Madison Wealth Partners, Inc holdings history

Add to watchlist

120 is the total number of securities Madison Wealth Partners, Inc has owned. The longest Madison Wealth Partners, Inc has owned a single stock is 12 quarters.

Madison Wealth Partners, Inc historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IUSG ISHARES TR121215.08%16.37%17.98%Q4 2020Q3 202312
DGRO ISHARES TR121212.78%15.68%18.44%Q4 2020Q3 202312
AGG ISHARES TR12120.91%7.56%17.19%Q4 2020Q3 202312
IUSV ISHARES TR12120.15%6.24%8.32%Q4 2020Q3 202312
IVV ISHARES TR12124.60%5.37%6.18%Q4 2020Q3 202312
IJH ISHARES TR12124.64%5.10%5.67%Q4 2020Q3 202312
IXUS ISHARES TR12122.78%3.72%4.51%Q4 2020Q3 202312
MUB ISHARES TR12121.51%2.93%5.02%Q4 2020Q3 202312
IJR ISHARES TR12122.54%2.86%3.24%Q4 2020Q3 202312
AAPL APPLE INC12121.95%2.41%2.93%Q4 2020Q3 202312
QQQ INVESCO QQQ TR12121.87%2.19%2.39%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12121.64%1.84%2.02%Q4 2020Q3 202312
MSFT MICROSOFT CORP12120.96%1.43%1.85%Q4 2020Q3 202312
MGEE MGE ENERGY INC12121.01%1.21%1.49%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12121.03%1.16%1.31%Q4 2020Q3 202312
HYG ISHARES TR12120.11%0.95%4.87%Q4 2020Q3 202312
DHR DANAHER CORPORATION12120.59%0.78%0.89%Q4 2020Q3 202312
IEFA ISHARES TR12120.26%0.70%1.35%Q4 2020Q3 202312
LNT ALLIANT ENERGY CORP12120.38%0.64%0.85%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.24%0.61%0.81%Q4 2020Q3 202312
TSLA TESLA INC12120.27%0.51%0.70%Q4 2020Q3 202312
SUB ISHARES TR12120.33%0.51%0.75%Q4 2020Q3 202312
VGT VANGUARD WORLD FDS12120.36%0.48%0.56%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.32%0.43%0.53%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.19%0.42%0.59%Q4 2020Q3 202312
DE DEERE & CO12120.23%0.38%0.48%Q4 2020Q3 202312
V VISA INC12120.32%0.36%0.40%Q4 2020Q3 202312
OEF ISHARES TR12120.32%0.34%0.36%Q4 2020Q3 202312
T AT&T INC12120.14%0.31%0.50%Q4 2020Q3 202312
VV VANGUARD INDEX FDS12120.24%0.29%0.34%Q4 2020Q3 202312
VEU VANGUARD INTL EQUITY I...12120.22%0.29%0.38%Q4 2020Q3 202312
IGV ISHARES TR12120.19%0.26%0.40%Q4 2020Q3 202312
IVW ISHARES TR12120.22%0.25%0.27%Q4 2020Q3 202312
IEMG ISHARES INC12120.13%0.24%0.47%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.14%0.22%0.38%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12120.15%0.21%0.28%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.18%0.20%0.25%Q4 2020Q3 202312
IWF ISHARES TR12120.14%0.19%0.25%Q4 2020Q3 202312
BAC BK OF AMERICA CORP12120.14%0.19%0.23%Q4 2020Q3 202312
FDN FIRST TR EXCHANGE-TRAD...12120.12%0.17%0.25%Q4 2020Q3 202312
VB VANGUARD INDEX FDS12120.13%0.17%0.19%Q4 2020Q3 202312
ONEQ FIDELITY COMWLTH TR1014.15%5.77%6.29%Q4 2020Q3 202311
VIG VANGUARD SPECIALIZED F...10100.26%0.47%0.66%Q2 2021Q3 202310
COST COSTCO WHSL CORP NEW10100.24%0.33%0.40%Q2 2021Q3 202310
COMT ISHARES U S ETF TR10100.18%0.28%0.40%Q2 2021Q3 202310
SCHD SCHWAB STRATEGIC TR10100.12%0.22%0.32%Q2 2021Q3 202310
FB META PLATFORMS INC640.13%0.20%0.25%Q4 2020Q3 202310
PFE PFIZER INC10100.11%0.19%0.26%Q2 2021Q3 202310
PG PROCTER AND GAMBLE CO10100.14%0.17%0.21%Q2 2021Q3 202310
HD HOME DEPOT INC10100.13%0.16%0.20%Q2 2021Q3 202310
LOW LOWES COS INC10100.11%0.16%0.18%Q2 2021Q3 202310
PEP PEPSICO INC10100.12%0.15%0.18%Q2 2021Q3 202310
IWD ISHARES TR10100.12%0.15%0.17%Q2 2021Q3 202310
ORCL ORACLE CORP540.13%0.15%0.18%Q2 2021Q3 20239
UPS UNITED PARCEL SERVICE INC990.10%0.13%0.15%Q3 2021Q3 20239
VOO VANGUARD INDEX FDS880.11%0.26%0.35%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.12%0.20%0.24%Q4 2021Q3 20238
HDV ISHARES TR880.11%0.18%0.20%Q4 2021Q3 20238
FHLC FIDELITY COVINGTON TRUST710.13%0.15%0.18%Q4 2020Q4 20228
IUSB ISHARES TR610.18%1.28%3.51%Q4 2020Q3 20227
ILCV ISHARES TR770.25%0.76%1.21%Q1 2022Q3 20237
ILCG ISHARES TR770.17%0.75%1.33%Q1 2022Q3 20237
JNK SPDR SER TR770.23%0.27%0.32%Q4 2020Q2 20227
ADBE ADOBE SYSTEMS INCORPOR...520.11%0.13%0.14%Q4 2020Q3 20237
MGK VANGUARD WORLD FD430.10%0.12%0.13%Q2 2021Q3 20237
ADVM ADVERUM BIOTECHNOLOGIE...770.01%0.04%0.11%Q4 2020Q2 20227
HMOP HARTFORD FDS EXCHANGE ...660.43%2.09%3.39%Q2 2022Q3 20236
SMMU PIMCO ETF TR660.30%0.40%0.48%Q2 2022Q3 20236
VTEB VANGUARD MUN BD FDS660.16%0.31%0.41%Q2 2022Q3 20236
MUNI PIMCO ETF TR660.23%0.29%0.34%Q2 2022Q3 20236
ITOT ISHARES TR660.22%0.27%0.38%Q2 2022Q3 20236
IWM ISHARES TR660.22%0.25%0.30%Q2 2022Q3 20236
DIS DISNEY WALT CO660.12%0.16%0.19%Q4 2020Q1 20226
QQQM INVESCO EXCH TRADED FD...420.13%0.15%0.20%Q1 2022Q3 20236
VO VANGUARD INDEX FDS660.12%0.13%0.14%Q4 2020Q1 20226
HYD VANECK VECTORS ETF TR660.12%0.13%0.14%Q4 2020Q1 20226
IWP ISHARES TR420.10%0.12%0.13%Q2 2021Q3 20236
NIO NIO INC550.13%0.18%0.25%Q4 2020Q4 20215
AAL AMERICAN AIRLS GROUP INC550.10%0.12%0.13%Q4 2020Q4 20215
IMCG ISHARES TR440.19%0.23%0.26%Q4 2022Q3 20234
IMCV ISHARES TR440.19%0.22%0.25%Q4 2022Q3 20234
CAPITAL GRP FIXED INCM...440.15%0.22%0.34%Q4 2022Q3 20234
SCHM SCHWAB STRATEGIC TR440.20%0.21%0.22%Q4 2022Q3 20234
SCHF SCHWAB STRATEGIC TR440.13%0.13%0.14%Q4 2022Q3 20234
SLQD ISHARES TR440.10%0.13%0.15%Q2 2022Q1 20234
EFA ISHARES TR210.09%0.13%0.17%Q2 2021Q2 20234
HSRT HARTFORD FDS EXCHANGE ...440.10%0.13%0.14%Q2 2022Q1 20234
CSCO CISCO SYS INC440.12%0.13%0.13%Q2 2021Q1 20224
UMAR INNOVATOR ETFS TR440.10%0.12%0.12%Q2 2021Q1 20224
TSCO TRACTOR SUPPLY CO310.10%0.12%0.13%Q1 2022Q2 20234
IWB ISHARES TR310.10%0.11%0.14%Q2 2022Q3 20234
IGACW IG ACQUISITION CORP440.00%0.00%0.01%Q1 2022Q4 20224
CAPITAL GRP FIXED INCM...330.28%0.35%0.46%Q1 2023Q3 20233
SHP ETF TRUST330.12%0.24%0.48%Q1 2023Q3 20233
ISCG ISHARES TR330.13%0.14%0.14%Q1 2023Q3 20233
AMD ADVANCED MICRO DEVICES...330.12%0.13%0.15%Q3 2021Q1 20223
ISCV ISHARES TR330.13%0.13%0.14%Q1 2023Q3 20233
EXAS EXACT SCIENCES CORP330.12%0.13%0.15%Q1 2023Q3 20233
VZ VERIZON COMMUNICATIONS...210.12%0.13%0.14%Q2 2021Q2 20223
VBK VANGUARD INDEX FDS330.11%0.12%0.13%Q2 2021Q4 20213
GOOG ALPHABET INC210.10%0.12%0.12%Q4 2021Q3 20233
JPM JPMORGAN CHASE & CO210.10%0.11%0.12%Q4 2022Q3 20233
AMAT APPLIED MATLS INC330.10%0.11%0.12%Q1 2023Q3 20233
SCHA SCHWAB STRATEGIC TR330.10%0.10%0.11%Q1 2023Q3 20233
MCD MCDONALDS CORP330.10%0.10%0.11%Q1 2023Q3 20233
FBND FIDELITY MERRIMACK STR TR220.11%0.51%0.90%Q2 2023Q3 20232
STIP ISHARES TR220.39%0.41%0.44%Q2 2022Q3 20222
SCHZ SCHWAB STRATEGIC TR220.33%0.34%0.35%Q4 2020Q1 20212
VWO VANGUARD INTL EQUITY I...220.14%0.17%0.19%Q1 2022Q2 20222
NVDA NVIDIA CORPORATION220.14%0.16%0.18%Q2 2023Q3 20232
PMAR INNOVATOR ETFS TR220.15%0.15%0.15%Q2 2021Q3 20212
BND VANGUARD BD INDEX FDS220.14%0.14%0.14%Q4 2020Q1 20212
ACWX ISHARES TR220.12%0.12%0.13%Q2 2023Q3 20232
EFG ISHARES TR220.12%0.12%0.12%Q2 2023Q3 20232
IWS ISHARES TR220.11%0.12%0.12%Q4 2021Q1 20222
DAL DELTA AIR LINES INC DEL220.10%0.11%0.12%Q2 2023Q3 20232
CARR CARRIER GLOBAL CORPORA...110.10%0.10%0.10%Q4 2021Q3 20232
IGLB ISHARES TR110.11%0.11%0.11%Q3 2023Q3 20231
PSEP INNOVATOR ETFS TR110.10%0.10%0.10%Q3 2023Q3 20231
CAT CATERPILLAR INC110.10%0.10%0.10%Q3 2023Q3 20231
 Download

The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Madison Wealth Partners, Inc.

The conviction is calculated by counting the number of quarters a security has been reported by Madison Wealth Partners, Inc. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Madison Wealth Partners, Inc owns currently or has owned in the past.