Madden Advisory Services, Inc.

Name: Madden Advisory Services, Inc. 13F holdings, Q4 2024
Creator: Madden Advisory Services, Inc.
Published: 2025-02-13

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Madden Advisory Services, Inc. reported 99 stock positions worth $215.4 million. Its top holding was Schwab US Broad Market ETF (SCHB) at 8.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.7%) and Vanguard Info Tech ETF (VGT, 6.7%). Compared with Q3 2024, it opened 4 new positions, sold out of 5, added to 56 and reduced 28. The biggest buy was iShares Ibonds Dec 2025 Term (IBDQ, shares +17%) and the biggest sale an exit from iShares Ibonds Dec 2024 Term (IBDP).

Most Recent 13F: Q2 2026
Location: Jacksonville, FL
CIK: 0001542284
Portfolio Value: $215.4M (Q4 2024)
SEC Filing: 0001172661-25-000762 ↗ filed Feb 13, 2025

Holdings Value

Holdings 99 stocks · $215.4M


SCHB Schwab US Broad Market ETF	8.24%	781,481	$17.7M	Add +0.5%
VOO Vanguard S&P 500 ETF	7.66%	30,639	$16.5M	Add +2.4%
VGT Vanguard Info Tech ETF	6.73%	23,313	$14.5M	Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui	5.92%	75,276	$12.7M	Add +0.4%
IBDQ iShares Ibonds Dec 2025 Term	3.45%	296,719	$7.4M	Add +17.4%
EFA iShares MSCI Eafe ETF	3.10%	88,214	$6.7M	Reduce -0.4%
SCHX Schwab US Large-Cap ETF	2.98%	276,848	$6.4M	Reduce -0.8%
MSFT Microsoft Corp.	2.77%	14,134	$6.0M	Add +0.0%
VDC Vanguard Consumer Staple ETF	2.70%	27,496	$5.8M	Add +0.9%
VHT Vanguard Health Care ETF	2.69%	22,799	$5.8M	Add +2.3%
IAU iShares Gold Trust	2.25%	97,770	$4.8M	Add +0.9%
IBDR iShares Ibonds Dec 2026 Term	2.19%	195,746	$4.7M	Add +24.6%
SCHG Schwab US Large-Cap Growth	2.13%	164,292	$4.6M	Reduce -0.9%
VXUS Vanguard Total Intl Stock	2.08%	76,025	$4.5M	Add +5.7%
SPY SS SPDR S&P 500 ETF Trust-US	2.05%	7,522	$4.4M	Reduce -1.0%
SHYG iShares 0-5 YR HY Corp. Bond	2.02%	102,315	$4.4M	Add +14.7%
SCHM Schwab US Mid Cap ETF	1.95%	151,816	$4.2M	Add +2.3%
VIG Vanguard Dividend Apprec ETF	1.94%	21,283	$4.2M	Add +3.9%
IJR iShares Core S&P Small-Cap E	1.57%	29,423	$3.4M	Add +1.6%
VTI VG Morningstar TS MKT ETF-US	1.54%	11,464	$3.3M	Reduce -1.4%
SCHD Schwab US DVD Equity ETF	1.42%	112,347	$3.1M	Add +0.4%
VCR Vanguard Consumer Discre ETF	1.42%	8,164	$3.1M	Add +0.5%
STIP iShares 0-5 Year Tips Bond E	1.37%	29,394	$3.0M	Add +0.6%
FLTR Vaneck Ig Floating Rate ETF	1.35%	114,028	$2.9M	Reduce -0.4%
IHI iShares U.S. Medical Devices	1.25%	46,045	$2.7M	Reduce -5.5%
VCSH Vanguard S/T Corp. Bond ETF	1.08%	29,853	$2.3M	Add +2.2%
IBDS Ishrs Ibnds Dec 27 Corp. ETF	1.08%	96,878	$2.3M	Add +23.5%
VPU Vanguard Utilities ETF	0.99%	13,014	$2.1M	Add +2.4%
SCHH Schwab US REIT ETF	0.99%	100,780	$2.1M	Add +2.7%
CORP PIMCO Inv Grade Corp. BD ETF	0.97%	21,997	$2.1M	Add +17.1%
SCHI Schwab 5-10 Year Corporate B	0.96%	93,801	$2.1M	Add +83.3%
VIS Vanguard Industrials ETF	0.81%	6,872	$1.7M	Add +1.2%
FQAL Fidelity Quality Factor ETF	0.79%	25,963	$1.7M	Add +2.3%
HDV iShares Core High Dividend E	0.74%	14,255	$1.6M	No change
IJH iShares Core S&P Midcap ETF	0.74%	25,431	$1.6M	Add +0.2%
XLY SS Consumer Disc Select Sect	0.72%	6,891	$1.5M	Reduce -1.0%
QQQ Invesco QQQ Trust Series 1	0.68%	2,862	$1.5M	Add +15.1%
XLK SS Technology Select Sector	0.67%	6,187	$1.4M	Reduce -4.4%
VB Vanguard Most SM-Cap ETF-Usd	0.67%	5,967	$1.4M	Reduce -0.6%
VUG Vanguard Mrngstar GR ETF-Sui	0.58%	3,055	$1.3M	Add +4.6%
AAPL Apple Inc.	0.57%	4,886	$1.2M	Reduce -1.9%
TIP iShares Tips Bond ETF	0.56%	11,365	$1.2M	Add +3.0%
VNQ Vanguard Real Estate ETF	0.55%	13,213	$1.2M	Add +0.7%
SCHE Schwab Emrg Mrkts Eqty ETF	0.51%	41,375	$1.1M	Add +0.4%
IEFA iShares Core MSCI Eafe ETF	0.51%	15,497	$1.1M	Add +7.0%
XLI SS Industrial Select Sector	0.50%	8,138	$1.1M	Reduce -0.5%
AGG iShares Core U.S. Aggregate	0.43%	9,617	$932K	Reduce -12.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.43%	3,527	$932K	Add +0.5%
SCHF Schwab Intl Equity ETF	0.43%	50,305	$931K	Reduce -1.7%
IVV iShares Core S&P 500 ETF	0.43%	1,563	$921K	Reduce -0.3%
SDOG Alps Sector Dividend Dogs	0.42%	16,110	$910K	Reduce -1.2%
WELL Welltower Inc.	0.34%	5,859	$738K	Reduce -6.6%
FTSM First Trust Enh Short Mat FD	0.34%	12,278	$734K	Add +0.2%
VONE Vanguard Russell 1000	0.33%	2,681	$715K	Add +0.1%
SCHA Schwab US Small-Cap ETF	0.32%	26,397	$683K	Reduce -0.5%
EFV iShares MSCI Eafe Value ETF	0.32%	12,980	$681K	Add +1.3%
ITOT iShares Core S&P Total U.S.	0.32%	5,282	$679K	Reduce -28.1%
IBDU iShares Ibonds Dec 2029 Term	0.31%	29,640	$676K	New
XLP SS Consumer Staples Sel Sect	0.30%	8,148	$641K	Reduce -1.1%
VWO Vanguard Ftse Emerging Marke	0.29%	14,288	$629K	Add +4.2%
BSV Vanguard Short-Term Bond ETF	0.26%	7,290	$563K	Add +0.8%
SGOL Abrdn Physical Gold Shares	0.26%	22,203	$556K	No change
BND Vanguard Total Bond Market	0.26%	7,683	$552K	No change
SMH Vaneck Semiconductor ETF	0.25%	2,238	$542K	Add +5.5%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.24%	6,972	$528K	Reduce -0.2%
IBTG iShares Ibonds Dec 2026 Term	0.24%	23,077	$526K	New
IBHF iShares Ibond 2026 HY & Inc.	0.23%	21,661	$501K	New
IWB iShares Russell 1000 ETF	0.23%	1,523	$491K	No change
IQLT iShares MSCI International Q	0.21%	12,425	$461K	No change
GLD SPDR Gold Shares	0.21%	1,880	$455K	Reduce -3.1%
IWM iShares Russell 2000 ETF	0.20%	1,984	$438K	Add +2.7%
FXG First Trust Consumer Staples	0.20%	6,652	$426K	Add +1.4%
IBDT iShares Ibonds Dec 2028 ETF	0.20%	16,865	$420K	Add +26.7%
XHB SS SPDR S&P Homebldrs ETF	0.19%	3,963	$414K	Reduce -4.1%
IDU iShares US Utilities ETF	0.19%	4,274	$411K	Add +1.3%
EEM iShares MSCI Emerging Market	0.19%	9,584	$401K	Add +16.9%
VTIP Vanguard Short-Term Tips	0.18%	7,858	$380K	Add +8.1%
CEF Sprott Physical Gold and Sil	0.17%	15,794	$375K	Reduce -4.4%
IBHE iShares Ibonds 2025 H/Y Inc.	0.16%	15,102	$350K	Add +0.8%
PRU Prudential Financial Inc.	0.16%	2,944	$349K	No change
MOAT Vaneck Morningstar Wide Moat	0.15%	3,507	$325K	Add +0.9%
IYW iShares Ustechnology ETF	0.15%	2,022	$323K	No change
SPYG SS SPDR P S&P 500 Growth ETF	0.15%	3,624	$319K	Reduce -0.2%
IWR iShares Russell Mid-Cap ETF	0.15%	3,544	$313K	Add +0.3%
SPDW Ste STR SPDR PT DW Eu ETF	0.14%	8,939	$305K	No change
VAW Vanguard Materials ETF	0.13%	1,540	$289K	Add +0.4%
IBTF iShares Ibonds Dec 2025 Term	0.13%	12,070	$281K	Add +1.8%
RSP Invesco S&P 500 Equal Weight	0.13%	1,536	$269K	No change
SPHY SS SPDR P High Yield ETF	0.12%	10,881	$255K	Add +0.5%
XNTK SS SPDR Nyse Tech ETF	0.12%	1,259	$254K	Reduce -3.8%
XLRE SS Real Estate Select Sector	0.12%	6,237	$254K	Add +0.2%
IVT Inventrust Properties Corp.	0.11%	8,173	$246K	No change
MDY State Street SPDR S&P Midcap	0.11%	423	$241K	Reduce -0.5%
JNK SS SPDR BB High Yield Bond	0.11%	2,517	$240K	No change
VOX Vanguard Communication Servi	0.11%	1,523	$236K	Add +3.1%
SCHP Schwab U.S. Tips ETF	0.11%	8,949	$231K	Add +15.0%
MCD McDonald's Corp.	0.10%	762	$221K	Reduce -3.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.10%	2,798	$220K	New
IJJ iShares S&P Mid-Cap 400 Valu	0.10%	1,759	$220K	Add +0.1%

Portfolio Sells Q3 2024 → Q4 2024


IBDP iShares Ibonds Dec 2024 Term	Sold out	0.00%	−3.36
EFA iShares MSCI Eafe ETF	Reduce -0.4%	3.10%	−0.30
IBTE iShares Ibonds Dec 2024 Term	Sold out	0.00%	−0.22
IBHD iShares Ibonds 2024 H/Y Inc.	Sold out	0.00%	−0.21
ITOT iShares Core S&P Total U.S.	Reduce -28.1%	0.32%	−0.11
PEP Pepsico Inc.	Sold out	0.00%	−0.10
KXI iShares Global Consumer Stap	Sold out	0.00%	−0.10
AGG iShares Core U.S. Aggregate	Reduce -12.4%	0.43%	−0.08
IHI iShares U.S. Medical Devices	Reduce -5.5%	1.25%	−0.07
SCHF Schwab Intl Equity ETF	Reduce -1.7%	0.43%	−0.05
XHB SS SPDR S&P Homebldrs ETF	Reduce -4.1%	0.19%	−0.04
WELL Welltower Inc.	Reduce -6.6%	0.34%	−0.02
SDOG Alps Sector Dividend Dogs	Reduce -1.2%	0.42%	−0.02
XLP SS Consumer Staples Sel Sect	Reduce -1.1%	0.30%	−0.02
XLU St Sr Utl SL SE SPDR ETF-Usd	Reduce -0.2%	0.24%	−0.01
CEF Sprott Physical Gold and Sil	Reduce -4.4%	0.17%	−0.01
XLI SS Industrial Select Sector	Reduce -0.5%	0.50%	−0.01
MCD McDonald's Corp.	Reduce -3.0%	0.10%	−0.01
GLD SPDR Gold Shares	Reduce -3.1%	0.21%	−0.00
XLK SS Technology Select Sector	Reduce -4.4%	0.67%	−0.00
XNTK SS SPDR Nyse Tech ETF	Reduce -3.8%	0.12%	−0.00
MDY State Street SPDR S&P Midcap	Reduce -0.5%	0.11%	+0.00
SCHA Schwab US Small-Cap ETF	Reduce -0.5%	0.32%	+0.00
SPYG SS SPDR P S&P 500 Growth ETF	Reduce -0.2%	0.15%	+0.01
FLTR Vaneck Ig Floating Rate ETF	Reduce -0.4%	1.35%	+0.01
IVV iShares Core S&P 500 ETF	Reduce -0.3%	0.43%	+0.01
VB Vanguard Most SM-Cap ETF-Usd	Reduce -0.6%	0.67%	+0.01
VTI VG Morningstar TS MKT ETF-US	Reduce -1.4%	1.54%	+0.04
AAPL Apple Inc.	Reduce -1.9%	0.57%	+0.04
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.0%	2.05%	+0.05
XLY SS Consumer Disc Select Sect	Reduce -1.0%	0.72%	+0.08
SCHX Schwab US Large-Cap ETF	Reduce -0.8%	2.98%	+0.09
SCHG Schwab US Large-Cap Growth	Reduce -0.9%	2.13%	+0.15

Portfolio Buys Q3 2024 → Q4 2024


IBDQ iShares Ibonds Dec 2025 Term	Add +17.4%	3.45%	+0.54
VGT Vanguard Info Tech ETF	Add +0.3%	6.73%	+0.49
IBDR iShares Ibonds Dec 2026 Term	Add +24.6%	2.19%	+0.44
VOO Vanguard S&P 500 ETF	Add +2.4%	7.66%	+0.44
SCHI Schwab 5-10 Year Corporate B	Add +83.3%	0.96%	+0.42
SCHB Schwab US Broad Market ETF	Add +0.5%	8.24%	+0.34
IBDU iShares Ibonds Dec 2029 Term	New	0.31%	+0.31
SHYG iShares 0-5 YR HY Corp. Bond	Add +14.7%	2.02%	+0.25
IBTG iShares Ibonds Dec 2026 Term	New	0.24%	+0.24
IBHF iShares Ibond 2026 HY & Inc.	New	0.23%	+0.23
IBDS Ishrs Ibnds Dec 27 Corp. ETF	Add +23.5%	1.08%	+0.20
VCR Vanguard Consumer Discre ETF	Add +0.5%	1.42%	+0.16
QQQ Invesco QQQ Trust Series 1	Add +15.1%	0.68%	+0.12
CORP PIMCO Inv Grade Corp. BD ETF	Add +17.1%	0.97%	+0.12
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	New	0.10%	+0.10
VIG Vanguard Dividend Apprec ETF	Add +3.9%	1.94%	+0.08
SCHM Schwab US Mid Cap ETF	Add +2.3%	1.95%	+0.07
VUG Vanguard Mrngstar GR ETF-Sui	Add +4.6%	0.58%	+0.07
IAU iShares Gold Trust	Add +0.9%	2.25%	+0.04
IBDT iShares Ibonds Dec 2028 ETF	Add +26.7%	0.20%	+0.04
FQAL Fidelity Quality Factor ETF	Add +2.3%	0.79%	+0.03
IJR iShares Core S&P Small-Cap E	Add +1.6%	1.57%	+0.02
VCSH Vanguard S/T Corp. Bond ETF	Add +2.2%	1.08%	+0.02
STIP iShares 0-5 Year Tips Bond E	Add +0.6%	1.37%	+0.02
EEM iShares MSCI Emerging Market	Add +16.9%	0.19%	+0.01
SMH Vaneck Semiconductor ETF	Add +5.5%	0.25%	+0.01
VONE Vanguard Russell 1000	Add +0.1%	0.33%	+0.01
VTIP Vanguard Short-Term Tips	Add +8.1%	0.18%	+0.01
SCHP Schwab U.S. Tips ETF	Add +15.0%	0.11%	+0.01
VOX Vanguard Communication Servi	Add +3.1%	0.11%	+0.01
IJH iShares Core S&P Midcap ETF	Add +0.2%	0.74%	+0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +0.5%	0.43%	+0.01
IWM iShares Russell 2000 ETF	Add +2.7%	0.20%	+0.01
FTSM First Trust Enh Short Mat FD	Add +0.2%	0.34%	+0.00
TIP iShares Tips Bond ETF	Add +3.0%	0.56%	+0.00
IBTF iShares Ibonds Dec 2025 Term	Add +1.8%	0.13%	+0.00
VIS Vanguard Industrials ETF	Add +1.2%	0.81%	+0.00
IWR iShares Russell Mid-Cap ETF	Add +0.3%	0.15%	+0.00
IBHE iShares Ibonds 2025 H/Y Inc.	Add +0.8%	0.16%	+0.00
IJJ iShares S&P Mid-Cap 400 Valu	Add +0.1%	0.10%	+0.00
BSV Vanguard Short-Term Bond ETF	Add +0.8%	0.26%	+0.00
SPHY SS SPDR P High Yield ETF	Add +0.5%	0.12%	−0.00
MOAT Vaneck Morningstar Wide Moat	Add +0.9%	0.15%	−0.00
IDU iShares US Utilities ETF	Add +1.3%	0.19%	−0.01
FXG First Trust Consumer Staples	Add +1.4%	0.20%	−0.01
VWO Vanguard Ftse Emerging Marke	Add +4.2%	0.29%	−0.01
XLRE SS Real Estate Select Sector	Add +0.2%	0.12%	−0.01
IEFA iShares Core MSCI Eafe ETF	Add +7.0%	0.51%	−0.01
VAW Vanguard Materials ETF	Add +0.4%	0.13%	−0.01
MSFT Microsoft Corp.	Add +0.0%	2.77%	−0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	110	$278.9M	VOO, VGT, SCHB, VTV, EFA
Q1 2026	108	$253.9M	VOO, SCHB, VGT, VTV, EFA
Q4 2025	105	$248.7M	VOO, SCHB, VGT, VTV, EFA
Q3 2025	104	$238.0M	VOO, SCHB, VGT, VTV, EFA
Q2 2025	100	$234.7M	SCHB, VOO, VGT, VTV, IBDQ
Q1 2025	101	$214.6M	SCHB, VOO, VTV, VGT, IBDQ
Q4 2024	99	$215.4M	SCHB, VOO, VGT, VTV, IBDQ
Q3 2024	100	$218.4M	SCHB, VOO, VGT, VTV, EFA
Q2 2024	93	$196.7M	SCHB, VOO, VGT, VTV, EFA
Q1 2024	92	$189.8M	SCHB, VOO, VGT, VTV, EFA