Madison Wealth Partners, Inc Reduced Holdings in Q4 2024

Madison Wealth Partners, Inc

  • $345 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-2.02K
- 2.15%
$65.95 - $72.56 $133K - $147K
92K $6.08M
IEFA
Ishares Tr

ETFs
-1.12K
- 2.61%
$70.06 - $77.43 $78.3K - $86.5K
41.7K $2.93M
MUB
Ishares National Muni Bond ETF

ETFs
-2.22K
- 8.93%
$105.78 - $108.7 $235K - $241K
22.7K $2.41M
MSFT
Microsoft Corp

Technology
-139
- 0.75%
$406.35 - $454.46 $56.5K - $63.2K
18.4K $7.75M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-8.25K
- 8.38%
$11.42 - $12.5 $94.2K - $103K
90.1K $1.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.19K
- 6.34%
$481.22 - $538.17 $574K - $642K
17.6K $9.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-948
- 9.65%
$96.64 - $101.23 $91.6K - $96K
8.87K $859K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-138
- 0.5%
$174.22 - $187.62 $24K - $25.9K
27.4K $4.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-172
- 0.33%
$113.92 - $127.38 $19.6K - $21.9K
52.1K $6M
LLY
Eli Lilly & CO

Healthcare
-4
- 0.45%
$727.2 - $932.06 $2.91K - $3.73K
890 $687K
LNT
Alliant Energy Corp

Utilities
-1.03K
- 7.16%
$56.24 - $63.63 $58.1K - $65.7K
13.4K $792K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-804
- 19.57%
$67.29 - $73.38 $54.1K - $59K
3.31K $224K
HD
Home Depot, Inc.

Consumer Cyclical
-136
- 10.66%
$385.02 - $431.37 $52.4K - $58.7K
1.14K $443K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.19K
- 8.87%
$49.79 - $51.14 $59.3K - $61K
12.2K $613K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-517
- 4.89%
$36.15 - $41.9 $18.7K - $21.7K
10K $365K
IEMG
Ishares Inc

ETFs
-1.16K
- 6.46%
N/A
16.8K $903K
SUB
Ishares Short Term National Mu

ETFs
-516
- 9.73%
$104.94 - $106.2 $54.1K - $54.8K
4.79K $505K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-886
- 11.82%
$49.74 - $50.43 $44.1K - $44.7K
6.61K $329K
EFG
Msci Eafe Growth ETF

ETFs
-150
- 5.45%
$96.83 - $106.88 $14.5K - $16K
2.6K $251K
MGEE
Mge Energy Inc

Utilities
-1.31K
- 4.12%
$88.55 - $108.16 $116K - $142K
30.5K $2.87M
NKE
Nike, Inc.

Consumer Cyclical
-1
- 0.03%
$73.36 - $89.13 $73.4 - $89.1
3.16K $238K
VIG
Vanguard Dividend Appreciation

ETFs
-198
- 0.86%
N/A
22.7K $4.14M
CSCO
Cisco Systems, Inc.

Technology
-1.25K
- 18.13%
$52.45 - $60.02 $65.6K - $75K
5.65K $334K
VBR
Vanguard Small Cap Value ETF

ETFs
-76
- 2.16%
$197.36 - $217.3 $15K - $16.5K
3.45K $683K
HDV
Ishares Core High Dividend ETF

ETFs
-29
- 0.76%
$110.82 - $121.28 $3.21K - $3.52K
3.76K $422K
HYG
Ishares Tr

ETFs
-111
- 3.02%
$78.09 - $80.04 $8.67K - $8.88K
3.57K $280K
VGT
Vanguard Information Technolog

ETFs
-143
- 6.68%
$571.78 - $647.97 $81.8K - $92.7K
2K $1.24M
T
At&T Inc.

Communication Services
-976
- 6.1%
$21.22 - $23.88 $20.7K - $23.3K
15K $342K
CGMU
Capital Group Core Plus Income
-1.18K
- 3.4%
N/A
33.5K $0
Ea Series Trust
-1.64K
- 16.65%
N/A
8.2K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-2.38K
- 7.46%
N/A
29.6K $0
ITOT
Ishares Core S&P Total U.S. St

ETFs
-63
- 0.79%
$124.26 - $134.12 $7.83K - $8.45K
7.9K $1.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-13
- 0.58%
$521.84 - $558.82 $6.78K - $7.26K
2.22K $1.2M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.32%
$873.59 - $994.69 $3.49K - $3.98K
1.23K $1.13M
C
Citigroup Inc

Financial Services
-7
- 0.14%
$61.31 - $72.5 $429 - $508
5.04K $354K
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.06%
$567.81 - $607.81 $3.41K - $3.65K
9.44K $5.53M
AVGO
Broadcom Inc.

Technology
-203
- 7.11%
$159.67 - $250.0 $32.4K - $50.8K
2.65K $614K
V
Visa Inc.

Financial Services
-24
- 0.67%
$273.87 - $320.91 $6.57K - $7.7K
3.56K $1.12M
VUG
Vanguard Growth ETF

ETFs
-53
- 0.64%
$378.79 - $428.11 $20.1K - $22.7K
8.25K $3.39M
GOOGL
Alphabet Inc.

Communication Services
-367
- 2.41%
$161.86 - $196.66 $59.4K - $72.2K
14.9K $2.81M
TSLA
Tesla, Inc.

Consumer Cyclical
-729
- 14.21%
$213.65 - $479.86 $156K - $350K
4.4K $1.78M
AMZN
Amazon Com Inc

Consumer Cyclical
-783
- 3.82%
$180.88 - $232.93 $142K - $182K
19.7K $4.33M
AAPL
Apple Inc.

Technology
-98
- 0.24%
$221.69 - $259.02 $21.7K - $25.4K
40.1K $10M
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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