Madison Wealth Partners, Inc Portfolio Holdings
Madison Wealth Partners, Inc
- $282 Million
- Q2 2024
Madison Wealth Partners, Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $282 Million distributed in 127 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 $46.2M, Ishares Core S&P U.S Growth Et with a value of $43.7M, Ishares Core S&P U.S. Value Et with a value of $19.7M, Fidelity Nasdaq Composite Inde with a value of $16.9M, and Ishares Core S&P 500 ETF with a value of $15.8M.
Examining the 13F form we can see an increase of $11.6M in the current position value, from $271M to 282M.
Below you can find more details about Madison Wealth Partners, Inc portfolio as well as his latest detailed transactions.