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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 45.82% of Madison Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VIG, DGRO, SCHB, QQQ, VTI, IUSV, AAPL, GLD, VYM, UBND.
Started 25 new stock positions in KLAC, GLD, NEE, XLC, EXAS, VTI, AAL, VBR, VYMI, EFV.
Reduced shares in these 10 stocks: RSP, ONEQ, F, HYS, CSHI, NFLX, IGLB, MUB, IUSG, HMOP.
Sold out of its positions in F, IGLB, NFLX, HYS.
Madison Wealth Partners was a net buyer of stock by $30M.
Madison Wealth Partners has $338M in assets under management (AUM), dropping by 15.81%.
Central Index Key (CIK): 0001844424

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Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 148 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	15.7	$53M	+5%	844k	62.69	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	13.3	$45M		341k	131.91	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	6.7	$23M	+6%	238k	95.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.1	$17M	+2%	30k	576.83	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	5.0	$17M	-2%	236k	71.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.4	$12M		186k	62.32	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.1	$11M	+25%	159k	66.52	View chart
Apple (AAPL)	2.8	$9.4M	+14%	40k	233.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$9.2M	+26%	19k	488.06	View chart
Microsoft Corporation (MSFT)	2.4	$8.0M	+12%	19k	430.29	View chart
Ishares Tr Core Msci Total (IXUS)	2.0	$6.8M		94k	72.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$6.1M		52k	116.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$5.4M	+18%	9.5k	573.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$4.9M	-15%	28k	179.16	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$4.8M	+4%	103k	46.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$4.5M	+195%	23k	198.06	View chart
Amazon (AMZN)	1.1	$3.8M	+19%	21k	186.33	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.1	$3.8M		45k	84.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.0	$3.3M	+7%	43k	78.05	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$3.2M		8.3k	383.95	View chart
Ishares Tr Morningstar Valu (ILCV)	0.9	$3.1M		38k	82.20	View chart
MGE Energy (MGEE)	0.9	$2.9M		32k	91.45	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	0.8	$2.7M	+51%	122k	22.25	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$2.7M	-5%	25k	108.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.5M	+31%	15k	165.85	View chart
NVIDIA Corporation (NVDA)	0.7	$2.2M	+51%	18k	121.44	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$2.0M	+19%	19k	104.18	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$1.8M	+51%	8.9k	200.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.7M	+9%	3.6k	460.26	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.5	$1.6M	-14%	32k	49.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.6M	NEW	5.6k	283.16	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.6M	-4%	7.5k	210.86	View chart
Danaher Corporation (DHR)	0.4	$1.5M		5.2k	278.02	View chart
Tesla Motors (TSLA)	0.4	$1.3M		5.1k	261.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.3M	+31%	16k	83.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.3M	+8%	2.1k	586.52	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$1.2M	-2%	98k	12.35	View chart
Global X Fds S&p 500 Covered (XYLD)	0.4	$1.2M	+10%	29k	41.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.2M	+25%	2.2k	527.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.2M	NEW	4.7k	243.07	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$1.1M	+6%	4.1k	276.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$1.1M	+21%	27k	41.12	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M	+22%	1.2k	886.57	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$1.1M	+49%	9.8k	108.93	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$1.1M		34k	30.83	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.0M		18k	57.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$1.0M		8.0k	125.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$994k	-7%	9.8k	101.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$992k		12k	84.53	View chart
Visa Com Cl A (V)	0.3	$984k	+25%	3.6k	274.94	View chart
Bank of America Corporation (BAC)	0.3	$961k	+15%	24k	39.68	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.3	$953k		35k	27.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$933k	NEW	7.3k	128.20	View chart
Alliant Energy Corporation (LNT)	0.3	$876k		14k	60.69	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$812k		3.1k	263.33	View chart
Eli Lilly & Co. (LLY)	0.2	$792k	+46%	894.00	885.56	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$792k		15k	52.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$772k	-5%	15k	51.50	View chart
Meta Platforms Cl A (META)	0.2	$753k	-5%	1.3k	572.44	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$712k		17k	41.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$708k	NEW	3.5k	200.75	View chart
Deere & Company (DE)	0.2	$707k	+15%	1.7k	417.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$694k		7.2k	95.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$687k		13k	51.12	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$672k		9.2k	72.97	View chart
Vanguard World Energy Etf (VDE)	0.2	$670k	NEW	5.5k	122.47	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$660k		29k	23.12	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.2	$644k		8.4k	76.64	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$609k	+2%	42k	14.39	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$596k	NEW	6.6k	90.40	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$575k		6.4k	89.36	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$566k		9.0k	63.00	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$563k		5.3k	106.20	View chart
Oracle Corporation (ORCL)	0.2	$530k		3.1k	170.40	View chart
Lam Research Corporation (LRCX)	0.2	$528k	NEW	647.00	815.85	View chart
Home Depot (HD)	0.2	$517k		1.3k	405.06	View chart
Broadcom (AVGO)	0.1	$492k	+1968%	2.9k	172.48	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$488k	NEW	2.1k	230.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$470k	-5%	4.0k	117.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$463k	-3%	2.1k	220.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$461k	+40%	1.9k	237.18	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$446k	-3%	3.8k	117.61	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$436k	NEW	11k	41.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$434k		1.2k	375.38	View chart
Johnson & Johnson (JNJ)	0.1	$405k		2.5k	162.09	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$396k	-22%	10k	39.40	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$395k	+25%	13k	30.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$392k		2.2k	174.57	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$385k		15k	25.91	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$383k		7.8k	48.96	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$379k	-2%	7.5k	50.50	View chart
Chevron Corporation (CVX)	0.1	$378k		2.6k	147.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$375k	NEW	3.8k	97.42	View chart
Cisco Systems (CSCO)	0.1	$367k		6.9k	53.22	View chart
Applied Materials (AMAT)	0.1	$366k		1.8k	202.08	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$364k	+2%	1.7k	211.83	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$361k	-2%	6.4k	56.60	View chart
Procter & Gamble Company (PG)	0.1	$358k	+3%	2.1k	173.18	View chart
Novanta (NOVT)	0.1	$355k	NEW	2.0k	178.92	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$355k		5.6k	63.48	View chart
At&t (T)	0.1	$352k	-23%	16k	22.00	View chart
Caterpillar (CAT)	0.1	$347k		888.00	391.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$339k		2.9k	117.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$335k		1.8k	189.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$334k	+20%	1.3k	263.87	View chart
Mastercard Incorporated Cl A (MA)	0.1	$330k	NEW	667.00	494.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$327k		1.0k	314.52	View chart
McDonald's Corporation (MCD)	0.1	$326k		1.1k	304.38	View chart
Pepsi (PEP)	0.1	$326k	+2%	1.9k	170.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$318k	+9%	1.9k	167.19	View chart
Citigroup Com New (C)	0.1	$316k		5.0k	62.60	View chart
Carrier Global Corporation (CARR)	0.1	$307k		3.8k	80.49	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$304k		5.3k	57.22	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$302k	NEW	4.1k	73.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$296k		2.8k	107.65	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$295k	-2%	3.7k	80.29	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$293k		5.8k	50.79	View chart
Nike CL B (NKE)	0.1	$279k		3.2k	88.40	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$278k	NEW	5.6k	49.70	View chart
Tractor Supply Company (TSCO)	0.1	$277k		950.00	291.06	View chart
Lowe's Companies (LOW)	0.1	$274k		1.0k	270.72	View chart
EXACT Sciences Corporation (EXAS)	0.1	$272k	NEW	4.0k	68.13	View chart
Nextera Energy (NEE)	0.1	$270k	NEW	3.2k	84.53	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.1	$267k	NEW	5.3k	50.81	View chart
Cummins (CMI)	0.1	$265k		818.00	323.74	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$261k		7.3k	35.94	View chart
Adobe Systems Incorporated (ADBE)	0.1	$258k		499.00	517.78	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$254k	+11%	4.2k	61.14	View chart
Kla Corp Com New (KLAC)	0.1	$254k	NEW	328.00	773.87	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$254k		1.5k	174.44	View chart
Us Bancorp Del Com New (USB)	0.1	$254k	NEW	5.5k	45.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$248k	NEW	4.2k	59.50	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$247k		4.2k	59.23	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$241k		1.8k	132.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$236k	-3%	5.7k	41.32	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$231k	NEW	4.0k	57.53	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$226k		807.00	280.47	View chart
Marathon Petroleum Corp (MPC)	0.1	$226k		1.4k	162.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$224k	NEW	3.3k	67.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$223k		6.2k	36.04	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$221k	+2%	4.3k	51.27	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$216k		4.6k	47.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$203k	-18%	2.4k	83.65	View chart
Abbvie (ABBV)	0.1	$203k	NEW	1.0k	197.55	View chart
Amgen (AMGN)	0.1	$201k	NEW	625.00	322.21	View chart
American Airls (AAL)	0.0	$117k	NEW	10k	11.24	View chart
Pimco High Income Com Shs (PHK)	0.0	$107k	-7%	21k	5.00	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$42k		15k	2.76	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 Q3 filed Oct. 24, 2024
Madison Wealth Partners 2024 Q2 filed Aug. 9, 2024
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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