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
IWB
Ishares Tr Russell 1000 ETF

ETFs
13
+ 1.25%
$302.31 - $337.54 $3.93K - $4.39K
1.06K $323K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
136
+ 9.35%
$161.27 - $192.3 $21.9K - $26.2K
1.59K $256K
IVW
Ishares S&P 500 Growth ETF

ETFs
466
+ 6.39%
$92.45 - $106.69 $43.1K - $49.7K
7.76K $720K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 1.4%
$347.25 - $424.87 $5.56K - $6.8K
1.16K $423K
KRE
Spdr S&P Regional Banking ETF

ETFs
1
+ 0.02%
$55.11 - $65.5 $55.1 - $65.5
6.38K $362K
IGV
Ishares Expanded Tech Software

ETFs
503
+ 7.82%
$88.3 - $107.83 $44.4K - $54.2K
6.94K $617K
CMI
Cummins Inc

Industrials
1
+ 0.12%
$312.92 - $386.07 $313 - $386
819 $256K
ITOT
Ishares Core S&P Total U.S. St

ETFs
193
+ 2.44%
$120.29 - $134.6 $23.2K - $26K
8.1K $987K
USB
Us Bancorp \De\

Financial Services
13
+ 0.23%
$40.92 - $50.9 $532 - $662
5.59K $236K
RSP
Invesco S&P 500 Equal Weight E

ETFs
123
+ 0.45%
$169.43 - $182.84 $20.8K - $22.5K
27.6K $4.77M
BAC
Bank Of America Corp

Financial Services
20
+ 0.08%
$39.61 - $47.74 $792 - $955
24.4K $1.02M
GOOG
Alphabet Inc.

Communication Services
96
+ 4.76%
$156.06 - $207.71 $15K - $19.9K
2.11K $329K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.14%
$507.05 - $563.67 $1.52K - $1.69K
2.22K $1.14M
SOXX
Ishares Semiconductor ETF

ETFs
3
+ 0.14%
$188.17 - $235.81 $565 - $707
2.14K $402K
IVV
Ishares Core S&P 500 ETF

ETFs
1.21K
+ 3.97%
$554.06 - $615.85 $670K - $745K
31.7K $17.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.59K
+ 4.31%
$24.91 - $29.02 $89.3K - $104K
86.8K $2.17M
AVGO
Broadcom Inc.

Technology
84
+ 3.17%
$167.43 - $244.7 $14.1K - $20.6K
2.74K $457K
VUG
Vanguard Growth ETF

ETFs
239
+ 2.9%
$369.1 - $427.61 $88.2K - $102K
8.49K $3.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.02%
$551.42 - $612.93 $1.1K - $1.23K
9.45K $5.28M
NVDA
Nvidia Corp

Technology
1.76K
+ 9.52%
$106.98 - $149.43 $189K - $264K
20.3K $2.2M
AMZN
Amazon Com Inc

Consumer Cyclical
375
+ 1.9%
$190.26 - $242.06 $71.3K - $90.8K
20.1K $3.82M
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.03%
$154.33 - $206.19 $617 - $825
14.9K $2.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.76K
+ 1.48%
$57.21 - $65.8 $158K - $182K
190K $11.1M
MSFT
Microsoft Corp

Technology
102
+ 0.55%
$375.39 - $447.2 $38.3K - $45.6K
18.5K $6.94M
AAPL
Apple Inc.

Technology
95
+ 0.24%
$209.68 - $247.1 $19.9K - $23.5K
40.2K $8.93M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
667
+ 0.17%
$126.86 - $146.45 $84.6K - $97.7K
390K $49.6M
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
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