Madeline Hedges
Portfolio Strategies, Inc.
Assets Managed
$811.091M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-6.09%(2Q avg: -2.85%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Portfolio Strategies, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.
Assets under management
The assets under management (AUM) of Portfolio Strategies, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 811.091M in assets, with a quarterly growth rate of -6.09% and a 2-quarter average growth rate of -2.85%. The portfolio is managed by Madeline Hedges, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IXN Ishares Global Tech Etf
| 11.31% | $91.66M 916,859 shares@ $99.98 avg price | Decreased -2.05% |
MGK Vanguard Mega Cap Growth Etf
| 10.67% | $86.53M 234,679 shares@ $368.72 avg price | Decreased -1.61% |
IYW Ishares Ustechnology Etf
| 8.8% | $71.316M 391,292 shares@ $182.26 avg price | Decreased -1.74% |
SMH Vaneck Semiconductor Etf
| 7.72% | $62.614M 163,291 shares@ $383.45 avg price | Decreased -21.21% |
IWY Ishares Russell Top 200 Grow
| 7.63% | $61.838M 248,470 shares@ $248.88 avg price | Decreased -1.85% |
QQQ Invesco Qqq Trust Series 1
| 6.59% | $53.434M 92,546 shares@ $577.38 avg price | Decreased -1.51% |
FTEC Fidelity Msci Info Tech Etf
| 5.96% | $48.325M 232,265 shares@ $208.06 avg price | Decreased -1.35% |
IGM Ishares Expanded Tech Sector
| 5.05% | $40.908M 345,165 shares@ $118.52 avg price | Decreased -1.71% |
IWF Ishares Russell 1000 Growth
| 5.02% | $40.699M 95,414 shares@ $426.56 avg price | Decreased -1% |
FBCG Fidelity Blue Chip Growth
| 4.62% | $37.425M 746,596 shares@ $50.13 avg price | Decreased -2.51% |
1-10 of 75