Madison Wealth Partners, Inc Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$357.8B
Holdings
152
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (152 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGROISHARES TR | 894,675 | $54.9B | 15.34% | |
| 2 | IUSGISHARES TR | 389,481 | $54.3B | 15.17% | |
| 3 | IUSVISHARES TR | 241,203 | $22.3B | 6.24% | |
| 4 | ONEQFIDELITY COMWLTH TR | 242,137 | $18.4B | 5.15% | |
| 5 | IVVISHARES TR | 30,460 | $17.9B | 5.01% | |
| 6 | IJHISHARES TR | 187,028 | $11.7B | 3.26% | |
| 7 | SCHBSCHWAB STRATEGIC TR | 499,527 | $11.3B | 3.17% | |
| 8 | AAPLAPPLE INC | 40,096 | $10.0B | 2.81% | |
| 9 | NDQINVESCO QQQ TR | 17,636 | $9.0B | 2.52% | |
| 10 | MSFTMICROSOFT CORP | 18,384 | $7.7B | 2.17% | |
| 11 | IXUSISHARES TR | 91,970 | $6.1B | 1.70% | |
| 12 | FBNDFIDELITY MERRIMACK STR TR | 134,917 | $6.1B | 1.69% | |
| 13 | IJRISHARES TR | 52,051 | $6.0B | 1.68% | |
| 14 | SPYSPDR S&P 500 ETF TR | 9,444 | $5.5B | 1.55% | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 27,430 | $4.8B | 1.34% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 22,745 | $4.5B | 1.24% | |
| 17 | AMZNAMAZON COM INC | 19,717 | $4.3B | 1.21% | |
| 18 | ILCGISHARES TR | 45,255 | $4.1B | 1.13% | |
| 19 | VUGVANGUARD INDEX FDS | 8,249 | $3.4B | 0.95% | |
| 20 | UBNDVICTORY PORTFOLIOS II | 147,776 | $3.2B | 0.88% | |
| 21 | ILCVISHARES TR | 38,444 | $3.1B | 0.87% | |
| 22 | AQLTISHARES TR | 41,675 | $2.9B | 0.82% | |
| 23 | MG1MGE ENERGY INC | 30,497 | $2.9B | 0.80% | |
| 24 | GOOGLALPHABET INC | 14,865 | $2.8B | 0.79% | |
| 25 | NVDANVIDIA CORPORATION | 18,525 | $2.5B | 0.70% | |
| 26 | MUBISHARES TR | 22,650 | $2.4B | 0.67% | |
| 27 | SCHGSCHWAB STRATEGIC TR | 83,239 | $2.3B | 0.65% | |
| 28 | VTIVANGUARD INDEX FDS | 7,765 | $2.3B | 0.63% | |
| 29 | QQQMINVESCO EXCH TRADED FD TR II | 9,488 | $2.0B | 0.56% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,317 | $2.0B | 0.55% | |
| 31 | JPMJPMORGAN CHASE & CO. | 7,564 | $1.8B | 0.51% | |
| 32 | TSLATESLA INC | 4,400 | $1.8B | 0.50% | |
| 33 | SCHFSCHWAB STRATEGIC TR | 94,277 | $1.7B | 0.49% | |
| 34 | SCHMSCHWAB STRATEGIC TR | 54,177 | $1.5B | 0.42% | |
| 35 | CSHINEOS ETF TRUST | 29,572 | $1.5B | 0.41% | |
| 36 | XYLDGLOBAL X FDS | 31,244 | $1.3B | 0.37% | |
| 37 | GQ9SPDR GOLD TR | 5,197 | $1.3B | 0.35% | |
| 38 | VGTVANGUARD WORLD FD | 1,997 | $1.2B | 0.35% | |
| 39 | DHRDANAHER CORPORATION | 5,246 | $1.2B | 0.34% | |
| 40 | OEFISHARES TR | 4,153 | $1.2B | 0.34% | |
| 41 | VOOVANGUARD INDEX FDS | 2,218 | $1.2B | 0.33% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 1,228 | $1.1B | 0.31% | |
| 43 | VVISA INC | 3,555 | $1.1B | 0.31% | |
| 44 | DDTOINNOVATOR ETFS TRUST | 35,491 | $1.1B | 0.31% | |
| 45 | BACBANK AMERICA CORP | 24,423 | $1.1B | 0.30% | |
| 46 | PGXINVESCO EXCH TRADED FD TR II | 90,100 | $1.0B | 0.29% | |
| 47 | ITOTISHARES TR | 7,903 | $1.0B | 0.28% | |
| 48 | VYMVANGUARD WHITEHALL FDS | 7,651 | $976.2M | 0.27% | |
| 49 | SCHDSCHWAB STRATEGIC TR | 35,517 | $970.3M | 0.27% | |
| 50 | BOXXEA SERIES TRUST | 8,202 | $904.5M | 0.25% | |
| 51 | CGMUCAPITAL GRP FIXED INCM ETF T | 33,526 | $902.5M | 0.25% | |
| 52 | IEMGISHARES INC | 16,839 | $879.3M | 0.25% | |
| 53 | AGGISHARES TR | 8,871 | $859.6M | 0.24% | |
| 54 | VVVANGUARD INDEX FDS | 3,082 | $831.3M | 0.23% | |
| 55 | MUNIPIMCO ETF TR | 15,803 | $817.5M | 0.23% | |
| 56 | METAMETA PLATFORMS INC | 1,359 | $795.7M | 0.22% | |
| 57 | LNTALLIANT ENERGY CORP | 13,400 | $792.5M | 0.22% | |
| 58 | CGCPCAPITAL GRP FIXED INCM ETF T | 35,017 | $777.4M | 0.22% | |
| 59 | USTBVICTORY PORTFOLIOS II | 15,340 | $770.1M | 0.22% | |
| 60 | SCHASCHWAB STRATEGIC TR | 28,965 | $749.0M | 0.21% | |
| 61 | IVWISHARES TR | 7,295 | $740.6M | 0.21% | |
| 62 | DEDEERE & CO | 1,696 | $718.6M | 0.20% | |
| 63 | SRLNSSGA ACTIVE ETF TR | 17,079 | $712.7M | 0.20% | |
| 64 | IMCGISHARES TR | 9,206 | $695.3M | 0.19% | |
| 65 | LLYELI LILLY & CO | 890 | $687.1M | 0.19% | |
| 66 | VBRVANGUARD INDEX FDS | 3,450 | $683.8M | 0.19% | |
| 67 | VDEVANGUARD WORLD FD | 5,567 | $675.3M | 0.19% | |
| 68 | IGVISHARES TR | 6,435 | $644.2M | 0.18% | |
| 69 | XLCSELECT SECTOR SPDR TR | 6,625 | $641.4M | 0.18% | |
| 70 | PTYPIMCO CORPORATE & INCOME OPP | 43,978 | $632.0M | 0.18% | |
| 71 | IMCVISHARES TR | 8,402 | $623.9M | 0.17% | |
| 72 | AVGOBROADCOM INC | 2,651 | $614.6M | 0.17% | |
| 73 | VTEBVANGUARD MUN BD FDS | 12,248 | $614.0M | 0.17% | |
| 74 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,440 | $543.1M | 0.15% | |
| 75 | FENIFIDELITY COVINGTON TRUST | 19,222 | $529.2M | 0.15% | |
| 76 | ORCLORACLE CORP | 3,128 | $521.3M | 0.15% | |
| 77 | VEUVANGUARD INTL EQUITY INDEX F | 8,990 | $516.1M | 0.14% | |
| 78 | SUBISHARES TR | 4,789 | $505.2M | 0.14% | |
| 79 | VBVANGUARD INDEX FDS | 1,950 | $468.6M | 0.13% | |
| 80 | LRCXLAM RESEARCH CORP | 6,482 | $468.2M | 0.13% | |
| 81 | IWFISHARES TR | 1,156 | $464.2M | 0.13% | |
| 82 | IWMISHARES TR | 2,096 | $463.1M | 0.13% | |
| 83 | SOXXISHARES TR | 2,137 | $460.6M | 0.13% | |
| 84 | XOMEXXON MOBIL CORP | 4,157 | $447.2M | 0.12% | |
| 85 | HDHOME DEPOT INC | 1,140 | $443.4M | 0.12% | |
| 86 | HDVISHARES TR | 3,764 | $422.6M | 0.12% | |
| 87 | FDNFIRST TR EXCHANGE-TRADED FD | 1,718 | $417.8M | 0.12% | |
| 88 | ISCGISHARES TR | 7,845 | $388.0M | 0.11% | |
| 89 | LVLNSPDR SER TR | 6,377 | $384.8M | 0.11% | |
| 90 | GOOGALPHABET INC | 2,015 | $383.7M | 0.11% | |
| 91 | VXUSVANGUARD STAR FDS | 6,465 | $381.0M | 0.11% | |
| 92 | VTVVANGUARD INDEX FDS | 2,245 | $380.1M | 0.11% | |
| 93 | COMTISHARES U S ETF TR | 14,875 | $376.5M | 0.11% | |
| 94 | FELCFIDELITY COVINGTON TRUST | 11,390 | $375.1M | 0.10% | |
| 95 | CVXCHEVRON CORP NEW | 2,565 | $371.5M | 0.10% | |
| 96 | FESMFIDELITY COVINGTON TRUST | 11,473 | $371.2M | 0.10% | |
| 97 | IWPISHARES TR | 2,891 | $366.4M | 0.10% | |
| 98 | GUNRFLEXSHARES TR | 10,046 | $365.3M | 0.10% | |
| 99 | MAMASTERCARD INCORPORATED | 688 | $362.1M | 0.10% | |
| 100 | JNJJOHNSON & JOHNSON | 2,499 | $361.4M | 0.10% |
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