Madison Wealth Partners, Inc

13F Portfolio Filings

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