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Madison Wealth Partners, Inc13F | |
| Madison Wealth Partners, Inc | |
| Last update 2025-04-22 | 157 Stocks (11 new) |
| Value $405.00 Mil | Turnover 21 % |
Madison Wealth Partners, Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSG | ISHARES TRUST | 390,148 | 49,580.0 | +0.17% | 12.240 | +0.02% | 0.250 | +22.26% | +8.84% | 23,548.3 | ||
DGRO | iShares Core Dividend Growth ETF | 612,026 | 37,811.0 | -31.59% | 9.330 | -4.85% | 0.120 | +11.68% | +6.75% | 32,433.7 | ||
BINC | iShares Flexible Income Active ETF | 658,820 | 34,509.0 | New Holding | 8.520 | +8.52% | 0.400 | +4.08% | +3.68% | 9,772.3 | ||
IUSV | ISHARES TRUST | 280,961 | 25,929.9 | +16.48% | 6.400 | +0.91% | 0.130 | +11.82% | +4.61% | 21,210.8 | ||
IJR | iShares Core S&P Small-Cap ETF | 215,704 | 22,556.2 | +314.41% | 5.570 | +4.23% | 0.030 | +18.68% | -1.42% | 81,378.3 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 458,924 | 22,377.2 | New Holding | 5.520 | +5.52% | 0.150 | +17.88% | +7.74% | 19,221.7 | ||
IVV | iShares Core S&P 500 ETF | 31,670 | 17,795.6 | +3.97% | 4.390 | +0.17% | 0.000 | +17.02% | +7.08% | 622,054.4 | ||
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 231,032 | 15,725.2 | -4.59% | 3.880 | -0.24% | 0.220 | +23.02% | +6.84% | 7,565.4 | ||
SCHB | Schwab U.S. Broad Market ETF | 530,443 | 11,420.4 | +6.19% | 2.820 | +0.16% | 0.040 | +17.88% | +6.66% | 34,639.1 | ||
IJH | iShares Core S&P Mid-Cap ETF | 189,788 | 11,074.1 | +1.48% | 2.730 | +0.04% | 0.010 | +17.05% | +2.42% | 96,994.3 |
Madison Wealth Partners, Inc's Historical Top Holdings Breakdowns
Madison Wealth Partners, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BINC | iShares Flexible Income Active ETF | 2025-03-31 | New Buy New Buy | +8.52% | 51.89 ($52.37) 52.82 | $52.51 | 0.27% | New holding | 658,820 | 658,820 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | New Buy New Buy | +5.52% | 48.08 ($51.4) 53.73 | $54.83 | 6.67% | New holding | 458,924 | 458,924 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Reduce Reduce | -4.85% | 60.46 ($62.66) 64.42 | $64.82 | 3.45% | Reduce -31.59% | 612,026 | -282,649 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add Add | +4.23% | 102.49 ($112.84) 119.96 | $112.82 | -0.02% | Add 314.41% | 215,704 | 163,653 | |
IUSV | ISHARES TRUST | 2025-03-31 | Add Add | +0.91% | 90 ($93.85) 96.32 | $96.02 | 2.31% | Add 16.48% | 280,961 | 39,758 | |
BOXX | Alpha Architect 1-3 Month Box ETF | 2025-03-31 | Add Add | +0.24% | 110.33 ($110.94) 111.49 | $112.80 | 1.68% | Add 104.56% | 16,778 | 8,576 | |
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 2025-03-31 | Reduce Reduce | -0.24% | 68.07 ($74.63) 78.99 | $81.03 | 8.58% | Reduce -4.59% | 231,032 | -11,105 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.17% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Add 3.97% | 31,670 | 1,210 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Add Add | +0.16% | 21.23 ($22.75) 23.75 | $24.07 | 5.80% | Add 6.19% | 530,443 | 30,916 | |
FBND | Fidelity Total Bond ETF | 2025-03-31 | Reduce Reduce | -0.15% | 44.41 ($45.29) 45.98 | $45.42 | 0.29% | Reduce -9.03% | 122,731 | -12,186 |
Madison Wealth Partners, Inc Total Holding History ($B)
Madison Wealth Partners, Inc's Asset Allocation
Madison Wealth Partners, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Madison Wealth Partners, Inc's Hypothetical Growth since 2025-03-31
Madison Wealth Partners, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Madison Wealth Partners, Inc's Holdings Heat Map
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Madison Wealth Partners, Inc's Holdings Bubble Chart
Madison Wealth Partners, Inc News
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