$144 Million is the total value of Madden Advisory Services, Inc.'s 73 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TRrus mid cap etf | $3,333,000 | -27.6% | 77,220 | 0.0% | 2.31% | -23.2% | |
| DIA | SPDR DOW JONES INDL AVGut ser 1 | $1,700,000 | -23.1% | 7,755 | 0.0% | 1.18% | -18.5% | |
| PTF | INVESCO TECHNOLOGY MOMENTUMdwa technology | $1,079,000 | -12.6% | 15,980 | 0.0% | 0.75% | -7.3% | |
| ICF | ISHARES TRcohen steer reit | $844,000 | -21.7% | 9,216 | 0.0% | 0.58% | -17.0% | |
| PWV | INVESCO DYNAMIC LARGE CAP VALUEdynmc lrg valu | $783,000 | -27.1% | 25,990 | 0.0% | 0.54% | -22.6% | |
| IBB | ISHARES TRnasdaq biotech | $774,000 | -10.5% | 7,185 | 0.0% | 0.54% | -5.1% | |
| IYK | ISHARES TRu.s. cnsm gd etf | $687,000 | -18.7% | 6,350 | 0.0% | 0.48% | -13.9% | |
| CIBR | FIRST TR EXCHANGE TRADEDnasdaq cyb etf | $499,000 | -14.1% | 19,370 | 0.0% | 0.35% | -8.9% | |
| SGOL | ABERDEEN STD PHYSICAL SWISS GOLD ETF | $414,000 | +3.5% | 27,390 | 0.0% | 0.29% | +9.5% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $314,000 | -22.5% | 6,998 | 0.0% | 0.22% | -17.7% | |
| IWV | ISHARES TRrussell 3000 etf | $275,000 | -21.2% | 1,855 | 0.0% | 0.19% | -16.2% | |
| FLTR | VANECK VECTORS ETF TRinvt grade fltg | $234,000 | -6.8% | 9,931 | 0.0% | 0.16% | -1.2% | |
| CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $228,000 | -13.6% | 4,765 | 0.0% | 0.16% | -8.7% | |
| MOAT | VANECK VECTORS ETF TRmorningstar wide | $205,000 | -20.2% | 4,707 | 0.0% | 0.14% | -15.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-11
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.