$142 Million is the total value of Madison Wealth Partners, Inc's 54 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IGV | Buy | ISHARES TRexpanded tech | $290,000 | +3.6% | 818 | +3.2% | 0.20% | +8.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-18
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 18.0% |
ISHARES TR | 12 | Q3 2023 | 18.4% |
ISHARES TR | 12 | Q3 2023 | 17.2% |
ISHARES TR | 12 | Q3 2023 | 8.3% |
ISHARES TR | 12 | Q3 2023 | 6.2% |
ISHARES TR | 12 | Q3 2023 | 5.7% |
ISHARES TR | 12 | Q3 2023 | 4.5% |
ISHARES TR | 12 | Q3 2023 | 5.0% |
ISHARES TR | 12 | Q3 2023 | 3.2% |
APPLE INC | 12 | Q3 2023 | 2.9% |
View Madison Wealth Partners, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-01 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-24 |
13F-HR | 2022-07-22 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-19 |
View Madison Wealth Partners, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.