Madison Wealth Partners, Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $326 Million distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $52.9M, Ishares Core S&P U.S Growth Et with a value of $45M, Ishares Core S&P U.S. Value Et with a value of $22.8M, Ishares Core S&P 500 ETF with a value of $17.1M, and Fidelity Nasdaq Composite Inde with a value of $16.9M.
Examining the 13F form we can see an increase of $44.2M in the current position value, from $282M to 326M.
Below you can find more details about Madison Wealth Partners, Inc portfolio as well as his latest detailed transactions.
