Madison Wealth Partners

Madison Wealth Partners as of March 31, 2022

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 79 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 17.7 $32M 299k 105.66
Ishares Tr Core Div Grwth (DGRO) 15.5 $28M 520k 53.41
Ishares Tr Core S&p Us Vlu (IUSV) 7.8 $14M 185k 75.87
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.2 $11M 200k 55.56
Ishares Tr Core S&p500 Etf (IVV) 5.8 $10M 23k 453.72
Ishares Tr Core S&p Mcp Etf (IJH) 5.5 $9.8M 37k 268.35
Ishares Tr Core Msci Total (IXUS) 3.8 $6.9M 103k 66.58
Ishares Tr National Mun Etf (MUB) 3.3 $6.0M 54k 109.63
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $5.7M 53k 107.88
Apple (AAPL) 2.9 $5.2M 30k 174.62
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $5.1M 48k 107.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.3 $4.2M 12k 362.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.5M 7.8k 451.72
Microsoft Corporation (MSFT) 1.5 $2.7M 8.7k 308.30
MGE Energy (MGEE) 1.3 $2.4M 30k 79.80
Vanguard Index Fds Growth Etf (VUG) 1.3 $2.3M 8.2k 287.57
Alliant Energy Corporation (LNT) 0.8 $1.5M 24k 62.48
Danaher Corporation (DHR) 0.8 $1.5M 5.1k 293.36
Amazon (AMZN) 0.7 $1.3M 395.00 3260.76
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $1.2M 12k 104.58
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.1M 380.00 2781.58
Tesla Motors (TSLA) 0.6 $996k 924.00 1077.92
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $937k 2.3k 416.44
Ishares Tr Core Msci Eafe (IEFA) 0.5 $935k 13k 69.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $905k 2.6k 352.96
Deere & Company (DE) 0.5 $862k 2.1k 415.62
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $857k 5.3k 162.10
Ishares Tr Expanded Tech (IGV) 0.4 $710k 2.1k 344.83
Costco Wholesale Corporation (COST) 0.4 $675k 1.2k 575.94
Visa Com Cl A (V) 0.4 $629k 2.8k 221.63
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.3 $618k 15k 40.05
Ishares Tr S&p 100 Etf (OEF) 0.3 $613k 2.9k 208.65
Vanguard Index Fds Large Cap Etf (VV) 0.3 $610k 2.9k 208.48
Ishares Tr Core Total Usd (IUSB) 0.3 $582k 12k 49.64
Ishares Tr Morningstar Valu (ILCV) 0.3 $567k 8.3k 68.54
At&t (T) 0.3 $553k 23k 23.65
Ishares Core Msci Emkt (IEMG) 0.3 $507k 9.1k 55.52
Vanguard Index Fds Value Etf (VTV) 0.3 $496k 3.4k 147.88
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $481k 6.3k 76.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $458k 5.8k 78.86
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $450k 7.8k 57.62
Spdr Ser Tr Bloomberg High Y (JNK) 0.3 $448k 4.4k 102.54
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $418k 1.5k 277.74
Pfizer (PFE) 0.2 $408k 7.9k 51.74
Bank of America Corporation (BAC) 0.2 $384k 9.3k 41.22
Exxon Mobil Corporation (XOM) 0.2 $376k 4.5k 82.67
Johnson & Johnson (JNJ) 0.2 $366k 2.1k 177.15
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $361k 2.4k 148.93
Chevron Corporation (CVX) 0.2 $356k 2.2k 163.00
Vanguard Index Fds Small Cp Etf (VB) 0.2 $328k 1.5k 212.30
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $313k 1.7k 187.65
Procter & Gamble Company (PG) 0.2 $312k 2.0k 152.94
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $309k 3.8k 82.20
Ishares Tr Morningstar Grwt (ILCG) 0.2 $304k 4.7k 64.96
Lowe's Companies (LOW) 0.2 $299k 1.5k 202.44
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $292k 1.8k 165.81
Meta Platforms Cl A (META) 0.2 $270k 1.2k 222.41
United Parcel Service CL B (UPS) 0.1 $264k 1.2k 214.81
Oracle Corporation (ORCL) 0.1 $263k 3.2k 82.89
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $250k 3.8k 65.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $250k 5.4k 46.19
Home Depot (HD) 0.1 $244k 816.00 299.02
Advanced Micro Devices (AMD) 0.1 $241k 2.2k 109.45
Pepsi (PEP) 0.1 $241k 1.4k 167.25
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $237k 995.00 238.19
Cisco Systems (CSCO) 0.1 $236k 4.2k 55.78
Vanguard World Mega Grwth Ind (MGK) 0.1 $235k 997.00 235.71
Ishares Tr Core High Dv Etf (HDV) 0.1 $234k 2.2k 106.75
Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $227k 3.9k 57.48
Tractor Supply Company (TSCO) 0.1 $225k 965.00 233.16
Alphabet Cap Stk Cl C (GOOG) 0.1 $223k 80.00 2787.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $220k 2.2k 100.50
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $215k 1.8k 119.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $214k 516.00 414.73
Verizon Communications (VZ) 0.1 $214k 4.2k 51.05
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) 0.1 $211k 7.0k 30.14
Walt Disney Company (DIS) 0.1 $205k 1.5k 137.12
Adverum Biotechnologies 0.0 $19k 14k 1.32
Ig Acquisition Corp *w Exp 10/05/202 0.0 $10k 32k 0.31