Madison Wealth Partners

Madison Wealth Partners as of June 30, 2023

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 92 positions in its portfolio as reported in the June 2023 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 $36M 363k 97.64
Ishares Tr Core Div Grwth (DGRO) 15.9 $34M 661k 51.53
Ishares Tr Core S&p Us Vlu (IUSV) 7.5 $16M 206k 78.26
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 6.2 $13M 247k 54.08
Ishares Tr Core S&p500 Etf (IVV) 5.8 $13M 28k 445.71
Ishares Tr Core Us Aggbd Et (AGG) 5.2 $11M 115k 97.95
Ishares Tr Core S&p Mcp Etf (IJH) 4.6 $9.9M 38k 261.48
Ishares Tr Core Msci Total (IXUS) 2.8 $5.9M 95k 62.62
Apple (AAPL) 2.6 $5.5M 29k 193.97
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $5.4M 55k 99.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $4.5M 12k 369.43
Microsoft Corporation (MSFT) 1.7 $3.6M 11k 340.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.5M 8.0k 443.28
Ishares Tr National Mun Etf (MUB) 1.5 $3.2M 30k 106.73
Ishares Tr Core Msci Eafe (IEFA) 1.3 $2.8M 42k 67.50
Ishares Tr Morningstar Grwt (ILCG) 1.3 $2.7M 44k 62.34
Ishares Tr Morningstar Valu (ILCV) 1.1 $2.4M 36k 66.52
MGE Energy (MGEE) 1.1 $2.4M 30k 79.11
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.1 $2.4M 62k 38.04
Vanguard Index Fds Growth Etf (VUG) 1.1 $2.3M 8.1k 282.96
Amazon (AMZN) 0.8 $1.6M 13k 130.36
Tesla Motors (TSLA) 0.6 $1.3M 4.9k 261.75
Danaher Corporation (DHR) 0.6 $1.3M 5.3k 240.00
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.0M 6.5k 162.44
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $995k 2.3k 442.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $975k 2.9k 341.03
Ishares Core Msci Emkt (IEMG) 0.5 $964k 20k 49.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.4 $882k 18k 50.22
Alliant Energy Corporation (LNT) 0.4 $820k 16k 52.48
Alphabet Cap Stk Cl A (GOOGL) 0.4 $790k 6.6k 119.69
Deere & Company (DE) 0.4 $768k 1.9k 405.25
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.3 $711k 14k 49.53
Costco Wholesale Corporation (COST) 0.3 $709k 1.3k 538.54
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $707k 6.8k 104.03
Ishares Tr S&p 100 Etf (OEF) 0.3 $701k 3.4k 207.05
Visa Com Cl A (V) 0.3 $689k 2.9k 237.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $667k 12k 54.41
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $655k 25k 26.48
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $640k 12k 51.84
Vanguard Index Fds Large Cap Etf (VV) 0.3 $630k 3.1k 202.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $594k 1.5k 407.28
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $534k 8.8k 60.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $506k 7.2k 70.48
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $505k 7.9k 63.70
Ishares Tr Expanded Tech (IGV) 0.2 $492k 1.4k 346.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $481k 4.9k 97.85
Ishares Tr Russell 2000 Etf (IWM) 0.2 $470k 2.5k 187.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $431k 5.7k 75.07
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $429k 6.0k 71.03
Exxon Mobil Corporation (XOM) 0.2 $428k 4.0k 107.26
Johnson & Johnson (JNJ) 0.2 $425k 2.6k 165.53
Meta Platforms Cl A (META) 0.2 $395k 1.4k 286.98
Chevron Corporation (CVX) 0.2 $394k 2.5k 157.37
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.2 $388k 15k 25.98
Vanguard Index Fds Value Etf (VTV) 0.2 $383k 2.7k 142.13
Oracle Corporation (ORCL) 0.2 $377k 3.2k 119.09
Ishares Tr Core High Dv Etf (HDV) 0.2 $373k 3.7k 100.78
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $363k 5.0k 72.63
Home Depot (HD) 0.2 $345k 1.1k 310.52
Pepsi (PEP) 0.2 $345k 1.9k 185.21
At&t (T) 0.2 $341k 21k 15.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $324k 1.2k 275.18
EXACT Sciences Corporation (EXAS) 0.2 $323k 3.4k 93.91
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $320k 14k 22.26
Lowe's Companies (LOW) 0.1 $316k 1.4k 225.66
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $310k 2.0k 151.96
Procter & Gamble Company (PG) 0.1 $308k 2.0k 151.72
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $303k 7.3k 41.41
NVIDIA Corporation (NVDA) 0.1 $298k 704.00 423.06
Bank of America Corporation (BAC) 0.1 $295k 10k 28.69
Vanguard Index Fds Small Cp Etf (VB) 0.1 $283k 1.4k 198.89
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $281k 5.2k 54.02
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $279k 1.8k 157.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $276k 7.7k 35.65
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $272k 1.7k 162.99
Delta Air Lines Inc Del Com New (DAL) 0.1 $264k 5.5k 47.54
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $262k 5.3k 49.22
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $252k 2.6k 95.41
Shp Etf Trust Neos Enh Inm Cas (CSHI) 0.1 $248k 4.9k 50.07
Adobe Systems Incorporated (ADBE) 0.1 $244k 499.00 489.29
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $242k 5.3k 45.42
Applied Materials (AMAT) 0.1 $240k 1.7k 144.50
Pfizer (PFE) 0.1 $235k 6.4k 36.68
Vanguard World Mega Grwth Ind (MGK) 0.1 $235k 997.00 235.32
United Parcel Service CL B (UPS) 0.1 $227k 1.3k 179.31
Ishares Tr Rus 1000 Etf (IWB) 0.1 $226k 928.00 243.74
McDonald's Corporation (MCD) 0.1 $224k 752.00 298.41
JPMorgan Chase & Co. (JPM) 0.1 $223k 1.5k 145.42
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $217k 5.0k 43.80
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $212k 2.2k 96.61
Tractor Supply Company (TSCO) 0.1 $210k 950.00 221.01
Ishares Tr Msci Eafe Etf (EFA) 0.1 $202k 2.8k 72.51