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Madden Securities Corp

SEC CIK
0001803566
Latest filing
Jul 24, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
110
+4 vs. Q3 2024
Portfolio value
$249.9M
+$18.0M (+7.8%) vs. Q3 2024
Filed
Jan 29, 2025
SEC
Holdings of Madden Securities Corp in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF330,869$18.7M7.5%+25,463+8.3%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM288,117$16.6M6.6%+10,148+3.7%Added–
MSTRStrategy IncStock46,325$13.4M5.4%−625−1.3%ReducedHistory
AMZNAmazon Com IncStock58,118$12.8M5.1%+125+0.2%AddedHistory
NVDANVIDIA CorpStock78,072$10.5M4.2%−26,580−25.4%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF317,414$8.67M3.5%+10,373+3.4%AddedConverted for a 3-for-1 split–
AAPLApple Inc.Stock32,014$8.02M3.2%−19−0.1%ReducedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF273,500$7.62M3.0%−9,288−3.3%ReducedConverted for a 4-for-1 split–
LLYEli Lilly & CoStock8,891$6.86M2.7%−725−7.5%ReducedHistory
ENBEnbridge IncStock157,701$6.69M2.7%−500.0%ReducedHistory
CMAComerica IncCOM97,068$6.00M2.4%−5,114−5.0%ReducedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT55,140$5.14M2.1%+43,880+389.7%AddedHistory
CVXChevron CorpStock34,711$5.03M2.0%+1,644+5.0%AddedHistory
TSLATesla, Inc.Stock11,165$4.51M1.8%−2,070−15.6%ReducedHistory
WMTWalmart Inc.Stock47,846$4.32M1.7%−4,897−9.3%ReducedHistory
MSFTMicrosoft CorpStock10,242$4.32M1.7%−126−1.2%ReducedHistory
PANWPalo Alto Networks IncStock23,390$4.26M1.7%−1,220−5.0%ReducedConverted for a 2-for-1 splitHistory
WMBWilliams Companies, Inc.COM74,895$4.05M1.6%−1,050−1.4%ReducedHistory
ARAntero Resources CorpCOM104,600$3.67M1.5%−42,745−29.0%ReducedHistory
ASMLASML Holding NVADR4,780$3.31M1.3%+385+8.8%AddedHistory
IBMInternational Business Machines CorpStock14,410$3.17M1.3%+35+0.2%AddedHistory
GSKGSK plcADR87,430$2.96M1.2%+87,430NewHistory
OHIOmega Healthcare Investors IncCOM76,445$2.89M1.2%−200−0.3%ReducedHistory
WDSWoodside Energy Group LtdADR178,050$2.78M1.1%−42,222−19.2%ReducedHistory
AVAVAeroVironment IncCOM17,975$2.77M1.1%−2,203−10.9%ReducedHistory
MTNVail Resorts IncCOM14,169$2.66M1.1%+14,169NewHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK80,025$2.59M1.0%+22,500+39.1%AddedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY25,250$2.52M1.0%+23,100+1,074.4%Added–
LYBLyondellBasell Industries N.V.SHS - A -33,955$2.52M1.0%+33,955NewHistory
XOMExxonMobil Holdings CorpCOM23,343$2.51M1.0%+307+1.3%AddedHistory
DOWDow Inc.Stock61,145$2.45M1.0%+24,348+66.2%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF91,475$2.37M0.9%−1,825−2.0%ReducedConverted for a 2-for-1 split–
Schwab International Equity ETF808524805ETF124,690$2.31M0.9%+3,248+2.7%AddedConverted for a 2-for-1 split–
VZVerizon Communications IncStock55,556$2.22M0.9%+2,846+5.4%AddedHistory
ABBVAbbVie Inc.Stock11,855$2.11M0.8%−475−3.9%ReducedHistory
EPDEnterprise Products Partners L.P.Stock64,743$2.03M0.8%+70+0.1%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A50,677$2.03M0.8%−1,900−3.6%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF7,529$1.81M0.7%−286−3.7%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF70,120$1.63M0.7%−842−1.2%ReducedConverted for a 3-for-1 split–
PNWPinnacle West Capital CorpCOM18,860$1.60M0.6%−875−4.4%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF17,000$1.58M0.6%00.0%Unchanged–
AVGOBroadcom Inc.Stock6,443$1.49M0.6%−1,470−18.6%ReducedHistory
MLMMartin Marietta Materials IncCOM2,830$1.46M0.6%−5−0.2%ReducedHistory
MOAltria Group, Inc.Stock27,156$1.42M0.6%+2,249+9.0%AddedHistory
Invesco S&P 500 Quality ETF46137V241ETF20,192$1.35M0.5%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF2,469$1.33M0.5%00.0%Unchanged–
TYLTyler Technologies IncCOM2,229$1.29M0.5%−94−4.0%ReducedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF27,648$1.26M0.5%+19,890+256.4%Added–
GILDGilead Sciences, Inc.Stock13,500$1.25M0.5%−8,340−38.2%ReducedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR34,310$1.25M0.5%+3,375+10.9%AddedHistory
iShares Core S&P 500 ETF464287200ETF2,000$1.18M0.5%00.0%Unchanged–
EIXEdison InternationalStock14,075$1.12M0.4%−150−1.1%ReducedHistory
EXRExtra Space Storage Inc.COM7,230$1.08M0.4%+780+12.1%AddedHistory
TFCTruist Financial CorpCOM24,900$1.08M0.4%−600−2.4%ReducedHistory
VVisa Inc.Stock3,354$1.06M0.4%00.0%UnchangedHistory
BHPBHP Group LtdADR20,500$1.00M0.4%+20,500NewHistory
PRPermian Resources CorpCLASS A COM68,975$991.9K0.4%+1,000+1.5%AddedHistory
WHRWhirlpool CorpStock8,070$923.9K0.4%+1,800+28.7%AddedHistory
CMICummins IncStock2,600$906.4K0.4%00.0%UnchangedHistory
CQPCheniere Energy Partners, L.P.COM UNIT16,700$887.1K0.4%+1,500+9.9%AddedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG7,602$875.6K0.4%00.0%Unchanged–
DUKDuke Energy CORPStock7,924$853.7K0.3%00.0%UnchangedHistory
ETF Opportunities Trust26923N462T REX 2X LONG MS111,800$849.7K0.3%+111,800New–
iShares Tr464288760US AER DEF ETF5,425$788.5K0.3%+5,425New–
HODLVanEck Bitcoin ETFSH BEN INT7,292$770.8K0.3%+60+0.8%AddedHistory
IRMIron Mountain IncCOM7,300$767.3K0.3%−75−1.0%ReducedHistory
SOSouthern CoStock9,250$761.5K0.3%−46−0.5%ReducedHistory
PMPhilip Morris International Inc.Stock6,136$738.4K0.3%00.0%UnchangedHistory
CCICrown Castle Inc.REIT7,812$709.0K0.3%−3,915−33.4%ReducedHistory
GLDSPDR Gold TrustETF2,782$673.6K0.3%−320−10.3%ReducedHistory
GBTCGrayscale Bitcoin Trust ETFETF9,085$672.5K0.3%00.0%UnchangedHistory
PEPPepsiCo IncStock4,266$648.7K0.3%−742−14.8%ReducedHistory
JPMJPMorgan Chase & CoStock2,677$641.7K0.3%−172−6.0%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF1,175$600.7K0.2%−29−2.4%Reduced–
CRLCharles River Laboratories International, Inc.COM3,200$590.7K0.2%−2,630−45.1%ReducedHistory
DELLDell Technologies Inc.Stock4,935$568.7K0.2%+4,935NewHistory
Schwab U.S. Mid-Cap ETF808524508ETF20,413$565.6K0.2%−464−2.2%ReducedConverted for a 3-for-1 split–
BRK.BBerkshire Hathaway IncStock1,224$554.8K0.2%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock9,575$541.6K0.2%00.0%UnchangedHistory
Schwab Strategic Tr808524862SHT TM US TRES22,476$540.8K0.2%+8,192+57.4%AddedConverted for a 2-for-1 split–
IBITiShares Bitcoin Trust ETFETF10,000$530.5K0.2%00.0%UnchangedHistory
VanEck Semiconductor ETF92189F676ETF2,055$497.7K0.2%+2,055New–
GEGeneral Electric CoStock2,840$473.7K0.2%+2,840NewHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A26,220$456.5K0.2%−103,985−79.9%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN22,602$442.8K0.2%00.0%UnchangedHistory
iShares Tr46429B7470-5 YR TIPS ETF4,150$417.5K0.2%+120+3.0%Added–
BDXBecton Dickinson & CoStock1,795$407.2K0.2%+1,795NewHistory
ETHEGrayscale Ethereum Staking ETFETF13,650$382.5K0.2%−100−0.7%ReducedHistory
DMLPDorchester Minerals, L.P.COM UNIT11,382$379.4K0.2%+4,000+54.2%AddedHistory
Direxion Shs ETF Tr25460G84920YR TRES BEAR9,500$377.4K0.2%+9,500New–
Vanguard Intermediate-Term Bond ETF921937819ETF4,930$368.4K0.1%+343+7.5%Added–
HDHome Depot, Inc.Stock935$363.7K0.1%−3−0.3%ReducedHistory
ROKRockwell Automation, IncStock1,215$347.2K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock1,764$335.9K0.1%−100−5.4%ReducedHistory
WPCW. P. Carey Inc.COM5,990$326.3K0.1%−290−4.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock612$318.4K0.1%00.0%UnchangedHistory
JNJJohnson & JohnsonStock2,195$317.5K0.1%−4,415−66.8%ReducedHistory
COSTCostco Wholesale CorpStock317$290.5K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock4,870$288.3K0.1%00.0%UnchangedHistory
PGProcter & Gamble CoStock1,700$285.0K0.1%−75−4.2%ReducedHistory

Sold out since Q3 2024 (10)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Madden Securities Corp sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
SPHRSphere Entertainment Co.CL A28,000$1.24M0.5%History
OXYOccidental Petroleum CorpStock15,000$773.1K0.3%History
QCOMQualcomm IncStock3,790$644.5K0.3%History
KHCKraft Heinz CoStock12,756$447.9K0.2%History
SEESealed Air CorpCOM7,060$256.3K0.1%History
LOWLowes Companies IncStock783$212.1K0.1%History
MRKMerck & Co., Inc.Stock1,822$206.9K0.1%History
RTXRTX CorpStock1,700$206.0K0.1%History
WMWaste Management IncStock966$200.5K0.1%History
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT13,750$33.5K<0.1%History