Madison Wealth Partners, Inc Reduced Holdings in Q1 2025

Madison Wealth Partners, Inc

  • $357 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-283K
- 31.59%
$60.46 - $64.42 $17.1M - $18.2M
612K $37.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-11.1K
- 4.59%
$68.07 - $78.99 $756K - $877K
231K $15.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-174
- 0.99%
$468.34 - $539.52 $81.5K - $93.9K
17.5K $8.19M
TSLA
Tesla, Inc.

Consumer Cyclical
-307
- 6.98%
$222.15 - $428.22 $68.2K - $131K
4.09K $1.06M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-20.4K
- 70.38%
$23.16 - $27.04 $472K - $551K
8.58K $201K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-12.2K
- 9.03%
$44.41 - $45.98 $541K - $560K
123K $5.6M
ILCV
Ishares Morningstar Value ETF

ETFs
-3.35K
- 8.7%
$79.37 - $85.24 $266K - $285K
35.1K $2.86M
VGT
Vanguard Information Technolog

ETFs
-112
- 5.61%
$542.38 - $646.34 $60.7K - $72.4K
1.89K $1.02M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.07K
- 5.66%
$25.58 - $29.24 $78.5K - $89.7K
51.1K $1.34M
MGEE
Mge Energy Inc

Utilities
-1.27K
- 4.15%
$85.7 - $94.18 $109K - $119K
29.2K $2.72M
C
Citigroup Inc

Financial Services
-1.7K
- 33.72%
$67.23 - $84.63 $114K - $144K
3.34K $237K
DAL
Delta Air Lines, Inc.

Industrials
-220
- 3.81%
$43.6 - $69.06 $9.59K - $15.2K
5.55K $241K
MUB
Ishares National Muni Bond ETF

ETFs
-714
- 3.15%
$104.71 - $107.69 $74.8K - $76.9K
21.9K $2.31M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-3.11K
- 30.92%
$36.6 - $39.56 $114K - $123K
6.94K $269K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-597
- 6.48%
$69.69 - $79.99 $41.6K - $47.8K
8.61K $614K
ISCG
Ishares Morningstar Small Cap

ETFs
-708
- 9.02%
$44.44 - $52.05 $31.5K - $36.9K
7.14K $321K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-970
- 7.92%
$49.25 - $50.66 $47.8K - $49.1K
11.3K $559K
ISCV
Ishares Morningstar Small Cap

ETFs
-491
- 8.75%
$58.11 - $66.0 $28.5K - $32.4K
5.12K $303K
VBR
Vanguard Small Cap Value ETF

ETFs
-54
- 1.57%
$183.02 - $207.75 $9.88K - $11.2K
3.4K $632K
IEMG
Ishares Inc

ETFs
-909
- 5.4%
N/A
15.9K $854K
LOW
Lowes Companies Inc

Consumer Cyclical
-123
- 11.95%
$222.66 - $268.42 $27.4K - $33K
906 $211K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-833
- 12.61%
$49.75 - $50.27 $41.4K - $41.9K
5.78K $288K
CAT
Caterpillar Inc

Industrials
-25
- 2.82%
$326.75 - $407.63 $8.17K - $10.2K
863 $284K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-508
- 6.05%
$71.9 - $77.57 $36.5K - $39.4K
7.89K $585K
IWP
Ishares Russell Mid Cap Growth

ETFs
-80
- 2.77%
$114.9 - $139.6 $9.19K - $11.2K
2.81K $330K
HMOP
Hartford Fds Exchange Traded T

ETFs
-657
- 8.14%
$38.25 - $39.12 $25.1K - $25.7K
7.41K $284K
LWLG
Lightwave Logic, Inc.

Basic Materials
-1.5K
- 9.83%
$1.01 - $2.42 $1.52K - $3.63K
13.8K $14K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-451
- 8.97%
$44.72 - $46.25 $20.2K - $20.9K
4.58K $210K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-41
- 0.42%
$21.75 - $24.28 $892 - $995
9.82K $216K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.12K
- 7.52%
$25.34 - $26.96 $28.3K - $30.1K
13.8K $364K
OEF
Ishares S&P 100 ETF

ETFs
-44
- 1.06%
N/A
4.11K $1.09M
EFV
Msci Eafe Value ETF

ETFs
-608
- 15.15%
$51.88 - $60.73 $31.5K - $36.9K
3.41K $200K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-22
- 0.3%
$35.21 - $37.69 $775 - $829
7.24K $258K
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.08%
$251.87 - $277.95 $252 - $278
1.29K $332K
IWS
Ishares Russell Midcap Value E

ETFs
-3
- 0.16%
$122.59 - $135.24 $368 - $406
1.82K $229K
HYG
Ishares Tr

ETFs
-46
- 1.29%
$78.51 - $80.11 $3.61K - $3.69K
3.52K $277K
CSHI
Shp ETF Tr Neos Enhanced Incom
-7.94K
- 26.83%
N/A
21.6K $0
CGMU
Capital Group Core Plus Income
-3.7K
- 11.03%
N/A
29.8K $0
ILCG
Ishares Morningstar Growth ETF
-3.4K
- 7.51%
N/A
41.9K $0
VTV
Vanguard Value ETF

ETFs
-34
- 1.51%
$167.73 - $179.21 $5.7K - $6.09K
2.21K $381K
IWD
Ishares Russell 1000 Val ETF

ETFs
-6
- 0.34%
$182.82 - $196.21 $1.1K - $1.18K
1.78K $335K
MA
Mastercard Inc

Financial Services
-15
- 2.18%
$504.67 - $576.31 $7.57K - $8.64K
673 $368K
EFG
Msci Eafe Growth ETF

ETFs
-4
- 0.15%
$96.1 - $106.37 $384 - $425
2.6K $259K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-75
- 0.85%
$95.85 - $99.25 $7.19K - $7.44K
8.8K $870K
JPM
Jpmorgan Chase & CO

Financial Services
-105
- 1.39%
$225.19 - $279.95 $23.6K - $29.4K
7.46K $1.83M
VEU
Vanguard Ftse All World Ex Us

ETFs
-92
- 1.02%
$56.51 - $62.98 $5.2K - $5.79K
8.9K $539K
LLY
Eli Lilly & CO

Healthcare
-23
- 2.58%
$725.72 - $929.72 $16.7K - $21.4K
867 $716K
IEFA
Ishares Tr

ETFs
-2.58K
- 6.18%
$69.57 - $78.65 $179K - $203K
39.1K $2.96M
XOM
Exxon Mobil Corp

Energy
-28
- 0.67%
$105.44 - $118.93 $2.95K - $3.33K
4.13K $491K
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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