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Madison Wealth Partners

Latest statistics and disclosures from Madison Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRO, IUSG, IUSV, IVV, ONEQ, and represent 49.30% of Madison Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: IJH (+$8.9M), FBND, DGRO, MSFT, SCHB, IGV, FENI, SCHG, CMI, CIBR.
Started 9 new stock positions in PFEB, PJAN, GBTC, DIS, CMI, MPC, CIBR, FENI, NFLX.
Reduced shares in these 10 stocks: AGG, RSP, CSHI, MGK, UPS, BAC, VGT, HMOP, GOOGL, VIG.
Sold out of its positions in UPS, MGK.
Madison Wealth Partners was a net buyer of stock by $14M.
Madison Wealth Partners has $277M in assets under management (AUM), dropping by 9.62%.
Central Index Key (CIK): 0001844424

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Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 124 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	16.5	$46M		785k	58.06	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	14.5	$40M		342k	117.21	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	7.1	$20M		216k	90.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.7	$16M		30k	525.73	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	5.5	$15M		236k	64.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$11M	+401%	183k	60.74	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.6	$7.2M	+7%	118k	61.05	View chart
Microsoft Corporation (MSFT)	2.5	$7.0M	+9%	17k	420.73	View chart
Ishares Tr Core Msci Total (IXUS)	2.3	$6.4M		95k	67.86	View chart
Apple (AAPL)	2.2	$6.1M		35k	171.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.2	$6.0M		14k	444.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.1	$5.8M		52k	110.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.0	$5.5M	-5%	33k	169.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$4.2M		8.0k	523.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$4.1M	+35%	91k	45.31	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.2	$3.4M		45k	75.48	View chart
Amazon (AMZN)	1.2	$3.2M		18k	180.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$3.0M		40k	74.22	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$3.0M		28k	107.60	View chart
Ishares Tr Morningstar Valu (ILCV)	1.0	$2.9M		38k	76.86	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$2.8M	-2%	8.1k	344.22	View chart
MGE Energy (MGEE)	0.8	$2.3M	+3%	30k	78.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.7M	-5%	12k	150.92	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.5M		7.7k	200.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$1.4M	+26%	15k	92.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.3M		3.1k	420.53	View chart
Danaher Corporation (DHR)	0.5	$1.3M		5.2k	249.72	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.5	$1.3M	-16%	26k	49.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.3M	-5%	7.1k	182.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$1.2M	-20%	13k	97.94	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$1.2M	-2%	101k	11.88	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.0M	-12%	2.0k	524.43	View chart
NVIDIA Corporation (NVDA)	0.4	$1.0M	-3%	1.1k	903.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$984k		12k	80.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$943k	+9%	12k	81.43	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$941k	-2%	18k	51.60	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$912k		34k	27.01	View chart
Tesla Motors (TSLA)	0.3	$901k		5.1k	175.78	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$878k	+15%	22k	40.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$840k	+24%	22k	39.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$824k		1.7k	480.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$824k		4.5k	182.70	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$820k		3.3k	247.43	View chart
Bank of America Corporation (BAC)	0.3	$812k	-17%	21k	37.92	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$803k	+2%	7.0k	115.30	View chart
Visa Com Cl A (V)	0.3	$796k	-2%	2.9k	279.06	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$757k	+11%	14k	52.47	View chart
Alliant Energy Corporation (LNT)	0.3	$755k		15k	50.40	View chart
Costco Wholesale Corporation (COST)	0.3	$748k		1.0k	732.51	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$745k		3.1k	239.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$739k	+15%	15k	50.60	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$734k	+4%	15k	49.24	View chart
Meta Platforms Cl A (META)	0.3	$726k	+5%	1.5k	485.58	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$711k		17k	42.11	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$707k		6.7k	104.73	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$646k		9.1k	70.68	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$644k		29k	22.46	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$607k		7.2k	84.44	View chart
Deere & Company (DE)	0.2	$603k		1.5k	410.77	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.2	$601k		8.3k	72.55	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$599k	-18%	15k	38.84	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$560k		38k	14.87	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$543k	+397%	6.4k	85.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$527k		9.0k	58.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$504k		2.4k	210.31	View chart
Exxon Mobil Corporation (XOM)	0.2	$491k		4.2k	116.24	View chart
Home Depot (HD)	0.2	$481k		1.3k	383.47	View chart
Eli Lilly & Co. (LLY)	0.2	$466k	+8%	600.00	777.35	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$461k		9.2k	49.90	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$424k	+4%	3.9k	110.20	View chart
Ford Motor Company (F)	0.1	$405k	+3%	31k	13.28	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$402k		15k	27.00	View chart
Chevron Corporation (CVX)	0.1	$396k		2.5k	157.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$391k	-9%	1.2k	337.05	View chart
Oracle Corporation (ORCL)	0.1	$388k		3.1k	125.61	View chart
Raytheon Technologies Corp (RTX)	0.1	$384k		3.9k	97.53	View chart
Johnson & Johnson (JNJ)	0.1	$365k	+3%	2.3k	158.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$364k		2.2k	162.86	View chart
At&t (T)	0.1	$363k		21k	17.60	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$362k		7.8k	46.57	View chart
Applied Materials (AMAT)	0.1	$345k		1.7k	206.20	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$342k		1.7k	205.09	View chart
Cisco Systems (CSCO)	0.1	$341k		6.8k	49.91	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$340k		5.5k	61.20	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$334k	-2%	6.6k	50.28	View chart
Procter & Gamble Company (PG)	0.1	$332k	-9%	2.0k	162.26	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$327k		2.9k	114.13	View chart
Caterpillar (CAT)	0.1	$325k	-4%	888.00	366.43	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$325k		1.4k	228.59	View chart
Pepsi (PEP)	0.1	$325k	-2%	1.9k	174.98	View chart
Citigroup Com New (C)	0.1	$322k	-12%	5.1k	63.24	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$318k	+12%	11k	29.26	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$316k		1.8k	179.15	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$305k	-8%	3.3k	93.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$300k	+12%	1.0k	288.15	View chart
McDonald's Corporation (MCD)	0.1	$298k		1.1k	281.95	View chart
Nike CL B (NKE)	0.1	$297k		3.2k	93.98	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$294k	NEW	10k	28.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$288k		2.8k	103.79	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$284k		5.3k	53.39	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$278k	+3%	5.8k	47.87	View chart
Adobe Systems Incorporated (ADBE)	0.1	$269k		532.00	504.89	View chart
Lowe's Companies (LOW)	0.1	$261k		1.0k	254.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$261k	+13%	1.0k	249.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$256k		799.00	320.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$250k	-5%	1.6k	152.26	View chart
EXACT Sciences Corporation (EXAS)	0.1	$249k		3.6k	69.06	View chart
Tractor Supply Company (TSCO)	0.1	$249k		950.00	261.75	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$245k		4.8k	51.51	View chart
Cummins (CMI)	0.1	$241k	NEW	818.00	294.47	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$235k	NEW	4.2k	56.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$231k	NEW	5.9k	39.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$229k		2.9k	79.85	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$226k		1.8k	125.33	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$224k		2.9k	77.72	View chart
Netflix (NFLX)	0.1	$220k	NEW	362.00	607.33	View chart
Carrier Global Corporation (CARR)	0.1	$216k		3.7k	58.13	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$214k	-6%	4.7k	45.59	View chart
Marathon Petroleum Corp (MPC)	0.1	$214k	NEW	1.1k	201.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$211k	NEW	6.2k	34.16	View chart
Us Bancorp Del Com New (USB)	0.1	$210k		4.7k	44.70	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$210k	NEW	3.3k	63.17	View chart
Walt Disney Company (DIS)	0.1	$205k	NEW	1.7k	122.34	View chart
Pimco High Income Com Shs (PHK)	0.0	$115k		23k	4.94	View chart

Past Filings by Madison Wealth Partners

SEC 13F filings are viewable for Madison Wealth Partners going back to 2020

Madison Wealth Partners 2024 Q1 filed April 29, 2024
Madison Wealth Partners 2023 Q4 filed Feb. 12, 2024
Madison Wealth Partners 2023 Q3 filed Nov. 1, 2023
Madison Wealth Partners 2023 Q2 filed July 20, 2023
Madison Wealth Partners 2023 Q1 filed April 20, 2023
Madison Wealth Partners 2022 Q4 filed Jan. 24, 2023
Madison Wealth Partners 2022 Q3 filed Oct. 24, 2022
Madison Wealth Partners 2022 Q2 filed July 22, 2022
Madison Wealth Partners 2022 Q1 filed May 2, 2022
Madison Wealth Partners 2021 Q4 filed Jan. 19, 2022
Madison Wealth Partners 2021 Q3 filed Nov. 9, 2021
Madison Wealth Partners 2021 Q2 filed July 19, 2021
Madison Wealth Partners 2021 Q1 filed May 18, 2021
Madison Wealth Partners 2020 Q4 filed Feb. 16, 2021

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