News + Filings Holdings
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Madison Wealth Partners, Inc
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Hartford Funds Exchange-Traded Trust
| HMOP | Common | 62,401 | -61,275 | 2,373,750,000 | -2,271,519,000 | 1.11 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 3,991 | -1,950 | 428,075,000 | -227,206,000 | 0.20 | 0.00 |
Hist
| 06/30/2023 |
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DANAHER CORP /DE/
| DHR | Common | 5,266 | -18 | 1,263,840,000 | -138,639,000 | 0.59 | 0.00 |
Hist
| 06/30/2023 |
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PFIZER INC
| PFE | Common | 6,412 | -835 | 235,185,000 | -136,126,000 | 0.11 | 0.00 |
Hist
| 06/30/2023 |
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ALLIANT ENERGY CORP
| LNT | Common | 15,615 | -1,561 | 819,461,000 | -128,849,000 | 0.38 | 0.01 |
Hist
| 06/30/2023 |
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PIMCO ETF Trust
| SMMU | Common | 14,355 | -1,506 | 710,979,000 | -70,903,000 | 0.33 | |
Hist
| 06/30/2023 |
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AT&T CORP
| T | Common | 21,382 | -730 | 341,047,000 | -66,029,000 | 0.16 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 2,693 | -394 | 382,743,000 | -50,646,000 | 0.18 | |
Hist
| 06/30/2023 |
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PROCTER & GAMBLE Co
| PG | Common | 2,029 | -325 | 307,843,000 | -48,973,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| BAC | Common | 10,273 | -94 | 294,723,000 | -48,646,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
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ISHARES U S ETF TR
| COMT | Common | 14,927 | -261 | 387,803,000 | -40,347,000 | 0.18 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VB | ETF | 1,422 | -230 | 282,822,000 | -20,386,000 | 0.13 | |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 4,998 | -63 | 362,988,000 | -19,328,000 | 0.17 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 6,455 | -523 | 1,048,523,000 | -11,066,000 | 0.49 | |
Hist
| 06/30/2023 |
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TRACTOR SUPPLY CO /DE/
| TSCO | Common | 950 | -16 | 209,958,000 | -7,407,000 | 0.10 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWD | ETF | 1,765 | -85 | 278,586,000 | -1,925,000 | 0.13 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWM | Common | 2,508 | -163 | 469,702,000 | 4,042,000 | 0.22 | |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 1,400 | -35 | 315,930,000 | 30,079,000 | 0.15 | 0.00 |
Hist
| 06/30/2023 |
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VISA INC.
| V | CL A | 2,899 | -223 | 688,558,000 | 39,926,000 | 0.32 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VEU | ETF | 12,255 | -189 | 666,795,000 | 42,853,000 | 0.31 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISI | Common | 4,919 | -137 | 481,307,000 | 52,522,000 | 0.22 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 1,179 | -38 | 324,437,000 | 63,707,000 | 0.15 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 2,859 | -54 | 974,992,000 | 75,260,000 | 0.46 | |
Hist
| 06/30/2023 |
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ORACLE CORP
| ORCL | Common | 3,166 | -134 | 377,039,000 | 107,297,000 | 0.18 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| OEF | STOCK | 3,386 | -44 | 701,058,000 | 116,042,000 | 0.33 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IGV | Common | 1,422 | -8 | 492,055,000 | 126,245,000 | 0.23 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 1,376 | -458 | 394,884,000 | 174,180,000 | 0.18 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 6,600 | -259 | 789,970,000 | 184,781,000 | 0.37 | |
Hist
| 06/30/2023 |
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MGE ENERGY INC
| MGEE | COM | 30,146 | -164 | 2,384,824,000 | 251,017,000 | 1.11 | 0.08 |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 8,092 | -252 | 2,289,697,000 | 511,432,000 | 1.07 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 12,542 | -454 | 1,635,007,000 | 543,330,000 | 0.76 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 10,493 | -30 | 3,573,383,000 | 1,049,805,000 | 1.67 | 0.00 |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 28,548 | -1,087 | 5,537,508,000 | 1,686,993,000 | 2.59 | |
Hist
| 06/30/2023 |
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