MW

Madison Wealth Partners, Inc

13F
Madison Wealth Partners, Inc
Last update 2024-10-24 148 Stocks (25 new)
Value $338.00 Mil Turnover 13 %
Countries:
Top Holdings: DGRO(15.67%)IUSG(13.34%)IUSV(6.74%)IVV(5.07%)ONEQ(5.00%)
Portfolio Report
Summary Stock Picks Current Portfolio
Madison Wealth Partners, Inc Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRO 		iShares Core Dividend Growth ETF
844,149
52919.680
+5.15%
15.670
+0.77%
0.180
+7.90%
+15.96%
30270.044
 
IUSG 		ISHARES TRUST
341,373
45030.530
-0.32%
13.340
-0.05%
0.230
+14.14%
+28.05%
19908.151
 
IUSV 		ISHARES TRUST
238,390
22763.900
+6.51%
6.740
+0.41%
0.120
+7.90%
+12.84%
19308.462
 
IVV 		iShares Core S&P 500 ETF
29,688
17124.870
+2.69%
5.070
+0.13%
0.000
+11.40%
+21.33%
545905.122
 
ONEQ 		Fidelity Nasdaq Composite Tracking Stock
235,714
16877.110
-2.41%
5.000
-0.14%
0.250
+13.68%
+22.60%
6972.768
 
IJH 		iShares Core S&P Mid-Cap ETF
185,471
11558.570
+1.32%
3.420
+0.04%
0.010
+10.08%
+13.84%
93198.127
 
SCHB 		Schwab U.S. Broad Market ETF
477,153
10580.040
+275.42%
3.130
+2.30%
0.010
+11.86%
+20.42%
31646.483
 
AAPL 		Apple Inc
40,194
9365.100
+14.67%
2.770
+0.35%
0.000
+6.90%
+16.50%
3377630.649
Hardware
QQQ 		INVESCO QQQ Trust
18,829
9189.720
+26.89%
2.720
+0.58%
0.000
+13.06%
+20.19%
297491.724
 
MSFT 		Microsoft Corp
18,523
7970.310
+12.03%
2.360
+0.25%
0.000
+4.32%
+10.02%
3059156.044
Software

Madison Wealth Partners, Inc's Historical Top Holdings Breakdowns

Madison Wealth Partners, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+2.30%
●
19.98 ($21.35) 22.17
$22.35
4.68%
Add 275.42%
477,153
116,685
VIG 		Vanguard Dividend Appreciation FTF2024-09-30Add
+0.89%
●
181.77 ($190.41) 198.25
$196.52
3.21%
Add 195.39%
22,943
15,176
DGRO 		iShares Core Dividend Growth ETF2024-09-30Add
+0.77%
●
57.47 ($60.28) 62.76
$62.41
3.53%
Add 5.15%
844,149
41,346
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.58%
●
434.77 ($473.23) 502.96
$492.21
4.01%
Add 26.89%
18,829
3,990
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.47%
●
23.16 ($25.16) 26.42
$26.44
5.09%
Add 378.32%
77,052
15,236
VTI 		Vanguard Total Stock Market ETF2024-09-30New Buy
+0.47%
●
255.18 ($272.76) 283.2
$285.30
4.60%
New holding
5,574
5,574
IUSV 		ISHARES TRUST2024-09-30Add
+0.41%
●
87.56 ($91.94) 95.49
$95.16
3.50%
Add 6.51%
238,390
14,578
AAPL 		Apple Inc2024-09-30Add
+0.35%
●
207.23 ($223.32) 234.82
$223.45
0.06%
Add 14.67%
40,194
5,142
GLD 		SPDR Gold Shares ETF2024-09-30New Buy
+0.34%
●
215.56 ($229) 246.98
$253.36
10.64%
New holding
4,736
4,736
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.29%
●
25.16 ($26.59) 27.75
$28.05
5.49%
Add 294.31%
47,538
11,827

Madison Wealth Partners, Inc Total Holding History ($B)

To

Madison Wealth Partners, Inc's Asset Allocation

To

Madison Wealth Partners, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Madison Wealth Partners, Inc's Hypothetical Growth since 2024-09-30

Madison Wealth Partners, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Madison Wealth Partners, Inc's Holdings Heat Map

Size field:

Madison Wealth Partners, Inc's Holdings Bubble Chart

Madison Wealth Partners, Inc News

  • 1

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