Madison Wealth Partners

Madison Wealth Partners as of June 30, 2022

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 77 positions in its portfolio as reported in the June 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) 17.4 $27M 327k 83.70
Ishares Tr Core Div Grwth (DGRO) 16.0 $25M 528k 47.64
Ishares Tr Core S&p Us Vlu (IUSV) 8.2 $13M 194k 66.88
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.0 $9.5M 220k 43.15
Ishares Tr Core S&p500 Etf (IVV) 5.8 $9.1M 24k 379.15
Ishares Tr Core S&p Mcp Etf (IJH) 5.5 $8.7M 38k 226.23
Ishares Tr Core Msci Total (IXUS) 4.2 $6.6M 115k 57.03
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $5.1M 55k 92.41
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 3.1 $4.8M 128k 37.78
Apple (AAPL) 2.6 $4.1M 30k 136.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $3.3M 12k 280.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $3.0M 7.9k 377.28
Ishares Tr National Mun Etf (MUB) 1.7 $2.7M 25k 106.36
Microsoft Corporation (MSFT) 1.6 $2.5M 9.9k 256.83
MGE Energy (MGEE) 1.5 $2.3M 30k 77.82
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.9M 8.3k 222.91
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $1.7M 17k 101.66
Danaher Corporation (DHR) 0.8 $1.3M 5.2k 253.49
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $1.0M 7.3k 143.47
Alliant Energy Corporation (LNT) 0.6 $1.0M 17k 58.59
Amazon (AMZN) 0.6 $920k 8.7k 106.22
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $890k 2.7k 326.49
Alphabet Cap Stk Cl A (GOOGL) 0.6 $872k 400.00 2180.00
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $754k 15k 49.63
Ishares Tr Core Msci Eafe (IEFA) 0.4 $708k 12k 58.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $703k 2.6k 272.90
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $687k 6.8k 101.40
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $673k 6.4k 104.65
Tesla Motors (TSLA) 0.4 $634k 941.00 673.75
Costco Wholesale Corporation (COST) 0.4 $624k 1.3k 478.89
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.4 $622k 15k 40.95
Deere & Company (DE) 0.4 $621k 2.1k 299.28
Visa Com Cl A (V) 0.4 $598k 3.0k 196.78
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $595k 7.1k 83.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $550k 1.6k 346.78
Ishares Tr S&p 100 Etf (OEF) 0.3 $550k 3.2k 172.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $506k 7.1k 71.59
Vanguard Index Fds Large Cap Etf (VV) 0.3 $490k 2.8k 172.35
At&t (T) 0.3 $475k 23k 20.95
Ishares Tr Expanded Tech (IGV) 0.3 $449k 1.7k 269.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $421k 7.0k 60.33
Pfizer (PFE) 0.3 $414k 7.9k 52.43
Ishares Tr Russell 2000 Etf (IWM) 0.3 $404k 2.4k 169.46
Exxon Mobil Corporation (XOM) 0.2 $392k 4.6k 85.68
Ishares Tr Morningstar Valu (ILCV) 0.2 $390k 6.5k 60.36
Johnson & Johnson (JNJ) 0.2 $385k 2.2k 177.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $371k 7.4k 49.95
Spdr Ser Tr Bloomberg High Y (JNK) 0.2 $365k 4.0k 90.75
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $358k 7.0k 51.43
Vanguard Index Fds Value Etf (VTV) 0.2 $349k 2.6k 131.80
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $346k 4.7k 73.57
Ishares Tr Core High Dv Etf (HDV) 0.2 $320k 3.2k 100.47
Ishares Tr Morningstar Grwt (ILCG) 0.2 $317k 6.3k 50.04
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $317k 1.5k 218.62
Chevron Corporation (CVX) 0.2 $316k 2.2k 144.69
Vanguard Index Fds Small Cp Etf (VB) 0.2 $306k 1.7k 175.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $300k 7.2k 41.69
Bank of America Corporation (BAC) 0.2 $295k 9.5k 31.14
Procter & Gamble Company (PG) 0.2 $293k 2.0k 143.63
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $268k 1.8k 144.94
Ishares Tr Msci Eafe Etf (EFA) 0.2 $261k 4.2k 62.47
Lowe's Companies (LOW) 0.2 $258k 1.5k 174.56
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $248k 5.0k 49.89
Pepsi (PEP) 0.2 $240k 1.4k 166.32
Home Depot (HD) 0.1 $236k 862.00 273.78
Ishares Core Msci Emkt (IEMG) 0.1 $233k 4.8k 49.03
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $229k 4.7k 48.50
United Parcel Service CL B (UPS) 0.1 $226k 1.2k 182.70
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT) 0.1 $223k 5.9k 38.05
Oracle Corporation (ORCL) 0.1 $222k 3.2k 69.97
Verizon Communications (VZ) 0.1 $220k 4.3k 50.70
Ishares Tr Rus 1000 Etf (IWB) 0.1 $213k 1.0k 207.80
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $212k 1.7k 127.10
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $206k 1.8k 115.21
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $204k 3.4k 60.59
Adverum Biotechnologies 0.0 $17k 14k 1.18
Ig Acquisition Corp *w Exp 10/05/202 0.0 $7.0k 49k 0.14