Madden Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.69M |
| 2 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$1.44M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$1.17M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$889K |
| 5 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$799K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$8.35M |
| 2 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$6.4M |
| 3 |
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
|
+$3.59M |
| 4 |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
|
+$2.17M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$739K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.3% |
| 2 | Real Estate | 0.43% |
| 3 | Financials | 0.1% |
| 4 | Consumer Discretionary | 0% |
Similar funds
Madden Advisory Services's Q3 2025 Portfolio in Review
As of Q3 2025, Madden Advisory Services held 110 positions worth $258M, up 10% from $235M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Madden Advisory Services withdrew a net $10.6M in Q3 2025, closing 6 positions and reducing 46 holdings. Its most notable exit was iShares iBonds Dec 2025 Term Corporate ETF, an estimated $8.35M position sold in full.
By sector, the portfolio is most concentrated in Technology at 3.3% of assets, down from 3.4% a quarter earlier, followed by Real Estate and Financials.
Against the trend, Madden Advisory Services opened a new position in Schwab Intermediately-Term US Treasury ETF worth $803K.
- Madden Advisory Services's largest Q3 2025 buy was Schwab Intermediately-Term US Treasury ETF: 31,964 shares worth $803K.
- Madden Advisory Services added most to Vanguard Short-Term Corporate Bond ETF in Q3 2025, an estimated $1.69M increase.
- Madden Advisory Services's biggest Q3 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $739K.
- Madden Advisory Services fully exited iShares iBonds Dec 2025 Term Corporate ETF in Q3 2025, selling an estimated $8.35M.
- Madden Advisory Services's ten largest holdings make up 45% of its $258M portfolio in Q3 2025.
- Madden Advisory Services opened 10 new positions and closed 6 in Q3 2025.
- Madden Advisory Services's portfolio value rose 10% quarter-over-quarter to $258M.
Based on Madden Advisory Services's 13F filing for Q3 2025, filed 24 Oct 2025.