -100.0% | -0.01% | – |
PMR | Exit | POWERSHARES ETF TRUSTdyn retail ptf | $0 | – | -380 | -100.0% | -0.01% | – |
FDX | Exit | FEDEX CORPORATION | $0 | – | -70 | -100.0% | -0.01% | – |
CLX | Exit | CLOROX CO. DEL | $0 | – | -110 | -100.0% | -0.01% | – |
CVG | Exit | CONVERGYS CORP | $0 | – | -690 | -100.0% | -0.01% | – |
XME | Exit | SELECT SECTOR SPDR TRs&p metals mng | $0 | – | -482 | -100.0% | -0.01% | – |
AWK | Exit | AMERICAN WATER WORKS | $0 | – | -183 | -100.0% | -0.01% | – |
BAC | Exit | BANK OF AMERICA CORP | $0 | – | -600 | -100.0% | -0.01% | – |
THST | Exit | TRUETT- HURSTcl a | $0 | – | -6,900 | -100.0% | -0.01% | – |
MAA | Exit | MID-AMER APT CMNTYS INC | $0 | – | -152 | -100.0% | -0.01% | – |
WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -200 | -100.0% | -0.01% | – |
PSAU | Exit | POWERSHARES ETF TRUST IIglob gld&p etf | $0 | – | -836 | -100.0% | -0.01% | – |
VZ | Exit | VERIZON COMMUNICATIONS | $0 | – | -347 | -100.0% | -0.01% | – |
WM | Exit | WASTE MANAGEMENT INC DEL | $0 | – | -235 | -100.0% | -0.01% | – |
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -159 | -100.0% | -0.01% | – |
IEZ | Exit | ISHARES TRus oil eq&sv etf | $0 | – | -414 | -100.0% | -0.01% | – |
PHB | Exit | POWERSHARES GLOBAL ETF TRUSTfdm hg yld rafi | $0 | – | -935 | -100.0% | -0.01% | – |
IHF | Exit | ISHARESus hlthcr pr etf | $0 | – | -128 | -100.0% | -0.01% | – |
SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -200 | -100.0% | -0.01% | – |
PHO | Exit | POWERSHS ETF TRUSTwater resource | $0 | – | -660 | -100.0% | -0.01% | – |
DOW | Exit | DOW CHEMICAL COMPANY | $0 | – | -300 | -100.0% | -0.01% | – |
NFLX | Exit | NETFLIX INC | $0 | – | -130 | -100.0% | -0.01% | – |
IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -125 | -100.0% | -0.01% | – |
VPU | Exit | VANGUARD WORLD FUNDSutilities etf | $0 | – | -175 | -100.0% | -0.01% | – |
IDE | Exit | VOYA INFRASTRUCTURE INDLS | $0 | – | -1,211 | -100.0% | -0.01% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -302 | -100.0% | -0.01% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -126 | -100.0% | -0.01% | – |
COKE | Exit | COCA COLA BOTTLG CO CONS | $0 | – | -100 | -100.0% | -0.01% | – |
GE | Exit | GENERAL ELECTRIC COMPANY | $0 | – | -700 | -100.0% | -0.01% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -24 | -100.0% | -0.01% | – |
T | Exit | A T & T INC NEW | $0 | – | -526 | -100.0% | -0.01% | – |
PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -215 | -100.0% | -0.01% | – |
PZA | Exit | POWERSHARES GLOBAL ETF TRUSTinsur natl mun | $0 | – | -890 | -100.0% | -0.01% | – |
IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -172 | -100.0% | -0.02% | – |
RPAI | Exit | RETAIL PPTYS AMER INcl a | $0 | – | -1,630 | -100.0% | -0.02% | – |
BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -306 | -100.0% | -0.02% | – |
SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -752 | -100.0% | -0.02% | – |
IJJ | Exit | ISHARESs&p mc 400vl etf | $0 | – | -172 | -100.0% | -0.02% | – |
PSL | Exit | POWERSHARES ETF TRUSTcon staple sec | $0 | – | -464 | -100.0% | -0.02% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -245 | -100.0% | -0.02% | – |
IVE | Exit | ISHARESs&p 500 val etf | $0 | – | -256 | -100.0% | -0.02% | – |
FAX | Exit | ABERDEEN ASIA PAC INCM | $0 | – | -5,615 | -100.0% | -0.02% | – |
HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -450 | -100.0% | -0.02% | – |
XOM | Exit | EXXON MOBIL CORPORATION | $0 | – | -372 | -100.0% | -0.02% | – |
IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -260 | -100.0% | -0.02% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -198 | -100.0% | -0.02% | – |
BSCI | Exit | CLAYMORE EXCHANGE TRD FD TRgug bull2018 e | $0 | – | -1,460 | -100.0% | -0.02% | – |
FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -1,111 | -100.0% | -0.02% | – |
PJP | Exit | POWERSHS ETF TRUSTdyn phrma port | $0 | – | -546 | -100.0% | -0.02% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -473 | -100.0% | -0.02% | – |
MCD | Exit | MC DONALDS CORP | $0 | – | -250 | -100.0% | -0.02% | – |
C | Exit | CITIGROUP INC | $0 | – | -572 | -100.0% | -0.02% | – |
FTSM | Exit | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $0 | – | -616 | -100.0% | -0.02% | – |
BEAV | Exit | B/E AEROSPACE INC | $0 | – | -548 | -100.0% | -0.02% | – |
BA | Exit | BOEING CO | $0 | – | -200 | -100.0% | -0.02% | – |
USO | Exit | UNITED STATES OIL FUNDunits | $0 | – | -3,880 | -100.0% | -0.03% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -361 | -100.0% | -0.03% | – |
FDN | Exit | FIRST TR EXCHANGE TRADED FDdj internt idx | $0 | – | -473 | -100.0% | -0.03% | – |
STZ | Exit | CONSTELLATION BRAND CL Acl a | $0 | – | -274 | -100.0% | -0.03% | – |
AAXJ | Exit | ISHARESmsci ac asia etf | $0 | – | -705 | -100.0% | -0.03% | – |
EWH | Exit | ISHARES INCmsci hong kg etf | $0 | – | -2,054 | -100.0% | -0.03% | – |
WPC | Exit | W P CAREY | $0 | – | -771 | -100.0% | -0.03% | – |
FTSL | Exit | FIRST TR EXCHANGE TRADED FDsenior ln fd | $0 | – | -1,010 | -100.0% | -0.03% | – |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -456 | -100.0% | -0.03% | – |
TIPZ | Exit | PIMCO ETF TRbroad us tips | $0 | – | -909 | -100.0% | -0.03% | – |
ADBE | Exit | ADOBE SYSTEMS INC | $0 | – | -400 | -100.0% | -0.03% | – |
PUI | Exit | POWERSHS ETF TRUSTdyn util portf | $0 | – | -1,965 | -100.0% | -0.03% | – |
SCHR | Exit | SCHWAB STRATEGIC TRintrm trm tres | $0 | – | -1,010 | -100.0% | -0.04% | – |
FBT | Exit | FIRST TR EXCHANGE TRADED FDny arca biotech | $0 | – | -535 | -100.0% | -0.04% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -971 | -100.0% | -0.04% | – |
IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -706 | -100.0% | -0.04% | – |
AAPL | Exit | APPLE INC | $0 | – | -412 | -100.0% | -0.04% | – |
DBE | Exit | POWERSHS DB MULTI SECTOR SECT COMMdb energy fund | $0 | – | -5,089 | -100.0% | -0.04% | – |
SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -1,165 | -100.0% | -0.04% | – |
IGV | Exit | ISHARES TRna tec-sftwr etf | $0 | – | -510 | -100.0% | -0.04% | – |
RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -753 | -100.0% | -0.04% | – |
PCY | Exit | POWERSHS GLOBAL ETF TRUSTsovereign debt | $0 | – | -2,403 | -100.0% | -0.04% | – |
VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -839 | -100.0% | -0.04% | – |
PG | Exit | PROCTER & GAMBLE | $0 | – | -802 | -100.0% | -0.05% | – |
FXU | Exit | FIRST TR EXCHANGE TRADED FDutilities alph | $0 | – | -2,635 | -100.0% | -0.05% | – |
SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -1,425 | -100.0% | -0.05% | – |
MPW | Exit | MEDICAL PROPERTIES TRUST | $0 | – | -5,567 | -100.0% | -0.05% | – |
FXL | Exit | FIRST TR EXCHANGE TRADED FDtech alphadex | $0 | – | -1,743 | -100.0% | -0.05% | – |
PEJ | Exit | POWERSHS ETF TRUSTdyn lsr & ent | $0 | – | -1,785 | -100.0% | -0.05% | – |
EFT | Exit | EATON VANCE FLTING RATE INC | $0 | – | -5,530 | -100.0% | -0.05% | – |
PKW | Exit | POWERSHARES ETF TRUSTdyna buybk ach | $0 | – | -1,834 | -100.0% | -0.06% | – |
AOR | Exit | ISHARESgrwt allocat etf | $0 | – | -2,272 | -100.0% | -0.06% | – |
VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -1,295 | -100.0% | -0.07% | – |
LGLV | Exit | SPDR SER TRssga us lrg etf | $0 | – | -1,243 | -100.0% | -0.07% | – |
IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -1,894 | -100.0% | -0.07% | – |
NEA | Exit | NUVEEN AMT-FREE MUN INCOME F | $0 | – | -8,212 | -100.0% | -0.07% | – |
PFF | Exit | ISHARES TRu.s. pfd stk etf | $0 | – | -2,840 | -100.0% | -0.07% | – |
XLP | Exit | SELECT SECTOR SPDR TRsbi cons stpls | $0 | – | -2,040 | -100.0% | -0.07% | – |
HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -1,320 | -100.0% | -0.07% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -497 | -100.0% | -0.08% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -950 | -100.0% | -0.08% | – |
XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -3,788 | -100.0% | -0.08% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -717 | -100.0% | -0.08% | – |
VOX | Exit | VANGUARD WORLD FUNDS | $0 | – | -1,368 | -100.0% | -0.08% | – |
WRE | Exit | WASH REAL EST INV TR SBIsh ben int | $0 | – | -4,198 | -100.0% | -0.08% | – |
IYH | Exit | ISHARES TRus hlthcare etf | $0 | – | -898 | -100.0% | -0.09% | – |
CSX | Exit | C S X CORP | $0 | – | -3,341 | -100.0% | -0.10% | – |
IGE | Exit | ISHARES TRna nat res | $0 | – | -4,564 | -100.0% | -0.10% | – |
IYT | Exit | ISHAREStrans avg etf | $0 | – | -1,010 | -100.0% | -0.11% | – |
FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -4,838 | -100.0% | -0.11% | – |
WGL | Exit | WGL HOLDINGS INC | $0 | – | -2,325 | -100.0% | -0.12% | – |
UE | Exit | URBAN EDGE PPTYS | $0 | – | -8,382 | -100.0% | -0.14% | – |
VNO | Exit | VORNADO REALTY TRUSTsh ben int | $0 | – | -16,765 | -100.0% | -1.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-11
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.