Madison Wealth Partners, Inc
Q4 2024 13F Holdings
- Locationmadison, WI
- Num holdings
152
- Value ($000)
$357,840
- Date Filed02/10/2025
- Form type13F-HR
- CIK0001844424
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $54.88 M | 15 % | 894,675 | ||
IUSG ISHARES TR | CORE S&P US GWT | 464287671 | $54.27 M | 15 % | 389,481 | ||
IUSV ISHARES TR | CORE S&P US VLU | 464287663 | $22.33 M | 6 % | 241,203 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $18.42 M | 5 % | 242,137 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $17.93 M | 5 % | 30,460 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.65 M | 3 % | 187,028 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $11.34 M | 3 % | 499,527 | ||
AAPL APPLE INC | COM | 037833100 | $10.04 M | 3 % | 40,096 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.02 M | 3 % | 17,636 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.75 M | 2 % | 18,384 |
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