Madison Wealth Partners, Inc Portfolio Holdings
Q3 2025•183 long positions•$505.5M portfolio value
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Holding188 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $64.7M 12.79% | -$2.5M Sold | — 393.0K shares | 408.1K → 393.0K −$2.5M | -3.71% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $43.1M 8.52% | +$1.1M Bought | — 632.5K shares | 616.7K → 632.5K +$1.1M | +2.56% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $39.2M 7.75% | +$3.8M Bought | — 735.4K shares | 663.6K → 735.4K +$3.8M | +10.82% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $33.5M 6.62% | +$4.6M Bought | — 565.7K shares | 488.8K → 565.7K +$4.6M | +15.74% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $29.9M 5.91% | +$1.1M Bought | — 298.8K shares | 287.6K → 298.8K +$1.1M | +3.87% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $29.2M 5.78% | +$90.7K Bought | — 245.9K shares | 245.1K → 245.9K +$90.7K | +0.31% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $22.5M 4.45% | +$35.5K Bought | — 33.6K shares | 33.6K → 33.6K +$35.5K | +0.16% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $21.0M 4.16% | -$1.2M Sold | — 236.1K shares | 249.9K → 236.1K −$1.2M | -5.53% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.6M 2.7% | +$369.9K Bought | — 530.1K shares | 515.7K → 530.1K +$369.9K | +2.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.5M 2.47% | +$97.2K Bought | — 191.6K shares | 190.1K → 191.6K +$97.2K | +0.78% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.8M 2.13% | +$99.7K Bought | — 17.9K shares | 17.7K → 17.9K +$99.7K | +0.94% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $10.5M 2.08% | +$280.1K Bought | 0.0% 41.3K shares | 40.2K → 41.3K +$280.1K | +2.73% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $9.5M 1.88% | -$2.6K Sold | 0.0% 18.3K shares | 18.3K → 18.3K −$2.6K | -0.03% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.0M 1.59% | +$109.9K Bought | — 97.1K shares | 95.7K → 97.1K +$109.9K | +1.39% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.1M 1.21% | -$129.9K Sold | — 9.2K shares | 9.4K → 9.2K −$129.9K | -2.08% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $5.3M 1.04% | +$145.7K Bought | — 24.5K shares | 23.8K → 24.5K +$145.7K | +2.84% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.0M 0.995% | -$1.2M Sold | — 108.8K shares | 133.7K → 108.8K −$1.2M | -18.64% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.0M 0.986% | +$1.5M Bought | — 226.1K shares | 160.2K → 226.1K +$1.5M | +41.11% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $4.4M 0.862% | — | 0.0% 19.8K shares | — | — | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.2M 0.839% | -$20.7K Sold | — 40.6K shares | 40.8K → 40.6K −$20.7K | -0.48% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.2M 0.837% | -$84.9K Sold | — 8.8K shares | 9.0K → 8.8K −$84.9K | -1.97% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.2M 0.834% | -$259.5K Sold | — 22.2K shares | 23.6K → 22.2K −$259.5K | -5.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.9M 0.78% | +$86.7K Bought | — 15.9K shares | 15.6K → 15.9K +$86.7K | +2.25% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.6M 0.708% | +$2.0M Bought | — 5.8K shares | 2.6K → 5.8K +$2.0M | +123.99% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.5M 0.697% | +$1.0M Bought | — 30.9K shares | 22.0K → 30.9K +$1.0M | +40.93% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $3.4M 0.676% | -$29.9K Sold | 0.0% 18.3K shares | 18.5K → 18.3K −$29.9K | -0.87% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $3.3M 0.66% | +$37.5K Bought | — 38.2K shares | 37.8K → 38.2K +$37.5K | +1.14% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.1M 0.612% | +$11.3K Bought | — 34.4K shares | 34.3K → 34.4K +$11.3K | +0.36% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $3.1M 0.606% | +$13.1K Bought | 0.0% 12.6K shares | 12.6K → 12.6K +$13.1K | +0.43% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 0.596% | +$443.0K Bought | — 9.2K shares | 7.8K → 9.2K +$443.0K | +17.23% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.6M 0.523% | +$118.9K Bought | — 113.5K shares | 108.4K → 113.5K +$118.9K | +4.71% | — — | Q4 2022 Held for 2y 11m | |
Diversified Utilities Utilities | $2.5M 0.492% | +$336.7 Bought | 0.081% 29.5K shares | 29.5K → 29.5K +$336.7 | +0.01% | $3.1B Mid Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 0.484% | +$16.4K Bought | — 76.6K shares | 76.1K → 76.6K +$16.4K | +0.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.2M 0.427% | +$51.5K Bought | — 61.2K shares | 59.7K → 61.2K +$51.5K | +2.44% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.0M 0.405% | +$196.7K Bought | — 19.2K shares | 17.4K → 19.2K +$196.7K | +10.63% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.0M 0.388% | +$525.4K Bought | — 38.5K shares | 28.2K → 38.5K +$525.4K | +36.56% | — — | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $1.9M 0.376% | -$11.7K Sold | — 5.3K shares | 5.4K → 5.3K −$11.7K | -0.61% | — — | Q3 2024 Held for 1y 2m | |
Insurance - Diversified Financial Services | $1.9M 0.374% | -$393.6K Sold | 0.0% 3.8K shares | 4.5K → 3.8K −$393.6K | -17.22% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.8M 0.363% | +$21.8K Bought | 0.0% 4.1K shares | 4.1K → 4.1K +$21.8K | +1.2% | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.8M 0.354% | -$91.1K Sold | — 60.4K shares | 63.5K → 60.4K −$91.1K | -4.84% | — — | Q4 2022 Held for 2y 11m | |
Banks - Diversified Financial Services | $1.6M 0.323% | -$30.6K Sold | 0.0% 5.2K shares | 5.3K → 5.2K −$30.6K | -1.84% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.303% | +$161.8K Bought | — 10.5K shares | 9.4K → 10.5K +$161.8K | +11.81% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.4M 0.278% | — | — 1.9K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.276% | +$36.3K Bought | — 35.6K shares | 34.6K → 35.6K +$36.3K | +2.67% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.269% | -$106.5K Sold | — 4.1K shares | 4.4K → 4.1K −$106.5K | -7.26% | — — | Q4 2020 Held for 4y 11m | |
Regulated Electric Utilities | $1.3M 0.253% | +$373.8K Bought | 0.007% 18.9K shares | 13.4K → 18.9K +$373.8K | +41.37% | $17.3B Large Cap | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $1.2M 0.245% | +$682.8 Bought | 0.0% 3.6K shares | 3.6K → 3.6K +$682.8 | +0.06% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $1.2M 0.237% | -$48.1K Sold | 0.0% 23.2K shares | 24.2K → 23.2K −$48.1K | -3.86% | $382.12B Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $1.2M 0.232% | +$14.7K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$14.7K | +1.27% | $1.84T Mega Cap | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $1.2M 0.228% | +$4.6K Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$4.6K | +0.4% | $410.27B Mega Cap | Q2 2021 Held for 4y 5m |
