Madison Wealth Partners, Inc recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
109 SOUTH STREET WAUNAKEE, WI 53597
As of the latest 13F report, the guru’s equity portfolio contained 78 stocks valued at a total of $171.00Mil. The top holdings were DGRO(18.32%), IUSG(16.50%), and IUSV(8.32%).
According to GuruFocus data, these were Madison Wealth Partners, Inc’s top five trades of the quarter.
iShares Core Dividend Growth ETF
During the quarter, Madison Wealth Partners, Inc bought 65,655 shares of ARCA:DGRO for a total holding of 627,739. The trade had a 1.92% impact on the equity portfolio. During the quarter, the stock traded for an average price of $48.84.
On 01/25/2023, iShares Core Dividend Growth ETF traded for a price of $50.86 per share and a market cap of $24.92Bil. The stock has returned -1.80% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core Dividend Growth ETF has a price-earnings ratio of 17.53 and a price-book ratio of 3.32.
BTC iShares Morningstar Large-Cap Growth ETF
During the quarter, Madison Wealth Partners, Inc bought 30,258 shares of ARCA:JKE for a total holding of 35,768. The trade had a 0.86% impact on the equity portfolio. During the quarter, the stock traded for an average price of $50.01.
On 01/25/2023, BTC iShares Morningstar Large-Cap Growth ETF traded for a price of $283.8065 per share and a market cap of $0.00Mil. The stock has returned 350.56% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
BTC iShares Morningstar Large-Cap Value ETF
During the quarter, Madison Wealth Partners, Inc bought 22,574 shares of ARCA:JKF for a total holding of 29,824. The trade had a 0.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $62.46.
On 01/25/2023, BTC iShares Morningstar Large-Cap Value ETF traded for a price of $122.1894 per share and a market cap of $0.00Mil. The stock has returned 82.43% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Core MSCI Total International Stock ETF
Madison Wealth Partners, Inc reduced their investment in NAS:IXUS by 22,900 shares. The trade had a 0.76% impact on the equity portfolio. During the quarter, the stock traded for an average price of $55.44.
On 01/25/2023, iShares Core MSCI Total International Stock ETF traded for a price of $63.01 per share and a market cap of $31.59Bil. The stock has returned -5.67% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI Total International Stock ETF has a price-earnings ratio of 12.06 and a price-book ratio of 1.54.
iShares Core MSCI EAFE ETF
During the quarter, Madison Wealth Partners, Inc bought 20,437 shares of BATS:IEFA for a total holding of 35,254. The trade had a 0.74% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.61.
On 01/25/2023, iShares Core MSCI EAFE ETF traded for a price of $66.84 per share and a market cap of $96.32Bil. The stock has returned -3.91% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI EAFE ETF has a price-earnings ratio of 12.65 and a price-book ratio of 1.53.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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