Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ALPS Sector Dividend Dogs ETF
SDOG
|
+$3.81M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.93M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.92M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.65M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$1.35M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares TIPS Bond ETF
TIP
|
+$1.86M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$1.43M |
| 3 |
Welltower
WELL
|
+$621K |
| 4 |
Invesco CEF Income Composite ETF
PCEF
|
+$617K |
| 5 |
Caterpillar
CAT
|
+$488K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 4.28% |
| 2 | Communication Services | 1.02% |
| 3 | Industrials | 0.89% |
| 4 | Energy | 0.76% |
| 5 | Consumer Staples | 0.57% |
Similar funds
Madden Advisory Services's Q4 2013 Portfolio in Review
As of Q4 2013, Madden Advisory Services held 331 positions worth $133M, up 16% from $115M the previous quarter. Its ten largest holdings account for 41% of the portfolio.
Madden Advisory Services deployed $14.7M of net new capital in Q4 2013, opening 49 new positions and adding to 77 existing holdings. Its largest new stake was iShares Russell 1000 ETF: 10,495 shares worth $1.08M.
By sector, the portfolio is most concentrated in Real Estate at 4.3% of assets, down from 6% a quarter earlier, followed by Communication Services and Industrials.
On the sell side, the largest reduction was iShares TIPS Bond ETF, an estimated $1.86M trimmed.
- Madden Advisory Services's largest Q4 2013 buy was iShares Russell 1000 ETF: 10,495 shares worth $1.08M.
- Madden Advisory Services added most to ALPS Sector Dividend Dogs ETF in Q4 2013, an estimated $3.81M increase.
- Madden Advisory Services's biggest Q4 2013 reduction was iShares TIPS Bond ETF, cutting an estimated $1.86M.
- Madden Advisory Services fully exited Emerson Electric in Q4 2013, selling an estimated $417K.
- Madden Advisory Services's ten largest holdings make up 41% of its $133M portfolio in Q4 2013.
- Madden Advisory Services opened 49 new positions and closed 17 in Q4 2013.
- Madden Advisory Services's portfolio value rose 16% quarter-over-quarter to $133M.
Based on Madden Advisory Services's 13F filing for Q4 2013, filed 30 Jan 2014.