Madison Wealth Partners

Madison Wealth Partners as of June 30, 2021

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 72 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 15.2 $27M 263k 100.98
Ishares Tr Core Us Aggbd Et (AGG) 14.6 $26M 222k 115.33
Ishares Tr Core Div Grwth (DGRO) 12.8 $22M 443k 50.36
Ishares Tr Core S&p Us Vlu (IUSV) 6.1 $11M 148k 71.96
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 5.4 $9.4M 166k 56.35
Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $8.9M 33k 268.72
Ishares Tr Core S&p500 Etf (IVV) 4.7 $8.2M 19k 429.91
Ishares Tr National Mun Etf (MUB) 4.5 $7.8M 66k 117.19
Ishares Tr Core Msci Total (IXUS) 4.3 $7.4M 102k 73.30
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $5.1M 45k 112.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $3.9M 11k 354.41
Apple (AAPL) 2.2 $3.8M 28k 136.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $3.3M 7.8k 428.00
Vanguard Index Fds Growth Etf (VUG) 1.3 $2.3M 7.9k 286.77
Microsoft Corporation (MSFT) 1.3 $2.2M 8.1k 270.92
MGE Energy (MGEE) 1.2 $2.1M 28k 74.45
Danaher Corporation (DHR) 0.8 $1.4M 5.1k 268.36
Alliant Energy Corporation (LNT) 0.8 $1.4M 24k 55.76
Amazon (AMZN) 0.6 $1.1M 326.00 3438.65
Ishares Tr Core Total Usd (IUSB) 0.6 $1.1M 21k 53.49
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $942k 8.7k 107.78
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $897k 2.3k 398.67
At&t (T) 0.5 $873k 30k 28.77
Alphabet Cap Stk Cl A (GOOGL) 0.5 $801k 328.00 2442.07
Deere & Company (DE) 0.4 $733k 2.1k 352.91
Visa Com Cl A (V) 0.4 $697k 3.0k 233.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $688k 2.5k 277.76
Tesla Motors (TSLA) 0.4 $625k 920.00 679.35
Ishares Tr S&p 100 Etf (OEF) 0.3 $570k 2.9k 196.01
Ishares Tr Core Msci Eafe (IEFA) 0.3 $550k 7.3k 74.85
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $519k 15k 34.48
Ishares Tr Expanded Tech (IGV) 0.3 $505k 1.3k 389.96
Spdr Ser Tr Bloomberg Brclys (JNK) 0.3 $480k 4.4k 109.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $475k 7.5k 63.39
Vanguard Index Fds Large Cap Etf (VV) 0.3 $458k 2.3k 200.97
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $453k 2.9k 154.66
Nio Spon Ads (NIO) 0.2 $436k 8.2k 53.20
Facebook Cl A (META) 0.2 $431k 1.2k 347.58
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $425k 5.8k 72.80
Costco Wholesale Corporation (COST) 0.2 $418k 1.1k 395.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $410k 1.5k 271.34
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $408k 1.7k 244.60
Bank of America Corporation (BAC) 0.2 $401k 9.7k 41.24
Vanguard Index Fds Value Etf (VTV) 0.2 $359k 2.6k 137.55
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $358k 4.1k 88.13
Johnson & Johnson (JNJ) 0.2 $342k 2.1k 164.66
Vanguard Index Fds Small Cp Etf (VB) 0.2 $319k 1.4k 224.96
Walt Disney Company (DIS) 0.2 $295k 1.7k 175.70
Exxon Mobil Corporation (XOM) 0.2 $289k 4.6k 63.06
Pfizer (PFE) 0.2 $288k 7.3k 39.19
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $278k 4.4k 63.85
Procter & Gamble Company (PG) 0.2 $264k 2.0k 135.04
Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) 0.2 $262k 8.6k 30.49
Lowe's Companies (LOW) 0.1 $238k 1.2k 194.13
Ishares Tr Msci Eafe Etf (EFA) 0.1 $234k 3.0k 78.81
Home Depot (HD) 0.1 $233k 731.00 318.74
Ishares Core Msci Emkt (IEMG) 0.1 $232k 3.5k 67.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $232k 3.1k 75.72
Vanguard World Mega Grwth Ind (MGK) 0.1 $231k 997.00 231.70
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 0.1 $230k 3.6k 63.52
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $230k 969.00 237.36
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $228k 787.00 289.71
Oracle Corporation (ORCL) 0.1 $226k 2.9k 77.72
Adobe Systems Incorporated (ADBE) 0.1 $223k 380.00 586.84
American Airls (AAL) 0.1 $222k 10k 21.25
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $214k 1.9k 113.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $214k 1.3k 158.99
Innovator Etfs Tr S&p 500 Ultra (UMAR) 0.1 $214k 7.3k 29.16
Pepsi (PEP) 0.1 $209k 1.4k 148.54
Cisco Systems (CSCO) 0.1 $208k 3.9k 53.09
Verizon Communications (VZ) 0.1 $208k 3.7k 55.99
Adverum Biotechnologies 0.0 $50k 14k 3.47