Madden-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "IVT",
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "IJR",
  "EFG",
  "VHT",
  null,
  null,
  "EEM",
  "IVV",
  "AAPL",
  "SPY",
  "PRU",
  null,
  "IEFA",
  "SCHX",
  null,
  "SPDW",
  "GLD",
  "SPYG",
  null,
  "VNQ",
  "VO",
  "VWO",
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "IWR",
  "SGOL",
  null,
  "SCHB",
  null,
  "CEF",
  null,
  null,
  "VGT",
  null,
  "VUG",
  null,
  "VONE",
  null,
  "VXUS",
  "BND",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "WELL",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  "RSP",
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  null,
  "XLK",
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 101
Total Value: 214566150
Accession Number: 0001172661-25-001580
Form Type: 13F-HR
CIK: madden-advisory-services
Manager Name: Madden-Advisory-Services

Data Enrichment

50% identified

50 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

101 positions • $214.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287804

IJR|464287804

Shares:29.7K

Value:$3.1M

% of Portfolio:1.4% ($3.1M/$214.6M)

46429B747

Shares:29.7K

Value:$3.1M

% of Portfolio:1.4% ($3.1M/$214.6M)

808524698

Shares:127.8K

Value:$2.9M

% of Portfolio:1.3% ($2.9M/$214.6M)

92189F486

Shares:110.0K

Value:$2.8M

% of Portfolio:1.3% ($2.8M/$214.6M)

464288810

Shares:45.5K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$214.6M)

92204A108

Shares:8.3K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$214.6M)

46435UAA9

Shares:106.2K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$214.6M)

92206C409

Shares:31.3K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$214.6M)

92204A876

Shares:13.3K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$214.6M)

808524847

SCHH|808524847

Shares:102.2K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$214.6M)

72201R817

Shares:22.0K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$214.6M)

46429B663

Shares:14.2K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$214.6M)

92204A603

Shares:6.8K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$214.6M)

316092790

Shares:26.0K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$214.6M)

464287507

IJH|464287507

Shares:25.4K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$214.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.9K

Value:$1.4M

% of Portfolio:0.6% ($1.4M/$214.6M)

922908751

VB|922908751

Shares:5.9K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$214.6M)

81369Y407

Shares:6.5K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$214.6M)

81369Y803

XLK|81369Y803

Shares:6.2K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$214.6M)

464287176

Shares:11.5K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$214.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJRcusip464287804)	29.7K	QoQ +1.10% (-324) YoY +4.44% (-1.3K)	All Managers (Combined)	$3.1M	1.4% ($3.1M/$214.6M)	QoQ -8.24% (-$279.5K) YoY -1.17% (-$37.0K)
(cusip46429B747)✕	29.7K	QoQ +1.16% (+342) YoY +5.58% (+1.6K)	All Managers (Combined)	$3.1M	1.4% ($3.1M/$214.6M)	QoQ +4.04% (+$119.8K) YoY +9.87% (+$276.5K)
(cusip808524698)✕	127.8K	QoQ +36.27% (+34.0K) YoY NEW(+127.8K)	All Managers (Combined)	$2.9M	1.3% ($2.9M/$214.6M)	QoQ +38.67% (+$800.7K) YoY NEW(+$2.9M)
(cusip92189F486)✕	110.0K	QoQ -3.52% (-4.0K) YoY -15.40% (-20.0K)	All Managers (Combined)	$2.8M	1.3% ($2.8M/$214.6M)	QoQ -3.14% (-$91.2K) YoY -15.27% (-$506.8K)
(cusip464288810)✕	45.5K	QoQ -1.08% (-498) YoY -14.51% (-7.7K)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$214.6M)	QoQ +2.03% (-$54.7K) YoY -12.18% (-$380.4K)
(cusip92204A108)✕	8.3K	QoQ +1.28% (-105) YoY +7.19% (+555)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$214.6M)	QoQ -12.16% (-$373.0K) YoY +9.82% (+$240.8K)
(cusip46435UAA9)✕	106.2K	QoQ +9.60% (+9.3K) YoY +299.93% (+79.6K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$214.6M)	QoQ +10.61% (+$246.3K) YoY +306.31% (+$1.9M)
(cusip92206C409)✕	31.3K	QoQ +4.94% (+1.5K) YoY +18.16% (+4.8K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$214.6M)	QoQ +6.19% (+$144.2K) YoY +20.65% (+$423.4K)
(cusip92204A876)✕	13.3K	QoQ +2.48% (+324) YoY +16.45% (+1.9K)	All Managers (Combined)	$2.3M	1.1% ($2.3M/$214.6M)	QoQ +7.11% (+$151.4K) YoY +39.51% (+$645.3K)
(SCHHcusip808524847)	102.2K	QoQ +1.44% (+1.5K) YoY +13.45% (+12.1K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$214.6M)	QoQ +3.60% (+$76.6K) YoY +20.22% (+$369.9K)
(cusip72201R817)✕	22.0K	QoQ +0.18% (+40) YoY +75.31% (+9.5K)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$214.6M)	QoQ +1.94% (+$40.6K) YoY +76.62% (+$925.2K)
(cusip46429B663)✕	14.2K	QoQ -0.32% (-47) YoY +8.07% (+1.1K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$214.6M)	QoQ +7.53% (-$120.6K) YoY +18.76% (+$271.9K)
(cusip92204A603)✕	6.8K	QoQ -1.38% (-95) YoY -3.24% (-227)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$214.6M)	QoQ -4.03% (-$70.5K) YoY -1.87% (-$32.0K)
(cusip316092790)✕	26.0K	QoQ +0.31% (-83) YoY +19.11% (+4.2K)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$214.6M)	QoQ -1.62% (-$27.6K) YoY +29.66% (+$382.3K)
(IJHcusip464287507)	25.4K	QoQ -0.28% (-73) YoY +1.50% (-377)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$214.6M)	QoQ -6.62% (-$105.0K) YoY -2.48% (-$37.7K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.9K	QoQ +2.51% (-72) YoY +13.23% (+343)	All Managers (Combined)	$1.4M	0.6% ($1.4M/$214.6M)	QoQ -5.96% (-$87.3K) YoY +19.59% (+$225.5K)
(VBcusip922908751)	5.9K	QoQ -1.00% (-60) YoY +2.03% (-118)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$214.6M)	QoQ -8.63% (-$123.9K) YoY -0.99% (-$13.2K)
(cusip81369Y407)✕	6.5K	QoQ -5.41% (-373) YoY -1.88% (-125)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$214.6M)	QoQ -16.74% (-$258.9K) YoY +5.37% (-$65.7K)
(XLKcusip81369Y803)	6.2K	QoQ +0.74% (-46) YoY -2.53% (-162)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$214.6M)	QoQ -10.53% (-$151.6K) YoY -3.36% (-$44.9K)
(cusip464287176)✕	11.5K	QoQ +0.75% (+86) YoY +23.28% (+2.2K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$214.6M)	QoQ +5.04% (+$61.2K) YoY +27.52% (+$274.5K)