Madison Wealth Partners

Madison Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 152 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Div Grwth (DGRO) 15.3 $55M 895k 61.34
Ishares Tr Core S&p Us Gwt (IUSG) 15.2 $54M 390k 139.35
Ishares Tr Core S&p Us Vlu (IUSV) 6.2 $22M 241k 92.59
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 5.1 $18M 242k 76.06
Ishares Tr Core S&p500 Etf (IVV) 5.0 $18M 31k 588.67
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $12M 187k 62.31
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.2 $11M 500k 22.70
Apple (AAPL) 2.8 $10M 40k 250.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $9.0M 18k 511.22
Microsoft Corporation (MSFT) 2.2 $7.7M 18k 421.49
Ishares Tr Core Msci Total (IXUS) 1.7 $6.1M 92k 66.14
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.7 $6.1M 135k 44.87
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $6.0M 52k 115.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $5.5M 9.4k 586.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $4.8M 27k 175.23
Vanguard Specialized Funds Div App Etf (VIG) 1.2 $4.5M 23k 195.83
Amazon (AMZN) 1.2 $4.3M 20k 219.39
Ishares Tr Morningstar Grwt (ILCG) 1.1 $4.1M 45k 89.60
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.4M 8.2k 410.42
Victory Portfolios Ii Core Intrmediate (UBND) 0.9 $3.2M 148k 21.37
Ishares Tr Morningstar Valu (ILCV) 0.9 $3.1M 38k 80.98
Ishares Tr Core Msci Eafe (IEFA) 0.8 $2.9M 42k 70.28
MGE Energy (MGEE) 0.8 $2.9M 31k 93.96
Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.8M 15k 189.30
NVIDIA Corporation (NVDA) 0.7 $2.5M 19k 134.29
Ishares Tr National Mun Etf (MUB) 0.7 $2.4M 23k 106.55
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $2.3M 83k 27.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.3M 7.8k 289.83
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $2.0M 9.5k 210.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $2.0M 4.3k 453.28
JPMorgan Chase & Co. (JPM) 0.5 $1.8M 7.6k 239.72
Tesla Motors (TSLA) 0.5 $1.8M 4.4k 403.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.7M 94k 18.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.4 $1.5M 54k 27.71
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.4 $1.5M 30k 49.82
Global X Fds S&p 500 Covered (XYLD) 0.4 $1.3M 31k 41.90
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.3M 5.2k 242.14
Vanguard World Inf Tech Etf (VGT) 0.3 $1.2M 2.0k 621.87
Danaher Corporation (DHR) 0.3 $1.2M 5.2k 229.55
Ishares Tr S&p 100 Etf (OEF) 0.3 $1.2M 4.2k 288.87
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.2M 2.2k 538.89
Costco Wholesale Corporation (COST) 0.3 $1.1M 1.2k 915.98
Visa Com Cl A (V) 0.3 $1.1M 3.6k 316.01
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.3 $1.1M 36k 31.42
Bank of America Corporation (BAC) 0.3 $1.1M 24k 43.95
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $1.0M 90k 11.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.0M 7.9k 128.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $976k 7.7k 127.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $970k 36k 27.32
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.3 $905k 8.2k 110.27
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $903k 34k 26.92
Ishares Core Msci Emkt (IEMG) 0.2 $879k 17k 52.22
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $860k 8.9k 96.90
Vanguard Index Fds Large Cap Etf (VV) 0.2 $831k 3.1k 269.74
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $818k 16k 51.73
Meta Platforms Cl A (META) 0.2 $796k 1.4k 585.51
Alliant Energy Corporation (LNT) 0.2 $793k 13k 59.14
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $777k 35k 22.20
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.2 $770k 15k 50.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $749k 29k 25.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $741k 7.3k 101.53
Deere & Company (DE) 0.2 $719k 1.7k 423.72
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $713k 17k 41.73
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $695k 9.2k 75.53
Eli Lilly & Co. (LLY) 0.2 $687k 890.00 772.06
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $684k 3.5k 198.20
Vanguard World Energy Etf (VDE) 0.2 $675k 5.6k 121.31
Ishares Tr Expanded Tech (IGV) 0.2 $644k 6.4k 100.11
Select Sector Spdr Tr Communication (XLC) 0.2 $641k 6.6k 96.81
PIMCO Corporate Opportunity Fund (PTY) 0.2 $632k 44k 14.37
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.2 $624k 8.4k 74.26
Broadcom (AVGO) 0.2 $615k 2.7k 231.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $614k 12k 50.13
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $543k 9.4k 57.53
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $529k 19k 27.53
Oracle Corporation (ORCL) 0.1 $521k 3.1k 166.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $516k 9.0k 57.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $505k 4.8k 105.48
Vanguard Index Fds Small Cp Etf (VB) 0.1 $469k 2.0k 240.30
Lam Research Corp Com New (LRCX) 0.1 $468k 6.5k 72.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $464k 1.2k 401.58
Ishares Tr Russell 2000 Etf (IWM) 0.1 $463k 2.1k 220.95
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $461k 2.1k 215.52
Exxon Mobil Corporation (XOM) 0.1 $447k 4.2k 107.58
Home Depot (HD) 0.1 $443k 1.1k 388.99
Ishares Tr Core High Dv Etf (HDV) 0.1 $423k 3.8k 112.26
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $418k 1.7k 243.17
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $388k 7.8k 49.46
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $385k 6.4k 60.35
Alphabet Cap Stk Cl C (GOOG) 0.1 $384k 2.0k 190.44
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $381k 6.5k 58.93
Vanguard Index Fds Value Etf (VTV) 0.1 $380k 2.2k 169.30
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $377k 15k 25.31
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $375k 11k 32.93
Chevron Corporation (CVX) 0.1 $372k 2.6k 144.82
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $371k 12k 32.35
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $366k 2.9k 126.75
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $365k 10k 36.36
Mastercard Incorporated Cl A (MA) 0.1 $362k 688.00 526.37
Johnson & Johnson (JNJ) 0.1 $361k 2.5k 144.60
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $356k 5.6k 63.41
Citigroup Com New (C) 0.1 $355k 5.0k 70.39
Delta Air Lines Inc Del Com New (DAL) 0.1 $349k 5.8k 60.50
Procter & Gamble Company (PG) 0.1 $347k 2.1k 167.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $343k 3.9k 89.09
At&t (T) 0.1 $342k 15k 22.77
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $340k 1.3k 264.17
Ishares Tr Rus 1000 Etf (IWB) 0.1 $336k 1.0k 322.18
Cisco Systems (CSCO) 0.1 $334k 5.6k 59.20
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $331k 1.8k 185.18
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $329k 6.6k 49.84
Caterpillar (CAT) 0.1 $322k 888.00 362.76
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $321k 6.4k 50.15
McDonald's Corporation (MCD) 0.1 $318k 1.1k 289.78
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $312k 8.1k 38.66
Novanta (NOVT) 0.1 $303k 2.0k 152.77
Pepsi (PEP) 0.1 $297k 2.0k 152.05
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $296k 5.7k 52.16
Applied Materials (AMAT) 0.1 $295k 1.8k 162.62
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $293k 4.7k 62.04
Cummins (CMI) 0.1 $285k 818.00 348.68
Crowdstrike Hldgs Cl A (CRWD) 0.1 $284k 829.00 342.16
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $281k 3.6k 78.65
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $271k 4.3k 63.45
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $269k 1.5k 184.82
Us Bancorp Del Com New (USB) 0.1 $267k 5.6k 47.83
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $267k 7.3k 36.71
Carrier Global Corporation (CARR) 0.1 $260k 3.8k 68.26
Lowe's Companies (LOW) 0.1 $254k 1.0k 246.80
Tractor Supply Company (TSCO) 0.1 $252k 4.8k 53.06
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $252k 2.6k 96.83
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $251k 3.4k 74.02
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $242k 5.7k 42.25
Nike CL B (NKE) 0.1 $239k 3.2k 75.67
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $236k 1.8k 129.34
Nextera Energy (NEE) 0.1 $235k 3.3k 71.69
EXACT Sciences Corporation (EXAS) 0.1 $231k 4.1k 56.20
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $231k 4.6k 50.71
Netflix (NFLX) 0.1 $230k 258.00 891.32
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $229k 9.9k 23.18
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $228k 6.2k 36.80
Ishares Tr Core Total Usd (IUSB) 0.1 $227k 5.0k 45.20
Adobe Systems Incorporated (ADBE) 0.1 $225k 505.00 444.68
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $224k 3.3k 67.88
Ishares Tr Eafe Value Etf (EFV) 0.1 $211k 4.0k 52.47
Kla Corp Com New (KLAC) 0.1 $207k 329.00 629.31
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $202k 5.3k 38.42
Walt Disney Company (DIS) 0.1 $201k 1.8k 111.33
American Airls (AAL) 0.1 $181k 10k 17.43
Nexgen Energy (NXE) 0.0 $127k 19k 6.60
Pimco High Income Com Shs (PHK) 0.0 $104k 21k 4.86
Lightwave Logic Inc C ommon (LWLG) 0.0 $32k 15k 2.10