The Analysis of Madison Wealth Partners, Inc's Holdings
Currently, Madison Wealth Partners, Inc holds 184 types of securities in its portfolio with a total value $505.7M. In the most recent quarter, they have increased their positions in DYNF (+76.9K shares, valued at $4.6M), BINC (+71.8K shares, valued at $3.8M), VOO (+3.2K shares, valued at $2.0M); decreased their positions in IUSG (-15.1K shares, valued at $2.5M), ONEQ (-13.8K shares, valued at $1.2M), FBND (-24.9K shares, valued at $1.2M); initiated new positions in PAUG (+7.8K shares, valued at $331.6K), ANET (+1.8K shares, valued at $259.4K), MU (+1.5K shares, valued at $250.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IUSG ISHARES TR393.0K shares-3.71%2025-09-302025-11-12
DGRO ISHARES TR632.5K shares2.56%2025-09-302025-11-12 BINC BLACKROCK ETF TRUST II735.4K shares10.82%2025-09-302025-11-12 DYNF BLACKROCK ETF TRUST565.7K shares15.74%2025-09-302025-11-12 IUSV ISHARES TR298.8K shares3.87%2025-09-302025-11-12 IJR ISHARES TR245.9K shares0.31%2025-09-302025-11-12 IVV ISHARES TR33.6K shares0.16%2025-09-302025-11-12 ONEQ FIDELITY COMWLTH TR236.1K shares-5.53%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR530.1K shares2.79%2025-09-302025-11-12 IJH ISHARES TR191.6K shares0.78%2025-09-302025-11-12 QQQ INVESCO QQQ TR17.9K shares0.94%2025-09-302025-11-12 AAPL APPLE INC41.3K shares2.73%2025-09-302025-11-12 MSFT MICROSOFT CORP18.3K shares-0.03%2025-09-302025-11-12 IXUS ISHARES TR97.1K shares1.39%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR9.2K shares-2.08%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS24.4K shares2.84%2025-09-302025-11-12 FBND FIDELITY MERRIMACK STR TR108.8K shares-18.64%2025-09-302025-11-12 UBND VICTORY PORTFOLIOS II226.1K shares41.11%2025-09-302025-11-12 AMZN AMAZON COM INC19.8K shares0.00%2025-09-302025-11-12 ILCG ISHARES TR40.6K shares-0.48%2025-09-302025-11-12 VUG VANGUARD INDEX FDS8.8K shares-1.97%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T22.2K shares-5.80%2025-09-302025-11-12 QQQM INVESCO EXCH TRADED FD TR II15.9K shares2.25%2025-09-302025-11-12 VOO VANGUARD INDEX FDS5.8K shares123.99%2025-09-302025-11-12 BOXX EA SERIES TRUST30.9K shares40.93%2025-09-302025-11-12 NVDA NVIDIA CORPORATION18.3K shares-0.87%2025-09-302025-11-12 IEFA ISHARES TR38.2K shares1.14%2025-09-302025-11-12 ILCV ISHARES TR34.4K shares0.36%2025-09-302025-11-12 GOOGL ALPHABET INC12.6K shares0.43%2025-09-302025-11-12 VTI VANGUARD INDEX FDS9.2K shares17.23%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR113.5K shares4.71%2025-09-302025-11-12 MGEE MGE ENERGY INC29.5K shares0.01%2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR76.6K shares0.67%2025-09-302025-11-12 FENI FIDELITY COVINGTON TRUST61.2K shares2.44%2025-09-302025-11-12 MUB ISHARES TR19.2K shares10.63%2025-09-302025-11-12 USTB VICTORY PORTFOLIOS II38.5K shares36.56%2025-09-302025-11-12 GLD SPDR GOLD TR5.3K shares-0.61%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares-17.22%2025-09-302025-11-12 TSLA TESLA INC4.1K shares1.20%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR60.4K shares-4.84%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.5.2K shares-1.84%2025-09-302025-11-12 ITOT ISHARES TR10.5K shares11.81%2025-09-302025-11-12 VGT VANGUARD WORLD FD1.9K shares0.00%2025-09-302025-11-12 XYLD GLOBAL X FDS35.6K shares2.67%2025-09-302025-11-12 OEF ISHARES TR4.1K shares-7.26%2025-09-302025-11-12 LNT ALLIANT ENERGY CORP18.9K shares41.37%2025-09-302025-11-12 V VISA INC3.6K shares0.06%2025-09-302025-11-12 BAC BANK AMERICA CORP23.2K shares-3.86%2025-09-302025-11-12 META META PLATFORMS INC1.6K shares1.27%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW1.2K shares0.40%2025-09-302025-11-12 CGMU CAPITAL GRP FIXED INCM ETF T40.9K shares5.48%2025-09-302025-11-12 BALT INNOVATOR ETFS TRUST33.5K shares4.68%2025-09-302025-11-12 IEMG ISHARES INC16.2K shares1.67%2025-09-302025-11-12 NFLX NETFLIX INC888 shares0.00%2025-09-302025-11-12 ORCL ORACLE CORP3.7K shares0.03%2025-09-302025-11-12 DHR DANAHER CORPORATION5.2K shares0.00%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS7.0K shares-9.20%2025-09-302025-11-12 AGG ISHARES TR9.9K shares13.66%2025-09-302025-11-12 AVGO BROADCOM INC2.9K shares3.70%2025-09-302025-11-12 VV VANGUARD INDEX FDS3.0K shares-0.57%2025-09-302025-11-12 GOOG ALPHABET INC3.7K shares0.00%2025-09-302025-11-12 LRCX LAM RESEARCH CORP6.5K shares0.20%2025-09-302025-11-12 PGX INVESCO EXCH TRADED FD TR II70.4K shares0.00%2025-09-302025-11-12 XLC SELECT SECTOR SPDR TR6.7K shares0.45%2025-09-302025-11-12 IMCG ISHARES TR9.6K shares3.19%2025-09-302025-11-12 IGV ISHARES TR6.9K shares0.00%2025-09-302025-11-12 IVW ISHARES TR6.4K shares-17.37%2025-09-302025-11-12 DE DEERE & CO1.7K shares-19.20%2025-09-302025-11-12 VDE VANGUARD WORLD FD6.0K shares6.21%2025-09-302025-11-12 VXUS VANGUARD STAR FDS10.2K shares57.36%2025-09-302025-11-12 CGCP CAPITAL GRP FIXED INCM ETF T32.8K shares-7.90%2025-09-302025-11-12 MUNI PIMCO ETF TR14.1K shares3.93%2025-09-302025-11-12 HELO J P MORGAN EXCHANGE TRADED F11.3K shares28.08%2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F12.9K shares3.85%2025-09-302025-11-12 SRLN SSGA ACTIVE ETF TR17.4K shares0.94%2025-09-302025-11-12 IMCV ISHARES TR9.0K shares4.26%2025-09-302025-11-12 VBR VANGUARD INDEX FDS3.4K shares0.41%2025-09-302025-11-12 CSHI NEOS ETF TRUST13.5K shares-0.35%2025-09-302025-11-12 FTEC FIDELITY COVINGTON TRUST2.8K shares-3.73%2025-09-302025-11-12 LLY ELI LILLY & CO790 shares1.15%2025-09-302025-11-12 PTY PIMCO CORPORATE & INCOME OPP40.9K shares3.38%2025-09-302025-11-12 SOXX ISHARES TR2.2K shares0.18%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC3.0K shares-3.19%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F7.6K shares0.04%2025-09-302025-11-12 SUB ISHARES TR5.1K shares7.93%2025-09-302025-11-12 IWM ISHARES TR2.2K shares3.02%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR19.3K shares-26.75%2025-09-302025-11-12 SLV ISHARES SILVER TR11.6K shares3.64%2025-09-302025-11-12 VB VANGUARD INDEX FDS1.9K shares-1.34%2025-09-302025-11-12 FDN FIRST TR EXCHANGE-TRADED FD1.7K shares0.00%2025-09-302025-11-12 VTV VANGUARD INDEX FDS2.6K shares-0.46%2025-09-302025-11-12 FESM FIDELITY COVINGTON TRUST13.0K shares-13.78%2025-09-302025-11-12 XOM EXXON MOBIL CORP4.2K shares0.02%2025-09-302025-11-12 HDV ISHARES TR3.8K shares0.21%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON2.4K shares0.04%2025-09-302025-11-12 XLE SELECT SECTOR SPDR TR5.0K shares0.14%2025-09-302025-11-12 AMAT APPLIED MATLS INC2.1K shares0.09%2025-09-302025-11-12 T AT&T INC15.5K shares0.11%2025-09-302025-11-12 ISCG ISHARES TR8.0K shares8.77%2025-09-302025-11-12 CAT CATERPILLAR INC863 shares0.00%2025-09-302025-11-12 VO VANGUARD INDEX FDS1.4K shares-1.50%2025-09-302025-11-12 IWP ISHARES TR2.8K shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC980 shares0.93%2025-09-302025-11-12 CVX CHEVRON CORP NEW2.6K shares0.31%2025-09-302025-11-12 IWF ISHARES TR832 shares-29.73%2025-09-302025-11-12 ISCV ISHARES TR5.8K shares9.82%2025-09-302025-11-12 IWB ISHARES TR1.1K shares0.00%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC787 shares-3.67%2025-09-302025-11-12 CSCO CISCO SYS INC5.6K shares-1.70%2025-09-302025-11-12 NEE NEXTERA ENERGY INC5.0K shares0.50%2025-09-302025-11-12 FELC FIDELITY COVINGTON TRUST10.1K shares-13.67%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC2.3K shares1.00%2025-09-302025-11-12 IWD ISHARES TR1.8K shares3.74%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS7.4K shares-20.49%2025-09-302025-11-12 ACWX ISHARES TR5.7K shares0.00%2025-09-302025-11-12 CIBR FIRST TR EXCHANGE TRADED FD4.8K shares0.00%2025-09-302025-11-12 KLAC KLA CORP328 shares0.00%2025-09-302025-11-12 CMI CUMMINS INC819 shares0.00%2025-09-302025-11-12 C CITIGROUP INC3.4K shares0.09%2025-09-302025-11-12 FMDE FIDELITY COVINGTON TRUST9.2K shares-16.73%2025-09-302025-11-12 PAUG INNOVATOR ETFS TRUST7.8K sharesnew addition2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.1K shares0.33%2025-09-302025-11-12 FHEQ FIDELITY GREENWOOD STREET TR10.2K shares45.61%2025-09-302025-11-12 SGOV ISHARES TR3.1K shares3.44%2025-09-302025-11-12 MCD MCDONALDS CORP1.0K shares-3.85%2025-09-302025-11-12 GUNR FLEXSHARES TR6.8K shares-3.45%2025-09-302025-11-12 EFG ISHARES TR2.6K shares-1.12%2025-09-302025-11-12 CGCB CAPITAL GRP FIXED INCM ETF T11.0K shares0.00%2025-09-302025-11-12 PAPR INNOVATOR ETFS TRUST7.5K shares0.00%2025-09-302025-11-12 VYMI VANGUARD WHITEHALL FDS3.4K shares0.77%2025-09-302025-11-12 MA MASTERCARD INCORPORATED505 shares0.00%2025-09-302025-11-12 JAAA JANUS DETROIT STR TR5.6K shares0.36%2025-09-302025-11-12 IAU ISHARES GOLD TR3.9K shares-9.32%2025-09-302025-11-12 GBTC GRAYSCALE BITCOIN TRUST ETF3.1K shares-7.19%2025-09-302025-11-12 JMUB J P MORGAN EXCHANGE TRADED F5.6K shares-17.47%2025-09-302025-11-12 PEP PEPSICO INC2.0K shares0.20%2025-09-302025-11-12 SNA SNAP ON INC795 shares0.00%2025-09-302025-11-12 TSCO TRACTOR SUPPLY CO4.8K shares0.02%2025-09-302025-11-12 KRE SPDR SERIES TRUST4.3K shares0.02%2025-09-302025-11-12 VST VISTRA CORP1.4K shares0.07%2025-09-302025-11-12 PJAN INNOVATOR ETFS TRUST5.7K shares0.00%2025-09-302025-11-12 ANET ARISTA NETWORKS INC1.8K sharesnew addition2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR9.8K shares0.05%2025-09-302025-11-12 COMT ISHARES U S ETF TR9.6K shares0.00%2025-09-302025-11-12 NOC NORTHROP GRUMMAN CORP416 shares0.48%2025-09-302025-11-12 IWS ISHARES TR1.8K shares0.00%2025-09-302025-11-12 PFEB INNOVATOR ETFS TRUST6.3K shares0.00%2025-09-302025-11-12 MU MICRON TECHNOLOGY INC1.5K sharesnew addition2025-09-302025-11-12 BALI BLACKROCK ETF TRUST7.8K shares0.00%2025-09-302025-11-12 USB US BANCORP DEL5.1K shares0.18%2025-09-302025-11-12 GEV GE VERNOVA INC399 sharesnew addition2025-09-302025-11-12 SCHA SCHWAB STRATEGIC TR8.6K shares-0.31%2025-09-302025-11-12 MPC MARATHON PETE CORP1.2K shares0.00%2025-09-302025-11-12 QCOM QUALCOMM INC1.4K sharesnew addition2025-09-302025-11-12 ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-11-12 EXAS EXACT SCIENCES CORP4.2K shares-1.45%2025-09-302025-11-12 LOW LOWES COS INC909 shares0.22%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS3.1K sharesnew addition2025-09-302025-11-12 SMMU PIMCO ETF TR4.5K shares-2.01%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS798 shares0.00%2025-09-302025-11-12 NRG NRG ENERGY INC1.4K shares0.29%2025-09-302025-11-12 IVE ISHARES TR1.1K shares1.40%2025-09-302025-11-12 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-12 CARR CARRIER GLOBAL CORPORATION3.7K shares-1.68%2025-09-302025-11-12 HYG ISHARES TR2.7K shares-16.54%2025-09-302025-11-12 VDC VANGUARD WORLD FD1.0K sharesnew addition2025-09-302025-11-12 XMAG TIDAL TRUST II9.8K shares0.00%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP653 shares4.98%2025-09-302025-11-12 USXF ISHARES TR3.7K shares0.00%2025-09-302025-11-12 DIS DISNEY WALT CO1.9K shares0.00%2025-09-302025-11-12 VPU VANGUARD WORLD FD1.1K sharesnew addition2025-09-302025-11-12 EFV ISHARES TR3.1K shares-7.32%2025-09-302025-11-12 IUSB ISHARES TR4.5K shares3.86%2025-09-302025-11-12 HMOP HARTFORD FDS EXCHANGE TRADED5.4K shares-27.18%2025-09-302025-11-12 QUAL ISHARES TR1.1K sharesnew addition2025-09-302025-11-12 PDEC INNOVATOR ETFS TRUST4.9K sharesnew addition2025-09-302025-11-12 EFA ISHARES TR2.2K sharesnew addition2025-09-302025-11-12 MGK VANGUARD WORLD FD504 sharesnew addition2025-09-302025-11-12 VOT VANGUARD INDEX FDS686 sharesnew addition2025-09-302025-11-12 F FORD MTR CO13.1K shares0.05%2025-09-302025-11-12 AAL AMERICAN AIRLS GROUP INC10.4K shares0.11%2025-09-302025-11-12 PHK PIMCO HIGH INCOME FD21.4K shares0.00%2025-09-302025-11-12 LWLG LIGHTWAVE LOGIC INC13.8K shares0.00%2025-09-302025-11-12 DLTH DULUTH HLDGS INC10.0K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available