Madison Wealth Partners

Madison Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 77 positions in its portfolio as reported in the December 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) 16.6 $33M 285k 115.64
Ishares Tr Core Div Grwth (DGRO) 13.9 $28M 499k 55.58
Ishares Tr Core Us Aggbd Et (AGG) 10.9 $22M 190k 114.08
Ishares Tr Core S&p Us Vlu (IUSV) 6.7 $13M 175k 76.34
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 5.8 $12M 189k 60.90
Ishares Tr Core S&p500 Etf (IVV) 5.2 $10M 22k 477.00
Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $10M 36k 283.09
Ishares Tr Core Msci Total (IXUS) 3.9 $7.8M 110k 70.94
Ishares Tr National Mun Etf (MUB) 3.7 $7.4M 64k 116.28
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $5.9M 51k 114.51
Apple (AAPL) 2.6 $5.2M 30k 177.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $4.6M 12k 397.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $3.7M 7.8k 474.97
Microsoft Corporation (MSFT) 1.4 $2.8M 8.4k 336.30
Vanguard Index Fds Growth Etf (VUG) 1.2 $2.5M 7.7k 320.98
MGE Energy (MGEE) 1.2 $2.4M 30k 82.25
Danaher Corporation (DHR) 0.8 $1.7M 5.1k 329.10
Alliant Energy Corporation (LNT) 0.8 $1.5M 25k 61.46
Amazon (AMZN) 0.6 $1.3M 380.00 3334.21
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $1.0M 2.3k 458.22
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.0M 9.5k 107.41
Tesla Motors (TSLA) 0.5 $976k 924.00 1056.28
Alphabet Cap Stk Cl A (GOOGL) 0.5 $950k 328.00 2896.34
Ishares Tr Core Total Usd (IUSB) 0.4 $843k 16k 52.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $752k 2.5k 299.01
Deere & Company (DE) 0.4 $721k 2.1k 343.01
Ishares Tr S&p 100 Etf (OEF) 0.3 $650k 3.0k 219.00
Visa Com Cl A (V) 0.3 $642k 3.0k 216.82
Ishares Tr Expanded Tech (IGV) 0.3 $633k 1.6k 397.86
Costco Wholesale Corporation (COST) 0.3 $632k 1.1k 567.83
At&t (T) 0.3 $598k 24k 24.62
Vanguard Index Fds Large Cap Etf (VV) 0.3 $556k 2.5k 220.99
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $538k 3.1k 171.67
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $517k 6.2k 83.71
Ishares Tr Core Msci Eafe (IEFA) 0.3 $508k 6.8k 74.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $503k 1.6k 305.40
Pfizer (PFE) 0.2 $483k 8.2k 59.03
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $477k 15k 30.91
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $474k 4.4k 108.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $469k 5.8k 80.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $443k 7.2k 61.21
Meta Platforms Cl A (META) 0.2 $424k 1.3k 336.51
Vanguard Index Fds Value Etf (VTV) 0.2 $416k 2.8k 147.05
Bank of America Corporation (BAC) 0.2 $401k 9.0k 44.51
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $377k 1.7k 226.02
Lowe's Companies (LOW) 0.2 $366k 1.4k 258.66
Johnson & Johnson (JNJ) 0.2 $358k 2.1k 171.13
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $354k 4.1k 86.89
Procter & Gamble Company (PG) 0.2 $331k 2.0k 163.38
Vanguard Index Fds Small Cp Etf (VB) 0.2 $320k 1.4k 225.67
Ishares Core Msci Emkt (IEMG) 0.2 $308k 5.2k 59.81
Home Depot (HD) 0.2 $303k 731.00 414.50
Advanced Micro Devices (AMD) 0.1 $292k 2.0k 143.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $291k 1.7k 168.11
Exxon Mobil Corporation (XOM) 0.1 $290k 4.7k 61.26
Walt Disney Company (DIS) 0.1 $271k 1.7k 154.95
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $269k 3.9k 68.64
Oracle Corporation (ORCL) 0.1 $266k 3.1k 87.21
United Parcel Service CL B (UPS) 0.1 $263k 1.2k 214.00
Nio Spon Ads (NIO) 0.1 $260k 8.2k 31.72
Vanguard World Mega Grwth Ind (MGK) 0.1 $260k 997.00 260.78
Cisco Systems (CSCO) 0.1 $255k 4.0k 63.35
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $252k 2.2k 115.12
Chevron Corporation (CVX) 0.1 $249k 2.1k 117.34
Pepsi (PEP) 0.1 $246k 1.4k 173.48
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $240k 942.00 254.78
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $236k 3.8k 62.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $225k 516.00 436.05
Adobe Systems Incorporated (ADBE) 0.1 $225k 397.00 566.75
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $220k 1.8k 122.22
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $214k 760.00 281.58
Ishares Tr Core High Dv Etf (HDV) 0.1 $211k 2.1k 100.81
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.1 $209k 7.0k 29.85
Alphabet Cap Stk Cl C (GOOG) 0.1 $203k 70.00 2900.00
Carrier Global Corporation (CARR) 0.1 $202k 3.7k 54.36
American Airls (AAL) 0.1 $196k 11k 17.95
Adverum Biotechnologies 0.0 $25k 14k 1.73