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| Madden Securities Corporation
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|---|---|
| CRD # | 18389 |
| SEC # | 801-63277 |
| CIK # | 0001803566, 0000180356 |
| AUM | $783.5 MM (2024-06-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 214-855-5335 |
| Address | 8333 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001803566 0000180356 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Nvidia Corp | 399,550.0 | 15.1 | |
| Amazon Com Inc | 1,092,997.8 | 11.2 | |
| Lilly Eli & Co | 301,789.7 | 8.7 | |
| Apple Inc | 2,382,844.0 | 6.6 | |
| MicroStrategy Inc | 2,102.7 | 6.2 | |
| Enbridge Inc | 86,202.3 | 5.6 | |
| Comerica Inc /New/ | 10,028.0 | 5.4 | |
| Chevron Corp | 294,604.1 | 5.0 | |
| Antero Resources Corp | 10,853.8 | 4.9 | |
| Microsoft Corp | 1,918,222.4 | 4.7 | |
| Palo Alto Networks Inc | 49,011.6 | 4.2 | |
| ASML Holding NV | 197,439.9 | 4.2 | |
| Aerovironment Inc | 2,035.8 | 3.6 | |
| Wal Mart Stores Inc | 335,434.5 | 3.6 | |
| Capital Trust Inc | 4,919.6 | 3.5 | |
| Williams Companies Inc | 38,659.7 | 3.2 | |
| Charles River Laboratories International Inc | 11,050.1 | 3.0 | |
| Tesla Motors Inc | 723,390.3 | 2.9 | |
| Woodside Energy Group Ltd | 42,664.9 | 2.8 | |
| Exxon Mobil Corp | 385,508.3 | 2.6 | |
| Omega Healthcare Investors Inc | 6,856.6 | 2.6 | |
| International Business Machines Corp | 127,593.9 | 2.5 | |
| AbbVie Inc | 269,466.6 | 2.2 | |
| Verizon Communications Inc | 211,914.0 | 2.2 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 18.3 |
| (b) Individuals (high net worth individuals) | 60 | 594.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 132.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 39.1 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 783.5 |
| By Discretionary | ||
| Discretionary | 441 | 731.3 |
| Non-Discretionary | 17 | 52.3 |
| Total | 458 | 783.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 783.5 | |
| Total | 458 | 783.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803566] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
NS Management Ltd
✚
|
0.8 | |
|
KFA Private Wealth Group LLC
✚
|
VA | 0.8 |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.8 |
|
Lexaurum Advisors LLC
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KS | 0.8 |
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Fortis Group Advisors LLC
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NJ | 0.8 |
|
Pathway Financial Advisors LLC
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VT | 0.8 |
|
Milestone Investment Advisors LLC
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WI | 0.8 |
|
Oak City Consulting LLC
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|
NC | 0.8 |
|
Recurrent Investment Advisors LLC
✚
|
TX | 0.8 |
|
Goldstein Advisors LLC
✚
|
WI | 0.8 |