Madison Wealth Partners, Inc Incresed Positions in Q1 2025

Madison Wealth Partners, Inc

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
164K
+ 314.41%
$102.49 - $119.96 $16.8M - $19.6M
216K $22.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
39.8K
+ 16.48%
$90.0 - $96.32 $3.58M - $3.83M
281K $25.9M
USTB
Victory Portfolios Ii Victorys

ETFs
9.02K
+ 58.79%
$50.08 - $50.71 $452K - $457K
24.4K $1.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 2.02%
$442.66 - $534.52 $38.5K - $46.5K
4.4K $2.35M
IXUS
Ishares Tr

ETFs
330
+ 0.36%
$65.06 - $72.31 $21.5K - $23.9K
92.3K $6.44M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.37K
+ 24.99%
$192.82 - $222.1 $457K - $527K
11.9K $2.29M
GLD
Spdr Gold Trust

ETFs
156
+ 3.0%
$243.19 - $288.14 $37.9K - $44.9K
5.35K $1.54M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.73K
+ 5.02%
$18.36 - $20.51 $86.9K - $97K
99K $1.96M
BALT
Innovator Etfs Tr
6.01K
+ 16.93%
$31.31 - $31.89 $188K - $192K
41.5K $1.3M
V
Visa Inc.

Financial Services
44
+ 1.24%
$306.92 - $362.71 $13.5K - $16K
3.6K $1.26M
VIG
Vanguard Dividend Appreciation

ETFs
559
+ 2.46%
N/A
23.3K $4.24M
NEE
Nextera Energy Inc

Utilities
1.31K
+ 39.81%
$66.96 - $76.16 $87.4K - $99.4K
4.58K $324K
T
At&T Inc.

Communication Services
115
+ 0.77%
$21.56 - $28.28 $2.48K - $3.25K
15.1K $428K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
30.9K
+ 6.19%
$21.23 - $23.75 $656K - $734K
530K $11.4M
LNT
Alliant Energy Corp

Utilities
150
+ 1.12%
$56.66 - $66.04 $8.5K - $9.91K
13.6K $871K
CRWD
Crowd Strike Holdings, Inc.

Technology
167
+ 20.14%
$308.86 - $455.36 $51.6K - $76K
996 $351K
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$142.06 - $167.7 $142 - $168
2.5K $414K
VDE
Vanguard Energy ETF

ETFs
40
+ 0.72%
$119.14 - $132.76 $4.77K - $5.31K
5.61K $727K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
925
+ 20.33%
$50.48 - $51.04 $46.7K - $47.2K
5.48K $277K
HDV
Ishares Core High Dividend ETF

ETFs
53
+ 1.41%
$110.86 - $121.12 $5.88K - $6.42K
3.82K $462K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
213
+ 2.78%
$126.11 - $135.06 $26.9K - $28.8K
7.86K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
42
+ 3.83%
$279.74 - $321.29 $11.7K - $13.5K
1.14K $356K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
654
+ 4.14%
$51.26 - $52.53 $33.5K - $34.4K
16.5K $848K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
172
+ 0.48%
$27.01 - $28.54 $4.65K - $4.91K
35.7K $997K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.53K
+ 8.11%
$39.02 - $42.89 $98.8K - $109K
33.8K $1.33M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
24
+ 0.73%
$67.08 - $76.14 $1.61K - $1.83K
3.33K $245K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.02%
$58.01 - $64.46 $58 - $64.5
6.47K $401K
PEP
Pepsico Inc

Consumer Defensive
156
+ 7.98%
$142.64 - $156.42 $22.3K - $24.4K
2.11K $316K
AMAT
Applied Materials Inc

Technology
342
+ 18.88%
$145.06 - $195.51 $49.6K - $66.9K
2.15K $312K
CGCP
Capital Group Core Plus Income

ETFs
366
+ 1.05%
$21.94 - $22.64 $8.03K - $8.29K
35.4K $794K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.07%
$58.74 - $64.87 $235 - $259
5.65K $348K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
548
+ 1.25%
$14.22 - $14.83 $7.79K - $8.13K
44.5K $643K
PG
Procter & Gamble CO

Consumer Defensive
36
+ 1.74%
$158.56 - $176.26 $5.71K - $6.35K
2.11K $358K
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 0.02%
$51.66 - $57.94 $51.7 - $57.9
4.75K $261K
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.1%
$85.55 - $94.34 $342 - $377
3.86K $349K
SUB
Ishares Short Term National Mu

ETFs
4
+ 0.08%
$105.3 - $106.24 $421 - $425
4.79K $506K
Ea Series Trust
8.58K
+ 104.56%
N/A
16.8K $0
Lam Research Corp
17
+ 0.26%
N/A
6.5K $0
Victory Portfolios Ii
17.2K
+ 11.63%
N/A
165K $0
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14
+ 0.22%
$49.69 - $50.76 $696 - $711
6.41K $320K
Fidelity Covington Trust
111
+ 0.97%
N/A
11.5K $0
Fidelity Covington Trust
812
+ 7.08%
N/A
12.3K $0
Fidelity Covington Trust
6.45K
+ 33.56%
N/A
25.7K $0
J P Morgan Exchange Traded F
803
+ 17.02%
N/A
5.52K $0
PFEB
Innovator U.S. Equity Power Bu

ETFs
134
+ 2.17%
$35.54 - $37.44 $4.76K - $5.02K
6.32K $226K
XLC
Select Sector Spdr Tr Communic

ETFs
19
+ 0.29%
$94.84 - $105.31 $1.8K - $2K
6.64K $640K
SRLN
Ssga Active Trust

ETFs
10
+ 0.06%
$41.02 - $41.99 $410 - $420
17.1K $702K
META
Meta Platforms, Inc.

Communication Services
14
+ 1.03%
$576.36 - $736.67 $8.07K - $10.3K
1.37K $791K
ORCL
Oracle Corp

Technology
522
+ 16.69%
$139.81 - $186.47 $73K - $97.3K
3.65K $510K
Activity Summary
Buys All Purchases 88 New Holdings 11 Increased Positions 77 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Madison Wealth Partners, Inc Portfolio

Follow Madison Wealth Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email