13F-HR filed by Madison Wealth Partners, Inc
Madison Wealth Partners, Inc filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 55 holding rows worth $149,082,000.
- Accession
- 0001844424-21-000002
- Filer
- CIK 1844424
- Filed
- 2021-02-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 55 entries on the cover page, a total value of $149,082,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $149,082,000 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 US Aggregate Bond ETF | 464287226 | SHS | 208,266 | $24,614,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 512,109 | $22,952,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 253,494 | $22,482,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 61,739 | $7,235,000 | thousands by filing date | |
| IJH | 464287507 | COM | 31,306 | $7,195,000 | thousands by filing date | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 79,881 | $6,973,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 18,286 | $6,864,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 96,132 | $6,459,000 | thousands by filing date | |
| FIDELITY COMWLTH TR | 315912808 | COM | 12,336 | $6,188,000 | thousands by filing date | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 91,431 | $4,990,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 41,874 | $3,848,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 10,900 | $3,419,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 21,950 | $2,912,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 7,695 | $2,876,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 6,488 | $1,643,000 | thousands by filing date | |
| MGE ENERGY INC | 55277P104 | COM | 23,427 | $1,640,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 6,461 | $1,437,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 5,120 | $1,137,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 9,858 | $1,065,000 | thousands by filing date | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 20,613 | $1,062,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 1,405 | $991,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 20,664 | $594,000 | thousands by filing date | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 8,261 | $570,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 1,531 | $541,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 2,369 | $518,000 | thousands by filing date | |
| ISHARES TR | 464287101 | S&P 100 ETF | 2,910 | $499,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 8,902 | $498,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 2,038 | $472,000 | thousands by filing date | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 4,169 | $454,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 6,714 | $391,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 112 | $364,000 | thousands by filing date | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,065 | $362,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 1,668 | $353,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 1,288 | $346,000 | thousands by filing date | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 5,266 | $336,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,205 | $329,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 2,549 | $303,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 163 | $285,000 | thousands by filing date | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 793 | $280,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 9,047 | $274,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 1,704 | $268,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 1,467 | $265,000 | thousands by filing date | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 4,367 | $252,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,035 | $249,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,249 | $243,000 | thousands by filing date | |
| NIO INC SPON ADS | 62914V106 | ADR | 5,000 | $243,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,797 | $235,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 3,639 | $226,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,254 | $216,000 | thousands by filing date | |
| VanEck High Yield Muni ETF | 92189H409 | SHS | 3,317 | $204,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 2,314 | $204,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 984 | $203,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 400 | $200,000 | thousands by filing date | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 10,647 | $167,000 | thousands by filing date | |
| Adverum Biotechnologies, Inc. | 00773U108 | Common Stock | 14,412 | $156,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001844424-21-000002 | this filing | 2021-02-16 | acceptance time not in the bulk data set |