Portfolio (Quarterly)
Guide ↗
Madden Advisory Services, Inc.
· CIK 0001542284| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IBHI | ISHARES TR | — | 11,610.0 | $272K | 0.10% | NEW | — | $23.39 | -0.8% |
| 102 | SCHQ | SCHWAB STRATEGIC TR | — | 8,450.0 | $264K | 0.10% | NEW | — | $31.30 | -4.3% |
| 103 | XLRE | SELECT SECTOR SPDR TR | — | 5,982.0 | $263K | 0.09% | NEW | — | $44.03 | -0.2% |
| 104 | HYG | ISHARES TR | — | 3,217.0 | $257K | 0.09% | NEW | — | $79.99 | -1.0% |
| 105 | IWS | ISHARES TR | — | 1,559.0 | $257K | 0.09% | NEW | — | $164.60 | +3.5% |
| 106 | IJJ | ISHARES TR | — | 1,720.0 | $254K | 0.09% | NEW | — | $147.73 | +0.3% |
| 107 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 344.0 | $242K | 0.09% | NEW | — | $703.34 | -1.7% |
| 108 | JNJ | JOHNSON & JOHNSON | Healthcare | 930.0 | $236K | 0.09% | NEW | — | $254.18 | +8.3% |
| 109 | FXL | FIRST TR EXCHANGE-TRADED FD | — | 1,026.0 | $223K | 0.08% | NEW | — | $217.22 | -0.9% |
| 110 | MSFT | MICROSOFT CORP | Technology | 589.0 | $220K | 0.08% | NEW | — | $373.32 | +33.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
87.7%
Technology
6.3%
Real Estate
4.9%
Healthcare
1.0%