Madden Advisory Services, Inc.

Q3 2025 13F-HR Holdings

Location
Jacksonville, FL
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
107
Total value ($000)
$258,216
Net value change ($000)
+23,561 (10.0%)
New positions
10
Sold out positions
4
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 1,968 11.0%
VGT 1,946 13.1%
VCSH 1,712 63.0%
EFA 1,561 19.2%
SCHI 1,506 46.9%
IBDS 1,136 31.6%
QQQ 1,085 63.0%
IAU 880 14.7%
SCHR 803 NEW
SCHB 779 4.3%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -6,406 -100.0%
CORP -2,170 -100.0%
IEFA -701 -54.5%
VTIP -414 -100.0%
MCD -224 -100.0%
VDC -209 -3.5%
IHI -122 -4.3%
VIG -71 -1.7%
IWB -67 -13.0%
MDY -44 -16.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type