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MADDEN ADVISORY SERVICES, INC.

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JACKSONVILLE FL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Madden Advisory Services is based out of Jacksonville. Madden Advisory Services is a large advisory firm with 279 clients and discretionary assets under management (AUM) of $177,946,625 (Form ADV from 2023-08-08). Their last reported 13F filing for Q4 2023 included $177,443,153 in managed 13F securities and a top 10 holdings concentration of 47.22%. Madden Advisory Services's largest holding is Schwab U.S. Broad Market ETF- with shares held of 273,398. Whalewisdom has at least 52 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $177m, Prior: $158m
New Purchases 13 stocks
Added To 45 stocks
Sold out of 4 stocks
Reduced holdings in 29 stocks
Top 10 Holdings % 47.22%
Turnover %[1] 18.89%
Turnover Alt %[2] 6.39%
Time Held Top 20 14.55 quarters
Time Held Top 10 13.1 quarters
Time Held All 21.32 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance