Madison Wealth Partners, Inc Incresed Positions in Q4 2024

Madison Wealth Partners, Inc

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
48.1K
+ 14.09%
$129.96 - $144.97 $6.25M - $6.97M
389K $54.3M
DGRO
Ishares Core Dividend Growth E

ETFs
50.5K
+ 5.99%
$60.73 - $64.94 $3.07M - $3.28M
895K $54.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6.42K
+ 2.72%
$70.54 - $79.61 $453K - $511K
242K $18.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.8K
+ 30.81%
$44.87 - $46.86 $1.43M - $1.49M
135K $6.05M
IVV
Ishares Core S&P 500 ETF

ETFs
772
+ 2.6%
$570.51 - $610.59 $440K - $471K
30.5K $17.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
340K
+ 214.07%
$22.01 - $66.82 $7.49M - $22.8M
500K $11.3M
VTI
Vanguard Total Stock Market Et

ETFs
2.19K
+ 39.31%
$280.04 - $302.45 $614K - $663K
7.77K $2.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
67.1K
+ 247.32%
$18.41 - $40.87 $1.24M - $2.74M
94.3K $1.74M
USTB
Victory Portfolios Ii Victorys

ETFs
10.1K
+ 191.97%
$50.06 - $50.85 $505K - $513K
15.3K $770K
SCHG
Schwab Strategic Tr Us Large C

ETFs
64K
+ 332.12%
$25.93 - $105.3 $1.66M - $6.74M
83.2K $2.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
700
+ 19.35%
$442.29 - $483.08 $310K - $338K
4.32K $1.96M
NVDA
Nvidia Corp

Technology
320
+ 1.76%
$117.0 - $148.88 $37.4K - $47.6K
18.5K $2.49M
JPM
Jpmorgan Chase & CO

Financial Services
86
+ 1.15%
$205.18 - $250.29 $17.6K - $21.5K
7.56K $1.81M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
577
+ 6.48%
$198.04 - $221.51 $114K - $128K
9.49K $2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
38.3K
+ 241.9%
$27.54 - $83.04 $1.06M - $3.18M
54.2K $1.5M
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.69K
+ 9.41%
$40.86 - $43.42 $110K - $117K
31.2K $1.31M
CGCP
Capital Group Core Plus Income

ETFs
6.48K
+ 22.7%
$22.13 - $23.17 $143K - $150K
35K $777K
BAC
Bank Of America Corp

Financial Services
199
+ 0.82%
$39.22 - $47.77 $7.8K - $9.51K
24.4K $1.07M
GLD
Spdr Gold Trust

ETFs
461
+ 9.73%
$236.59 - $257.5 $109K - $119K
5.2K $1.26M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.09K
+ 48.38%
$50.02 - $51.24 $104K - $107K
6.4K $320K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.56K
+ 0.84%
$61.68 - $67.87 $96K - $106K
187K $11.7M
GOOG
Alphabet Inc.

Communication Services
112
+ 5.89%
$163.08 - $198.16 $18.3K - $22.2K
2.02K $383K
BALT
Innovator Etfs Tr
1.18K
+ 3.44%
$30.76 - $31.55 $36.3K - $37.2K
35.5K $1.12M
CRWD
Crowd Strike Holdings, Inc.

Technology
22
+ 2.73%
$275.15 - $388.2 $6.05K - $8.54K
829 $283K
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.02%
$47.46 - $65.77 $47.5 - $65.8
5.77K $348K
META
Meta Platforms, Inc.

Communication Services
44
+ 3.35%
$554.08 - $632.68 $24.4K - $27.8K
1.36K $801K
IVW
Ishares S&P 500 Growth ETF

ETFs
50
+ 0.69%
$94.43 - $105.47 $4.72K - $5.27K
7.3K $740K
XLC
Select Sector Spdr Tr Communic

ETFs
28
+ 0.42%
$89.66 - $102.16 $2.51K - $2.86K
6.63K $641K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
377
+ 5.18%
$126.68 - $134.74 $47.8K - $50.8K
7.65K $976K
MA
Mastercard Inc

Financial Services
21
+ 3.15%
$491.3 - $536.15 $10.3K - $11.3K
688 $362K
ILCV
Ishares Morningstar Value ETF

ETFs
966
+ 2.58%
$80.23 - $85.43 $77.5K - $82.5K
38.4K $3.11M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
860
+ 5.76%
$51.58 - $52.91 $44.4K - $45.5K
15.8K $817K
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.03%
$54.6 - $68.9 $109 - $138
6.38K $384K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
100
+ 2.4%
$58.39 - $67.04 $5.84K - $6.7K
4.28K $271K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1.65K
+ 3.91%
$14.28 - $14.81 $23.6K - $24.5K
44K $631K
USB
Us Bancorp \De\

Financial Services
29
+ 0.52%
$43.98 - $53.66 $1.28K - $1.56K
5.58K $266K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
450
+ 9.83%
$45.07 - $47.1 $20.3K - $21.2K
5.03K $227K
DE
Deere & CO

Industrials
1
+ 0.06%
$389.45 - $466.0 $389 - $466
1.7K $718K
OEF
Ishares S&P 100 ETF

ETFs
36
+ 0.87%
N/A
4.15K $1.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.1%
$311.11 - $335.64 $311 - $336
1.04K $335K
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.31%
$233.76 - $261.58 $1.4K - $1.57K
1.95K $468K
ISCG
Ishares Morningstar Small Cap

ETFs
28
+ 0.36%
$48.22 - $54.03 $1.35K - $1.51K
7.85K $388K
VO
Vanguard Mid Cap ETF

ETFs
22
+ 1.74%
$261.5 - $284.63 $5.75K - $6.26K
1.29K $339K
VDE
Vanguard Energy ETF

ETFs
94
+ 1.72%
$116.67 - $136.78 $11K - $12.9K
5.57K $675K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.55K
+ 198.25%
$22.4 - $68.28 $147K - $447K
9.86K $228K
ISCV
Ishares Morningstar Small Cap

ETFs
27
+ 0.48%
$62.21 - $69.5 $1.68K - $1.88K
5.61K $355K
ILCG
Ishares Morningstar Growth ETF
572
+ 1.28%
N/A
45.3K $0
SRLN
Ssga Active Trust

ETFs
23
+ 0.13%
$41.48 - $42.08 $954 - $968
17.1K $712K
J P Morgan Exchange Traded F
559
+ 13.44%
N/A
4.72K $0
Activity Summary
Buys All Purchases 83 New Holdings 10 Increased Positions 73 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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