Sponsored

The Analysis of Madson Wealth Advisors Inc's Holdings & P&L

Currently, Madson Wealth Advisors Inc holds 84 types of securities in its portfolio with a total value $120.3M. In the most recent quarter, they have increased their positions in VIGI (+96.5K shares, valued at $8.5M), VIG (+39.3K shares, valued at $8.4M), DGRO (+116.9K shares, valued at $8.2M); initiated new positions in VIGI (+96.5K shares, valued at $8.5M), VIG (+39.3K shares, valued at $8.4M), DGRO (+116.9K shares, valued at $8.2M).

1M P&L

-655.5K-0.53%

3M P&L

-1.2M-0.93%

HY P&L

+837.1K+0.68%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A94.2M

83.4%

2Semiconductors3.6M

3.2%

3Drug Manufacturers - General3.5M

3.1%

Top Industries by Stock Count

1N/A42 stocks

57.5%

2Semiconductors5 stocks

6.8%

3Drug Manufacturers - General3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIGI VANGUARD WHITEHALL FDS96.5K sharesnew addition2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS39.3K sharesnew addition2026-03-312026-04-21

DGRO ISHARES TR116.9K sharesnew addition2026-03-312026-04-21

SGOV ISHARES TR76.3K sharesnew addition2026-03-312026-04-21

GOVT ISHARES TR302.1K sharesnew addition2026-03-312026-04-21

JQUA J P MORGAN EXCHANGE TRADED F112.1K sharesnew addition2026-03-312026-04-21

IVV ISHARES TR9.1K sharesnew addition2026-03-312026-04-21

IJR ISHARES TR39.9K sharesnew addition2026-03-312026-04-21

Sponsored

TIP ISHARES TR38.5K sharesnew addition2026-03-312026-04-21

IJH ISHARES TR57.2K sharesnew addition2026-03-312026-04-21

VPL VANGUARD INTL EQUITY INDEX F38.5K sharesnew addition2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F32.9K sharesnew addition2026-03-312026-04-21

SHV ISHARES TR23.4K sharesnew addition2026-03-312026-04-21

IXUS ISHARES TR29.1K sharesnew addition2026-03-312026-04-21

IUSB ISHARES TR49.4K sharesnew addition2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC6.3K sharesnew addition2026-03-312026-04-21

Sponsored

JNJ JOHNSON & JOHNSON7.1K sharesnew addition2026-03-312026-04-21

BROADCOM INC BROADCOM INC5.5K sharesnew addition2026-03-312026-04-21

ALPHABET INC ALPHABET INC5.1K sharesnew addition2026-03-312026-04-21

MSFT MICROSOFT CORP3.7K sharesnew addition2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION1.3K sharesnew addition2026-03-312026-04-21

MBB ISHARES TR13.4K sharesnew addition2026-03-312026-04-21

AAPL APPLE INC4.2K sharesnew addition2026-03-312026-04-21

IVE ISHARES TR4.9K sharesnew addition2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC3.1K sharesnew addition2026-03-312026-04-21

NVS NOVARTIS AG6.6K sharesnew addition2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST16.1K sharesnew addition2026-03-312026-04-21

EMR EMERSON ELEC CO6.6K sharesnew addition2026-03-312026-04-21

IEMG ISHARES INC11.5K sharesnew addition2026-03-312026-04-21

EFV ISHARES TR10.2K sharesnew addition2026-03-312026-04-21

LLY ELI LILLY & CO811 sharesnew addition2026-03-312026-04-21

TLH ISHARES TR7.3K sharesnew addition2026-03-312026-04-21

Sponsored

IVW ISHARES TR6.5K sharesnew addition2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR8.2K sharesnew addition2026-03-312026-04-21

V VISA INC2.3K sharesnew addition2026-03-312026-04-21

IWF ISHARES TR1.6K sharesnew addition2026-03-312026-04-21

IGSB ISHARES TR12.8K sharesnew addition2026-03-312026-04-21

IGEB ISHARES TR14.7K sharesnew addition2026-03-312026-04-21

ETFS GOLD TR ETFS GOLD TR14.8K sharesnew addition2026-03-312026-04-21

OEF ISHARES TR2.0K sharesnew addition2026-03-312026-04-21

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC5.1K sharesnew addition2026-03-312026-04-21

ASML ASML HLDG NV464 sharesnew addition2026-03-312026-04-21

TXN TEXAS INSTRS INC3.1K sharesnew addition2026-03-312026-04-21

HON HONEYWELL INTL INC2.6K sharesnew addition2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC2.6K sharesnew addition2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II8.9K sharesnew addition2026-03-312026-04-21

KLAC KLA CORP311 sharesnew addition2026-03-312026-04-21

Sponsored

QUAL ISHARES TR2.4K sharesnew addition2026-03-312026-04-21

SUSL ISHARES TR3.8K sharesnew addition2026-03-312026-04-21

STIP ISHARES TR4.0K sharesnew addition2026-03-312026-04-21

NVDA NVIDIA CORPORATION2.3K sharesnew addition2026-03-312026-04-21

IYW ISHARES TR2.2K sharesnew addition2026-03-312026-04-21

VTEC VANGUARD CALIF TAX FREE FDS3.8K sharesnew addition2026-03-312026-04-21

CAT CATERPILLAR INC525 sharesnew addition2026-03-312026-04-21

IWR ISHARES TR3.8K sharesnew addition2026-03-312026-04-21

Sponsored

BAI BLACKROCK ETF TRUST11.2K sharesnew addition2026-03-312026-04-21

IAGG ISHARES TR6.9K sharesnew addition2026-03-312026-04-21

CMI CUMMINS INC625 sharesnew addition2026-03-312026-04-21

KO COCA COLA CO4.3K sharesnew addition2026-03-312026-04-21

MINT PIMCO ETF TR3.2K sharesnew addition2026-03-312026-04-21

VSGX VANGUARD WORLD FD4.5K sharesnew addition2026-03-312026-04-21

MTUM ISHARES TR1.3K sharesnew addition2026-03-312026-04-21

VXF VANGUARD INDEX FDS1.5K sharesnew addition2026-03-312026-04-21

Sponsored

THRO BLACKROCK ETF TRUST8.4K sharesnew addition2026-03-312026-04-21

WFC WELLS FARGO & CO3.7K sharesnew addition2026-03-312026-04-21

ROST ROSS STORES INC1.3K sharesnew addition2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR479 sharesnew addition2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T411 sharesnew addition2026-03-312026-04-21

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-21

RTX RTX CORPORATION1.4K sharesnew addition2026-03-312026-04-21

META META PLATFORMS INC434 sharesnew addition2026-03-312026-04-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL514 sharesnew addition2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC946 sharesnew addition2026-03-312026-04-21

AMZN AMAZON COM INC1.1K sharesnew addition2026-03-312026-04-21

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR1.8K sharesnew addition2026-03-312026-04-21

NEE NEXTERA ENERGY INC2.5K sharesnew addition2026-03-312026-04-21

MU MICRON TECHNOLOGY INC672 sharesnew addition2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE766 sharesnew addition2026-03-312026-04-21

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-04-21

A AGILENT TECHNOLOGIES INC1.9K sharesnew addition2026-03-312026-04-21

QCOM QUALCOMM INC1.6K sharesnew addition2026-03-312026-04-21

NFLX NETFLIX INC.2.1K sharesnew addition2026-03-312026-04-21

VIGI

VANGUARD WHITEHALL FDS

New

Shares96.5K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares39.3K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

New

Shares116.9K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES TR

New

Shares76.3K

Event2026-03-31

Filed2026-04-21

GOVT

ISHARES TR

New

Shares302.1K

Event2026-03-31

Filed2026-04-21

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares112.1K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

New

Shares9.1K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

New

Shares39.9K

Event2026-03-31

Filed2026-04-21

TIP

ISHARES TR

New

Shares38.5K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

New

Shares57.2K

Event2026-03-31

Filed2026-04-21

VPL

VANGUARD INTL EQUITY INDEX F

New

Shares38.5K

Event2026-03-31

Filed2026-04-21

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares32.9K

Event2026-03-31

Filed2026-04-21

SHV

ISHARES TR

New

Shares23.4K

Event2026-03-31

Filed2026-04-21

IXUS

ISHARES TR

New

Shares29.1K

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES TR

New

Shares49.4K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares6.3K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

New

Shares7.1K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

New

Shares5.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

New

Shares5.1K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

New

Shares3.7K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

MBB

ISHARES TR

New

Shares13.4K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

New

Shares4.2K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

New

Shares4.9K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

NVS

NOVARTIS AG

New

Shares6.6K

Event2026-03-31

Filed2026-04-21

DYNF

BLACKROCK ETF TRUST

New

Shares16.1K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

New

Shares6.6K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

New

Shares11.5K

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR

New

Shares10.2K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

New

Shares811

Event2026-03-31

Filed2026-04-21

TLH

ISHARES TR

New

Shares7.3K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

New

Shares6.5K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

New

Shares8.2K

Event2026-03-31

Filed2026-04-21

VISA INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-21

IGSB

ISHARES TR

New

Shares12.8K

Event2026-03-31

Filed2026-04-21

IGEB

ISHARES TR

New

Shares14.7K

Event2026-03-31

Filed2026-04-21

ETFS GOLD TR

New

Shares14.8K

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

New

Shares5.1K

Event2026-03-31

Filed2026-04-21

ASML

ASML HLDG NV

New

Shares464

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-21

ASTRAZENECA PLC

New

Shares2.6K

Event2026-03-31

Filed2026-04-21

BINC

BLACKROCK ETF TRUST II

New

Shares8.9K

Event2026-03-31

Filed2026-04-21

KLAC

KLA CORP

New

Shares311

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-21

SUSL

ISHARES TR

New

Shares3.8K

Event2026-03-31

Filed2026-04-21

STIP

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

New

Shares2.3K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-04-21

VTEC

VANGUARD CALIF TAX FREE FDS

New

Shares3.8K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

New

Shares525

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

New

Shares3.8K

Event2026-03-31

Filed2026-04-21

BAI

BLACKROCK ETF TRUST

New

Shares11.2K

Event2026-03-31

Filed2026-04-21

IAGG

ISHARES TR

New

Shares6.9K

Event2026-03-31

Filed2026-04-21

CMI

CUMMINS INC

New

Shares625

Event2026-03-31

Filed2026-04-21

COCA COLA CO

New

Shares4.3K

Event2026-03-31

Filed2026-04-21

MINT

PIMCO ETF TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-21

VSGX

VANGUARD WORLD FD

New

Shares4.5K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

New

Shares1.5K

Event2026-03-31

Filed2026-04-21

THRO

BLACKROCK ETF TRUST

New

Shares8.4K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO

New

Shares3.7K

Event2026-03-31

Filed2026-04-21

ROST

ROSS STORES INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

New

Shares479

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares411

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-04-21