Madden Advisory Services Q3 and Q4 2022 13F Holdings Comparison: Notable Changes in ETFs and Stocks

Madden Advisory Services, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison

Madden Advisory Services, Inc. is a registered investment advisor operating out of Reston, Virginia. Among their services, they manage a number of funds that specialize in different areas of the market. Their Q3 2022 vs. Q4 2022 13F Holdings Comparison provides a snapshot of the changes in holdings of one of their funds over the course of two quarters.

The 13F form, which is required to be filed quarterly by institutional investment managers with at least $100 million in assets under management, provides a broad overview of their holdings in publicly traded securities. The Q3 2022 vs. Q4 2022 13F Holdings Comparison listed above shows the changes in holdings of the Madden Advisory Services, Inc. fund during the two quarters, including the number of shares held and the value of those shares.

One of the most notable changes in the comparison is the increase in shares held of the Vanguard Index Funds’ ETFs VOO and VTV, as well as Vanguard World Funds’ ETF VGT. These funds largely track the performance of companies in the S&P 500, large-cap value companies and the technology sector, respectively. The increase in holdings of these funds suggests that the Madden Advisory Services, Inc. fund is bullish on the performance of these sectors going forward.

The fund also increased their holdings in SPDR S&P 500 ETF Trust (SPY) during Q3 2022, but decreased their holdings during Q4 2022. This suggests that the fund may have taken profits on their holdings in this fund during Q4 2022, potentially due to concerns about the potential for market corrections or volatility.

The fund also added new holdings in several ETFs during Q4 2022. This includes Vanguard Scottsdale Funds’ ETF VCSH, which tracks short-term corporate bonds, and the SPDR Index Shares Funds’ ETF SPDW, which tracks international stocks outside of the US. The fund’s decision to add these holdings may suggest a diversification strategy, adding exposure to areas of the market that are not currently well represented in their portfolio.

One of the most notable decreases in holdings in the comparison is in the iShares Trust’s ETF AGG, which tracks the performance of US investment-grade bonds. The fund decreased their holdings in this fund during Q4 2022, likely reflecting the concerns about the potential for rising interest rates and the corresponding decrease in bond yields that could occur.

The fund also completely sold out of their holdings in Microsoft (MSFT) during Q4 2022. This suggests that the fund may have taken profits on their holdings in this company, potentially due to concerns about potential regulatory scrutiny or competition in the technology sector.

Overall, the Madden Advisory Services, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison provides insight into the fund’s strategy and outlook for the market. The fund increased their holdings in sectors they believe will outperform, while reducing exposure to those they anticipate may experience volatility. The addition of new holdings also suggests a diversification strategy, which could help the fund manage risk in the coming quarters.