Madison Wealth Partners, Inc Purchases in Q3 2025

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
76.9K
+ 15.74%
$54.35 - $59.32 $4.18M - $4.56M
566K $33.5M
DGRO
Ishares Core Dividend Growth E

ETFs
15.8K
+ 2.56%
$64.12 - $68.08 $1.01M - $1.08M
633K $43.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.1K
+ 3.87%
$94.17 - $99.95 $1.05M - $1.11M
299K $29.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
763
+ 0.31%
$108.46 - $120.63 $82.8K - $92K
246K $29.2M
AAPL
Apple Inc.

Technology
1.1K
+ 2.73%
$202.38 - $256.87 $223K - $283K
41.3K $10.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.24K
+ 123.99%
$567.77 - $614.76 $1.84M - $1.99M
5.84K $3.58M
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 0.16%
$620.67 - $670.08 $32.9K - $35.5K
33.6K $22.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.4K
+ 2.79%
$23.82 - $25.84 $343K - $372K
530K $13.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
166
+ 0.94%
$546.99 - $602.2 $90.8K - $100K
17.9K $10.8M
GOOGL
Alphabet Inc.

Communication Services
54
+ 0.43%
$174.36 - $254.72 $9.42K - $13.8K
12.6K $3.07M
VTI
Vanguard Total Stock Market Et

ETFs
1.35K
+ 17.23%
$303.93 - $329.86 $410K - $445K
9.19K $3.01M
IXUS
Ishares Tr

ETFs
1.33K
+ 1.39%
$76.35 - $82.58 $102K - $110K
97.1K $8.02M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 1.2%
$293.94 - $444.72 $14.4K - $21.8K
4.13K $1.84M
USTB
Victory Portfolios Ii Victorys

ETFs
10.3K
+ 36.56%
$50.54 - $51.1 $521K - $527K
38.5K $1.96M
LNT
Alliant Energy Corp

Utilities
5.55K
+ 41.37%
$60.76 - $67.41 $337K - $374K
18.9K $1.28M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
351
+ 2.25%
$225.11 - $247.9 $79K - $87K
15.9K $3.94M
PAUG
Innovator U.S. Equity Power Bu

ETFs
7.81K
New
$40.45 - $42.49 $316K - $332K
7.81K $331K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.7K
+ 57.36%
$68.24 - $73.73 $253K - $273K
10.2K $746K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.11K
+ 11.81%
$135.0 - $146.02 $150K - $162K
10.5K $1.53M
MU
Micron Technology Inc

Technology
1.5K
New
$104.88 - $168.89 $157K - $253K
1.5K $250K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.11K
+ 4.71%
$21.69 - $23.34 $111K - $119K
114K $2.64M
ILCV
Ishares Morningstar Value ETF

ETFs
125
+ 0.36%
$82.86 - $90.02 $10.4K - $11.3K
34.4K $3.1M
QCOM
Qualcomm Inc

Technology
1.43K
New
$145.84 - $173.55 $208K - $247K
1.43K $237K
ABBV
Abb Vie Inc.

Healthcare
1.02K
New
$184.85 - $231.54 $189K - $236K
1.02K $236K
ORCL
Oracle Corp

Technology
1
+ 0.03%
$218.96 - $328.33 $219 - $328
3.7K $1.04M
MUB
Ishares National Muni Bond ETF

ETFs
1.85K
+ 10.63%
$103.24 - $106.68 $191K - $197K
19.2K $2.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.06K
New
$72.57 - $74.72 $222K - $228K
3.06K $227K
RTX
Raytheon Technologies Corp

Industrials
1.34K
New
$144.19 - $167.33 $193K - $224K
1.34K $224K
SCHG
Schwab Strategic Tr Us Large C

ETFs
513
+ 0.67%
$28.92 - $32.19 $14.8K - $16.5K
76.6K $2.45M
VDC
Vanguard Consumer Staples ETF

ETFs
1.02K
New
$212.64 - $225.25 $218K - $231K
1.02K $218K
VPU
Vanguard Utilities ETF

ETFs
1.12K
New
$175.25 - $189.41 $197K - $213K
1.12K $212K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.06K
New
$182.33 - $194.5 $192K - $205K
1.06K $205K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.18K
New
$87.29 - $93.61 $191K - $204K
2.18K $203K
MGK
Vanguard Mega Cap Growth ETF

ETFs
504
New
$362.31 - $405.74 $183K - $204K
504 $202K
VOT
Vanguard Mid Cap Growth Index

ETFs
686
New
$282.75 - $294.19 $194K - $202K
686 $201K
AVGO
Broadcom Inc.

Technology
102
+ 3.7%
$264.74 - $369.57 $27K - $37.7K
2.86K $942K
IEFA
Ishares Tr

ETFs
429
+ 1.14%
$81.7 - $87.53 $35K - $37.6K
38.2K $3.33M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.19K
+ 13.66%
$97.75 - $100.75 $116K - $119K
9.86K $988K
SLV
I Shares Silver Trust

ETFs
409
+ 3.64%
$32.73 - $42.5 $13.4K - $17.4K
11.6K $493K
VIG
Vanguard Dividend Appreciation

ETFs
675
+ 2.84%
N/A
24.5K $4.45M
VDE
Vanguard Energy ETF

ETFs
351
+ 6.21%
$118.37 - $129.65 $41.5K - $45.5K
6K $755K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$155.17 - $185.42 $155 - $185
2.41K $445K
BALT
Innovator Etfs Tr
1.5K
+ 4.68%
$32.11 - $32.82 $48.2K - $49.2K
33.5K $1.1M
SOXX
Ishares Semiconductor ETF

ETFs
4
+ 0.18%
$236.93 - $271.12 $948 - $1.08K
2.17K $588K
IWM
Ishares Russell 2000 ETF

ETFs
64
+ 3.02%
$214.92 - $244.84 $13.8K - $15.7K
2.19K $528K
XLC
Select Sector Spdr Tr Communic

ETFs
30
+ 0.45%
$105.99 - $119.41 $3.18K - $3.58K
6.73K $796K
ISCG
Ishares Morningstar Small Cap

ETFs
646
+ 8.77%
$49.84 - $55.14 $32.2K - $35.6K
8.01K $435K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
367
+ 4.26%
$76.29 - $80.63 $28K - $29.6K
8.98K $721K
ISCV
Ishares Morningstar Small Cap

ETFs
521
+ 9.82%
$61.33 - $67.87 $32K - $35.4K
5.83K $388K
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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