13F-HR filed by Madison Wealth Partners, Inc
Madison Wealth Partners, Inc filed this 13F-HR for the quarter ended 2022-06-30, filed 2022-07-22, with 77 holding rows worth $157,438,000.
- Accession
- 0001696136-22-000004
- Filer
- CIK 1844424
- Filed
- 2022-07-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2022
A holdings report, 77 entries on the cover page, a total value of $157,438,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $157,438,000 with VALUE read as thousands by filing date, 13F file number 028-20942. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 326,892 | $27,361,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 527,591 | $25,134,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 193,742 | $12,957,000 | thousands by filing date | |
| FIDELITY COMWLTH TR | 315912808 | COM | 220,296 | $9,506,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 24,043 | $9,116,000 | thousands by filing date | |
| IJH | 464287507 | COM | 38,373 | $8,681,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 114,986 | $6,558,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 55,289 | $5,109,000 | thousands by filing date | |
| Hartford Municipal Opportnits ETF | 41653L503 | ETF | 127,572 | $4,820,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 29,981 | $4,099,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 11,773 | $3,300,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 7,851 | $2,962,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 25,065 | $2,666,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 9,921 | $2,548,000 | thousands by filing date | |
| MGE ENERGY INC | 55277P104 | COM | 30,160 | $2,347,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 8,344 | $1,860,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 16,900 | $1,718,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 5,235 | $1,327,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 7,284 | $1,045,000 | thousands by filing date | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 17,425 | $1,021,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 8,661 | $920,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 2,726 | $890,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 400 | $872,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R874 | SHTRM MUN BD ACT | 15,191 | $754,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 12,038 | $708,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,576 | $703,000 | thousands by filing date | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 6,775 | $687,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 6,431 | $673,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 941 | $634,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,303 | $624,000 | thousands by filing date | |
| iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF | 46431W853 | SHS | 15,188 | $622,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 2,075 | $621,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 3,039 | $598,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 7,096 | $595,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,586 | $550,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 3,190 | $550,000 | thousands by filing date | |
| SCHD | 808524797 | COM | 7,068 | $506,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,843 | $490,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 22,669 | $475,000 | thousands by filing date | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 1,666 | $449,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 6,978 | $421,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 7,896 | $414,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,384 | $404,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,575 | $392,000 | thousands by filing date | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 6,461 | $390,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 2,166 | $385,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 7,428 | $371,000 | thousands by filing date | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 4,022 | $365,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 6,961 | $358,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 2,648 | $349,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 4,703 | $346,000 | thousands by filing date | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 3,185 | $320,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,450 | $317,000 | thousands by filing date | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 6,335 | $317,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 2,184 | $316,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,739 | $306,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 7,196 | $300,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 9,474 | $295,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 2,040 | $293,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,849 | $268,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 4,178 | $261,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 1,478 | $258,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 4,971 | $248,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 1,443 | $240,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 862 | $236,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 4,752 | $233,000 | thousands by filing date | |
| ISHARES TR | 46434V100 | 0-5YR INVT GR CP | 4,722 | $229,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,237 | $226,000 | thousands by filing date | |
| HARTFORD FDS EXCHANGE TRADED | 41653L602 | CMN | 5,860 | $223,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 3,173 | $222,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 4,339 | $220,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,025 | $213,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 1,668 | $212,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 1,788 | $206,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 3,367 | $204,000 | thousands by filing date | |
| Adverum Biotechnologies, Inc. | 00773U108 | Common Stock | 14,412 | $17,000 | thousands by filing date | |
| IG ACQUISITION CORP | 449534114 | *W EXP 10/05/202 | 49,000 | $7,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001696136-22-000004 | this filing | 2022-07-22 | acceptance time not in the bulk data set |