MA
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Madden Advisory Services, Inc.13F | |
Madden Advisory Services, Inc. | |
Last update 2024-10-30 | 100 Stocks (8 new) |
Value $218.00 Mil | Turnover 17 % |
Portfolio Report |
Madden Advisory Services, Inc.... Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 777,636 | 17242.820 | +190.38% | 7.900 | +5.18% | 0.020 | +15.53% | +24.62% | 32750.924 | ||
VOO | Vanguard S&P 500 ETF | 29,908 | 15781.750 | +2.71% | 7.230 | +0.19% | 0.000 | +14.88% | +25.35% | 509757.083 | ||
VGT | Vanguard Information Technology ETF | 23,244 | 13633.070 | -3.27% | 6.240 | -0.23% | 0.020 | +21.60% | +29.25% | 79230.620 | ||
VTV | Vanguard Value ETF | 74,985 | 13090.280 | +4.69% | 5.990 | +0.27% | 0.010 | +10.83% | +18.87% | 125925.655 | ||
EFA | iShares MSCI EAFE ETF | 88,579 | 7407.870 | -1.51% | 3.390 | -0.05% | 0.010 | +5.88% | +6.53% | 55963.410 | ||
IBDP | iShares iBonds Dec 2024 Term Corporate ETF | 290,936 | 7334.510 | +8.87% | 3.360 | +0.27% | 0.290 | +0.12% | +0.88% | 2525.905 | ||
IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | 252,856 | 6346.690 | +26.46% | 2.910 | +0.61% | 0.220 | +0.48% | +1.13% | 2875.451 | ||
SCHX | Schwab U.S. Large-Cap ETF | 279,153 | 6313.510 | +207.99% | 2.890 | +1.95% | 0.000 | +15.43% | +25.37% | 51836.323 | ||
VHT | Vanguard Health Care ETF | 22,281 | 6287.860 | +8.61% | 2.880 | +0.23% | 0.030 | +3.02% | +9.84% | 18438.381 | ||
MSFT | Microsoft Corp | 14,132 | 6081.330 | -0.16% | 2.790 | -0.01% | 0.000 | +6.97% | +13.75% | 3163021.329 | Software |
Madden Advisory Services, Inc.'s Historical Top Holdings Breakdowns
Madden Advisory Services, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 2024-09-30 | Add | +5.18% | 19.98 ($21.35) 22.17 | $23.13 | 8.34% | Add 190.38% | 777,636 | 169,945 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add | +1.95% | 20.37 ($21.79) 22.62 | $23.57 | 8.17% | Add 207.99% | 279,153 | 62,839 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add | +1.47% | 23.16 ($25.16) 26.42 | $27.62 | 9.78% | Add 291.61% | 165,736 | 30,854 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2024-09-30 | Add | +1.28% | 25.16 ($26.59) 27.75 | $29.06 | 9.29% | Add 213.72% | 148,401 | 33,699 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add | +0.99% | 25.67 ($27.24) 28.35 | $28.91 | 6.13% | Add 218.06% | 111,933 | 25,580 | |
IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | 2024-09-30 | Add | +0.61% | 24.78 ($24.96) 25.1 | $25.04 | 0.32% | Add 26.46% | 252,856 | 52,912 | |
IBDR | iShares iBonds Dec 2026 Term Corporate ETF | 2024-09-30 | Add | +0.55% | 23.75 ($24.07) 24.32 | $24.10 | 0.12% | Add 45.94% | 157,138 | 49,466 | |
IBDS | iShares iBonds Dec 2027 Term Corporate ETF | 2024-09-30 | Add | +0.47% | 23.63 ($24.1) 24.41 | $24.07 | -0.12% | Add 115.44% | 78,441 | 42,031 | |
SCHI | Schwab 5-10 Year Corporate Bond ETF | 2024-09-30 | Add | +0.47% | 21.86 ($22.67) 23.15 | $22.45 | -0.97% | Add 701.25% | 51,176 | 22,395 | |
IBDP | iShares iBonds Dec 2024 Term Corporate ETF | 2024-09-30 | Add | +0.27% | 25.04 ($25.13) 25.21 | $25.13 | 0% | Add 8.87% | 290,936 | 23,699 |
Madden Advisory Services, Inc. Total Holding History ($B)
Madden Advisory Services, Inc.'s Asset Allocation
Madden Advisory Services, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Madden Advisory Services, Inc.'s Hypothetical Growth since 2024-09-30
Madden Advisory Services, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Madden Advisory Services, Inc.'s Holdings Heat Map
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Madden Advisory Services, Inc.'s Holdings Bubble Chart
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