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CIK: 0001844424
Total reported value
$785.9M
$785.9M
152 檔
21.4%
At the close of Q4 2024, Madison Wealth Partners, Inc disclosed equity holdings valued at approximately $785.9M, spread across 152 reported holdings.
In Q4 2024, Madison Wealth Partners, Inc displayed an active expansion posture, initiating 10 new positions and adding to 73 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 15.34% | -0.41% | +5.99% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 15.17% | -0.35% | +14.09% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 6.24% | -0.61% | +1.18% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 5.15% | -0.02% | +2.72% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.01% | -0.24% | +2.60% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.26% | -0.16% | +0.84% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.17% | -0.15% | +214.07% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.81% | -0.06% | -0.24% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.52% | +0.13% | -6.34% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.03% | -0.75% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.70% | -0.15% | -2.15% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.69% | -0.17% | +30.81% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.68% | -0.03% | -0.33% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.03% | -0.06% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.34% | -0.08% | -0.50% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.24% | -0.01% | -0.86% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.01% | -3.82% | |
| 18 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.13% | -0.02% | +1.28% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.95% | +0.11% | -0.64% | |
| 20 | UBND | Victoryshares Core Plus Bond | ETF-Other | 0.88% | -0.85% | +21.37% | |
| 21 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.87% | -0.07% | +2.58% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.05% | -2.61% | |
| 23 | MGEE | Mge Energy Inc | Stock-Other | 0.80% | -0.06% | -4.12% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.10% | -2.41% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.04% | +1.76% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | -0.06% | -8.93% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | -0.08% | +332.12% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | — | +39.31% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | +0.39% | +6.48% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.09% | +19.35% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.01% | +1.15% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.02% | -14.21% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.49% | -0.02% | +247.32% | |
| 34 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.42% | +0.01% | +241.90% | |
| 35 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 0.41% | -0.01% | -7.46% | |
| 36 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.37% | -0.03% | +9.41% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.14% | +9.73% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.07% | -6.68% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.34% | -0.03% | — | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.34% | -0.02% | +0.87% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | -0.01% | -0.58% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.07% | -0.32% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | — | -0.67% | |
| 44 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.31% | -0.03% | +3.44% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | +0.01% | +0.82% | |
| 46 | PGX | Invesco Preferred ETF | ETF-Other | 0.29% | -0.02% | -8.38% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.28% | -0.01% | -0.79% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.27% | -0.04% | +5.18% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | +0.03% | +202.58% | |
| 50 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.25% | +0.14% | -16.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | +1.8% | +14.09% | Add |
| 2 | FBND | Fidelity Total Bond ETF | +0.3% | +30.81% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +39.31% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.2% | +247.32% | Add |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | +0.2% | +2.72% | Add |
| 6 | USTB | Victoryshares Short-term Bon | +0.1% | +191.97% | Add |
| 7 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 8 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 9 | TSLA | Tesla Inc | +0.1% | -14.21% | Trim |
| 10 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.1% | NEW | New buy |
| 11 | FESM | Fidelity Enhanced Small Cap | +0.1% | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | +0.1% | -3.82% | Trim |
| 13 | UBND | Victoryshares Core Plus Bond | +0.1% | +21.37% | Add |
| 14 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +126.22% | Add |
| 15 | GBTC | Grayscale Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 16 | SCHG | Schwab US Large-cap Growth | +0.1% | +332.12% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +19.35% | Add |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | NEW | New buy |
| 19 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 20 | PDEC | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 21 | DIS | Walt Disney Co/the | +0.1% | NEW | New buy |
| 22 | NVDA | Nvidia CORP | +0.1% | +1.76% | Add |
| 23 | SCHB | Schwab US Broad Market ETF | 0% | +214.07% | Add |
| 24 | AAPL | Apple Inc | 0% | -0.24% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | 0% | -2.41% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.15% | Add |
| 27 | NXE | Nexgen Energy LTD | 0% | NEW | New buy |
| 28 | QQQM | Invesco Nasdaq 100 ETF | 0% | +6.48% | Add |
| 29 | SCHM | Schwab US Mid Cap ETF | 0% | +241.90% | Add |
| 30 | FENI | Fidelity Enhanced Intl ETF | 0% | +47.25% | Add |
| 31 | ILCG | Ishares Morningstar Growth E | 0% | +1.28% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | -0.67% | Trim |
| 33 | XYLD | Global X S&p 500 Cove Call E | 0% | +9.41% | Add |
| 34 | AVGO | Broadcom Inc | 0% | -7.11% | Trim |
| 35 | CGCP | Cap Group Core Plus Income | 0% | +22.70% | Add |
| 36 | BAC | Bank Of America CORP | 0% | +0.82% | Add |
| 37 | JMUB | Jpmorgan Municipal ETF | 0% | +48.38% | Add |
| 38 | GOOG | Alphabet Inc-cl C | 0% | +5.89% | Add |
| 39 | AAL | American Airlines Group Inc | 0% | — | Unchanged |
| 40 | VUG | Vanguard Growth ETF | 0% | -0.64% | Trim |
| 41 | GLD | Spdr Gold Shares | 0% | +9.73% | Add |
| 42 | IGV | Ishares Expanded Tech-softwa | 0% | — | Unchanged |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 0% | +2.73% | Add |
| 44 | DAL | Delta Air Lines Inc | 0% | +0.02% | Add |
| 45 | FDN | First Trust Dj Internet Ind | 0% | — | Unchanged |
| 46 | C | Citigroup Inc | 0% | -0.14% | Trim |
| 47 | CIBR | First Trust Nasdaq Cybersecu | 0% | +2.40% | Add |
| 48 | OEF | Ishares S&p 100 ETF | — | +0.87% | Add |
| 49 | BALT | Inn Defined Wealth Shield | — | +3.44% | Add |
| 50 | IVW | Ishares S&p 500 Growth ETF | — | +0.69% | Add |
According to official SEC Form 13F filings, Madison Wealth Partners, Inc reported a total U.S. public equity portfolio value of $785.9M across 152 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, IUSG, IUSV) accounted for 21.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $468.2K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $527.9K
During Q4 2024, Madison Wealth Partners, Inc's top holdings by market value included DGRO (15.3%)、IUSG (15.2%)、IUSV (6.2%). The largest single position, DGRO, represented 15.3% of total portfolio value.
In Q4 2024, Madison Wealth Partners, Inc made 133 total portfolio adjustments, initiating 10 new buys, adding to 73 positions, trimming 44 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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