Madison Wealth Partners, Inc Purchases and Sells in Q3 2025

Madison Wealth Partners, Inc

$444 Million
Q3 2025

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	76.9K + 15.74%	$54.35 - $59.32 $4.18M - $4.56M	566K $33.5M
DGRO	15.8K + 2.56%	$64.12 - $68.08 $1.01M - $1.08M	633K $43.1M
IUSV	11.1K + 3.87%	$94.17 - $99.95 $1.05M - $1.11M	299K $29.9M
IJR	763 + 0.31%	$108.46 - $120.63 $82.8K - $92K	246K $29.2M
AAPL	1.1K + 2.73%	$202.38 - $256.87 $223K - $283K	41.3K $10.5M
VOO	3.24K + 123.99%	$567.77 - $614.76 $1.84M - $1.99M	5.84K $3.58M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAUG	7.81K New	$40.45 - $42.49 $316K - $332K	7.81K $331K
MU	1.5K New	$104.88 - $168.89 $157K - $253K	1.5K $250K
QCOM	1.43K New	$145.84 - $173.55 $208K - $247K	1.43K $237K
ABBV	1.02K New	$184.85 - $231.54 $189K - $236K	1.02K $236K
BND	3.06K New	$72.57 - $74.72 $222K - $228K	3.06K $227K
RTX	1.34K New	$144.19 - $167.33 $193K - $224K	1.34K $224K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	-24.9K - 18.64%	$45.26 - $46.63 $1.13M - $1.16M	109K $5.03M
BRK-B	-783 - 17.22%	$459.11 - $506.91 $359K - $397K	3.77K $1.89M
DE	-401 - 19.2%	$457.26 - $524.37 $183K - $210K	1.69K $771K
SCHD	-7.06K - 26.75%	$26.38 - $27.95 $186K - $197K	19.3K $527K
IWF	-352 - 29.73%	$420.11 - $472.68 $148K - $166K	832 $389K
VTEB	-1.9K - 20.49%	$48.5 - $50.19 $92.3K - $95.5K	7.39K $369K

Activity Summary All Purchases 105 New Holdings 15 Increased Positions 90 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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