Madison Wealth Partners, Inc Purchases in Q2 2025

Madison Wealth Partners, Inc

  • $405 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
298
+ 7.25%
N/A
4.41K $1.17M
VTV
Vanguard Value ETF

ETFs
371
+ 16.78%
$153.67 - $176.74 $57K - $65.6K
2.58K $456K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
722
+ 9.15%
$65.1 - $75.98 $47K - $54.9K
8.62K $654K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 0.98%
$908.13 - $1056.85 $10.9K - $12.7K
1.24K $1.23M
VO
Vanguard Mid Cap ETF

ETFs
112
+ 8.72%
$228.54 - $279.83 $25.6K - $31.3K
1.4K $390K
C
Citigroup Inc

Financial Services
43
+ 1.29%
$58.13 - $85.12 $2.5K - $3.66K
3.38K $287K
ISCG
Ishares Morningstar Small Cap

ETFs
231
+ 3.24%
$39.44 - $49.76 $9.11K - $11.5K
7.37K $366K
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.09%
$53.19 - $69.38 $266 - $347
5.66K $392K
IWM
Ishares Russell 2000 ETF

ETFs
26
+ 1.24%
$174.82 - $215.79 $4.55K - $5.61K
2.12K $457K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.19%
$272.36 - $339.57 $545 - $679
1.06K $358K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$35.88 - $52.99 $35.9 - $53
5.55K $272K
JEPI
J P Morgan Exchange Traded Fd

ETFs
513
+ 4.32%
$51.14 - $57.0 $26.2K - $29.2K
12.4K $703K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
41
+ 1.23%
$65.84 - $80.81 $2.7K - $3.31K
3.37K $269K
V
Visa Inc.

Financial Services
22
+ 0.61%
$308.27 - $373.31 $6.78K - $8.21K
3.62K $1.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.06%
$19.6 - $24.44 $118 - $147
9.82K $240K
PAPR
Innovator U.S. Equity Power Bu

ETFs
300
+ 4.14%
$33.22 - $37.29 $9.97K - $11.2K
7.54K $281K
ISCV
Ishares Morningstar Small Cap

ETFs
184
+ 3.59%
$51.37 - $61.54 $9.45K - $11.3K
5.31K $325K
NEE
Nextera Energy Inc

Utilities
393
+ 8.58%
$64.11 - $75.0 $25.2K - $29.5K
4.98K $345K
DLTH
Duluth Holdings Inc.

Consumer Cyclical
10K
New
$1.67 - $2.24 $16.7K - $22.4K
10K $21K
T
At&T Inc.

Communication Services
331
+ 2.19%
$26.33 - $28.94 $8.72K - $9.58K
15.5K $447K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5
+ 0.06%
$20.42 - $25.3 $102 - $127
8.58K $217K
SRLN
Ssga Active Trust

ETFs
158
+ 0.92%
$39.47 - $41.59 $6.24K - $6.57K
17.2K $717K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
340
+ 5.31%
$48.46 - $50.2 $16.5K - $17.1K
6.75K $335K
XYLD
Global X Fds S&P 500 Covered C

ETFs
856
+ 2.53%
$35.62 - $39.64 $30.5K - $33.9K
34.6K $1.35M
GUNR
Flexshares Tr Morningstar Glob

ETFs
55
+ 0.79%
$33.77 - $41.16 $1.86K - $2.26K
7K $280K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
130
+ 2.37%
$49.79 - $50.75 $6.47K - $6.6K
5.61K $284K
CGCP
Capital Group Core Plus Income

ETFs
219
+ 0.62%
$21.92 - $22.56 $4.8K - $4.94K
35.6K $801K
Tidal Tr Ii
9.8K
New
N/A
9.8K $0
Fidelity Covington Trust
34.1K
+ 132.73%
N/A
59.7K $0
Fidelity Covington Trust
2.81K
+ 22.83%
N/A
15.1K $0
Fidelity Covington Trust
11.1K
New
N/A
11.1K $0
Fidelity Greenwood Street Tr
7.04K
New
N/A
7.04K $0
Ea Series Trust
5.17K
+ 30.84%
N/A
22K $0
Blackrock ETF Trust Ii
4.81K
+ 0.73%
N/A
664K $0
CGMU
Capital Group Core Plus Income
8.95K
+ 29.99%
N/A
38.8K $0
Lam Research Corp
21
+ 0.32%
N/A
6.52K $0
J P Morgan Exchange Traded F
3.32K
+ 60.04%
N/A
8.84K $0
Capital Grp Fixed Incm ETF T
11K
New
N/A
11K $0
Fidelity Covington Trust
214
+ 1.86%
N/A
11.7K $0
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.11%
$210.83 - $235.28 $211 - $235
907 $201K
HDV
Ishares Core High Dividend ETF

ETFs
2
+ 0.05%
$108.41 - $120.51 $217 - $241
3.82K $447K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.05%
$157.66 - $172.39 $158 - $172
2.11K $335K
XOM
Exxon Mobil Corp

Energy
41
+ 0.99%
$99.93 - $119.04 $4.1K - $4.88K
4.17K $449K
VDE
Vanguard Energy ETF

ETFs
44
+ 0.78%
$105.87 - $130.56 $4.66K - $5.74K
5.65K $673K
CVX
Chevron Corp

Energy
2
+ 0.08%
$133.73 - $168.51 $267 - $337
2.55K $364K
MGEE
Mge Energy Inc

Utilities
294
+ 1.01%
$86.85 - $93.48 $25.5K - $27.5K
29.5K $2.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
144
+ 3.27%
$483.48 - $539.8 $69.6K - $77.7K
4.55K $2.21M
AAPL
Apple Inc.

Technology
54
+ 0.13%
$172.42 - $223.89 $9.31K - $12.1K
40.2K $8.26M
Activity Summary
Buys All Purchases 99 New Holdings 21 Increased Positions 78 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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