Madison Wealth Partners, Inc Purchases in Q3 2024

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
41.3K
+ 5.15%
$57.47 - $62.76 $2.38M - $2.59M
844K $52.9M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14.6K
+ 6.51%
$87.56 - $95.49 $1.28M - $1.39M
238K $22.8M
VIG
Vanguard Dividend Appreciation

ETFs
15.2K
+ 195.39%
$182.15 - $182.15 $2.76M - $2.76M
22.9K $4.18M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32K
+ 25.14%
$59.93 - $66.52 $1.91M - $2.13M
159K $10.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.99K
+ 26.89%
$434.77 - $502.96 $1.73M - $2.01M
18.8K $9.19M
AAPL
Apple Inc.

Technology
5.14K
+ 14.67%
$207.23 - $234.82 $1.07M - $1.21M
40.2K $9.36M
VTI
Vanguard Total Stock Market Et

ETFs
5.57K
New
$255.18 - $283.2 $1.42M - $1.58M
5.57K $1.58M
IVV
Ishares Core S&P 500 ETF

ETFs
777
+ 2.69%
$520.18 - $576.82 $404K - $448K
29.7K $17.1M
GLD
Spdr Gold Trust

ETFs
4.74K
New
$215.56 - $246.98 $1.02M - $1.17M
4.74K $1.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.44K
+ 18.04%
$517.38 - $573.86 $747K - $829K
9.45K $5.42M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.42K
+ 1.32%
$57.32 - $62.65 $139K - $151K
185K $11.6M
NVDA
Nvidia Corp

Technology
6.23K
+ 51.96%
$98.91 - $134.91 $616K - $840K
18.2K $2.21M
VBR
Vanguard Small Cap Value ETF

ETFs
3.53K
New
$179.99 - $201.6 $635K - $711K
3.53K $707K
VDE
Vanguard Energy ETF

ETFs
5.47K
New
$117.44 - $131.06 $643K - $717K
5.47K $670K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.05K
+ 51.96%
$178.94 - $207.0 $545K - $631K
8.91K $1.79M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
635
+ 1.23%
$105.53 - $118.34 $67K - $75.1K
52.2K $6.11M
XLC
Select Sector Spdr Tr Communic

ETFs
6.6K
New
$82.16 - $90.4 $542K - $596K
6.6K $596K
MSFT
Microsoft Corp

Technology
1.99K
+ 12.03%
$395.15 - $467.56 $786K - $930K
18.5K $7.97M
MGEE
Mge Energy Inc

Utilities
503
+ 1.61%
$73.49 - $92.42 $37K - $46.5K
31.8K $2.91M
LRCX
Lam Research Corp

Technology
647
New
$731.56 - $1127.3 $473K - $729K
647 $528K
AMZN
Amazon Com Inc

Consumer Cyclical
3.37K
+ 19.65%
$161.02 - $200.0 $542K - $673K
20.5K $3.82M
SOXX
Ishares Semiconductor ETF

ETFs
2.12K
New
$199.29 - $265.49 $422K - $562K
2.12K $487K
IEFA
Ishares Tr

ETFs
3.12K
+ 7.88%
$70.09 - $78.74 $219K - $246K
42.8K $3.34M
GUNR
Flexshares Tr Morningstar Glob

ETFs
10.6K
New
$38.51 - $41.48 $407K - $438K
10.6K $435K
GOOGL
Alphabet Inc.

Communication Services
3.63K
+ 31.3%
$148.65 - $191.18 $540K - $694K
15.2K $2.53M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.48K
+ 4.54%
$44.65 - $47.21 $200K - $212K
103K $4.82M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.15K
+ 19.58%
$92.63 - $105.69 $292K - $333K
19.3K $2.01M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.79K
+ 31.44%
$75.47 - $83.18 $286K - $315K
15.8K $1.32M
VNQ
Vanguard Specialized Funds Van

ETFs
3.85K
New
$82.97 - $98.97 $319K - $381K
3.85K $374K
MA
Mastercard Inc

Financial Services
667
New
$429.6 - $500.99 $287K - $334K
667 $329K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
300
+ 9.04%
$405.19 - $478.57 $122K - $144K
3.62K $1.66M
NOVT
Novanta Inc

Technology
1.98K
New
$157.79 - $157.79 $313K - $313K
1.98K $312K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
4.11K
New
$66.31 - $74.08 $272K - $304K
4.11K $301K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
456
+ 25.69%
$475.2 - $527.7 $217K - $241K
2.23K $1.18M
IAU
Ishares Gold Trust

ETFs
5.59K
New
$44.06 - $50.5 $246K - $282K
5.59K $277K
EXAS
Exact Sciences Corp

Healthcare
3.99K
New
$42.43 - $70.83 $169K - $282K
3.99K $271K
AVGO
Broadcom Inc.

Technology
2.72K
+ 1968.12%
$136.27 - $1745.86 $370K - $4.74M
2.85K $492K
NEE
Nextera Energy Inc

Utilities
3.19K
New
$69.9 - $84.97 $223K - $271K
3.19K $269K
USTB
Victory Portfolios Ii Victorys

ETFs
5.25K
New
$49.79 - $50.91 $262K - $267K
5.25K $266K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.75K
+ 21.18%
$36.98 - $41.55 $175K - $197K
27.1K $1.12M
USB
Us Bancorp \De\

Financial Services
5.55K
New
$39.04 - $47.23 $217K - $262K
5.55K $253K
KLAC
Kla Corp

Technology
328
New
$696.17 - $892.35 $228K - $293K
328 $253K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.17K
New
$54.98 - $59.51 $229K - $248K
4.17K $248K
LLY
Eli Lilly & CO

Healthcare
284
+ 46.56%
$772.14 - $960.02 $219K - $273K
894 $792K
COST
Costco Wholesale Corp

Consumer Defensive
227
+ 22.59%
$801.83 - $917.05 $182K - $208K
1.23K $1.09M
ILCV
Ishares Morningstar Value ETF

ETFs
232
+ 0.62%
$75.47 - $82.2 $17.5K - $19.1K
37.5K $3.08M
V
Visa Inc.

Financial Services
727
+ 25.49%
$253.74 - $291.56 $184K - $212K
3.58K $984K
EFV
Msci Eafe Value ETF

ETFs
4.01K
New
$51.72 - $57.96 $208K - $233K
4.01K $230K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.31K
New
$61.11 - $67.85 $202K - $224K
3.31K $224K
Activity Summary
Buys All Purchases 86 New Holdings 25 Increased Positions 61 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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