Madison Wealth Partners

Madison Wealth Partners as of Dec. 31, 2020

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 55 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 16.5 $25M 208k 118.19
Ishares Tr Core Div Grwth (DGRO) 15.4 $23M 512k 44.82
Ishares Tr Core S&p Us Gwt (IUSG) 15.1 $23M 254k 88.69
Ishares Tr National Mun Etf (MUB) 4.9 $7.2M 62k 117.19
Ishares Tr Core S&p Mcp Etf (IJH) 4.8 $7.2M 31k 229.83
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.7 $7.0M 80k 87.29
Ishares Tr Core S&p500 Etf (IVV) 4.6 $6.9M 18k 375.37
Ishares Tr Core Msci Total (IXUS) 4.3 $6.5M 96k 67.19
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) 4.2 $6.2M 12k 501.62
Ishares Tr Core Total Usd (IUSB) 3.3 $5.0M 91k 54.58
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $3.8M 42k 91.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $3.4M 11k 313.67
Apple (AAPL) 2.0 $2.9M 22k 132.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $2.9M 7.7k 373.75
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.6M 6.5k 253.24
MGE Energy (MGEE) 1.1 $1.6M 23k 70.00
Microsoft Corporation (MSFT) 1.0 $1.4M 6.5k 222.41
Danaher Corporation (DHR) 0.8 $1.1M 5.1k 222.07
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $1.1M 9.9k 108.03
Alliant Energy Corporation (LNT) 0.7 $1.1M 21k 51.52
Tesla Motors (TSLA) 0.7 $991k 1.4k 705.34
At&t (T) 0.4 $594k 21k 28.75
Ishares Tr Core Msci Eafe (IEFA) 0.4 $570k 8.3k 69.00
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $541k 1.5k 353.36
Visa Com Cl A (V) 0.3 $518k 2.4k 218.66
Ishares Tr S&p 100 Etf (OEF) 0.3 $499k 2.9k 171.48
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $498k 8.9k 55.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $472k 2.0k 231.60
Spdr Ser Tr Bloomberg Brclys (JNK) 0.3 $454k 4.2k 108.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $391k 6.7k 58.24
Amazon (AMZN) 0.2 $364k 112.00 3250.00
Vanguard Index Fds Large Cap Etf (VV) 0.2 $362k 2.1k 175.30
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $353k 1.7k 211.63
Deere & Company (DE) 0.2 $346k 1.3k 268.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $336k 5.3k 63.81
Facebook Cl A (META) 0.2 $329k 1.2k 273.03
Vanguard Index Fds Value Etf (VTV) 0.2 $303k 2.5k 118.87
Alphabet Cap Stk Cl A (GOOGL) 0.2 $285k 163.00 1748.47
Ishares Tr Expanded Tech (IGV) 0.2 $280k 793.00 353.09
Bank of America Corporation (BAC) 0.2 $274k 9.0k 30.29
Johnson & Johnson (JNJ) 0.2 $268k 1.7k 157.28
Walt Disney Company (DIS) 0.2 $265k 1.5k 180.64
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $252k 4.4k 57.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $249k 1.0k 240.58
Nio Spon Ads (NIO) 0.2 $243k 5.0k 48.60
Vanguard Index Fds Small Cp Etf (VB) 0.2 $243k 1.2k 194.56
Ishares Core Msci Emkt (IEMG) 0.2 $235k 3.8k 61.89
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $226k 3.6k 62.10
Exxon Mobil Corporation (XOM) 0.1 $216k 5.3k 41.11
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $204k 3.3k 61.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $204k 2.3k 88.16
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $203k 984.00 206.30
Adobe Systems Incorporated (ADBE) 0.1 $200k 400.00 500.00
American Airls (AAL) 0.1 $167k 11k 15.69
Adverum Biotechnologies 0.1 $156k 14k 10.82