$153 Million is the total value of Madden Advisory Services, Inc.'s 73 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWB | ISHARESrus 1000 etf | $5,254,000 | +8.4% | 29,452 | 0.0% | 3.44% | -0.5% | |
IWR | ISHARES TRrus mid cap etf | $4,603,000 | +6.6% | 77,220 | 0.0% | 3.01% | -2.2% | |
IYF | ISHARESu.s. finls etf | $3,423,000 | +7.0% | 24,846 | 0.0% | 2.24% | -1.7% | |
EFAV | ISHARES TRmin vol eafe etf | $3,018,000 | +1.7% | 40,490 | 0.0% | 1.97% | -6.6% | |
AOM | ISHARESmodert alloc etf | $2,821,000 | +2.1% | 70,305 | 0.0% | 1.84% | -6.2% | |
DIA | SPDR DOW JONES INDL AVGut ser 1 | $2,210,000 | +5.9% | 7,755 | 0.0% | 1.45% | -2.8% | |
IYW | ISHARESu.s. tech etf | $1,729,000 | +13.9% | 7,435 | 0.0% | 1.13% | +4.6% | |
DVY | ISHARES TRselect divid etf | $1,532,000 | +3.7% | 14,500 | 0.0% | 1.00% | -4.8% | |
VIG | VANGUARD SPECIALIZED PORTdiv app etf | $1,471,000 | +4.3% | 11,806 | 0.0% | 0.96% | -4.3% | |
PTF | INVESCO TECHNOLOGY MOMENTUMdwa technology | $1,234,000 | +12.6% | 15,980 | 0.0% | 0.81% | +3.3% | |
VAW | VANGUARD WORLD FUNDSmaterials etf | $1,223,000 | +6.2% | 9,118 | 0.0% | 0.80% | -2.6% | |
ICF | ISHARES TRcohen steer reit | $1,078,000 | -2.5% | 9,216 | 0.0% | 0.70% | -10.5% | |
PWV | INVESCO DYNAMIC LARGE CAP VALUEdynmc lrg valu | $1,074,000 | +7.8% | 25,990 | 0.0% | 0.70% | -1.1% | |
ISCG | ISHARESmrgstr sm cp gr | $951,000 | +8.8% | 4,490 | 0.0% | 0.62% | -0.2% | |
IBB | ISHARES TRnasdaq biotech | $865,000 | +21.1% | 7,185 | 0.0% | 0.57% | +11.2% | |
IYK | ISHARES TRu.s. cnsm gd etf | $845,000 | +5.2% | 6,350 | 0.0% | 0.55% | -3.3% | |
IWD | ISHARESrus 1000 val etf | $835,000 | +6.4% | 6,122 | 0.0% | 0.55% | -2.3% | |
IYM | ISHARES TRu.s. bas mtl etf | $747,000 | +6.1% | 7,630 | 0.0% | 0.49% | -2.6% | |
ITA | ISHARESus aer def etf | $644,000 | -1.2% | 2,903 | 0.0% | 0.42% | -9.5% | |
FTSM | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $616,000 | +0.2% | 10,252 | 0.0% | 0.40% | -8.0% | |
CIBR | FIRST TR EXCHANGE TRADEDnasdaq cyb etf | $581,000 | +8.6% | 19,370 | 0.0% | 0.38% | -0.3% | |
SCHD | SCHWAB STRATEGIC TRus dividend eq | $405,000 | +5.7% | 6,998 | 0.0% | 0.26% | -2.9% | |
IAK | ISHARESu.s. insrnce etf | $393,000 | -1.0% | 5,515 | 0.0% | 0.26% | -9.2% | |
BCE | B C E INC NEW F | $350,000 | -4.4% | 7,568 | 0.0% | 0.23% | -12.3% | |
IWV | ISHARES TRrussell 3000 etf | $349,000 | +8.4% | 1,855 | 0.0% | 0.23% | -0.4% | |
KXI | ISHARES TRglb cnsm stp etf | $309,000 | +1.0% | 5,586 | 0.0% | 0.20% | -7.3% | |
CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $264,000 | +6.0% | 4,765 | 0.0% | 0.17% | -2.3% | |
FLTR | VANECK VECTORS ETF TRinvt grade fltg | $251,000 | +0.4% | 9,931 | 0.0% | 0.16% | -7.9% | |
XHB | SPDR SERIES TRUSTs&p homebuild | $234,000 | +3.1% | 5,150 | 0.0% | 0.15% | -5.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
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.