| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,286 | -100.0% | -0.10% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -761 | -100.0% | -0.10% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,190 | -100.0% | -0.10% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -733 | -100.0% | -0.10% | – |
| PSEP | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -6,296 | -100.0% | -0.10% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -5,545 | -100.0% | -0.10% | – |
| CARR | Exit | CARRIER GLOBAL CORPORATION | $0 | – | -3,707 | -100.0% | -0.10% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,022 | -100.0% | -0.11% | – |
| PFE | Exit | PFIZER INC | $0 | – | -6,381 | -100.0% | -0.11% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -2,933 | -100.0% | -0.11% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -924 | -100.0% | -0.11% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -5,233 | -100.0% | -0.11% | – |
| IGLB | Exit | ISHARES TR10+ yr invst grd | $0 | – | -4,757 | -100.0% | -0.11% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -997 | -100.0% | -0.11% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,572 | -100.0% | -0.12% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -2,644 | -100.0% | -0.12% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -3,224 | -100.0% | -0.12% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,660 | -100.0% | -0.12% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,768 | -100.0% | -0.12% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -3,634 | -100.0% | -0.12% | – |
| ACWX | Exit | ISHARES TRmsci acwi ex us | $0 | – | -5,320 | -100.0% | -0.13% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDdj internt idx | $0 | – | -1,668 | -100.0% | -0.14% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -525 | -100.0% | -0.14% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -1,765 | -100.0% | -0.14% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,422 | -100.0% | -0.14% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -7,933 | -100.0% | -0.14% | – |
| ISCV | Exit | ISHARES TRmrning sm cp etf | $0 | – | -5,219 | -100.0% | -0.14% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -9,899 | -100.0% | -0.14% | – |
| T | Exit | AT&T INC | $0 | – | -18,422 | -100.0% | -0.14% | – |
| ISCG | Exit | ISHARES TRmrgstr sm cp gr | $0 | – | -7,337 | -100.0% | -0.14% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,054 | -100.0% | -0.15% | – |
| QQQM | Exit | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $0 | – | -2,037 | -100.0% | -0.15% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -2,210 | -100.0% | -0.15% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,179 | -100.0% | -0.16% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,862 | -100.0% | -0.16% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,117 | -100.0% | -0.17% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -3,263 | -100.0% | -0.18% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -838 | -100.0% | -0.18% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -3,700 | -100.0% | -0.18% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -2,467 | -100.0% | -0.19% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -1,394 | -100.0% | -0.21% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,528 | -100.0% | -0.22% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -1,260 | -100.0% | -0.22% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -14,927 | -100.0% | -0.22% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -6,556 | -100.0% | -0.22% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,508 | -100.0% | -0.22% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -4,931 | -100.0% | -0.24% | – |
| IMCV | Exit | ISHARES TRmrgstr md cp val | $0 | – | -8,043 | -100.0% | -0.25% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -7,190 | -100.0% | -0.25% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -4,250 | -100.0% | -0.25% | – |
| IMCG | Exit | ISHARES TRmrgstr md cp grw | $0 | – | -8,905 | -100.0% | -0.26% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -10,502 | -100.0% | -0.28% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -977 | -100.0% | -0.28% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -11,919 | -100.0% | -0.29% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,458 | -100.0% | -0.29% | – |
| SMMU | Exit | PIMCO ETF TRshtrm mun bd act | $0 | – | -12,053 | -100.0% | -0.30% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -3,108 | -100.0% | -0.31% | – |
| MUNI | Exit | PIMCO ETF TRinter mun bd act | $0 | – | -12,512 | -100.0% | -0.32% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -3,312 | -100.0% | -0.34% | – |
| V | Exit | VISA INC | $0 | – | -2,918 | -100.0% | -0.34% | – |
| Exit | CAPITAL GRP FIXED INCM ETF Tcore plus incm | $0 | – | -31,615 | -100.0% | -0.34% | – | |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -6,618 | -100.0% | -0.34% | – |
| DE | Exit | DEERE & CO | $0 | – | -1,897 | -100.0% | -0.36% | – |
| LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -15,364 | -100.0% | -0.38% | – |
| HMOP | Exit | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $0 | – | -22,862 | -100.0% | -0.43% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -6,558 | -100.0% | -0.43% | – |
| Exit | CAPITAL GRP FIXED INCM ETF T | $0 | – | -35,785 | -100.0% | -0.46% | – | |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -19,565 | -100.0% | -0.47% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -2,248 | -100.0% | -0.47% | – |
| Exit | NEOS ETF TRUSTneos enh inm cas | $0 | – | -19,042 | -100.0% | -0.48% | – | |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -6,378 | -100.0% | -0.50% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,981 | -100.0% | -0.53% | – |
| TSLA | Exit | TESLA INC | $0 | – | -5,020 | -100.0% | -0.64% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -5,281 | -100.0% | -0.66% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -12,653 | -100.0% | -0.81% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -40,784 | -100.0% | -0.90% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -19,041 | -100.0% | -0.91% | – |
| MGEE | Exit | MGE ENERGY INC | $0 | – | -29,271 | -100.0% | -1.01% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -8,092 | -100.0% | -1.12% | – |
| ILCV | Exit | ISHARES TRmorningstar valu | $0 | – | -36,920 | -100.0% | -1.21% | – |
| ILCG | Exit | ISHARES TRmorningstar grwt | $0 | – | -44,066 | -100.0% | -1.33% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -41,535 | -100.0% | -1.35% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -29,437 | -100.0% | -1.53% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -8,006 | -100.0% | -1.73% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -11,603 | -100.0% | -1.85% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -12,819 | -100.0% | -2.32% | – |
| AAPL | Exit | APPLE INC | $0 | – | -29,595 | -100.0% | -2.56% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -54,833 | -100.0% | -2.62% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -96,204 | -100.0% | -2.92% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -37,971 | -100.0% | -4.79% | – |
| ONEQ | Exit | FIDELITY COMWLTH TR | $0 | – | -228,761 | -100.0% | -6.02% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -28,461 | -100.0% | -6.18% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -203,368 | -100.0% | -7.68% | – |
| IUSG | Exit | ISHARES TRcore s&p us gwt | $0 | – | -327,310 | -100.0% | -15.70% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -735,849 | -100.0% | -18.44% | – |
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.