Madison Wealth Partners, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW Madison Wealth Partners, Inc | Institutional Filer | ▲ 14.39% | $627.0M | 220 |
Current Portfolio Holdings
Showing all 220 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | — | 411K | $63.7M | 10.16% |
| 2 | BINC | BLACKROCK ETF TRUST II | — | 862K | $44.8M | 7.14% |
| 3 | FMDE | FIDELITY COVINGTON TRUST | — | 1.2M | $44.1M | 7.03% |
| 4 | DYNF | BLACKROCK ETF TRUST | — | 610K | $35.5M | 5.66% |
| 5 | UBND | VICTORY PORTFOLIOS II | — | 1.6M | $34.9M | 5.57% |
| 6 | IUSV | ISHARES TR | — | 312K | $31.9M | 5.09% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 619K | $26.3M | 4.20% |
| 8 | IVV | ISHARES TR | — | 36K | $23.4M | 3.73% |
| 9 | SMLF | ISHARES TR | — | 305K | $23.0M | 3.67% |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | — | 91K | $21.6M | 3.45% |
| 11 | DGRO | ISHARES TR | — | 266K | $18.7M | 2.98% |
| 12 | AAPL | Apple Inc. | Technology | 54K | $13.7M | 2.18% |
| 13 | IJH | ISHARES TR | — | 192K | $13.0M | 2.07% |
| 14 | QQQ | Invesco QQQ Trust | — | 18K | $10.5M | 1.68% |
| 15 | SCHB | SCHWAB STRATEGIC TR | — | 378K | $9.5M | 1.51% |
Showing 1 to 15 of 220 holdings