MADISON WEALTH PARTNERS, INC Holdings

MADISON WEALTH PARTNERS, INC is an investment fund managing more than 152.88M US dollars. The largest holdings include iShares Core S&P U.S. Growth ETF, iShares Core Dividend Growth ETF and iShares Core S&P U.S. Value ETF. In Q3 2022 the fund bought assets of total value of -440K US dollars and sold assets of total value of 3.88M US dollars.

$152.87M

portfolio value

-14.98%

quarter

-45.45%

1 year

MADISON WEALTH PARTNERS, INC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2021	10000	6932000
Q2 2021	43934000	11860000
Q3 2021	6476000	3956000
Q4 2021	22722000	1749000
Q1 2022	1089000	21040000
Q2 2022	-8184000	12546000
Q3 2022	-440000	3877000

MADISON WEALTH PARTNERS, INC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Core S&P U.S. Growth ETF Portfolio share: 17.98% Portfolio value: 27.48M Avg. open price: $100.76 Current price: $87.51 P/L: -13.15% Bought +4.84% shares Q3 2022	share	17.98%	27.48M	$100.76	$87.51	-13.15%	Bought +4.84% shares Q3 2022
iShares Core Dividend Growth ETF Portfolio share: 16.35% Portfolio value: 24.99M Avg. open price: $50.6 Current price: $51.7 P/L: +2.17% Bought +6.54% shares Q3 2022	share	16.35%	24.99M	$50.6	$51.7	+2.17%	Bought +6.54% shares Q3 2022
iShares Core S&P U.S. Value ETF Portfolio share: 8.11% Portfolio value: 12.40M Avg. open price: $69.38 Current price: $73.36 P/L: +5.73% Bought +2.26% shares Q3 2022	share	8.11%	12.40M	$69.38	$73.36	+5.73%	Bought +2.26% shares Q3 2022
Fidelity Nasdaq Composite Index ETF Portfolio share: 6.29% Portfolio value: 9.61M Avg. open price: $54.55 Current price: $45.09 P/L: -17.34% Bought +5.35% shares Q3 2022	share	6.29%	9.61M	$54.55	$45.09	-17.34%	Bought +5.35% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 5.82% Portfolio value: 8.89M Avg. open price: $431.79 Current price: $405.2 P/L: -6.16% Bought +3.17% shares Q3 2022	share	5.82%	8.89M	$431.79	$405.2	-6.16%	Bought +3.17% shares Q3 2022
iShares Core S&P Mid-Cap ETF Portfolio share: 5.67% Portfolio value: 8.66M Avg. open price: $259.77 Current price: $252.95 P/L: -2.62% Bought +2.98% shares Q3 2022	share	5.67%	8.66M	$259.77	$252.95	-2.62%	Bought +2.98% shares Q3 2022
iShares Core MSCI Total International Stock ETF Portfolio share: 3.80% Portfolio value: 5.80M Avg. open price: $68.94 Current price: $60.03 P/L: -12.93% Sold -0.83% shares Q3 2022	share	3.80%	5.80M	$68.94	$60.03	-12.93%	Sold -0.83% shares Q3 2022
Hartford Municipal Opportunities ETF Portfolio share: 3.39% Portfolio value: 5.18M Avg. open price: $37.78 Current price: $37.82 P/L: +0.11% Bought +11.47% shares Q3 2022	share	3.39%	5.18M	$37.78	$37.82	+0.11%	Bought +11.47% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 3.19% Portfolio value: 4.87M Avg. open price: $108.84 Current price: $100.32 P/L: -7.83% Bought +1.10% shares Q3 2022	share	3.19%	4.87M	$108.84	$100.32	-7.83%	Bought +1.10% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 2.59% Portfolio value: 3.95M Avg. open price: $129.03 Current price: $150.16 P/L: +16.38% Sold -4.60% shares Q3 2022	share	2.59%	3.95M	$129.03	$150.16	+16.38%	Sold -4.60% shares Q3 2022
Invesco QQQ Trust Portfolio share: 2.06% Portfolio value: 3.14M Avg. open price: $348.8 Current price: $290.8 P/L: -16.63% Bought +0.06% shares Q3 2022	share	2.06%	3.14M	$348.8	$290.8	-16.63%	Bought +0.06% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 1.84% Portfolio value: 2.81M Avg. open price: $418.13 Current price: $403.44 P/L: -3.51% Bought +0.39% shares Q3 2022	share	1.84%	2.81M	$418.13	$403.44	-3.51%	Bought +0.39% shares Q3 2022
iShares National Muni Bond ETF Portfolio share: 1.56% Portfolio value: 2.38M Avg. open price: $114.51 Current price: $106.23 P/L: -7.23% Sold -7.11% shares Q3 2022	share	1.56%	2.38M	$114.51	$106.23	-7.23%	Sold -7.11% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 1.54% Portfolio value: 2.35M Avg. open price: $271.17 Current price: $252.83 P/L: -6.76% Bought +2.04% shares Q3 2022	share	1.54%	2.35M	$271.17	$252.83	-6.76%	Bought +2.04% shares Q3 2022
Utilities—Diversified MGE Energy, Inc. Portfolio share: 1.31% Portfolio value: 1.99M Avg. open price: $71.85 Current price: $70.04 P/L: -2.52% Bought +0.91% shares Q3 2022	share	1.31%	1.99M	$71.85	$70.04	-2.52%	Bought +0.91% shares Q3 2022
Vanguard Growth Index Fund Portfolio share: 1.17% Portfolio value: 1.78M Avg. open price: $273.98 Current price: $231.73 P/L: -15.42% Bought +2.10% shares Q2 2022	share	1.17%	1.78M	$273.98	$231.73	-15.42%	Bought +2.10% shares Q2 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 1.07% Portfolio value: 1.64M Avg. open price: $112.23 Current price: $98.76 P/L: -12.01% Bought +0.83% shares Q3 2022	share	1.07%	1.64M	$112.23	$98.76	-12.01%	Bought +0.83% shares Q3 2022
Diagnostics & Research Danaher Corporation Portfolio share: 0.89% Portfolio value: 1.35M Avg. open price: $289.85 Current price: $268.19 P/L: -7.47% Bought +0.21% shares Q3 2022	share	0.89%	1.35M	$289.85	$268.19	-7.47%	Bought +0.21% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.67% Portfolio value: 1.01M Avg. open price: $2,452.54 Current price: $93.37 P/L: -96.19% Bought +4.03% shares Q3 2022	share	0.67%	1.01M	$2,452.54	$93.37	-96.19%	Bought +4.03% shares Q3 2022
Utilities—Regulated Electric Alliant Energy Corporation Portfolio share: 0.63% Portfolio value: 967K Avg. open price: $54.11 Current price: $54.41 P/L: +0.56% Bought +4.71% shares Q3 2022	share	0.63%	967K	$54.11	$54.41	+0.56%	Bought +4.71% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.62% Portfolio value: 947K Avg. open price: $166.41 Current price: $156.87 P/L: -5.73% Sold -3.84% shares Q3 2022	share	0.62%	947K	$166.41	$156.87	-5.73%	Sold -3.84% shares Q3 2022
Vanguard Information Technology Index Fund Portfolio share: 0.55% Portfolio value: 838K Avg. open price: $380.8 Current price: $345.54 P/L: -9.26% Bought +21.16% shares Q2 2022	share	0.55%	838K	$380.8	$345.54	-9.26%	Bought +21.16% shares Q2 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.54% Portfolio value: 829K Avg. open price: $2,384.3 Current price: $100.83 P/L: -95.77% Bought +8.35% shares Q3 2022	share	0.54%	829K	$2,384.3	$100.83	-95.77%	Bought +8.35% shares Q3 2022
ISHARES TR Portfolio share: 0.51% Portfolio value: 780K Avg. open price: N/A Current price: N/A P/L: N/A Bought +23.09% shares Q3 2022	share	0.51%	780K	N/A	N/A	N/A	Bought +23.09% shares Q3 2022
Auto Manufacturers Tesla, Inc. Portfolio share: 0.50% Portfolio value: 765K Avg. open price: $764.41 Current price: $185.9 P/L: -75.68% Bought +2.09% shares Q3 2022	share	0.50%	765K	$764.41	$185.9	-75.68%	Bought +2.09% shares Q3 2022
iShares Short-Term National Muni Bond ETF Portfolio share: 0.47% Portfolio value: 716K Avg. open price: $106.99 Current price: $104.3 P/L: -2.51% Bought +8.40% shares Q3 2022	share	0.47%	716K	$106.99	$104.3	-2.51%	Bought +8.40% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.47% Portfolio value: 715K Avg. open price: N/A Current price: N/A P/L: N/A Bought +3.96% shares Q3 2022	share	0.47%	715K	N/A	N/A	N/A	Bought +3.96% shares Q3 2022
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund Portfolio share: 0.45% Portfolio value: 693K Avg. open price: N/A Current price: $49.43 P/L: N/A Sold -6.69% shares Q3 2022	share	0.45%	693K	N/A	$49.43	N/A	Sold -6.69% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 0.41% Portfolio value: 626K Avg. open price: $371.49 Current price: $438.37 P/L: +18.00% Sold -9.59% shares Q3 2022	share	0.41%	626K	$371.49	$438.37	+18.00%	Sold -9.59% shares Q3 2022
Discount Stores Costco Wholesale Corporation Portfolio share: 0.40% Portfolio value: 612K Avg. open price: $531.66 Current price: $486.55 P/L: -8.48% Sold -0.54% shares Q3 2022	share	0.40%	612K	$531.66	$486.55	-8.48%	Sold -0.54% shares Q3 2022
iShares 0-5 Year TIPS Bond ETF Portfolio share: 0.39% Portfolio value: 590K Avg. open price: N/A Current price: $97.91 P/L: N/A Sold -9.40% shares Q3 2022	share	0.39%	590K	N/A	$97.91	N/A	Sold -9.40% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.38% Portfolio value: 576K Avg. open price: $52.19 Current price: $52.13 P/L: -0.12% Bought +74.92% shares Q3 2022	share	0.38%	576K	$52.19	$52.13	-0.12%	Bought +74.92% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.36% Portfolio value: 550K Avg. open price: $215.84 Current price: $215.75 P/L: -0.04% Bought +1.91% shares Q3 2022	share	0.36%	550K	$215.84	$215.75	-0.04%	Bought +1.91% shares Q3 2022
iShares S&P 100 ETF Portfolio share: 0.36% Portfolio value: 548K Avg. open price: $193.89 Current price: $182.36 P/L: -5.95% Bought +5.71% shares Q3 2022	share	0.36%	548K	$193.89	$182.36	-5.95%	Bought +5.71% shares Q3 2022
iShares GSCI Commodity Dynamic Roll Strategy ETF Portfolio share: 0.36% Portfolio value: 543K Avg. open price: $34.5 Current price: $37.45 P/L: +8.55% Sold -1.57% shares Q2 2022	share	0.36%	543K	$34.5	$37.45	+8.55%	Sold -1.57% shares Q2 2022
Vanguard 500 Index Fund Portfolio share: 0.35% Portfolio value: 532K Avg. open price: $413.13 Current price: $370.86 P/L: -10.23% Bought +2.08% shares Q3 2022	share	0.35%	532K	$413.13	$370.86	-10.23%	Bought +2.08% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.33% Portfolio value: 499K Avg. open price: $82.53 Current price: $109.56 P/L: +32.75% Bought +24.83% shares Q3 2022	share	0.33%	499K	$82.53	$109.56	+32.75%	Bought +24.83% shares Q3 2022
Vanguard Tax-Exempt Bond Index Fund Portfolio share: 0.31% Portfolio value: 467K Avg. open price: $49.92 Current price: $49.84 P/L: -0.16% Bought +95.15% shares Q3 2022	share	0.31%	467K	$49.92	$49.84	-0.16%	Bought +95.15% shares Q3 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.31% Portfolio value: 467K Avg. open price: N/A Current price: $89.79 P/L: N/A Sold -17.29% shares Q3 2022	share	0.31%	467K	N/A	$89.79	N/A	Sold -17.29% shares Q3 2022
Vanguard Large Cap Index Fund Portfolio share: 0.30% Portfolio value: 465K Avg. open price: $206.09 Current price: $184.7 P/L: -10.38% Sold -2.84% shares Q2 2022	share	0.30%	465K	$206.09	$184.7	-10.38%	Sold -2.84% shares Q2 2022
iShares Russell 2000 ETF Portfolio share: 0.30% Portfolio value: 461K Avg. open price: $169.36 Current price: $185.16 P/L: +9.33% Bought +17.24% shares Q3 2022	share	0.30%	461K	$169.36	$185.16	+9.33%	Bought +17.24% shares Q3 2022
PIMCO ETF TR Portfolio share: 0.28% Portfolio value: 432K Avg. open price: $51.48 Current price: $51.54 P/L: +0.12% Bought +23.69% shares Q3 2022	share	0.28%	432K	$51.48	$51.54	+0.12%	Bought +23.69% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 0.28% Portfolio value: 429K Avg. open price: $76.25 Current price: $78.08 P/L: +2.41% Sold -8.67% shares Q3 2022	share	0.28%	429K	$76.25	$78.08	+2.41%	Sold -8.67% shares Q3 2022
iShares Morningstar Value ETF Portfolio share: 0.27% Portfolio value: 409K Avg. open price: $60.39 Current price: $66.22 P/L: +9.65% Bought +12.21% shares Q3 2022	share	0.27%	409K	$60.39	$66.22	+9.65%	Bought +12.21% shares Q3 2022
iShares S&P 500 Growth ETF Portfolio share: 0.27% Portfolio value: 409K Avg. open price: $71.73 Current price: $63.02 P/L: -12.15% Bought +1.39% shares Q3 2022	share	0.27%	409K	$71.73	$63.02	-12.15%	Bought +1.39% shares Q3 2022
ISHARES TR Portfolio share: 0.26% Portfolio value: 399K Avg. open price: N/A Current price: N/A P/L: N/A Sold -4.20% shares Q3 2022	share	0.26%	399K	N/A	N/A	N/A	Sold -4.20% shares Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.23% Portfolio value: 359K Avg. open price: $28.11 Current price: $18.94 P/L: -32.63% Bought +3.30% shares Q3 2022	share	0.23%	359K	$28.11	$18.94	-32.63%	Bought +3.30% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.23% Portfolio value: 351K Avg. open price: $42.28 Current price: $50.59 P/L: +19.63% Bought +1.53% shares Q3 2022	share	0.23%	351K	$42.28	$50.59	+19.63%	Bought +1.53% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.22% Portfolio value: 343K Avg. open price: $164.56 Current price: $178.47 P/L: +8.45% Sold -3.14% shares Q3 2022	share	0.22%	343K	$164.56	$178.47	+8.45%	Sold -3.14% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 0.22% Portfolio value: 330K Avg. open price: $142.64 Current price: $144.86 P/L: +1.56% Bought +0.83% shares Q3 2022	share	0.22%	330K	$142.64	$144.86	+1.56%	Bought +0.83% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.21% Portfolio value: 316K Avg. open price: $123.32 Current price: $180.7 P/L: +46.53% Bought +0.78% shares Q3 2022	share	0.21%	316K	$123.32	$180.7	+46.53%	Bought +0.78% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 0.21% Portfolio value: 314K Avg. open price: $36.29 Current price: $35.51 P/L: -2.16% Bought +9.74% shares Q3 2022	share	0.21%	314K	$36.29	$35.51	-2.16%	Bought +9.74% shares Q3 2022
iShares iBoxx $ High Yield Corporate Bond ETF Portfolio share: 0.20% Portfolio value: 310K Avg. open price: $82.72 Current price: $75.16 P/L: -9.14% Sold -7.61% shares Q3 2022	share	0.20%	310K	$82.72	$75.16	-9.14%	Sold -7.61% shares Q3 2022
iShares Core MSCI Emerging Markets ETF Portfolio share: 0.20% Portfolio value: 299K Avg. open price: $57.44 Current price: $48.38 P/L: -15.79% Bought +46.36% shares Q3 2022	share	0.20%	299K	$57.44	$48.38	-15.79%	Bought +46.36% shares Q3 2022
iShares Core High Dividend ETF Portfolio share: 0.20% Portfolio value: 299K Avg. open price: $105.89 Current price: $107.87 P/L: +1.87% Bought +2.83% shares Q3 2022	share	0.20%	299K	$105.89	$107.87	+1.87%	Bought +2.83% shares Q3 2022
Vanguard Small Cap Index Fund Portfolio share: 0.19% Portfolio value: 297K Avg. open price: $216.27 Current price: $194.53 P/L: -10.06% Bought +12.56% shares Q2 2022	share	0.19%	297K	$216.27	$194.53	-10.06%	Bought +12.56% shares Q2 2022
Household & Personal Products The Procter & Gamble Company Portfolio share: 0.19% Portfolio value: 287K Avg. open price: $143.54 Current price: $148.96 P/L: +3.77% Bought +11.47% shares Q3 2022	share	0.19%	287K	$143.54	$148.96	+3.77%	Bought +11.47% shares Q3 2022
Home Improvement Retail Lowe's Companies, Inc. Portfolio share: 0.18% Portfolio value: 281K Avg. open price: $205.81 Current price: $209.44 P/L: +1.76% Bought +1.35% shares Q3 2022	share	0.18%	281K	$205.81	$209.44	+1.76%	Bought +1.35% shares Q3 2022
iShares Core Total USD Bond Market ETF Portfolio share: 0.18% Portfolio value: 277K Avg. open price: N/A Current price: $45.7 P/L: N/A N/A Q3 2022	share	0.18%	277K	N/A	$45.7	N/A	N/A Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.18% Portfolio value: 271K Avg. open price: $248.92 Current price: $230.82 P/L: -7.27% Sold -11.31% shares Q3 2022	share	0.18%	271K	$248.92	$230.82	-7.27%	Sold -11.31% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.18% Portfolio value: 269K Avg. open price: $166.43 Current price: $182.81 P/L: +9.84% Bought +14.28% shares Q3 2022	share	0.18%	269K	$166.43	$182.81	+9.84%	Bought +14.28% shares Q3 2022
iShares Morningstar Growth ETF Portfolio share: 0.17% Portfolio value: 266K Avg. open price: $65 Current price: $52.85 P/L: -18.69% Sold -13.02% shares Q3 2022	share	0.17%	266K	$65	$52.85	-18.69%	Sold -13.02% shares Q3 2022
iShares Russell 1000 Value ETF Portfolio share: 0.16% Portfolio value: 252K Avg. open price: $159.85 Current price: $157.81 P/L: -1.28% Bought +5.00% shares Q2 2022	share	0.16%	252K	$159.85	$157.81	-1.28%	Bought +5.00% shares Q2 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.16% Portfolio value: 244K Avg. open price: $356.11 Current price: $321.84 P/L: -9.62% Bought +2.78% shares Q3 2022	share	0.16%	244K	$356.11	$321.84	-9.62%	Bought +2.78% shares Q3 2022
iShares 0-5 Year Investment Grade Corporate Bond ETF Portfolio share: 0.15% Portfolio value: 225K Avg. open price: $48.46 Current price: $48.08 P/L: -0.78% Bought +0.32% shares Q3 2022	share	0.15%	225K	$48.46	$48.08	-0.78%	Bought +0.32% shares Q3 2022
Hartford Short Duration ETF Portfolio share: 0.15% Portfolio value: 222K Avg. open price: $38.02 Current price: $37.82 P/L: -0.51% Bought +0.90% shares Q3 2022	share	0.15%	222K	$38.02	$37.82	-0.51%	Bought +0.90% shares Q3 2022
First Trust Dow Jones Internet Index Fund Portfolio share: 0.14% Portfolio value: 211K Avg. open price: N/A Current price: $131.68 P/L: N/A N/A Q4 2020	share	0.14%	211K	N/A	$131.68	N/A	N/A Q4 2020
Integrated Freight & Logistics United Parcel Service, Inc. Portfolio share: 0.13% Portfolio value: 202K Avg. open price: $193.58 Current price: $185.62 P/L: -4.11% Bought +1.13% shares Q3 2022	share	0.13%	202K	$193.58	$185.62	-4.11%	Bought +1.13% shares Q3 2022
IG ACQUISITION CORP Portfolio share: 0.00% Portfolio value: 7K Avg. open price: N/A Current price: N/A P/L: N/A Bought +53.13% shares Q2 2022	share	0.00%	7K	N/A	N/A	N/A	Bought +53.13% shares Q2 2022
Biotechnology Adverum Biotechnologies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $0.66 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$0.66	N/A	Sold -100.00% shares Q3 2022
iShares Russell 1000 ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $222.11 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$222.11	N/A	Sold -100.00% shares Q3 2022
Software—Infrastructure Oracle Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $87.38 Current price: $81.55 P/L: -6.68% Sold -100.00% shares Q3 2022	share	0.00%	0	$87.38	$81.55	-6.68%	Sold -100.00% shares Q3 2022
iShares MSCI EAFE ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $78.88 Current price: $67.5 P/L: -14.43% Sold -100.00% shares Q3 2022	share	0.00%	0	$78.88	$67.5	-14.43%	Sold -100.00% shares Q3 2022
SPDR Bloomberg High Yield Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $105.42 Current price: $92.03 P/L: -12.70% Sold -100.00% shares Q3 2022	share	0.00%	0	$105.42	$92.03	-12.70%	Sold -100.00% shares Q3 2022
Invesco NASDAQ 100 ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $119.83 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$119.83	N/A	Sold -100.00% shares Q3 2022
Vanguard Emerging Markets Stock Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $46.13 Current price: $40.47 P/L: -12.27% Sold -100.00% shares Q3 2022	share	0.00%	0	$46.13	$40.47	-12.27%	Sold -100.00% shares Q3 2022
Fidelity MSCI Health Care Index ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $65.46 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$65.46	N/A	Sold -100.00% shares Q3 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $50.94 Current price: $37.75 P/L: -25.89% Sold -100.00% shares Q3 2022	share	0.00%	0	$50.94	$37.75	-25.89%	Sold -100.00% shares Q3 2022

Showing TOP 78 MADISON WEALTH PARTNERS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of MADISON WEALTH PARTNERS, INC?

The biggest position of the MADISON WEALTH PARTNERS, INC is iShares Core S&P U.S. Growth ETF (IUSG) with 17.98% portfolio share worth of 27.48M US dollars.

Top 5 MADISON WEALTH PARTNERS's holdings represent 54.55% of the portfolio:

iShares Core S&P U.S. Growth ETF (IUSG) – 17.98%
iShares Core Dividend Growth ETF (DGRO) – 16.35%
iShares Core S&P U.S. Value ETF (IUSV) – 8.11%
Fidelity Nasdaq Composite Index ETF (ONEQ) – 6.29%
iShares Core S&P 500 ETF (IVV) – 5.82%

Who is the portfolio manager of MADISON WEALTH PARTNERS, INC?

The portfolio manager of the MADISON WEALTH PARTNERS, INC is .

What is the total asset value of the MADISON WEALTH PARTNERS, INC portfolio?

MADISON WEALTH PARTNERS, INC total asset value (portfolio value) is 152.88M US dollars.

Who is ?

is the portfolio manager of the MADISON WEALTH PARTNERS, INC.

What is (MADISON WEALTH PARTNERS, INC) fund performance?

MADISON WEALTH PARTNERS's quarterly performance is -14.98%, annualy -45.45%.

What is the MADISON WEALTH PARTNERS, INC CIK?

MADISON WEALTH PARTNERS's Central Index Key is 0001844424 .