Madison Wealth Partners

Madison Wealth Partners as of March 31, 2025

Portfolio Holdings for Madison Wealth Partners

Madison Wealth Partners holds 157 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Us Gwt (IUSG) 12.2 $50M 390k 127.08
Ishares Tr Core Div Grwth (DGRO) 9.3 $38M 612k 61.78
Blackrock Etf Trust Ii Ishares Flexible (BINC) 8.5 $35M 659k 52.38
Ishares Tr Core S&p Us Vlu (IUSV) 6.4 $26M 281k 92.29
Ishares Tr Core S&p Scp Etf (IJR) 5.6 $23M 216k 104.57
Blackrock Etf Trust Ishares Us Equit (DYNF) 5.5 $22M 459k 48.76
Ishares Tr Core S&p500 Etf (IVV) 4.4 $18M 32k 561.91
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 3.9 $16M 231k 68.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.8 $11M 530k 21.53
Ishares Tr Core S&p Mcp Etf (IJH) 2.7 $11M 190k 58.35
Apple (AAPL) 2.2 $8.9M 40k 222.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.0 $8.2M 18k 468.92
Microsoft Corporation (MSFT) 1.7 $6.9M 19k 375.39
Ishares Tr Core Msci Total (IXUS) 1.6 $6.4M 92k 69.81
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $5.6M 123k 45.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $5.3M 9.4k 559.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $4.8M 28k 173.23
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $4.5M 23k 193.99
Amazon (AMZN) 0.9 $3.8M 20k 190.26
Victory Portfolios Ii Core Intrmediate (UBND) 0.9 $3.6M 165k 21.80
Ishares Tr Morningstar Grwt (ILCG) 0.8 $3.4M 42k 80.99
Vanguard Index Fds Growth Etf (VUG) 0.8 $3.1M 8.5k 370.82
Ishares Tr Core Msci Eafe (IEFA) 0.7 $3.0M 39k 75.65
Ishares Tr Morningstar Valu (ILCV) 0.7 $2.9M 35k 81.45
MGE Energy (MGEE) 0.7 $2.7M 29k 92.96
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.3M 4.4k 532.58
Ishares Tr National Mun Etf (MUB) 0.6 $2.3M 22k 105.44
Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.3M 15k 154.64
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $2.3M 12k 193.02
NVIDIA Corporation (NVDA) 0.5 $2.2M 20k 108.38
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $2.2M 87k 25.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $2.1M 7.7k 274.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $2.0M 99k 19.78
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.5 $1.9M 17k 111.49
JPMorgan Chase & Co. (JPM) 0.5 $1.8M 7.5k 245.31
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.5M 5.4k 288.15
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.3M 51k 26.20
Global X Fds S&p 500 Covered (XYLD) 0.3 $1.3M 34k 39.49
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.3 $1.3M 42k 31.38
Visa Com Cl A (V) 0.3 $1.3M 3.6k 350.50
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.3 $1.2M 24k 50.65
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.2k 945.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $1.1M 2.2k 513.94
Ishares Tr S&p 100 Etf (OEF) 0.3 $1.1M 4.1k 270.85
Danaher Corporation (DHR) 0.3 $1.1M 5.2k 205.00
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.3 $1.1M 22k 49.63
Tesla Motors (TSLA) 0.3 $1.1M 4.1k 259.14
Vanguard World Inf Tech Etf (VGT) 0.3 $1.0M 1.9k 542.35
Bank of America Corporation (BAC) 0.3 $1.0M 24k 41.73
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.0M 7.9k 128.96
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $1.0M 90k 11.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $998k 36k 27.96
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $988k 8.1k 122.01
Alliant Energy Corporation (LNT) 0.2 $872k 14k 64.35
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $870k 8.8k 98.92
Ishares Core Msci Emkt (IEMG) 0.2 $860k 16k 53.97
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $848k 17k 51.55
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $800k 30k 26.82
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $794k 35k 22.45
Vanguard Index Fds Large Cap Etf (VV) 0.2 $792k 3.1k 257.07
Deere & Company (DE) 0.2 $791k 1.7k 469.40
Meta Platforms Cl A (META) 0.2 $791k 1.4k 576.36
Fidelity Covington Trust Enhanced Intl (FENI) 0.2 $764k 26k 29.76
Vanguard World Energy Etf (VDE) 0.2 $727k 5.6k 129.72
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $720k 7.8k 92.83
Eli Lilly & Co. (LLY) 0.2 $716k 867.00 825.57
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $703k 17k 41.13
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $678k 12k 57.14
PIMCO Corporate Opportunity Fund (PTY) 0.2 $644k 45k 14.46
Select Sector Spdr Tr Communication (XLC) 0.2 $641k 6.6k 96.45
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $633k 3.4k 186.31
Ishares Tr Expanded Tech (IGV) 0.2 $617k 6.9k 88.99
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $615k 8.6k 71.43
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $586k 7.9k 74.19
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $560k 11k 49.62
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $540k 8.9k 60.66
Oracle Corporation (ORCL) 0.1 $510k 3.7k 139.81
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $506k 4.8k 105.60
Exxon Mobil Corporation (XOM) 0.1 $491k 4.1k 118.94
Lam Research Corp Com New (LRCX) 0.1 $473k 6.5k 72.70
Ishares Tr Core High Dv Etf (HDV) 0.1 $462k 3.8k 121.11
Broadcom (AVGO) 0.1 $458k 2.7k 167.40
Vanguard Index Fds Small Cp Etf (VB) 0.1 $433k 2.0k 221.76
At&t (T) 0.1 $428k 15k 28.28
Chevron Corporation (CVX) 0.1 $426k 2.5k 167.29
Home Depot (HD) 0.1 $424k 1.2k 366.49
Ishares Tr Russell 2000 Etf (IWM) 0.1 $418k 2.1k 199.49
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $417k 1.2k 361.09
Johnson & Johnson (JNJ) 0.1 $415k 2.5k 165.82
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $403k 2.1k 188.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $402k 6.5k 62.10
Vanguard Index Fds Value Etf (VTV) 0.1 $382k 2.2k 172.74
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $382k 1.7k 222.15
Mastercard Incorporated Cl A (MA) 0.1 $369k 673.00 548.30
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $364k 14k 26.47
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $363k 6.4k 56.85
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $362k 12k 29.48
Procter & Gamble Company (PG) 0.1 $359k 2.1k 170.40
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $359k 12k 31.19
McDonald's Corporation (MCD) 0.1 $356k 1.1k 312.26
Crowdstrike Hldgs Cl A (CRWD) 0.1 $351k 996.00 352.58
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $349k 3.9k 90.53
Cisco Systems (CSCO) 0.1 $349k 5.7k 61.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $336k 1.8k 188.21
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $332k 1.3k 258.68
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $330k 2.8k 117.49
Alphabet Cap Stk Cl C (GOOG) 0.1 $330k 2.1k 156.23
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $330k 5.5k 59.68
Nextera Energy (NEE) 0.1 $325k 4.6k 70.89
Ishares Tr Rus 1000 Etf (IWB) 0.1 $324k 1.1k 306.72
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $322k 7.1k 45.05
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $320k 6.4k 50.00
Pepsi (PEP) 0.1 $317k 2.1k 149.91
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $314k 5.7k 55.45
Applied Materials (AMAT) 0.1 $312k 2.2k 145.09
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $304k 5.1k 59.30
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $289k 5.8k 50.02
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $285k 7.4k 38.45
Caterpillar (CAT) 0.1 $285k 863.00 329.80
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $278k 3.5k 78.90
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $278k 5.5k 50.71
Palantir Technologies Cl A (PLTR) 0.1 $277k 3.3k 84.40
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $269k 6.9k 38.81
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $269k 4.3k 63.00
Tractor Supply Company (TSCO) 0.1 $262k 4.8k 55.10
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $260k 2.6k 100.00
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $258k 7.2k 35.66
Cummins (CMI) 0.1 $257k 819.00 313.26
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $257k 1.6k 161.25
Novanta (NOVT) 0.1 $254k 2.0k 127.87
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $245k 3.3k 73.69
Delta Air Lines Inc Del Com New (DAL) 0.1 $242k 5.5k 43.60
Carrier Global Corporation (CARR) 0.1 $242k 3.8k 63.40
Citigroup Com New (C) 0.1 $237k 3.3k 70.99
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $237k 5.7k 41.47
Us Bancorp Del Com New (USB) 0.1 $236k 5.6k 42.22
Ishares Gold Tr Ishares New (IAU) 0.1 $234k 4.0k 58.96
Abbvie (ABBV) 0.1 $230k 1.1k 209.56
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $229k 1.8k 125.97
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $226k 6.3k 35.82
Progressive Corporation (PGR) 0.1 $226k 798.00 283.14
Blackrock Etf Trust Ishares Advantag (BALI) 0.1 $225k 7.8k 28.79
Kla Corp Com New (KLAC) 0.1 $224k 329.00 680.52
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $221k 3.4k 65.17
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $221k 1.3k 170.89
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $220k 2.2k 100.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $217k 9.8k 22.08
Lowe's Companies (LOW) 0.1 $211k 906.00 233.19
Ishares Tr Core Total Usd (IUSB) 0.1 $211k 4.6k 46.08
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $209k 1.1k 190.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $201k 8.6k 23.43
Ishares Tr Eafe Value Etf (EFV) 0.0 $201k 3.4k 58.94
Nike CL B (NKE) 0.0 $200k 3.2k 63.48
Ford Motor Company (F) 0.0 $133k 13k 10.03
American Airls (AAL) 0.0 $109k 10k 10.55
Pimco High Income Com Shs (PHK) 0.0 $104k 21k 4.89
Lightwave Logic Inc C ommon (LWLG) 0.0 $14k 14k 1.02