$198 Million is the total value of Madison Wealth Partners, Inc's 95 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -2,786 | -100.0% | -0.09% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -950 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
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.