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  Name: Madison Wealth Partners Inc
  City: WAUNAKEE
  State: WI
  Zip: 53597
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $276,450,000
  Total Value Change : $24,254,000
  Securities Held Change : 7
   
All Securities Held : 124
  New Positions : 9
  Closed Positions : 2
  Increased Positions : 46
  Unchanged Positions : 24
  Decreased Positions : 45

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FENI)1 Year Chart         FENI Fidelity Enhanced Internati... 98 New $0.00 $293,000 10,280 0.11% 293,000 10,280 0.011    N/A
   (CMI)1 Year Chart         CMI Cummins Inc 110 New $291.45 $241,000 818 0.09% 241,000 818 0.001    Diversified Machinery
   (CIBR)1 Year Chart         CIBR First Trust Nasdaq Cea Cybe... 111 New $0.00 $235,000 4,175 0.09% 235,000 4,175 0.006    N/A
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... 112 New $0.00 $231,000 5,915 0.08% 231,000 5,915 0.006    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 116 New $616.59 $220,000 362 0.08% 220,000 362 0    Music & Video Stores
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 119 New $177.86 $214,000 1,061 0.08% 214,000 1,061 0    Oil & Gas Refining, P...
   (PFEB)1 Year Chart         PFEB Innovator S&p 500 Power Buf... 120 New $0.00 $211,000 6,185 0.08% 211,000 6,185 0.039    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 122 New $0.00 $210,000 3,330 0.08% 210,000 3,330 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 123 New $105.83 $205,000 1,673 0.07% 205,000 1,673 0    Entertainment - Diver...

      9 Records Found
  1    
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