Madison Wealth Partners, Inc Purchases and Sells in Q1 2025

Madison Wealth Partners, Inc

$357 Million
Q1 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	164K + 314.41%	$102.49 - $119.96 $16.8M - $19.6M	216K $22.6M
IUSV	39.8K + 16.48%	$90.0 - $96.32 $3.58M - $3.83M	281K $25.9M
USTB	9.02K + 58.79%	$50.08 - $50.71 $452K - $457K	24.4K $1.23M
BRK-B	87 + 2.02%	$442.66 - $534.52 $38.5K - $46.5K	4.4K $2.35M
IXUS	330 + 0.36%	$65.06 - $72.31 $21.5K - $23.9K	92.3K $6.44M
QQQM	2.37K + 24.99%	$192.82 - $222.1 $457K - $527K	11.9K $2.29M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	459K New	$48.06 - $53.73 $22.1M - $24.7M	459K $22.4M
PLTR	3.28K New	$64.98 - $124.62 $213K - $408K	3.28K $276K
IAU	3.97K New	$49.74 - $58.96 $197K - $234K	3.97K $234K
ABBV	1.1K New	$169.2 - $216.66 $185K - $237K	1.1K $229K
PGR	798 New	$235.61 - $291.22 $188K - $232K	798 $225K
QUAL	1.29K New	$168.16 - $186.21 $217K - $240K	1.29K $220K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	-283K - 31.59%	$60.46 - $64.42 $17.1M - $18.2M	612K $37.8M
ONEQ	-11.1K - 4.59%	$68.07 - $78.99 $756K - $877K	231K $15.7M
QQQ	-174 - 0.99%	$468.34 - $539.52 $81.5K - $93.9K	17.5K $8.19M
TSLA	-307 - 6.98%	$222.15 - $428.22 $68.2K - $131K	4.09K $1.06M
SCHA	-20.4K - 70.38%	$23.16 - $27.04 $472K - $551K	8.58K $201K
FBND	-12.2K - 9.03%	$44.41 - $45.98 $541K - $560K	123K $5.6M

Activity Summary All Purchases 88 New Holdings 11 Increased Positions 77 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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