Madison Wealth Partners

Madison Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 78 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 18.3 $31M 628k 50.00
Ishares Tr Core S&p Us Gwt (IUSG) 16.5 $28M 347k 81.52
Ishares Tr Core S&p Us Vlu (IUSV) 8.3 $14M 202k 70.63
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 5.7 $9.7M 238k 40.97
Ishares Tr Core S&p500 Etf (IVV) 5.6 $9.6M 25k 384.21
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $9.1M 38k 241.89
Ishares Tr Core Msci Total (IXUS) 3.1 $5.3M 91k 57.88
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $5.1M 53k 94.64
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 2.7 $4.6M 124k 37.56
Apple (AAPL) 2.2 $3.9M 30k 129.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.9 $3.2M 12k 266.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $3.0M 7.9k 382.41
Ishares Tr National Mun Etf (MUB) 1.8 $3.0M 29k 105.52
Microsoft Corporation (MSFT) 1.5 $2.5M 11k 239.82
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.2M 35k 61.64
MGE Energy (MGEE) 1.2 $2.1M 30k 70.40
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $2.0M 21k 96.99
Ishares Tr Morningstar Valu (ILCV) 1.1 $1.9M 30k 63.23
Vanguard Index Fds Growth Etf (VUG) 1.0 $1.8M 8.3k 213.12
Ishares Tr Morningstar Grwt (ILCG) 1.0 $1.7M 36k 48.68
Danaher Corporation (DHR) 0.8 $1.4M 5.3k 265.42
Amazon (AMZN) 0.6 $1.1M 13k 84.00
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.1M 7.0k 151.85
Alliant Energy Corporation (LNT) 0.6 $948k 17k 55.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $900k 2.9k 308.87
Deere & Company (DE) 0.5 $804k 1.9k 428.73
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $782k 16k 49.30
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $719k 2.3k 319.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $699k 6.7k 104.28
Exxon Mobil Corporation (XOM) 0.4 $655k 5.9k 110.30
Visa Com Cl A (V) 0.4 $649k 3.1k 207.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $624k 12k 50.14
Alphabet Cap Stk Cl A (GOOGL) 0.4 $605k 6.9k 88.23
Costco Wholesale Corporation (COST) 0.3 $596k 1.3k 456.47
Ishares Tr S&p 100 Etf (OEF) 0.3 $585k 3.4k 170.56
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $581k 11k 51.38
Ishares Core Msci Emkt (IEMG) 0.3 $539k 12k 46.70
Vanguard Index Fds Large Cap Etf (VV) 0.3 $524k 3.0k 174.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $512k 1.5k 351.34
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $472k 9.5k 49.49
Ishares Tr Russell 2000 Etf (IWM) 0.3 $466k 2.7k 174.34
Tesla Motors (TSLA) 0.3 $456k 3.7k 123.20
Vanguard Index Fds Value Etf (VTV) 0.3 $433k 3.1k 140.39
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $429k 5.1k 84.81
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $428k 15k 28.19
Johnson & Johnson (JNJ) 0.2 $422k 2.4k 176.65
Chevron Corporation (CVX) 0.2 $417k 2.3k 179.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $414k 7.1k 58.50
At&t (T) 0.2 $407k 22k 18.41
Capital Group Fixed Income E Core Plus Incm (CGCP) 0.2 $383k 17k 22.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $382k 5.1k 75.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $374k 5.7k 65.61
Pfizer (PFE) 0.2 $371k 7.2k 51.24
Ishares Tr Expanded Tech (IGV) 0.2 $366k 1.4k 255.81
Procter & Gamble Company (PG) 0.2 $357k 2.4k 151.58
Ishares Tr Core High Dv Etf (HDV) 0.2 $348k 3.3k 104.23
Bank of America Corporation (BAC) 0.2 $343k 10k 33.12
Home Depot (HD) 0.2 $341k 1.1k 315.86
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $328k 5.3k 62.05
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $327k 6.1k 53.88
Vanguard Index Fds Small Cp Etf (VB) 0.2 $303k 1.7k 183.54
Pepsi (PEP) 0.2 $298k 1.6k 180.67
Lowe's Companies (LOW) 0.2 $286k 1.4k 199.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $281k 1.9k 151.63
Oracle Corporation (ORCL) 0.2 $270k 3.3k 81.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $261k 1.2k 214.24
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $251k 3.4k 73.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $229k 7.1k 32.21
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $228k 4.8k 47.86
Meta Platforms Cl A (META) 0.1 $221k 1.8k 120.34
Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT) 0.1 $221k 5.8k 37.75
United Parcel Service CL B (UPS) 0.1 $219k 1.3k 173.82
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $217k 2.0k 109.53
Tractor Supply Company (TSCO) 0.1 $217k 966.00 225.02
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $217k 3.4k 63.98
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $205k 1.7k 123.15
JPMorgan Chase & Co. (JPM) 0.1 $204k 1.5k 134.10
Ig Acquisition Corp *w Exp 10/05/202 0.0 $1.3k 49k 0.03