The Analysis of Madden Advisory Services, Inc.'s Holdings & P&L


Currently, Madden Advisory Services, Inc. holds 108 types of securities in its portfolio with a total value $253.9M. In the most recent quarter, they have increased their positions in VFH (+12.4K shares, valued at $1.5M), IBDU (+58.5K shares, valued at $1.4M), IBDT (+43.7K shares, valued at $1.1M); decreased their positions in SCHB (-94.0K shares, valued at $2.4M), VTV (-3.7K shares, valued at $724.6K), VIG (-3.1K shares, valued at $662.8K); initiated new positions in IBDV (+45.7K shares, valued at $1.0M), IBTI (+19.7K shares, valued at $438.2K), IBHH (+17.5K shares, valued at $410.7K).


1M P&L
+6.8K+0.00%
3M P&L
-123.1M-34.83%
HY P&L
-111.6M-32.63%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A212.1M
98.6%
2Consumer Electronics1.3M
0.6%
3REIT - Healthcare Facilities901.7K
0.4%

Top Industries by Stock Count

1N/A94 stocks
94.9%
2Consumer Electronics1 stocks
1.0%
3REIT - Retail1 stocks
1.0%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.81%
Shares32.7K
Event2026-03-31
Filed2026-05-11
SCHB
SCHWAB STRATEGIC TR
-13.50%
Shares602.5K
Event2026-03-31
Filed2026-05-11
VGT
VANGUARD WORLD FD
-1.77%
Shares21.3K
Event2026-03-31
Filed2026-05-11
VTV
VANGUARD INDEX FDS
-5.41%
Shares64.5K
Event2026-03-31
Filed2026-05-11
EFA
ISHARES TR
-0.11%
Shares104.8K
Event2026-03-31
Filed2026-05-11
IBDR
ISHARES TR
4.28%
Shares330.2K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TR
ISHARES GOLD TR
-2.16%
Shares87.8K
Event2026-03-31
Filed2026-05-11
IBDS
ISHARES TR
15.54%
Shares280.6K
Event2026-03-31
Filed2026-05-11
SCHX
SCHWAB STRATEGIC TR
-3.84%
Shares255.6K
Event2026-03-31
Filed2026-05-11
VHT
VANGUARD WORLD FD
-6.58%
Shares21.2K
Event2026-03-31
Filed2026-05-11
VXUS
VANGUARD STAR FDS
-0.98%
Shares74.2K
Event2026-03-31
Filed2026-05-11
SCHM
SCHWAB STRATEGIC TR
4.55%
Shares181.1K
Event2026-03-31
Filed2026-05-11
SCHG
SCHWAB STRATEGIC TR
2.97%
Shares184.7K
Event2026-03-31
Filed2026-05-11
SCHI
SCHWAB STRATEGIC TR
10.67%
Shares230.3K
Event2026-03-31
Filed2026-05-11
VDC
VANGUARD WORLD FD
-6.82%
Shares22.9K
Event2026-03-31
Filed2026-05-11
VCSH
VANGUARD SCOTTSDALE FDS
12.39%
Shares64.8K
Event2026-03-31
Filed2026-05-11
SHYG
ISHARES TR
2.27%
Shares120.8K
Event2026-03-31
Filed2026-05-11
SPY
STATE STR SPDR S&P 500 ETF T
-1.54%
Shares6.9K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
INVESCO QQQ TR
21.12%
Shares7.7K
Event2026-03-31
Filed2026-05-11
IJR
ISHARES TR
0.69%
Shares32.1K
Event2026-03-31
Filed2026-05-11
IBDT
ISHARES TR
39.80%
Shares153.6K
Event2026-03-31
Filed2026-05-11
VCR
VANGUARD WORLD FD
9.07%
Shares10.0K
Event2026-03-31
Filed2026-05-11
STIP
ISHARES TR
0.90%
Shares33.5K
Event2026-03-31
Filed2026-05-11
VTI
VANGUARD INDEX FDS
-0.26%
Shares10.2K
Event2026-03-31
Filed2026-05-11
VIG
VANGUARD SPECIALIZED FUNDS
-17.69%
Shares14.3K
Event2026-03-31
Filed2026-05-11
FQAL
FIDELITY COVINGTON TRUST
30.31%
Shares42.3K
Event2026-03-31
Filed2026-05-11
VPU
VANGUARD WORLD FD
9.09%
Shares15.3K
Event2026-03-31
Filed2026-05-11
FLTR
VANECK ETF TRUST
-1.57%
Shares116.4K
Event2026-03-31
Filed2026-05-11
VIS
VANGUARD WORLD FD
17.47%
Shares9.5K
Event2026-03-31
Filed2026-05-11
SCHD
SCHWAB STRATEGIC TR
-13.73%
Shares93.8K
Event2026-03-31
Filed2026-05-11
IBDU
ISHARES TR
116.93%
Shares108.5K
Event2026-03-31
Filed2026-05-11
SCHH
SCHWAB STRATEGIC TR
0.00%
Shares108.5K
Event2026-03-31
Filed2026-05-11
VFH
VANGUARD WORLD FD
229.27%
Shares17.9K
Event2026-03-31
Filed2026-05-11
IHI
ISHARES TR
-13.09%
Shares35.0K
Event2026-03-31
Filed2026-05-11
VUG
VANGUARD INDEX FDS
1.59%
Shares4.2K
Event2026-03-31
Filed2026-05-11
TIP
ISHARES TR
15.63%
Shares16.1K
Event2026-03-31
Filed2026-05-11
VOX
VANGUARD WORLD FD
102.87%
Shares9.6K
Event2026-03-31
Filed2026-05-11
HDV
ISHARES TR
-13.60%
Shares12.1K
Event2026-03-31
Filed2026-05-11
XLK
SELECT SECTOR SPDR TR
-0.82%
Shares12.2K
Event2026-03-31
Filed2026-05-11
IJH
ISHARES TR
-2.32%
Shares23.4K
Event2026-03-31
Filed2026-05-11
VB
VANGUARD INDEX FDS
-4.09%
Shares5.8K
Event2026-03-31
Filed2026-05-11
EFV
ISHARES TR
26.41%
Shares19.9K
Event2026-03-31
Filed2026-05-11
XLY
SELECT SECTOR SPDR TR
2.14%
Shares13.3K
Event2026-03-31
Filed2026-05-11
XLP
SELECT SECTOR SPDR TR
5.23%
Shares16.6K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-4.37%
Shares6.9K
Event2026-03-31
Filed2026-05-11
SCHE
SCHWAB STRATEGIC TR
0.11%
Shares39.0K
Event2026-03-31
Filed2026-05-11
VWO
VANGUARD INTL EQUITY INDEX F
4.30%
Shares23.6K
Event2026-03-31
Filed2026-05-11
SCHF
SCHWAB STRATEGIC TR
-5.17%
Shares46.7K
Event2026-03-31
Filed2026-05-11
BND
VANGUARD BD INDEX FDS
6.93%
Shares15.4K
Event2026-03-31
Filed2026-05-11
XLI
SELECT SECTOR SPDR TR
-4.62%
Shares6.9K
Event2026-03-31
Filed2026-05-11
SCHR
SCHWAB STRATEGIC TR
23.80%
Shares44.5K
Event2026-03-31
Filed2026-05-11
AAPL
APPLE INC
-8.64%
Shares4.3K
Event2026-03-31
Filed2026-05-11
VNQ
VANGUARD INDEX FDS
-5.88%
Shares11.8K
Event2026-03-31
Filed2026-05-11
SMH
VANECK ETF TRUST
16.62%
Shares2.7K
Event2026-03-31
Filed2026-05-11
IBDV
ISHARES TR
New
Shares45.7K
Event2026-03-31
Filed2026-05-11
VO
VANGUARD INDEX FDS
0.47%
Shares3.4K
Event2026-03-31
Filed2026-05-11
IBHF
ISHARES TR
44.95%
Shares41.2K
Event2026-03-31
Filed2026-05-11
IBTG
ISHARES TR
52.02%
Shares39.2K
Event2026-03-31
Filed2026-05-11
ETFS GOLD TR
ETFS GOLD TR
-4.35%
Shares19.6K
Event2026-03-31
Filed2026-05-11
EFG
ISHARES TR
55.94%
Shares7.8K
Event2026-03-31
Filed2026-05-11
EEM
ISHARES TR
12.81%
Shares15.2K
Event2026-03-31
Filed2026-05-11
SDOG
ALPS ETF TR
-12.77%
Shares12.9K
Event2026-03-31
Filed2026-05-11
SCHO
SCHWAB STRATEGIC TR
20.85%
Shares34.2K
Event2026-03-31
Filed2026-05-11
IVV
ISHARES TR
-23.38%
Shares1.2K
Event2026-03-31
Filed2026-05-11
WELL
WELLTOWER INC
-21.57%
Shares3.8K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD TR
-0.29%
Shares1.7K
Event2026-03-31
Filed2026-05-11
FTSM
FIRST TR EXCHANGE-TRADED FD
-0.15%
Shares12.3K
Event2026-03-31
Filed2026-05-11
AGG
ISHARES TR
9.85%
Shares7.3K
Event2026-03-31
Filed2026-05-11
VONE
VANGUARD SCOTTSDALE FDS
-5.21%
Shares2.4K
Event2026-03-31
Filed2026-05-11
ITOT
ISHARES TR
-1.33%
Shares4.9K
Event2026-03-31
Filed2026-05-11
XLU
SELECT SECTOR SPDR TR
-2.61%
Shares14.6K
Event2026-03-31
Filed2026-05-11
CEF
SPROTT ASSET MANAGEMENT LP
1.07%
Shares13.8K
Event2026-03-31
Filed2026-05-11
BSV
VANGUARD BD INDEX FDS
97.25%
Shares8.0K
Event2026-03-31
Filed2026-05-11
SCHA
SCHWAB STRATEGIC TR
-19.35%
Shares20.8K
Event2026-03-31
Filed2026-05-11
IEFA
ISHARES TR
14.50%
Shares6.6K
Event2026-03-31
Filed2026-05-11
IQLT
ISHARES TR
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-11
IBTH
ISHARES TR
139.94%
Shares24.7K
Event2026-03-31
Filed2026-05-11
IBHG
ISHARES TR
121.30%
Shares24.3K
Event2026-03-31
Filed2026-05-11
VAW
VANGUARD WORLD FD
39.76%
Shares2.2K
Event2026-03-31
Filed2026-05-11
IDU
ISHARES TR
-0.12%
Shares4.1K
Event2026-03-31
Filed2026-05-11
IBTI
ISHARES TR
New
Shares19.7K
Event2026-03-31
Filed2026-05-11
IWM
ISHARES TR
-8.43%
Shares1.7K
Event2026-03-31
Filed2026-05-11
IBHH
ISHARES TR
New
Shares17.5K
Event2026-03-31
Filed2026-05-11
SPHY
SPDR SERIES TRUST
6.28%
Shares16.9K
Event2026-03-31
Filed2026-05-11
XHB
SPDR SERIES TRUST
-0.43%
Shares3.9K
Event2026-03-31
Filed2026-05-11
VDE
VANGUARD WORLD FD
New
Shares2.2K
Event2026-03-31
Filed2026-05-11
VCLT
VANGUARD SCOTTSDALE FDS
7.87%
Shares5.0K
Event2026-03-31
Filed2026-05-11
SPDW
SPDR INDEX SHS FDS
-7.03%
Shares7.9K
Event2026-03-31
Filed2026-05-11
IWB
ISHARES TR
0.00%
Shares996
Event2026-03-31
Filed2026-05-11
SLV
ISHARES SILVER TR
-1.35%
Shares5.2K
Event2026-03-31
Filed2026-05-11
SPYG
SPDR SERIES TRUST
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-11
IWR
ISHARES TR
-5.78%
Shares3.5K
Event2026-03-31
Filed2026-05-11
HYG
ISHARES TR
8.90%
Shares4.1K
Event2026-03-31
Filed2026-05-11
IYW
ISHARES TR
-0.94%
Shares1.7K
Event2026-03-31
Filed2026-05-11
FXG
FIRST TR EXCHANGE-TRADED FD
-11.15%
Shares4.5K
Event2026-03-31
Filed2026-05-11
XNTK
SPDR SERIES TRUST
-3.88%
Shares1.1K
Event2026-03-31
Filed2026-05-11
IBTJ
ISHARES TR
New
Shares12.3K
Event2026-03-31
Filed2026-05-11
MOAT
VANECK ETF TRUST
-14.23%
Shares2.8K
Event2026-03-31
Filed2026-05-11
SCHV
SCHWAB STRATEGIC TR
15.93%
Shares8.4K
Event2026-03-31
Filed2026-05-11
SCHQ
SCHWAB STRATEGIC TR
8.47%
Shares8.1K
Event2026-03-31
Filed2026-05-11
IVT
INVENTRUST PPTYS CORP
0.00%
Shares8.2K
Event2026-03-31
Filed2026-05-11
IBHI
ISHARES TR
New
Shares10.7K
Event2026-03-31
Filed2026-05-11
XLRE
SELECT SECTOR SPDR TR
-8.35%
Shares6.0K
Event2026-03-31
Filed2026-05-11
PRU
PRUDENTIAL FINL INC
0.80%
Shares2.5K
Event2026-03-31
Filed2026-05-11
IJJ
ISHARES TR
0.05%
Shares1.8K
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
New
Shares931
Event2026-03-31
Filed2026-05-11
IWS
ISHARES TR
3.38%
Shares1.6K
Event2026-03-31
Filed2026-05-11
MDY
STATE STR SPDR S&P MIDCAP 40
-3.85%
Shares350
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available