$187 Million is the total value of Madden Advisory Services, Inc.'s 89 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 3.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | POWERSHS QQQ TRUSTunit ser 1 | $11,385,000 | +16.5% | 63,373 | +0.0% | 6.10% | +3.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $9,664,000 | +13.6% | 142,027 | +0.0% | 5.18% | +0.8% |
| VGT | Sell | VANGUARD WORLD FUNDSinf tech etf | $9,464,000 | +19.4% | 47,173 | -0.7% | 5.07% | +5.9% |
| VHT | Buy | VANGUARD WORLD FUNDShealth car etf | $9,432,000 | +8.8% | 54,686 | +1.3% | 5.05% | -3.5% |
| AOK | Buy | ISHARES TRconser alloc etf | $6,742,000 | +7.3% | 195,317 | +1.7% | 3.61% | -4.8% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $6,299,000 | +14.4% | 79,305 | -0.7% | 3.38% | +1.5% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $5,209,000 | +15.3% | 74,502 | +0.1% | 2.79% | +2.3% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $5,175,000 | +16.8% | 93,438 | +1.1% | 2.77% | +3.6% |
| VDC | Buy | VANGUARD WORLD FUNDSconsum stp etf | $4,988,000 | +12.3% | 34,354 | +1.4% | 2.67% | -0.3% |
| SDOG | Sell | ALPS ETF TRsectr div dogs | $4,844,000 | +8.4% | 112,925 | -1.2% | 2.60% | -3.9% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $4,736,000 | +15.3% | 61,389 | +3.6% | 2.54% | +2.3% |
| IWB | ISHARESrus 1000 etf | $4,633,000 | +13.4% | 29,452 | 0.0% | 2.48% | +0.6% | |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $4,400,000 | -0.5% | 44,146 | -2.2% | 2.36% | -11.7% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $4,342,000 | +10.1% | 138,684 | -0.3% | 2.33% | -2.3% |
| IWR | ISHARES TRrus mid cap etf | $4,172,000 | +16.1% | 77,332 | 0.0% | 2.24% | +3.0% | |
| TIP | Buy | ISHARES TRtips bd etf | $3,888,000 | +3.5% | 34,393 | +0.2% | 2.08% | -8.2% |
| XLK | SELECT SECTOR SPDR TRtechnology | $3,470,000 | +19.4% | 46,892 | 0.0% | 1.86% | +5.9% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $3,236,000 | +16.5% | 43,132 | 0.0% | 1.73% | +3.3% | |
| VFH | Buy | VANGUARD WORLD FDSfinancials etf | $3,175,000 | +9.5% | 49,196 | +0.7% | 1.70% | -2.9% |
| IXC | ISHARES TRglobal energ etf | $2,969,000 | +14.8% | 88,126 | 0.0% | 1.59% | +1.9% | |
| IYF | ISHARESu.s. finls etf | $2,938,000 | +11.0% | 24,876 | 0.0% | 1.57% | -1.5% | |
| EFAV | ISHARES TRmin vol eafe etf | $2,915,000 | +8.0% | 40,490 | 0.0% | 1.56% | -4.2% | |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $2,885,000 | +16.3% | 64,953 | +0.8% | 1.55% | +3.2% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $2,841,000 | +12.7% | 42,027 | -0.5% | 1.52% | 0.0% |
| AOM | ISHARESmodert alloc etf | $2,804,000 | +6.7% | 73,676 | 0.0% | 1.50% | -5.4% | |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $2,685,000 | +18.1% | 19,197 | +1.7% | 1.44% | +4.8% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $2,521,000 | +3.6% | 203,653 | +2.9% | 1.35% | -8.0% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $2,494,000 | +16.7% | 37,722 | +1.2% | 1.34% | +3.5% |
| IJH | ISHARES TRcore s&p mcp etf | $2,444,000 | +14.0% | 12,906 | 0.0% | 1.31% | +1.2% | |
| DIA | SPDR DOW JONES INDL AVGut ser 1 | $2,013,000 | +11.2% | 7,770 | 0.0% | 1.08% | -1.4% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $1,991,000 | +15.0% | 17,489 | 0.0% | 1.07% | +2.1% | |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,989,000 | +11.8% | 18,488 | +1.8% | 1.07% | -0.7% |
| WELL | Sell | Welltower, Inc | $1,885,000 | +8.9% | 24,293 | -2.6% | 1.01% | -3.3% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $1,877,000 | +20.2% | 10,888 | +5.0% | 1.01% | +6.7% |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $1,767,000 | +7.9% | 68,730 | 0.0% | 0.95% | -4.2% | |
| IYW | ISHARESu.s. tech etf | $1,709,000 | +19.2% | 8,971 | 0.0% | 0.92% | +5.8% | |
| ICF | ISHARES TRcohen steer reit | $1,685,000 | +16.2% | 15,155 | 0.0% | 0.90% | +3.1% | |
| VIG | Sell | VANGUARD SPECIALIZED PORTdiv app etf | $1,626,000 | +10.9% | 14,834 | -0.9% | 0.87% | -1.6% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,568,000 | +10.8% | 60,296 | +0.2% | 0.84% | -1.8% |
| DVY | Sell | ISHARES TRselect divid etf | $1,548,000 | +8.9% | 15,777 | -0.8% | 0.83% | -3.4% |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $1,468,000 | +5.3% | 31,428 | +0.4% | 0.79% | -6.5% |
| CIBR | FIRST TR EXCHANGE TRADEDnasdaq cyb etf | $1,371,000 | +19.9% | 48,810 | 0.0% | 0.74% | +6.5% | |
| VAW | Sell | VANGUARD WORLD FUNDSmaterials etf | $1,294,000 | +10.8% | 10,518 | -0.2% | 0.69% | -1.7% |
| VOO | Buy | VANGUARD INDEX FDS | $1,253,000 | +18.2% | 4,829 | +4.6% | 0.67% | +4.8% |
| CEF | SPROTT PHYSICAL GOLD & SILVERtr unit | $1,233,000 | -1.1% | 99,471 | 0.0% | 0.66% | -12.2% | |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $1,221,000 | +8.9% | 26,661 | +0.3% | 0.65% | -3.4% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,117,000 | +6.9% | 21,366 | -4.0% | 0.60% | -5.2% |
| PTF | INVESCO TECHNOLOGY MOMENTUMdwa technology | $1,083,000 | +28.8% | 15,980 | 0.0% | 0.58% | +14.2% | |
| IBB | ISHARES TRnasdaq biotech | $930,000 | +16.0% | 8,319 | 0.0% | 0.50% | +2.9% | |
| PWV | INVESCO DYNAMIC LARGE CAP VALUEdynmc lrg valu | $920,000 | +8.5% | 25,990 | 0.0% | 0.49% | -3.7% | |
| IDU | Buy | ISHARES TRu.s. utilits etf | $897,000 | +16.0% | 6,094 | +5.8% | 0.48% | +3.0% |
| ISCG | ISHARESmrgstr sm cp gr | $895,000 | +19.8% | 4,490 | 0.0% | 0.48% | +6.4% | |
| PNQI | POWERSHARES NASDAQ INTERNETnasdaq internt | $780,000 | +22.8% | 5,790 | 0.0% | 0.42% | +9.1% | |
| IYK | ISHARES TRu.s. cnsm gd etf | $758,000 | +12.3% | 6,350 | 0.0% | 0.41% | -0.5% | |
| IWD | ISHARESrus 1000 val etf | $756,000 | +11.3% | 6,122 | 0.0% | 0.40% | -1.2% | |
| FTSM | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $748,000 | +0.3% | 12,472 | 0.0% | 0.40% | -11.1% | |
| CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $746,000 | +11.7% | 14,285 | 0.0% | 0.40% | -0.7% | |
| IYM | ISHARES TRu.s. bas mtl etf | $697,000 | +8.9% | 7,630 | 0.0% | 0.37% | -3.4% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $625,000 | +9.8% | 11,266 | 0.0% | 0.34% | -2.6% | |
| ITA | ISHARESus aer def etf | $612,000 | +15.5% | 3,068 | 0.0% | 0.33% | +2.5% | |
| XHB | SPDR SERIES TRUSTs&p homebuild | $597,000 | +18.5% | 15,505 | 0.0% | 0.32% | +5.3% | |
| IBDK | Buy | ISHARES TRibonds dec19 etf | $561,000 | +11.1% | 22,582 | +10.7% | 0.30% | -1.3% |
| SGOL | Sell | ABERDEEN STD PHYSICAL SWISS GOLD ETFphyscl swiss gld | $562,000 | 0.0% | 4,517 | -0.7% | 0.30% | -11.2% |
| EFA | ISHARES TRmsci eafe etf | $551,000 | +10.2% | 8,507 | 0.0% | 0.30% | -2.3% | |
| XNTK | Sell | SPDR SERIES TRUSTnyse tech etf | $536,000 | +16.5% | 7,536 | -2.6% | 0.29% | +3.2% |
| KXI | Sell | ISHARES TRglb cnsm stp etf | $512,000 | +4.7% | 9,926 | -6.7% | 0.27% | -7.1% |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $499,000 | +13.2% | 10,720 | 0.0% | 0.27% | +0.4% | |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $495,000 | -1.0% | 5,896 | -1.4% | 0.26% | -12.3% |
| BCE | B C E INC NEW F | $443,000 | +12.4% | 9,982 | 0.0% | 0.24% | -0.4% | |
| VYM | VANGUARD WHITEHALL FUNDS INChigh div yld | $442,000 | +10.0% | 5,166 | 0.0% | 0.24% | -2.5% | |
| KBE | Sell | SPDR SERIES TRUSTs&p bk etf | $432,000 | +8.0% | 10,360 | -3.5% | 0.23% | -4.5% |
| FXL | FIRST TR EXCHANGE TRADED FDtech alphadex | $430,000 | +21.8% | 6,728 | 0.0% | 0.23% | +8.0% | |
| IAK | ISHARESu.s. insrnce etf | $411,000 | +10.2% | 6,465 | 0.0% | 0.22% | -2.2% | |
| IWM | ISHARES TRrussell 2000 etf | $367,000 | +14.3% | 2,400 | 0.0% | 0.20% | +1.5% | |
| GLD | SPDR GOLD TRUST | $352,000 | +0.6% | 2,891 | 0.0% | 0.19% | -10.4% | |
| FLTR | VANECK VECTORS ETF TRinvt grade fltg | $325,000 | +1.9% | 12,944 | 0.0% | 0.17% | -9.8% | |
| CSX | C S X CORP | $322,000 | +20.6% | 4,303 | 0.0% | 0.17% | +7.5% | |
| VOX | VANGUARD WORLD FUNDS | $314,000 | +12.9% | 3,761 | 0.0% | 0.17% | 0.0% | |
| IWV | ISHARES TRrussell 3000 etf | $309,000 | +13.6% | 1,855 | 0.0% | 0.17% | +1.2% | |
| PCEF | Sell | POWERSHARES CEF INCOME COMPOSITE | $291,000 | +6.2% | 13,136 | -3.1% | 0.16% | -5.5% |
| SLV | Sell | ISHARES SILVER TRUSTishares | $289,000 | -3.7% | 20,430 | -1.3% | 0.16% | -14.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $269,000 | +21.2% | 4,428 | +9.2% | 0.14% | +7.5% |
| FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $247,000 | +17.1% | 6,200 | 0.0% | 0.13% | +3.9% | |
| VO | VANGUARD INDEX FDSmid cap etf | $235,000 | +16.3% | 1,465 | 0.0% | 0.13% | +3.3% | |
| JNK | SPDR SERIES TRUSTbloomberg brclys | $219,000 | +7.4% | 6,092 | 0.0% | 0.12% | -4.9% | |
| IYE | New | ISHARES TRu.s. energy etf | $218,000 | – | 6,075 | +100.0% | 0.12% | – |
| PBJ | New | POWERSHS DYNAMICdynmc food bev | $217,000 | – | 6,540 | +100.0% | 0.12% | – |
| CRAK | New | VANECK VECTORS OIL REFINERS ETFoil refiners etf | $210,000 | – | 7,315 | +100.0% | 0.11% | – |
| DBC | POWERSHS DB COMMDTY INDXunit | $169,000 | +9.7% | 10,631 | 0.0% | 0.09% | -2.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-16
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.