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| Name: |
Madison Wealth Partners Inc |
| City: |
WAUNAKEE |
| State: |
WI |
| Zip: |
53597 |
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data |
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| Holdings
Found :
24 |
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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 |
|
DHR |
Danaher Corp |
27 |
- |
$259.26 |
$1,310,000 |
5,246 |
0.47% |
96,000 |
0 |
0.001 |
General Building Mate... |
|
|
SCHD |
Schwab US Dividend Equity ETF |
34 |
- |
$79.69 |
$984,000 |
12,200 |
0.36% |
55,000 |
0 |
0.004 |
N/A |
|
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OEF |
iShares S&P 100 Index |
43 |
- |
$249.45 |
$819,000 |
3,312 |
0.3% |
79,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
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VV |
Vanguard Large Cap VIPERS |
50 |
- |
$239.97 |
$745,000 |
3,108 |
0.27% |
67,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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CGCP |
Capital Group Core Plus Inc... |
57 |
- |
$0.00 |
$644,000 |
28,654 |
0.23% |
-6,000 |
0 |
0.032 |
N/A |
|
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IVW |
ishares tr S&P 500 BARRA GR |
58 |
- |
$85.26 |
$607,000 |
7,190 |
0.22% |
67,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VEU |
Vanguard FTSE All-World ETF |
64 |
- |
$57.31 |
$527,000 |
8,990 |
0.19% |
22,000 |
0 |
0.002 |
Closed - End Fund - F... |
|
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IWM |
iShares Tr Russell 2000 Indx |
65 |
- |
$206.86 |
$504,000 |
2,398 |
0.18% |
23,000 |
0 |
0 |
Closed - End Fund - E... |
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HD |
Home Depot Inc |
67 |
- |
$340.50 |
$481,000 |
1,255 |
0.17% |
46,000 |
0 |
0 |
Home Improvement Stores |
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COMT |
iShares Commodities Select ... |
72 |
- |
$26.99 |
$402,000 |
14,875 |
0.15% |
29,000 |
0 |
0.002 |
N/A |
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CVX |
Chevron Corp |
73 |
- |
$163.61 |
$396,000 |
2,512 |
0.14% |
21,000 |
0 |
0 |
Integrated Oil & Gas |
|
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ORCL |
Oracle Corp |
75 |
- |
$120.87 |
$388,000 |
3,088 |
0.14% |
62,000 |
0 |
0 |
Application Software |
|
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FDN |
First Trust Dow Jones Inter... |
82 |
- |
$203.43 |
$342,000 |
1,668 |
0.12% |
31,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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IWP |
iShares Tr Russell MidCap Gr |
87 |
- |
$110.59 |
$327,000 |
2,868 |
0.12% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
88 |
- |
$225.16 |
$325,000 |
1,422 |
0.12% |
22,000 |
0 |
0.001 |
Closed - End Fund - E... |
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MCD |
McDonalds Corp |
96 |
- |
$270.66 |
$297,000 |
1,055 |
0.11% |
-16,000 |
0 |
0 |
Restaurants |
|
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ACWX |
iShares MSCI ACWI ex US Index |
100 |
- |
$54.48 |
$284,000 |
5,320 |
0.1% |
12,000 |
0 |
0.001 |
Closed - End Fund - E... |
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LOW |
Lowes Companies Inc |
104 |
- |
$231.58 |
$261,000 |
1,023 |
0.09% |
33,000 |
0 |
0 |
Home Improvement Stores |
|
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CRWD |
Crowdstrike Holdings, Inc. |
105 |
- |
$329.55 |
$256,000 |
799 |
0.09% |
52,000 |
0 |
0 |
N/A |
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TSCO |
Tractor Supply Co |
107 |
- |
$274.50 |
$249,000 |
950 |
0.09% |
45,000 |
0 |
0.003 |
Specialty Retail, Other |
|
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CLY |
iShares Trust |
109 |
- |
$49.93 |
$245,000 |
4,757 |
0.09% |
-6,000 |
0 |
0.005 |
Closed - End Fund - Debt |
|
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IWS |
iShares Tr Rssll Midcap Valu |
114 |
- |
$124.04 |
$226,000 |
1,800 |
0.08% |
17,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
HYG |
iShares iBoxx $ High Yield ... |
115 |
- |
$77.00 |
$224,000 |
2,877 |
0.08% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
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CARR |
Carrier Global Corp |
117 |
- |
$64.96 |
$215,000 |
3,707 |
0.08% |
2,000 |
0 |
0 |
N/A |
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