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Madison Wealth Partners, Inc Buys Chevron Corp, iShares Russell Mid-Cap Value ETF, iShares Core High Dividend ETF, Sells Innovator U.S. Equity Power Buffer ETF - March, iShares MSCI EAFE ETF

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Jan 19, 2022
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Investment company Madison Wealth Partners, Inc (Current Portfolio) buys Chevron Corp, iShares Russell Mid-Cap Value ETF, iShares Core High Dividend ETF, Vanguard S&P 500 ETF, Alphabet Inc, sells Innovator U.S. Equity Power Buffer ETF - March, iShares MSCI EAFE ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Madison Wealth Partners, Inc. As of 2021Q4, Madison Wealth Partners, Inc owns 77 stocks with a total value of $199 million. These are the details of the buys and sells.

For the details of Madison Wealth Partners, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/madison+wealth+partners%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Madison Wealth Partners, Inc
  1. ISHARES TRUST (IUSG) - 284,803 shares, 16.56% of the total portfolio. Shares added by 5.11%
  2. iShares Core Dividend Growth ETF (DGRO) - 498,815 shares, 13.94% of the total portfolio. Shares added by 5.41%
  3. iShares Core U.S. Aggregate Bond ETF (AGG) - 190,100 shares, 10.90% of the total portfolio. Shares reduced by 2.86%
  4. ISHARES TRUST (IUSV) - 175,413 shares, 6.73% of the total portfolio. Shares added by 6.07%
  5. Fidelity Nasdaq Composite Tracking Stock (ONEQ) - 189,016 shares, 5.79% of the total portfolio. Shares added by 6.39%
New Purchase: Chevron Corp (CVX)

Madison Wealth Partners, Inc initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $128.910000. The impact to a portfolio due to this purchase was 0.13%. The holding were 2,122 shares as of 2021-12-31.

New Purchase: iShares Core High Dividend ETF (HDV)

Madison Wealth Partners, Inc initiated holding in iShares Core High Dividend ETF. The purchase prices were between $93.51 and $100.99, with an estimated average price of $97.27. The stock is now traded at around $102.480000. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,093 shares as of 2021-12-31.

New Purchase: iShares Russell Mid-Cap Value ETF (IWS)

Madison Wealth Partners, Inc initiated holding in iShares Russell Mid-Cap Value ETF. The purchase prices were between $113.55 and $122.39, with an estimated average price of $119.06. The stock is now traded at around $118.570000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,800 shares as of 2021-12-31.

New Purchase: Vanguard S&P 500 ETF (VOO)

Madison Wealth Partners, Inc initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $415.330000. The impact to a portfolio due to this purchase was 0.11%. The holding were 516 shares as of 2021-12-31.

New Purchase: Alphabet Inc (GOOG)

Madison Wealth Partners, Inc initiated holding in Alphabet Inc. The purchase prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54. The stock is now traded at around $2713.040000. The impact to a portfolio due to this purchase was 0.1%. The holding were 70 shares as of 2021-12-31.

New Purchase: Carrier Global Corp (CARR)

Madison Wealth Partners, Inc initiated holding in Carrier Global Corp. The purchase prices were between $50.3 and $57.15, with an estimated average price of $54. The stock is now traded at around $48.790000. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,716 shares as of 2021-12-31.

Added: iShares Expanded Tech-Software Sector ETF (IGV)

Madison Wealth Partners, Inc added to a holding in iShares Expanded Tech-Software Sector ETF by 20.17%. The purchase prices were between $384.52 and $446.52, with an estimated average price of $417.72. The stock is now traded at around $350.850000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,591 shares as of 2021-12-31.

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Madison Wealth Partners, Inc added to a holding in iShares Core MSCI Emerging Markets ETF by 42.42%. The purchase prices were between $57.97 and $62.96, with an estimated average price of $60.63. The stock is now traded at around $60.430000. The impact to a portfolio due to this purchase was 0.04%. The holding were 5,150 shares as of 2021-12-31.

Sold Out: Innovator U.S. Equity Power Buffer ETF - March (PMAR)

Madison Wealth Partners, Inc sold out a holding in Innovator U.S. Equity Power Buffer ETF - March. The sale prices were between $30.62 and $31.58, with an estimated average price of $31.24.

Sold Out: iShares MSCI EAFE ETF (EFA)

Madison Wealth Partners, Inc sold out a holding in iShares MSCI EAFE ETF. The sale prices were between $74.94 and $80.27, with an estimated average price of $78.



Here is the complete portfolio of Madison Wealth Partners, Inc. Also check out:

1. Madison Wealth Partners, Inc's Undervalued Stocks
2. Madison Wealth Partners, Inc's Top Growth Companies, and
3. Madison Wealth Partners, Inc's High Yield stocks
4. Stocks that Madison Wealth Partners, Inc keeps buying

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