Madison Wealth Partners, Inc Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$357.8B

Holdings

152

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (152 positions)

#	Stock	Shares	Value	% Portfolio
1	DGROISHARES TR	894,675	$54.9B	15.34%
2	IUSGISHARES TR	389,481	$54.3B	15.17%
3	IUSVISHARES TR	241,203	$22.3B	6.24%
4	ONEQFIDELITY COMWLTH TR	242,137	$18.4B	5.15%
5	IVVISHARES TR	30,460	$17.9B	5.01%
6	IJHISHARES TR	187,028	$11.7B	3.26%
7	SCHBSCHWAB STRATEGIC TR	499,527	$11.3B	3.17%
8	AAPLAPPLE INC	40,096	$10.0B	2.81%
9	NDQINVESCO QQQ TR	17,636	$9.0B	2.52%
10	MSFTMICROSOFT CORP	18,384	$7.7B	2.17%
11	IXUSISHARES TR	91,970	$6.1B	1.70%
12	FBNDFIDELITY MERRIMACK STR TR	134,917	$6.1B	1.69%
13	IJRISHARES TR	52,051	$6.0B	1.68%
14	SPYSPDR S&P 500 ETF TR	9,444	$5.5B	1.55%
15	RSPINVESCO EXCHANGE TRADED FD T	27,430	$4.8B	1.34%
16	VIGVANGUARD SPECIALIZED FUNDS	22,745	$4.5B	1.24%
17	AMZNAMAZON COM INC	19,717	$4.3B	1.21%
18	ILCGISHARES TR	45,255	$4.1B	1.13%
19	VUGVANGUARD INDEX FDS	8,249	$3.4B	0.95%
20	UBNDVICTORY PORTFOLIOS II	147,776	$3.2B	0.88%
21	ILCVISHARES TR	38,444	$3.1B	0.87%
22	AQLTISHARES TR	41,675	$2.9B	0.82%
23	MG1MGE ENERGY INC	30,497	$2.9B	0.80%
24	GOOGLALPHABET INC	14,865	$2.8B	0.79%
25	NVDANVIDIA CORPORATION	18,525	$2.5B	0.70%
26	MUBISHARES TR	22,650	$2.4B	0.67%
27	SCHGSCHWAB STRATEGIC TR	83,239	$2.3B	0.65%
28	VTIVANGUARD INDEX FDS	7,765	$2.3B	0.63%
29	QQQMINVESCO EXCH TRADED FD TR II	9,488	$2.0B	0.56%
30	BRK/BBERKSHIRE HATHAWAY INC DEL	4,317	$2.0B	0.55%
31	JPMJPMORGAN CHASE & CO.	7,564	$1.8B	0.51%
32	TSLATESLA INC	4,400	$1.8B	0.50%
33	SCHFSCHWAB STRATEGIC TR	94,277	$1.7B	0.49%
34	SCHMSCHWAB STRATEGIC TR	54,177	$1.5B	0.42%
35	CSHINEOS ETF TRUST	29,572	$1.5B	0.41%
36	XYLDGLOBAL X FDS	31,244	$1.3B	0.37%
37	GQ9SPDR GOLD TR	5,197	$1.3B	0.35%
38	VGTVANGUARD WORLD FD	1,997	$1.2B	0.35%
39	DHRDANAHER CORPORATION	5,246	$1.2B	0.34%
40	OEFISHARES TR	4,153	$1.2B	0.34%
41	VOOVANGUARD INDEX FDS	2,218	$1.2B	0.33%
42	COSTCOSTCO WHSL CORP NEW	1,228	$1.1B	0.31%
43	VVISA INC	3,555	$1.1B	0.31%
44	DDTOINNOVATOR ETFS TRUST	35,491	$1.1B	0.31%
45	BACBANK AMERICA CORP	24,423	$1.1B	0.30%
46	PGXINVESCO EXCH TRADED FD TR II	90,100	$1.0B	0.29%
47	ITOTISHARES TR	7,903	$1.0B	0.28%
48	VYMVANGUARD WHITEHALL FDS	7,651	$976.2M	0.27%
49	SCHDSCHWAB STRATEGIC TR	35,517	$970.3M	0.27%
50	BOXXEA SERIES TRUST	8,202	$904.5M	0.25%
51	CGMUCAPITAL GRP FIXED INCM ETF T	33,526	$902.5M	0.25%
52	IEMGISHARES INC	16,839	$879.3M	0.25%
53	AGGISHARES TR	8,871	$859.6M	0.24%
54	VVVANGUARD INDEX FDS	3,082	$831.3M	0.23%
55	MUNIPIMCO ETF TR	15,803	$817.5M	0.23%
56	METAMETA PLATFORMS INC	1,359	$795.7M	0.22%
57	LNTALLIANT ENERGY CORP	13,400	$792.5M	0.22%
58	CGCPCAPITAL GRP FIXED INCM ETF T	35,017	$777.4M	0.22%
59	USTBVICTORY PORTFOLIOS II	15,340	$770.1M	0.22%
60	SCHASCHWAB STRATEGIC TR	28,965	$749.0M	0.21%
61	IVWISHARES TR	7,295	$740.6M	0.21%
62	DEDEERE & CO	1,696	$718.6M	0.20%
63	SRLNSSGA ACTIVE ETF TR	17,079	$712.7M	0.20%
64	IMCGISHARES TR	9,206	$695.3M	0.19%
65	LLYELI LILLY & CO	890	$687.1M	0.19%
66	VBRVANGUARD INDEX FDS	3,450	$683.8M	0.19%
67	VDEVANGUARD WORLD FD	5,567	$675.3M	0.19%
68	IGVISHARES TR	6,435	$644.2M	0.18%
69	XLCSELECT SECTOR SPDR TR	6,625	$641.4M	0.18%
70	PTYPIMCO CORPORATE & INCOME OPP	43,978	$632.0M	0.18%
71	IMCVISHARES TR	8,402	$623.9M	0.17%
72	AVGOBROADCOM INC	2,651	$614.6M	0.17%
73	VTEBVANGUARD MUN BD FDS	12,248	$614.0M	0.17%
74	JEPIJ P MORGAN EXCHANGE TRADED F	9,440	$543.1M	0.15%
75	FENIFIDELITY COVINGTON TRUST	19,222	$529.2M	0.15%
76	ORCLORACLE CORP	3,128	$521.3M	0.15%
77	VEUVANGUARD INTL EQUITY INDEX F	8,990	$516.1M	0.14%
78	SUBISHARES TR	4,789	$505.2M	0.14%
79	VBVANGUARD INDEX FDS	1,950	$468.6M	0.13%
80	LRCXLAM RESEARCH CORP	6,482	$468.2M	0.13%
81	IWFISHARES TR	1,156	$464.2M	0.13%
82	IWMISHARES TR	2,096	$463.1M	0.13%
83	SOXXISHARES TR	2,137	$460.6M	0.13%
84	XOMEXXON MOBIL CORP	4,157	$447.2M	0.12%
85	HDHOME DEPOT INC	1,140	$443.4M	0.12%
86	HDVISHARES TR	3,764	$422.6M	0.12%
87	FDNFIRST TR EXCHANGE-TRADED FD	1,718	$417.8M	0.12%
88	ISCGISHARES TR	7,845	$388.0M	0.11%
89	LVLNSPDR SER TR	6,377	$384.8M	0.11%
90	GOOGALPHABET INC	2,015	$383.7M	0.11%
91	VXUSVANGUARD STAR FDS	6,465	$381.0M	0.11%
92	VTVVANGUARD INDEX FDS	2,245	$380.1M	0.11%
93	COMTISHARES U S ETF TR	14,875	$376.5M	0.11%
94	FELCFIDELITY COVINGTON TRUST	11,390	$375.1M	0.10%
95	CVXCHEVRON CORP NEW	2,565	$371.5M	0.10%
96	FESMFIDELITY COVINGTON TRUST	11,473	$371.2M	0.10%
97	IWPISHARES TR	2,891	$366.4M	0.10%
98	GUNRFLEXSHARES TR	10,046	$365.3M	0.10%
99	MAMASTERCARD INCORPORATED	688	$362.1M	0.10%
100	JNJJOHNSON & JOHNSON	2,499	$361.4M	0.10%

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