Madison Wealth Partners, Inc Portfolio Holdings

Madison Wealth Partners, Inc

  • $326 Million
  • Q3 2024

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.

Portfolio value $326 Million
ETFs: $272 Million
Technology: $22.9 Million
Consumer Cyclical: $6.83 Million
Financial Services: $6.8 Million
Utilities: $4.05 Million
Communication Services: $3.95 Million
Healthcare: $3.33 Million
Industrials: $2.03 Million
Other: $2.89 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$323M
$42,000 0.01% of portfolio
15,258
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $326 Million
  • Prior Value $282 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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