Madison Wealth Partners, Inc

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$276M
Signature - Title
Mark McFarland - Chief Compliance Officer
Location
1502 West Broadway Street, Suite 301, Madison, Wisconsin
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 124 $276M +$16.3M -$2.71M +$13.6M DGRO, IUSG, IUSV, IVV, ONEQ, IJH 13F-HR 4/29/2024, 01:16 PM
Q4 2023 117 $252M +$36.9M -$2.57M +$34.4M DGRO, IUSG, IUSV, IVV, ONEQ, IJH 13F-HR 2/12/2024, 09:08 AM
Q3 2023 95 $198M +$9.15M -$16.8M -$7.67M DGRO, IUSG, IUSV, IVV, ONEQ, IJH 13F-HR 11/1/2023, 08:48 AM
Q2 2023 92 $214M +$7.39M -$4.45M +$2.94M IUSG, DGRO, IUSV, ONEQ, IVV, AGG 13F-HR 7/20/2023, 09:44 AM
Q1 2023 85 $198M +$18.6M -$2.45M +$16.2M IUSG, DGRO, IUSV, AGG, ONEQ, IVV 13F-HR 4/20/2023, 01:09 PM
Q4 2022 78 $171M +$13.8M -$3.62M +$10.2M DGRO, IUSG, IUSV, ONEQ, IVV, IJH 13F-HR 1/24/2023, 02:44 PM
Q3 2022 69 $153M +$7.72M -$907K +$6.81M IUSG, DGRO, IUSV, ONEQ, IVV, IJH 13F-HR 10/24/2022, 11:49 AM
Q2 2022 77 $157M +$17.7M -$8.02M +$9.72M IUSG, DGRO, IUSV, ONEQ, IVV, IJH 13F-HR 7/22/2022, 09:51 AM
Q1 2022 79 $179M +$9M -$17.2M -$8.2M IUSG, DGRO, IUSV, ONEQ, IVV, IJH 13F-HR 5/2/2022, 10:11 AM
Q4 2021 77 $199M +$9.23M -$1.08M +$8.14M IUSG, DGRO, AGG, IUSV, ONEQ, IVV 13F-HR 1/19/2022, 01:57 PM
Q3 2021 73 $177M +$6.73M -$3.57M +$3.15M IUSG, DGRO, AGG, IUSV, ONEQ, IJH 13F-HR 11/9/2021, 11:30 AM
Q2 2021 72 $175M +$35.3M -$14.3M +$21M IUSG, AGG, DGRO, IUSV, ONEQ, IJH 13F-HR 7/19/2021, 04:23 PM
Q1 2021 54 $142M +$8.86K -$749K -$740K AGG, DGRO, IUSG, IJH, MUB, HYG 13F-HR 5/17/2021, 06:43 PM
Q4 2020 55 $149M AGG, DGRO, IUSG, MUB, IJH, HYG 13F-HR 2/16/2021, 02:15 PM