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Size ($ in 1000's)
At 12/31/2023: $252,196
At 09/30/2023: $197,692
Madison Wealth Partners Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Madison Wealth Partners Inc 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Madison Wealth Partners Inc top holdings by largest position size, as per the latest 13f filing made by Madison Wealth Partners Inc.
In the Madison Wealth Partners Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Madison Wealth Partners Inc in that top holding, then the share count change between reporting periods, and finally the Madison Wealth Partners Inc top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (DGRO) |
769,889 |
+34,040 |
$41,435 | | DGRO | 769,889 | +34,040 | $41,435 | | ISHARES TR (IUSG) |
340,717 |
+13,407 |
$35,469 | | IUSG | 340,717 | +13,407 | $35,469 | | ISHARES TR (IUSV) |
214,609 |
+11,241 |
$18,098 | | IUSV | 214,609 | +11,241 | $18,098 | | ISHARES TR (IVV) |
29,759 |
+1,298 |
$14,214 | | IVV | 29,759 | +1,298 | $14,214 | | FIDELITY COMWLTH TR |
237,079 |
+8,318 |
$14,045 | | ONEQ | 237,079 | +8,318 | $14,045 | | ISHARES TR (IJH) |
36,523 |
-1,448 |
$10,122 | | IJH | 36,523 | -1,448 | $10,122 | | APPLE INC |
35,415 |
+5,820 |
$6,818 | | AAPL | 35,415 | +5,820 | $6,818 | | ISHARES TR (IXUS) |
95,134 |
-1,070 |
$6,177 | | IXUS | 95,134 | -1,070 | $6,177 | | SCHWAB STRATEGIC TR |
109,945 |
+109,945 |
$6,121 | | SCHB | 109,945 | +109,945 | $6,121 | | MICROSOFT CORP |
15,233 |
+3,630 |
$5,728 | | MSFT | 15,233 | +3,630 | $5,728 | | ISHARES TR (IJR) |
52,669 |
-2,164 |
$5,701 | | IJR | 52,669 | -2,164 | $5,701 | | INVESCO QQQ TR |
13,649 |
+830 |
$5,590 | | QQQ | 13,649 | +830 | $5,590 | | INVESCO EXCHANGE TRADED FD T (RSP) |
34,542 |
+34,542 |
$5,451 | | RSP | 34,542 | +34,542 | $5,451 | | SPDR S&P 500 ETF TR (SPY) |
8,077 |
+71 |
$3,839 | | SPY | 8,077 | +71 | $3,839 | | FIDELITY MERRIMACK STR TR |
66,672 |
+25,888 |
$3,070 | | FBND | 66,672 | +25,888 | $3,070 | | ISHARES TR (ILCG) |
44,411 |
+345 |
$3,012 | | ILCG | 44,411 | +345 | $3,012 | | ISHARES TR (MUB) |
27,767 |
-1,670 |
$3,010 | | MUB | 27,767 | -1,670 | $3,010 | | ISHARES TR (IEFA) |
39,954 |
-1,581 |
$2,811 | | IEFA | 39,954 | -1,581 | $2,811 | | AMAZON COM INC |
17,512 |
+4,859 |
$2,661 | | AMZN | 17,512 | +4,859 | $2,661 | | ISHARES TR (ILCV) |
37,323 |
+403 |
$2,636 | | ILCV | 37,323 | +403 | $2,636 | | VANGUARD INDEX FDS (VUG) |
8,340 |
+248 |
$2,593 | | VUG | 8,340 | +248 | $2,593 | | MGE ENERGY INC |
28,756 |
-515 |
$2,079 | | MGEE | 28,756 | -515 | $2,079 | | ALPHABET INC |
12,198 |
+5,640 |
$1,704 | | GOOGL | 12,198 | +5,640 | $1,704 | | ISHARES TR (AGG) |
15,958 |
-3,083 |
$1,584 | | AGG | 15,958 | -3,083 | $1,584 | | NEOS ETF TRUST (CSHI) |
31,472 |
+12,430 |
$1,571 | | CSHI | 31,472 | +12,430 | $1,571 | | JPMORGAN CHASE & CO |
7,702 |
+6,130 |
$1,310 | | JPM | 7,702 | +6,130 | $1,310 | | VANGUARD SPECIALIZED FUNDS (VIG) |
7,533 |
+1,155 |
$1,284 | | VIG | 7,533 | +1,155 | $1,284 | | TESLA INC |
5,102 |
+82 |
$1,268 | | TSLA | 5,102 | +82 | $1,268 | | DANAHER CORPORATION |
5,246 |
-35 |
$1,214 | | DHR | 5,246 | -35 | $1,214 | | INVESCO EXCH TRADED FD TR II (PGX) |
103,070 |
+103,070 |
$1,182 | | PGX | 103,070 | +103,070 | $1,182 |  BERKSHIRE HATHAWAY INC DEL |
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$1,115 | | BRK.B | 3,127 | +146 | $1,115 | | VANGUARD WORLD FDS (VGT) |
2,255 |
+7 |
$1,092 | | VGT | 2,255 | +7 | $1,092 | | SCHWAB STRATEGIC TR |
11,571 |
+11,571 |
$960 | | SCHG | 11,571 | +11,571 | $960 | | ISHARES INC (IEMG) |
18,698 |
-867 |
$946 | | IEMG | 18,698 | -867 | $946 | | SCHWAB STRATEGIC TR |
12,200 |
+8,976 |
$929 | | SCHD | 12,200 | +8,976 | $929 | | CAPITAL GRP FIXED INCM ETF T (CGMU) |
33,925 |
-1,860 |
$919 | | CGMU | 33,925 | -1,860 | $919 | | BANK AMERICA CORP |
25,920 |
+16,021 |
$873 | | BAC | 25,920 | +16,021 | $873 | | SCHWAB STRATEGIC TR |
10,586 |
+4,030 |
$797 | | SCHM | 10,586 | +4,030 | $797 | | ALLIANT ENERGY CORP |
15,067 |
-297 |
$773 | | LNT | 15,067 | -297 | $773 | | VANGUARD INDEX FDS (VOO) |
1,748 |
+290 |
$764 | | VOO | 1,748 | +290 | $764 | | VISA INC |
2,920 |
+2 |
$760 | | V | 2,920 | +2 | $760 | | INVESCO EXCH TRADED FD TR II (QQQM) |
4,441 |
+2,404 |
$748 | | QQQM | 4,441 | +2,404 | $748 | | ISHARES TR (OEF) |
3,312 |
UNCH |
$740 | | OEF | 3,312 | UNCH | $740 | | GLOBAL X FDS |
18,632 |
+18,632 |
$735 | | XYLD | 18,632 | +18,632 | $735 | | HARTFORD FDS EXCHANGE TRADED (HMOP) |
18,805 |
-4,057 |
$732 | | HMOP | 18,805 | -4,057 | $732 | | ISHARES TR (ITOT) |
6,807 |
+1,876 |
$716 | | ITOT | 6,807 | +1,876 | $716 | | SSGA ACTIVE ETF TR (SRLN) |
16,884 |
+16,884 |
$708 | | SRLN | 16,884 | +16,884 | $708 | | ISHARES TR (SUB) |
6,646 |
+28 |
$701 | | SUB | 6,646 | +28 | $701 | | PIMCO ETF TR (MUNI) |
12,962 |
+450 |
$684 | | MUNI | 12,962 | +450 | $684 | | VANGUARD INDEX FDS (VV) |
3,108 |
UNCH |
$678 | | VV | 3,108 | UNCH | $678 |
See Full List: All Stocks Held By Madison Wealth Partners Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Madison Wealth Partners Inc
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