Madison Wealth Partners, Inc Reduced Holdings in Q3 2025

Madison Wealth Partners, Inc

  • $444 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-24.9K
- 18.64%
$45.26 - $46.63 $1.13M - $1.16M
109K $5.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-783
- 17.22%
$459.11 - $506.91 $359K - $397K
3.77K $1.89M
DE
Deere & CO

Industrials
-401
- 19.2%
$457.26 - $524.37 $183K - $210K
1.69K $771K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.06K
- 26.75%
$26.38 - $27.95 $186K - $197K
19.3K $527K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-352
- 29.73%
$420.11 - $472.68 $148K - $166K
832 $389K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.9K
- 20.49%
$48.5 - $50.19 $92.3K - $95.5K
7.39K $369K
OEF
Ishares S&P 100 ETF

ETFs
-320
- 7.26%
N/A
4.09K $1.09M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.35K
- 17.37%
$108.97 - $121.65 $147K - $164K
6.42K $774K
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.01K
- 27.18%
$37.94 - $39.14 $76.4K - $78.8K
5.4K $210K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.37K
- 5.8%
$181.56 - $190.33 $248K - $260K
22.2K $4.22M
CARR
Carrier Global Corp

Industrials
-64
- 1.68%
$58.75 - $80.73 $3.76K - $5.17K
3.75K $223K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.18K
- 17.47%
$49.09 - $50.58 $57.9K - $59.6K
5.57K $281K
HYG
Ishares Tr

ETFs
-542
- 16.54%
$79.85 - $81.32 $43.3K - $44.1K
2.73K $221K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-711
- 9.2%
$132.9 - $142.03 $94.5K - $101K
7.02K $989K
CRWD
Crowd Strike Holdings, Inc.

Technology
-30
- 3.67%
$412.46 - $514.1 $12.4K - $15.4K
787 $385K
CSCO
Cisco Systems, Inc.

Technology
-96
- 1.7%
$66.2 - $71.79 $6.36K - $6.89K
5.56K $380K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-244
- 7.19%
$82.96 - $95.7 $20.2K - $23.4K
3.15K $282K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-92
- 2.01%
$50.09 - $50.73 $4.61K - $4.67K
4.48K $226K
EFV
Msci Eafe Value ETF

ETFs
-247
- 7.32%
$62.79 - $68.42 $15.5K - $16.9K
3.13K $212K
Fidelity Covington Trust
-1.86K
- 16.73%
N/A
9.24K $0
MCD
Mcdonalds Corp

Consumer Cyclical
-41
- 3.85%
$291.67 - $316.99 $12K - $13K
1.02K $311K
ILCG
Ishares Morningstar Growth ETF
-198
- 0.48%
N/A
40.6K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-48
- 0.35%
N/A
13.5K $0
Fidelity Covington Trust
-2.08K
- 13.78%
N/A
13K $0
Fidelity Covington Trust
-1.6K
- 13.67%
N/A
10.1K $0
EFG
Msci Eafe Growth ETF

ETFs
-29
- 1.12%
$106.99 - $114.46 $3.1K - $3.32K
2.56K $291K
EXAS
Exact Sciences Corp

Healthcare
-62
- 1.45%
$40.91 - $56.0 $2.54K - $3.47K
4.21K $230K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.07K
- 4.84%
$28.15 - $30.13 $86.5K - $92.6K
60.4K $1.79M
VO
Vanguard Mid Cap ETF

ETFs
-21
- 1.5%
$279.83 - $293.74 $5.88K - $6.17K
1.38K $404K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-241
- 3.45%
$40.15 - $43.86 $9.68K - $10.6K
6.75K $295K
IAU
Ishares Gold Trust

ETFs
-402
- 9.32%
$61.62 - $72.77 $24.8K - $29.3K
3.91K $284K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-27
- 0.31%
$25.29 - $28.33 $683 - $765
8.56K $238K
VTV
Vanguard Value ETF

ETFs
-12
- 0.46%
$175.51 - $186.57 $2.11K - $2.24K
2.57K $479K
VB
Vanguard Small Cap ETF

ETFs
-26
- 1.34%
$237.58 - $259.17 $6.18K - $6.74K
1.91K $486K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-110
- 3.73%
$195.29 - $223.85 $21.5K - $24.6K
2.84K $631K
BAC
Bank Of America Corp

Financial Services
-933
- 3.86%
$44.92 - $52.42 $41.9K - $48.9K
23.2K $1.2M
VV
Vanguard Large Cap ETF

ETFs
-17
- 0.57%
$285.05 - $309.14 $4.85K - $5.26K
2.95K $908K
JPM
Jpmorgan Chase & CO

Financial Services
-97
- 1.84%
$282.78 - $316.06 $27.4K - $30.7K
5.18K $1.63M
PLTR
Palantir Technologies Inc.

Technology
-100
- 3.19%
$130.68 - $186.97 $13.1K - $18.7K
3.04K $553K
GLD
Spdr Gold Trust

ETFs
-33
- 0.61%
$300.96 - $355.47 $9.93K - $11.7K
5.34K $1.9M
VUG
Vanguard Growth ETF

ETFs
-177
- 1.97%
$433.97 - $484.08 $76.8K - $85.7K
8.83K $4.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
-195
- 2.08%
$617.65 - $666.84 $120K - $130K
9.16K $6.1M
MSFT
Microsoft Corp

Technology
-5
- 0.03%
$491.09 - $535.64 $2.46K - $2.68K
18.3K $9.48M
NVDA
Nvidia Corp

Technology
-160
- 0.87%
$153.3 - $186.58 $24.5K - $29.9K
18.3K $3.42M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-13.8K
- 5.53%
$79.52 - $89.63 $1.1M - $1.24M
236K $21M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-15.1K
- 3.71%
$148.97 - $165.88 $2.26M - $2.51M
393K $64.7M
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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