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Madden Securities Corp

SEC CIK
0001803566
Latest filing
Jul 24, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 6, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
87
−2 vs. Q1 2023
Portfolio value
$195.5M
+$6.52M (+3.4%) vs. Q1 2023
Filed
Jul 6, 2023
SEC
Holdings of Madden Securities Corp in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF259,194$12.5M6.4%−11,308−4.2%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM208,598$11.5M5.9%+884+0.4%Added–
AMZNAmazon Com IncStock88,361$11.5M5.9%−28,555−24.4%ReducedHistory
AAPLApple Inc.Stock40,887$7.93M4.1%−3,414−7.7%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF101,946$7.40M3.8%+8,883+9.5%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF84,569$6.34M3.2%−11,921−12.4%Reduced–
CMAComerica IncCOM141,400$5.99M3.1%+94,425+201.0%AddedHistory
LLYEli Lilly & CoStock12,110$5.68M2.9%−5,335−30.6%ReducedHistory
CVXChevron CorpStock34,338$5.40M2.8%−2,964−7.9%ReducedHistory
TSLATesla, Inc.Stock20,044$5.25M2.7%−1,613−7.4%ReducedHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A244,433$5.09M2.6%−21,641−8.1%ReducedHistory
BABoeing CoStock23,540$4.97M2.5%−1,972−7.7%ReducedHistory
NVDANVIDIA CorpStock11,667$4.94M2.5%−3,295−22.0%ReducedHistory
ENBEnbridge IncStock128,249$4.76M2.4%−4,300−3.2%ReducedHistory
PXDPioneer Natural Resources CoCOM22,257$4.61M2.4%−1,560−6.5%ReducedHistory
MPMP Materials Corp.COM CL A198,899$4.55M2.3%+40,699+25.7%AddedHistory
ASMLASML Holding NVADR6,030$4.37M2.2%+115+1.9%AddedHistory
CRLCharles River Laboratories International, Inc.COM19,610$4.12M2.1%−1,141−5.5%ReducedHistory
MSFTMicrosoft CorpStock11,603$3.95M2.0%−547−4.5%ReducedHistory
ENPHEnphase Energy, Inc.Stock22,310$3.74M1.9%−1,548−6.5%ReducedHistory
DVNDevon Energy CorpStock76,226$3.68M1.9%−29,926−28.2%ReducedHistory
WMTWalmart Inc.Stock21,932$3.45M1.8%+1,281+6.2%AddedHistory
CVSCVS Health CorpStock49,806$3.44M1.8%+44,794+893.7%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF77,413$3.39M1.7%+3,100+4.2%Added–
GOOGAlphabet Inc.Stock27,540$3.33M1.7%−5,420−16.4%ReducedHistory
ARAntero Resources CorpCOM138,310$3.19M1.6%+138,310NewHistory
NKENIKE, Inc.Stock28,796$3.18M1.6%+13,485+88.1%AddedHistory
XOMExxonMobil Holdings CorpCOM22,168$2.38M1.2%−2,070−8.5%ReducedHistory
RETAReata Pharmaceuticals IncCL A21,000$2.14M1.1%−2,708−11.4%ReducedHistory
DOWDow Inc.Stock36,852$1.96M1.0%−3,671−9.1%ReducedHistory
ABBVAbbVie Inc.Stock14,403$1.94M1.0%+103+0.7%AddedHistory
Schwab International Equity ETF808524805ETF54,200$1.93M1.0%+3,146+6.2%Added–
ALBAlbemarle CorpStock8,138$1.82M0.9%+8,138NewHistory
PNWPinnacle West Capital CorpCOM20,760$1.69M0.9%−13,090−38.7%ReducedHistory
EPDEnterprise Products Partners L.P.Stock63,493$1.67M0.9%−1,800−2.8%ReducedHistory
MLMMartin Marietta Materials IncCOM3,500$1.62M0.8%−2,554−42.2%ReducedHistory
USOUnited States Oil Fund, LPUNITS20,502$1.30M0.7%−764−3.6%ReducedHistory
PEPPepsiCo IncStock6,970$1.29M0.7%−581−7.7%ReducedHistory
JPMJPMorgan Chase & CoStock8,520$1.24M0.6%+233+2.8%AddedHistory
SRCSpirit Realty Capital, Inc.COM NEW31,175$1.23M0.6%−9,850−24.0%ReducedHistory
VZVerizon Communications IncStock32,656$1.21M0.6%−486−1.5%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF20,948$1.10M0.6%−893−4.1%Reduced–
State Street SPDR S&P Regional Banking ETF78464A698ETF25,875$1.06M0.5%+25,875New–
TYLTyler Technologies IncCOM2,430$1.01M0.5%00.0%UnchangedHistory
EIXEdison InternationalStock14,385$999.0K0.5%−9,365−39.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF2,436$992.1K0.5%00.0%Unchanged–
VVisa Inc.Stock4,140$983.2K0.5%+192+4.9%AddedHistory
CCICrown Castle Inc.REIT8,260$941.1K0.5%+1,425+20.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF2,473$913.4K0.5%−85−3.3%Reduced–
Schwab U.S. Broad Market ETF808524102ETF15,674$810.4K0.4%−70.0%Reduced–
DUKDuke Energy CORPStock7,969$715.1K0.4%−800−9.1%ReducedHistory
WDSWoodside Energy Group LtdADR30,543$708.3K0.4%−6,720−18.0%ReducedHistory
MOAltria Group, Inc.Stock15,632$708.1K0.4%+4,776+44.0%AddedHistory
CMICummins IncStock2,725$668.1K0.3%−150−5.2%ReducedHistory
SOSouthern CoStock9,471$665.3K0.3%−2,700−22.2%ReducedHistory
GLDSPDR Gold TrustETF3,241$577.8K0.3%−201−5.8%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF7,708$547.5K0.3%+96+1.3%Added–
ROKRockwell Automation, IncStock1,610$530.4K0.3%−275−14.6%ReducedHistory
KHCKraft Heinz CoStock14,473$513.8K0.3%−4,650−24.3%ReducedHistory
HDHome Depot, Inc.Stock1,603$498.0K0.3%00.0%UnchangedHistory
IRMIron Mountain IncCOM8,725$495.8K0.3%−1,750−16.7%ReducedHistory
PMPhilip Morris International Inc.Stock4,786$467.2K0.2%−325−6.4%ReducedHistory
WPCW. P. Carey Inc.COM6,790$458.7K0.2%−210−3.0%ReducedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR13,350$443.2K0.2%+3,325+33.2%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,653$432.2K0.2%+794+92.4%Added–
TMOThermo Fisher Scientific Inc.Stock787$410.6K0.2%−67−7.8%ReducedHistory
TPLTexas Pacific Land CorpStock300$394.9K0.2%00.0%UnchangedHistory
iShares Tr46429B7470-5 YR TIPS ETF4,020$392.4K0.2%−225−5.3%Reduced–
BRK.BBerkshire Hathaway IncStock1,102$375.8K0.2%00.0%UnchangedHistory
JNJJohnson & JohnsonStock2,240$370.7K0.2%−225−9.1%ReducedHistory
PGProcter & Gamble CoStock2,301$349.1K0.2%−230−9.1%ReducedHistory
HSYHershey CoCOM1,376$343.6K0.2%−275−16.7%ReducedHistory
UNPUnion Pacific CorpStock1,640$335.6K0.2%−145−8.1%ReducedHistory
MRKMerck & Co., Inc.Stock2,622$302.6K0.2%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock5,755$297.8K0.2%−201−3.4%ReducedHistory
WMWaste Management IncStock1,704$295.5K0.2%−5−0.3%ReducedHistory
MAMastercard IncStock742$291.8K0.1%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock503$270.7K0.1%00.0%UnchangedHistory
PFEPfizer IncStock7,164$262.8K0.1%+1,860+35.1%AddedHistory
UNHUnitedHealth Group IncStock533$256.2K0.1%+533NewHistory
ABTAbbott LaboratoriesStock2,300$250.7K0.1%−120−5.0%ReducedHistory
MDTMedtronic plcStock2,500$220.3K0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock2,778$214.1K0.1%−197−6.6%ReducedHistory
ORCLOracle CorpStock1,780$212.0K0.1%+1,780NewHistory
BMYBristol Myers Squibb CoStock3,250$207.8K0.1%−8,095−71.4%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,251$203.1K0.1%+1,251New–
UNGUnited States Natural Gas Fund, LPUNIT PAR25,594$189.9K0.1%+15,494+153.4%AddedHistory

Sold out since Q1 2023 (8)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Madden Securities Corp sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
KKellanovaStock16,130$1.08M0.6%History
BHPBHP Group LtdADR13,255$840.5K0.4%History
CTRACoterra Energy Inc.Stock31,550$774.2K0.4%History
GISGeneral Mills IncStock7,160$611.9K0.3%History
RIORio Tinto PLCADR5,250$360.1K0.2%History
MGAMagna International IncCOM5,850$313.4K0.2%History
ETEnergy Transfer LPCOM UT LTD PTN11,602$144.7K0.1%History
GTEGran Tierra Energy Inc.COM20,250$17.8K<0.1%History