$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 | ||||||
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TRcore total usd | $4,990,000 | 0.0% | 91,431 | 0.0% | 3.51% | +4.9% | |
| AAPL | APPLE INC | $2,913,000 | +0.0% | 21,950 | 0.0% | 2.05% | +4.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $2,877,000 | +0.0% | 7,695 | 0.0% | 2.02% | +4.9% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $1,644,000 | +0.1% | 6,488 | 0.0% | 1.16% | +4.9% | |
| MGEE | MGE ENERGY INC | $1,641,000 | +0.1% | 23,427 | 0.0% | 1.15% | +4.9% | |
| MSFT | MICROSOFT CORP | $1,437,000 | 0.0% | 6,461 | 0.0% | 1.01% | +4.9% | |
| DHR | DANAHER CORPORATION | $1,137,000 | 0.0% | 5,120 | 0.0% | 0.80% | +4.8% | |
| SUB | ISHARES TRshrt nat mun etf | $1,066,000 | +0.1% | 9,858 | 0.0% | 0.75% | +5.0% | |
| LNT | ALLIANT ENERGY CORP | $1,062,000 | 0.0% | 20,613 | 0.0% | 0.75% | +4.9% | |
| TSLA | TESLA INC | $991,000 | 0.0% | 1,405 | 0.0% | 0.70% | +4.8% | |
| T | AT&T INC | $594,000 | 0.0% | 20,664 | 0.0% | 0.42% | +5.0% | |
| IEFA | ISHARES TRcore msci eafe | $571,000 | +0.2% | 8,261 | 0.0% | 0.40% | +5.2% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $542,000 | +0.2% | 1,531 | 0.0% | 0.38% | +5.0% | |
| V | VISA INC | $518,000 | 0.0% | 2,369 | 0.0% | 0.36% | +4.9% | |
| SCHZ | SCHWAB STRATEGIC TRus aggregate b | $499,000 | +0.2% | 8,902 | 0.0% | 0.35% | +5.1% | |
| OEF | ISHARES TRs&p 100 etf | $499,000 | 0.0% | 2,910 | 0.0% | 0.35% | +4.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $473,000 | +0.2% | 2,038 | 0.0% | 0.33% | +5.0% | |
| JNK | SPDR SER TRbloomberg brclys | $454,000 | 0.0% | 4,169 | 0.0% | 0.32% | +4.6% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $392,000 | +0.3% | 6,714 | 0.0% | 0.28% | +5.3% | |
| AMZN | AMAZON COM INC | $365,000 | +0.3% | 112 | 0.0% | 0.26% | +5.3% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $363,000 | +0.3% | 2,065 | 0.0% | 0.26% | +4.9% | |
| FDN | FIRST TR EXCHANGE-TRADED FDdj internt idx | $354,000 | +0.3% | 1,668 | 0.0% | 0.25% | +5.1% | |
| DE | DEERE & CO | $347,000 | +0.3% | 1,288 | 0.0% | 0.24% | +5.2% | |
| IVW | ISHARES TRs&p 500 grwt etf | $336,000 | 0.0% | 5,266 | 0.0% | 0.24% | +4.9% | |
| FB | FACEBOOK INCcl a | $329,000 | 0.0% | 1,205 | 0.0% | 0.23% | +4.5% | |
| VTV | VANGUARD INDEX FDSvalue etf | $303,000 | 0.0% | 2,549 | 0.0% | 0.21% | +4.9% | |
| GOOGL | ALPHABET INCcap stk cl a | $286,000 | +0.4% | 163 | 0.0% | 0.20% | +5.2% | |
| BAC | BK OF AMERICA CORP | $274,000 | 0.0% | 9,047 | 0.0% | 0.19% | +4.9% | |
| JNJ | JOHNSON & JOHNSON | $268,000 | 0.0% | 1,704 | 0.0% | 0.19% | +4.4% | |
| DIS | DISNEY WALT CO | $266,000 | +0.4% | 1,467 | 0.0% | 0.19% | +5.1% | |
| FHLC | FIDELITY COVINGTON TRUSTmsci hlth care i | $252,000 | 0.0% | 4,367 | 0.0% | 0.18% | +4.7% | |
| IWF | ISHARES TRrus 1000 grw etf | $250,000 | +0.4% | 1,035 | 0.0% | 0.18% | +5.4% | |
| NIO | NIO INCspon ads | $244,000 | +0.4% | 5,000 | 0.0% | 0.17% | +5.5% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $243,000 | 0.0% | 1,249 | 0.0% | 0.17% | +4.9% | |
| IEMG | ISHARES INCcore msci emkt | $236,000 | +0.4% | 3,797 | 0.0% | 0.17% | +5.1% | |
| IUSV | ISHARES TRcore s&p us vlu | $226,000 | 0.0% | 3,639 | 0.0% | 0.16% | +4.6% | |
| XOM | EXXON MOBIL CORP | $217,000 | +0.5% | 5,254 | 0.0% | 0.15% | +5.5% | |
| VO | VANGUARD INDEX FDSmid cap etf | $203,000 | 0.0% | 984 | 0.0% | 0.14% | +5.1% | |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $204,000 | 0.0% | 3,317 | 0.0% | 0.14% | +4.4% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $204,000 | 0.0% | 2,314 | 0.0% | 0.14% | +4.4% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $200,000 | 0.0% | 400 | 0.0% | 0.14% | +5.2% | |
| AAL | AMERICAN AIRLS GROUP INC | $168,000 | +0.6% | 10,647 | 0.0% | 0.12% | +5.4% | |
| ADVM | ADVERUM BIOTECHNOLOGIES INC | $156,000 | 0.0% | 14,412 | 0.0% | 0.11% | +4.8% |
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.