Madison Wealth Partners

Madison Wealth Partners as of March 31, 2023

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 85 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 16.5 $33M 369k 88.77
Ishares Tr Core Div Grwth (DGRO) 16.1 $32M 638k 49.99
Ishares Tr Core S&p Us Vlu (IUSV) 7.4 $15M 199k 73.78
Ishares Tr Core Us Aggbd Et (AGG) 6.5 $13M 129k 99.64
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.1 $12M 251k 47.95
Ishares Tr Core S&p500 Etf (IVV) 5.3 $11M 26k 411.08
Ishares Tr Core S&p Mcp Etf (IJH) 4.7 $9.3M 37k 250.16
Ishares Tr Core Msci Total (IXUS) 2.9 $5.7M 92k 61.95
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $5.1M 53k 96.70
Apple (AAPL) 2.4 $4.7M 29k 164.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $3.9M 12k 320.94
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.8 $3.7M 96k 38.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $3.3M 7.9k 409.38
Ishares Tr National Mun Etf (MUB) 1.6 $3.1M 29k 107.74
Microsoft Corporation (MSFT) 1.5 $3.0M 11k 288.29
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.6M 38k 66.85
MGE Energy (MGEE) 1.2 $2.3M 30k 77.67
Ishares Tr Morningstar Grwt (ILCG) 1.1 $2.1M 38k 55.36
Vanguard Index Fds Growth Etf (VUG) 1.0 $2.0M 8.2k 249.43
Ishares Tr Morningstar Valu (ILCV) 1.0 $2.0M 32k 63.90
Danaher Corporation (DHR) 0.7 $1.3M 5.3k 252.04
Amazon (AMZN) 0.6 $1.3M 13k 103.29
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.1M 6.9k 154.01
Tesla Motors (TSLA) 0.5 $1.0M 4.9k 207.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $888k 2.9k 308.79
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $867k 2.3k 385.51
Alliant Energy Corporation (LNT) 0.4 $855k 16k 53.40
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $781k 15k 50.66
Deere & Company (DE) 0.4 $775k 1.9k 412.90
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $729k 15k 49.78
Alphabet Cap Stk Cl A (GOOGL) 0.3 $689k 6.6k 103.72
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $686k 6.6k 104.68
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $669k 13k 53.47
Costco Wholesale Corporation (COST) 0.3 $654k 1.3k 496.92
Visa Com Cl A (V) 0.3 $654k 2.9k 225.45
Ishares Tr S&p 100 Etf (OEF) 0.3 $633k 3.4k 187.03
Ishares Core Msci Emkt (IEMG) 0.3 $614k 13k 48.79
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $598k 11k 52.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $567k 1.5k 376.07
Vanguard Index Fds Large Cap Etf (VV) 0.3 $562k 3.0k 186.79
Capital Group Fixed Income E Municipal Income (CGMU) 0.3 $546k 21k 26.68
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $467k 7.3k 63.89
Ishares Tr Russell 2000 Etf (IWM) 0.2 $463k 2.6k 178.38
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $463k 8.0k 57.56
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $450k 5.0k 90.54
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $445k 5.9k 75.56
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $439k 7.1k 61.88
At&t (T) 0.2 $435k 23k 19.25
Ishares Tr Expanded Tech (IGV) 0.2 $433k 1.4k 304.80
Exxon Mobil Corporation (XOM) 0.2 $424k 3.9k 109.65
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $411k 15k 27.03
Ishares Tr Core High Dv Etf (HDV) 0.2 $406k 4.0k 101.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $402k 5.9k 67.85
Meta Platforms Cl A (META) 0.2 $401k 1.9k 211.94
Johnson & Johnson (JNJ) 0.2 $396k 2.6k 154.97
Chevron Corporation (CVX) 0.2 $392k 2.4k 163.18
Vanguard Index Fds Value Etf (VTV) 0.2 $382k 2.8k 138.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $372k 5.1k 73.16
Pepsi (PEP) 0.2 $339k 1.9k 182.32
Home Depot (HD) 0.2 $328k 1.1k 295.00
Capital Group Fixed Income E Core Plus Incm (CGCP) 0.2 $328k 14k 22.79
Procter & Gamble Company (PG) 0.2 $313k 2.1k 148.66
Vanguard Index Fds Small Cp Etf (VB) 0.2 $302k 1.6k 189.56
Bank of America Corporation (BAC) 0.1 $294k 10k 28.60
Oracle Corporation (ORCL) 0.1 $292k 3.1k 92.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $288k 1.2k 244.33
Pfizer (PFE) 0.1 $284k 7.0k 40.80
Lowe's Companies (LOW) 0.1 $280k 1.4k 200.00
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $269k 2.0k 131.99
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $269k 1.8k 152.25
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $263k 6.8k 38.98
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $263k 7.6k 34.80
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $250k 4.8k 52.17
Shp Etf Trust Neos Enh Inm Cas (CSHI) 0.1 $249k 5.0k 50.13
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $247k 1.7k 147.85
United Parcel Service CL B (UPS) 0.1 $246k 1.3k 193.96
EXACT Sciences Corporation (EXAS) 0.1 $233k 3.4k 67.82
Tractor Supply Company (TSCO) 0.1 $227k 966.00 235.15
McDonald's Corporation (MCD) 0.1 $214k 766.00 279.61
Ishares Tr Rus 1000 Etf (IWB) 0.1 $209k 928.00 225.23
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT) 0.1 $206k 5.4k 38.17
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $206k 4.9k 41.93
Vanguard World Mega Grwth Ind (MGK) 0.1 $204k 997.00 204.51
Applied Materials (AMAT) 0.1 $204k 1.7k 122.83
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $202k 4.2k 48.48