$157 Million is the total value of Madison Wealth Partners, Inc's 77 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HMOP | New | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $4,820,000 | – | 127,572 | +100.0% | 3.06% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $754,000 | – | 15,191 | +100.0% | 0.48% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $687,000 | – | 6,775 | +100.0% | 0.44% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $595,000 | – | 7,096 | +100.0% | 0.38% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $404,000 | – | 2,384 | +100.0% | 0.26% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $358,000 | – | 6,961 | +100.0% | 0.23% | – |
| EFA | New | ISHARES TRmsci eafe etf | $261,000 | – | 4,178 | +100.0% | 0.17% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $248,000 | – | 4,971 | +100.0% | 0.16% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $229,000 | – | 4,722 | +100.0% | 0.14% | – |
| HSRT | New | HARTFORD FDS EXCHANGE TRADEDshrt durtn etf | $223,000 | – | 5,860 | +100.0% | 0.14% | – |
| IWB | New | ISHARES TRrus 1000 etf | $213,000 | – | 1,025 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
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.