Madden Advisory Services, Inc. Buys iShares Core S&P Total U.S. Stock Market, iShares MSCI EAFE, Schwab U.S. Large-Cap, Sells Schwab U.S. Small-Cap, iShares U.S. Financial, Schwab International Equity

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May 11, 2020
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Jacksonville, FL, based Investment company Madden Advisory Services, Inc. (Current Portfolio) buys iShares Core S&P Total U.S. Stock Market, iShares MSCI EAFE, Schwab U.S. Large-Cap, Vanguard S&P 500, SPDR S&P 500, sells Schwab U.S. Small-Cap, iShares U.S. Financial, Schwab International Equity, Vanguard Health Care, iShares Core Moderate Allocation during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Madden Advisory Services, Inc.. As of 2020Q1, Madden Advisory Services, Inc. owns 66 stocks with a total value of $140 million. These are the details of the buys and sells.

For the details of Madden Advisory Services, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/madden+advisory+services%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Madden Advisory Services, Inc.
  1. Schwab U.S. Broad Market (SCHB) - 251,133 shares, 10.80% of the total portfolio. Shares added by 9.32%
  2. PowerShares QQQ Trust Ser 1 (QQQ) - 55,582 shares, 7.53% of the total portfolio. Shares reduced by 0.07%
  3. Schwab U.S. Large-Cap (SCHX) - 127,477 shares, 5.56% of the total portfolio. Shares added by 259.72%
  4. iShares Core S&P Total U.S. Stock Market (ITOT) - 134,704 shares, 5.49% of the total portfolio. New Position
  5. Vanguard Information Tech (VGT) - 31,350 shares, 4.73% of the total portfolio. Shares reduced by 2.07%
New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)

Madden Advisory Services, Inc. initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $49.42 and $76.04, with an estimated average price of $68.3. The stock is now traded at around $65.70. The impact to a portfolio due to this purchase was 5.49%. The holding were 134,704 shares as of .

New Purchase: iShares MSCI EAFE (EFA)

Madden Advisory Services, Inc. initiated holding in iShares MSCI EAFE. The purchase prices were between $46.5 and $70.38, with an estimated average price of $63.47. The stock is now traded at around $56.87. The impact to a portfolio due to this purchase was 4.11%. The holding were 107,964 shares as of .

New Purchase: SPDR S&P 500 (SPY)

Madden Advisory Services, Inc. initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $293.83. The impact to a portfolio due to this purchase was 3.03%. The holding were 16,537 shares as of .

New Purchase: SPDR Select Sector Fund - Health Care (XLV)

Madden Advisory Services, Inc. initiated holding in SPDR Select Sector Fund - Health Care. The purchase prices were between $74.62 and $104.73, with an estimated average price of $97.73. The stock is now traded at around $101.29. The impact to a portfolio due to this purchase was 2.32%. The holding were 36,864 shares as of .

New Purchase: iShares Core High Dividend (HDV)

Madden Advisory Services, Inc. initiated holding in iShares Core High Dividend. The purchase prices were between $61.09 and $96.96, with an estimated average price of $87.21. The stock is now traded at around $81.52. The impact to a portfolio due to this purchase was 2.22%. The holding were 43,542 shares as of .

New Purchase: Vanguard Total Stock Market (VTI)

Madden Advisory Services, Inc. initiated holding in Vanguard Total Stock Market. The purchase prices were between $111.91 and $172.17, with an estimated average price of $155.87. The stock is now traded at around $148.08. The impact to a portfolio due to this purchase was 2.05%. The holding were 22,352 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Madden Advisory Services, Inc. added to a holding in Schwab U.S. Large-Cap by 259.72%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $70.20. The impact to a portfolio due to this purchase was 4.01%. The holding were 127,477 shares as of .

Added: Vanguard S&P 500 (VOO)

Madden Advisory Services, Inc. added to a holding in Vanguard S&P 500 by 436.65%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $270.06. The impact to a portfolio due to this purchase was 3.8%. The holding were 27,702 shares as of .

Added: Schwab U.S. Mid Cap (SCHM)

Madden Advisory Services, Inc. added to a holding in Schwab U.S. Mid Cap by 144.53%. The purchase prices were between $35.83 and $62.24, with an estimated average price of $55.51. The stock is now traded at around $49.16. The impact to a portfolio due to this purchase was 1.71%. The holding were 96,315 shares as of .

Added: iShares Russell 2000 (IWM)

Madden Advisory Services, Inc. added to a holding in iShares Russell 2000 by 1020.00%. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $132.39. The impact to a portfolio due to this purchase was 1.48%. The holding were 19,880 shares as of .

Added: Vanguard Value (VTV)

Madden Advisory Services, Inc. added to a holding in Vanguard Value by 64.88%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $97.30. The impact to a portfolio due to this purchase was 0.64%. The holding were 25,539 shares as of .

Added: Vanguard Industrials (VIS)

Madden Advisory Services, Inc. added to a holding in Vanguard Industrials by 50.44%. The purchase prices were between $91.89 and $160.43, with an estimated average price of $143.29. The stock is now traded at around $118.59. The impact to a portfolio due to this purchase was 0.5%. The holding were 19,007 shares as of .

Sold Out: iShares U.S. Financial (IYF)

Madden Advisory Services, Inc. sold out a holding in iShares U.S. Financial. The sale prices were between $81.74 and $142.33, with an estimated average price of $125.66.

Sold Out: iShares Core Moderate Allocation (AOM)

Madden Advisory Services, Inc. sold out a holding in iShares Core Moderate Allocation. The sale prices were between $33.84 and $40.73, with an estimated average price of $38.96.

Sold Out: Vanguard Financials (VFH)

Madden Advisory Services, Inc. sold out a holding in Vanguard Financials. The sale prices were between $42.8 and $77.51, with an estimated average price of $68.88.

Sold Out: iShares Core Conservative Allocation (AOK)

Madden Advisory Services, Inc. sold out a holding in iShares Core Conservative Allocation. The sale prices were between $31.4 and $36.74, with an estimated average price of $35.46.

Sold Out: iShares Select Dividend ETF (DVY)

Madden Advisory Services, Inc. sold out a holding in iShares Select Dividend ETF. The sale prices were between $61.82 and $105.84, with an estimated average price of $94.35.

Sold Out: Vanguard Materials (VAW)

Madden Advisory Services, Inc. sold out a holding in Vanguard Materials. The sale prices were between $81.49 and $134.14, with an estimated average price of $119.86.



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