Madison Wealth Partners

Madison Wealth Partners as of Sept. 30, 2022

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 69 positions in its portfolio as reported in the September 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) 18.0 $28M 343k 80.18
Ishares Tr Core Div Grwth (DGRO) 16.4 $25M 562k 44.47
Ishares Tr Core S&p Us Vlu (IUSV) 8.1 $12M 198k 62.61
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.3 $9.6M 232k 41.44
Ishares Tr Core S&p500 Etf (IVV) 5.8 $8.9M 25k 358.64
Ishares Tr Core S&p Mcp Etf (IJH) 5.7 $8.7M 40k 219.25
Ishares Tr Core Msci Total (IXUS) 3.8 $5.8M 114k 50.92
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 3.4 $5.2M 142k 36.44
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $4.9M 56k 87.20
Apple (AAPL) 2.6 $4.0M 29k 138.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $3.1M 12k 267.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $2.8M 7.9k 357.14
Ishares Tr National Mun Etf (MUB) 1.6 $2.4M 23k 102.56
Microsoft Corporation (MSFT) 1.5 $2.4M 10k 232.93
MGE Energy (MGEE) 1.3 $2.0M 30k 65.62
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.8M 8.3k 213.93
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $1.6M 17k 96.36
Danaher Corporation (DHR) 0.9 $1.4M 5.2k 258.29
Amazon (AMZN) 0.7 $1.0M 9.0k 112.99
Alliant Energy Corporation (LNT) 0.6 $967k 18k 53.00
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $947k 7.0k 135.21
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $838k 2.7k 307.41
Alphabet Cap Stk Cl A (GOOGL) 0.5 $829k 8.7k 95.64
Ishares Tr Core Msci Eafe (IEFA) 0.5 $780k 15k 52.64
Tesla Motors (TSLA) 0.5 $765k 2.9k 265.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $716k 7.0k 102.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $715k 2.7k 266.99
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $693k 14k 48.89
Deere & Company (DE) 0.4 $626k 1.9k 333.69
Costco Wholesale Corporation (COST) 0.4 $612k 1.3k 472.22
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $590k 6.1k 96.12
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $576k 13k 44.33
Visa Com Cl A (V) 0.4 $550k 3.1k 177.59
Ishares Tr S&p 100 Etf (OEF) 0.4 $548k 3.4k 162.51
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.4 $543k 15k 35.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $532k 1.6k 328.60
Exxon Mobil Corporation (XOM) 0.3 $499k 5.7k 87.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $467k 9.7k 48.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $467k 5.9k 79.57
Vanguard Index Fds Large Cap Etf (VV) 0.3 $465k 2.8k 163.56
Ishares Tr Russell 2000 Etf (IWM) 0.3 $461k 2.8k 164.94
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $432k 8.6k 50.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $429k 6.5k 66.46
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $409k 7.1k 57.81
Ishares Tr Morningstar Valu (ILCV) 0.3 $409k 7.3k 56.41
Ishares Tr Expanded Tech (IGV) 0.3 $399k 1.6k 250.00
At&t (T) 0.2 $359k 23k 15.33
Pfizer (PFE) 0.2 $351k 8.0k 43.78
Johnson & Johnson (JNJ) 0.2 $343k 2.1k 163.49
Vanguard Index Fds Value Etf (VTV) 0.2 $330k 2.7k 123.60
Chevron Corporation (CVX) 0.2 $316k 2.2k 143.57
Bank of America Corporation (BAC) 0.2 $314k 10k 30.20
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $310k 4.3k 71.35
Ishares Core Msci Emkt (IEMG) 0.2 $299k 7.0k 42.99
Ishares Tr Core High Dv Etf (HDV) 0.2 $299k 3.3k 91.30
Vanguard Index Fds Small Cp Etf (VB) 0.2 $297k 1.7k 170.79
Procter & Gamble Company (PG) 0.2 $287k 2.3k 126.21
Lowe's Companies (LOW) 0.2 $281k 1.5k 187.58
Ishares Tr Core Total Usd (IUSB) 0.2 $277k 6.2k 44.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $271k 1.3k 210.73
Pepsi (PEP) 0.2 $269k 1.6k 163.13
Ishares Tr Morningstar Grwt (ILCG) 0.2 $266k 5.5k 48.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $252k 1.8k 136.29
Home Depot (HD) 0.2 $244k 886.00 275.39
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $225k 4.7k 47.50
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT) 0.1 $222k 5.9k 37.54
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $211k 1.7k 126.50
United Parcel Service CL B (UPS) 0.1 $202k 1.3k 161.47
Ig Acquisition Corp *w Exp 10/05/202 0.0 $7.0k 49k 0.14