Madden Advisory Services, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 101Value: $214.6MLatest: 2025Q1

Madden Advisory Services, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 101 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "SCHH",
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  "MCD",
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  "IVT",
  "IJH",
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  "MSFT",
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  "IJR",
  "EFG",
  "VHT",
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  "EEM",
  "IVV",
  "AAPL",
  "SPY",
  "PRU",
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  "IEFA",
  "SCHX",
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  "SPDW",
  "GLD",
  "SPYG",
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  "VNQ",
  "VO",
  "VWO",
  "VIG",
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  "IWR",
  "SGOL",
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  "SCHB",
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  "CEF",
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  "VGT",
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  "VUG",
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  "VONE",
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  "VXUS",
  "BND",
  "BSV",
  "VB",
  "VOO",
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  "VTV",
  "WELL",
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  "SCHD",
  "SCHG",
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  "SCHF",
  "SCHA",
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  "RSP",
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
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  "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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808524102

SCHB|808524102

Shares:778.5K

Value:$16.8M

% of Portfolio:7.8% ($16.8M/$214.6M)

922908363

VOO|922908363

Shares:30.8K

Value:$15.8M

% of Portfolio:7.4% ($15.8M/$214.6M)

922908744

VTV|922908744

Shares:73.9K

Value:$12.8M

% of Portfolio:6.0% ($12.8M/$214.6M)

92204A702

VGT|92204A702

Shares:22.7K

Value:$12.3M

% of Portfolio:5.7% ($12.3M/$214.6M)

46434VBD1

Shares:306.9K

Value:$7.7M

% of Portfolio:3.6% ($7.7M/$214.6M)

464287465

EFA|464287465

Shares:88.9K

Value:$7.3M

% of Portfolio:3.4% ($7.3M/$214.6M)

808524201

SCHX|808524201

Shares:278.9K

Value:$6.2M

% of Portfolio:2.9% ($6.2M/$214.6M)

92204A504

VHT|92204A504

Shares:22.5K

Value:$6.0M

% of Portfolio:2.8% ($6.0M/$214.6M)

92204A207

Shares:27.0K

Value:$5.9M

% of Portfolio:2.8% ($5.9M/$214.6M)

464285204

Shares:96.5K

Value:$5.7M

% of Portfolio:2.7% ($5.7M/$214.6M)

46435GAA0

Shares:226.1K

Value:$5.5M

% of Portfolio:2.6% ($5.5M/$214.6M)

MICROSOFT CORP

MSFT|594918104

Shares:14.2K

Value:$5.3M

% of Portfolio:2.5% ($5.3M/$214.6M)

921909768

VXUS|921909768

Shares:75.8K

Value:$4.7M

% of Portfolio:2.2% ($4.7M/$214.6M)

46434V407

Shares:104.1K

Value:$4.4M

% of Portfolio:2.1% ($4.4M/$214.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.4K

Value:$4.2M

% of Portfolio:1.9% ($4.2M/$214.6M)

921908844

VIG|921908844

Shares:21.3K

Value:$4.1M

% of Portfolio:1.9% ($4.1M/$214.6M)

808524300

SCHG|808524300

Shares:161.8K

Value:$4.1M

% of Portfolio:1.9% ($4.1M/$214.6M)

808524508

Shares:152.9K

Value:$4.0M

% of Portfolio:1.9% ($4.0M/$214.6M)

808524797

SCHD|808524797

Shares:112.9K

Value:$3.2M

% of Portfolio:1.5% ($3.2M/$214.6M)

922908769

VTI|922908769

Shares:11.4K

Value:$3.1M

% of Portfolio:1.5% ($3.1M/$214.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHBcusip808524102)	778.5K	QoQ -0.37% (-2.9K) YoY +191.58% (+511.5K)	All Managers (Combined)	$16.8M	7.8% ($16.8M/$214.6M)	QoQ -5.51% (-$977.5K) YoY +2.83% (+$461.3K)
(VOOcusip922908363)	30.8K	QoQ +0.47% (-147) YoY +10.11% (+2.8K)	All Managers (Combined)	$15.8M	7.4% ($15.8M/$214.6M)	QoQ -4.16% (-$687.3K) YoY +17.71% (+$2.4M)
(VTVcusip922908744)	73.9K	QoQ -1.79% (-1.4K) YoY +4.42% (+3.1K)	All Managers (Combined)	$12.8M	6.0% ($12.8M/$214.6M)	QoQ +0.19% (-$25.2K) YoY +10.76% (+$1.2M)
(VGTcusip92204A702)	22.7K	QoQ -2.65% (-620) YoY -4.71% (-1.1K)	All Managers (Combined)	$12.3M	5.7% ($12.3M/$214.6M)	QoQ -15.09% (-$2.2M) YoY -1.43% (-$179.2K)
(cusip46434VBD1)✕	306.9K	QoQ +3.42% (+10.2K) YoY +66.34% (+122.4K)	All Managers (Combined)	$7.7M	3.6% ($7.7M/$214.6M)	QoQ +3.83% (+$285.3K) YoY +68.62% (+$3.1M)
(EFAcusip464287465)	88.9K	QoQ +0.75% (+663) YoY -0.78% (-706)	All Managers (Combined)	$7.3M	3.4% ($7.3M/$214.6M)	QoQ +8.90% (+$594.1K) YoY +1.53% (-$109.9K)
(SCHXcusip808524201)	278.9K	QoQ +0.75% (-2.1K) YoY +205.84% (+187.7K)	All Managers (Combined)	$6.2M	2.9% ($6.2M/$214.6M)	QoQ -4.02% (-$258.3K) YoY +8.81% (+$499.0K)
(VHTcusip92204A504)	22.5K	QoQ -1.25% (-286) YoY +10.83% (+2.2K)	All Managers (Combined)	$6.0M	2.8% ($6.0M/$214.6M)	QoQ +3.04% (-$176.0K) YoY +8.46% (+$465.0K)
(cusip92204A207)✕	27.0K	QoQ -1.82% (-502) YoY -1.87% (-516)	All Managers (Combined)	$5.9M	2.8% ($5.9M/$214.6M)	QoQ +1.63% (-$94.7K) YoY +5.17% (-$290.9K)
(cusip464285204)✕	96.5K	QoQ -1.26% (-1.2K) YoY +4.21% (+3.9K)	All Managers (Combined)	$5.7M	2.7% ($5.7M/$214.6M)	QoQ +17.58% (-$851.2K) YoY +46.25% (+$1.8M)
(cusip46435GAA0)✕	226.1K	QoQ +15.52% (+30.4K) YoY +130.97% (+128.2K)	All Managers (Combined)	$5.5M	2.6% ($5.5M/$214.6M)	QoQ +16.19% (+$763.3K) YoY +134.46% (+$3.1M)
MICROSOFT CORP(MSFTcusip594918104)	14.2K	QoQ +0.45% (-64) YoY +0.73% (-103)	All Managers (Combined)	$5.3M	2.5% ($5.3M/$214.6M)	QoQ -10.53% (-$627.5K) YoY -10.11% (-$599.8K)
(VXUScusip921909768)	75.8K	QoQ -0.31% (-243) YoY +11.06% (+7.5K)	All Managers (Combined)	$4.7M	2.2% ($4.7M/$214.6M)	QoQ +5.04% (-$225.9K) YoY +14.37% (+$591.6K)
(cusip46434V407)✕	104.1K	QoQ +1.74% (+1.8K) YoY +37.08% (+28.2K)	All Managers (Combined)	$4.4M	2.1% ($4.4M/$214.6M)	QoQ +1.52% (+$66.7K) YoY +36.98% (+$1.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.4K	QoQ -1.15% (-87) YoY -0.28% (-21)	All Managers (Combined)	$4.2M	1.9% ($4.2M/$214.6M)	QoQ -5.65% (-$249.4K) YoY +6.64% (-$259.3K)
(VIGcusip921908844)	21.3K	QoQ -0.13% (-28) YoY +8.03% (+1.6K)	All Managers (Combined)	$4.1M	1.9% ($4.1M/$214.6M)	QoQ -1.06% (-$44.6K) YoY +14.76% (+$530.5K)
(SCHGcusip808524300)	161.8K	QoQ -1.48% (-2.4K) YoY +279.24% (+119.2K)	All Managers (Combined)	$4.1M	1.9% ($4.1M/$214.6M)	QoQ -11.48% (-$526.1K) YoY +2.42% (+$95.8K)
(cusip808524508)✕	152.9K	QoQ +0.72% (-1.1K) YoY +220.07% (+105.1K)	All Managers (Combined)	$4.0M	1.9% ($4.0M/$214.6M)	QoQ -4.76% (-$200.4K) YoY +2.98% (+$116.0K)
(SCHDcusip808524797)	112.9K	QoQ +0.52% (+585) YoY +228.51% (+78.6K)	All Managers (Combined)	$3.2M	1.5% ($3.2M/$214.6M)	QoQ +2.87% (+$88.3K) YoY +13.92% (+$385.9K)
(VTIcusip922908769)	11.4K	QoQ -0.89% (-103) YoY -1.84% (-213)	All Managers (Combined)	$3.1M	1.5% ($3.1M/$214.6M)	QoQ -6.01% (-$199.9K) YoY +3.80% (-$114.4K)