$198 Million is the total value of Madison Wealth Partners, Inc's 85 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | CAPITAL GROUP FIXED INCOME E | $546,333 | – | 20,477 | +100.0% | 0.28% | – | |
| ISCG | New | ISHARES TRmrgstr sm cp gr | $263,325 | – | 6,755 | +100.0% | 0.13% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $249,515 | – | 4,783 | +100.0% | 0.13% | – |
| New | SHP ETF TRUSTneos enh inm cas | $248,762 | – | 4,962 | +100.0% | 0.12% | – | |
| EXAS | New | EXACT SCIENCES CORP | $232,882 | – | 3,434 | +100.0% | 0.12% | – |
| MCD | New | MCDONALDS CORP | $214,181 | – | 766 | +100.0% | 0.11% | – |
| IWB | New | ISHARES TRrus 1000 etf | $209,013 | – | 928 | +100.0% | 0.10% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $206,189 | – | 4,917 | +100.0% | 0.10% | – |
| AMAT | New | APPLIED MATLS INC | $203,782 | – | 1,659 | +100.0% | 0.10% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $203,896 | – | 997 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
Signatures
The EDGAR filing(s) were signed by:
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.