Madison Wealth Partners, Inc has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $345 Million distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $54.9M, Ishares Core S&P U.S Growth Et with a value of $54.3M, Ishares Core S&P U.S. Value Et with a value of $22.3M, Fidelity Nasdaq Composite Inde with a value of $18.4M, and Ishares Core S&P 500 ETF with a value of $17.9M.
Examining the 13F form we can see an increase of $18.3M in the current position value, from $326M to 345M.
Below you can find more details about Madison Wealth Partners, Inc portfolio as well as his latest detailed transactions.
