Madison Wealth Partners, Inc New Holdings in Q3 2024

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.57K
New
$255.18 - $283.2 $1.42M - $1.58M
5.57K $1.58M
GLD
Spdr Gold Trust

ETFs
4.74K
New
$215.56 - $246.98 $1.02M - $1.17M
4.74K $1.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.27K
New
$117.9 - $128.2 $858K - $933K
7.27K $932K
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
XLC
Select Sector Spdr Tr Communic

ETFs
6.6K
New
$82.16 - $90.4 $542K - $596K
6.6K $596K
LRCX
Lam Research Corp

Technology
647
New
$731.56 - $1127.3 $473K - $729K
647 $528K
SOXX
Ishares Semiconductor ETF

ETFs
2.12K
New
$199.29 - $265.49 $422K - $562K
2.12K $487K
GUNR
Flexshares Tr Morningstar Glob

ETFs
10.6K
New
$38.51 - $41.48 $407K - $438K
10.6K $435K
VNQ
Vanguard Specialized Funds Van

ETFs
3.85K
New
$82.97 - $98.97 $319K - $381K
3.85K $374K
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
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
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
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
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
ABBV
Abb Vie Inc.

Healthcare
1.03K
New
$163.84 - $199.33 $168K - $204K
1.03K $202K
AMGN
Amgen Inc

Healthcare
625
New
$309.38 - $337.38 $193K - $211K
625 $201K
AAL
American Airlines Group Inc.

Industrials
10.4K
New
$11.04 - $11.04 $115K - $115K
10.4K $114K
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
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