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Madison Wealth Partners, Inc13F | |
Madison Wealth Partners, Inc | |
Last update 2024-10-24 | 148 Stocks (25 new) |
Value $338.00 Mil | Turnover 13 % |
Portfolio Report |
Madison Wealth Partners, Inc Top Holdings of 2024-09-30
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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 | +3.98% | +16.02% | 30309.602 | ||
IUSG | ISHARES TRUST | 341,373 | 45030.530 | -0.32% | 13.340 | -0.05% | 0.230 | +9.68% | +29.50% | 20154.817 | ||
IUSV | ISHARES TRUST | 238,390 | 22763.900 | +6.51% | 6.740 | +0.41% | 0.120 | +2.98% | +12.62% | 19269.506 | ||
IVV | iShares Core S&P 500 ETF | 29,688 | 17124.870 | +2.69% | 5.070 | +0.13% | 0.000 | +6.95% | +21.99% | 547129.357 | ||
ONEQ | Fidelity Nasdaq Composite Tracking Stock | 235,714 | 16877.110 | -2.41% | 5.000 | -0.14% | 0.250 | +8.77% | +23.97% | 6944.515 | ||
IJH | iShares Core S&P Mid-Cap ETF | 185,471 | 11558.570 | +1.32% | 3.420 | +0.04% | 0.010 | +1.82% | +13.15% | 92381.459 | ||
SCHB | Schwab U.S. Broad Market ETF | 477,153 | 10580.040 | +275.42% | 3.130 | +2.30% | 0.010 | +6.66% | +20.85% | 31756.394 | ||
AAPL | Apple Inc | 40,194 | 9365.100 | +14.67% | 2.770 | +0.35% | 0.000 | +5.31% | +20.00% | 3499384.173 | Hardware | |
QQQ | INVESCO QQQ Trust | 18,829 | 9189.720 | +26.89% | 2.720 | +0.58% | 0.000 | +8.51% | +21.23% | 299442.866 | ||
MSFT | Microsoft Corp | 18,523 | 7970.310 | +12.03% | 2.360 | +0.25% | 0.000 | +2.46% | +15.65% | 3215616.771 | Software |
Madison Wealth Partners, Inc's Historical Top Holdings Breakdowns
Madison Wealth Partners, Inc's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 2024-09-30 | Add | +2.30% | 19.98 ($21.35) 22.17 | $22.43 | 5.06% | Add 275.42% | 477,153 | 116,685 | |
VIG | Vanguard Dividend Appreciation FTF | 2024-09-30 | Add | +0.89% | 181.77 ($190.41) 198.25 | $196.99 | 3.46% | Add 195.39% | 22,943 | 15,176 | |
DGRO | iShares Core Dividend Growth ETF | 2024-09-30 | Add | +0.77% | 57.47 ($60.28) 62.76 | $62.44 | 3.58% | Add 5.15% | 844,149 | 41,346 | |
QQQ | INVESCO QQQ Trust | 2024-09-30 | Add | +0.58% | 434.77 ($473.23) 502.96 | $496.46 | 4.91% | Add 26.89% | 18,829 | 3,990 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add | +0.47% | 23.16 ($25.16) 26.42 | $26.70 | 6.12% | Add 378.32% | 77,052 | 15,236 | |
VTI | Vanguard Total Stock Market ETF | 2024-09-30 | New Buy | +0.47% | 255.18 ($272.76) 283.2 | $286.37 | 4.99% | New holding | 5,574 | 5,574 | |
IUSV | ISHARES TRUST | 2024-09-30 | Add | +0.41% | 87.56 ($91.94) 95.49 | $94.97 | 3.30% | Add 6.51% | 238,390 | 14,578 | |
AAPL | Apple Inc | 2024-09-30 | Add | +0.35% | 207.23 ($223.32) 234.82 | $230.16 | 3.06% | Add 14.67% | 40,194 | 5,142 | |
GLD | SPDR Gold Shares ETF | 2024-09-30 | New Buy | +0.34% | 215.56 ($229) 246.98 | $257.50 | 12.45% | New holding | 4,736 | 4,736 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2024-09-30 | Add | +0.29% | 25.16 ($26.59) 27.75 | $27.93 | 5.04% | Add 294.31% | 47,538 | 11,827 |
Madison Wealth Partners, Inc Total Holding History ($B)
Madison Wealth Partners, Inc's Asset Allocation
Madison Wealth Partners, Inc Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Madison Wealth Partners, Inc's Hypothetical Growth since 2024-09-30
Madison Wealth Partners, Inc's Yearly Returns
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Madison Wealth Partners, Inc's Holdings Heat Map
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Madison Wealth Partners, Inc's Holdings Bubble Chart
Madison Wealth Partners, Inc News
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