Madison-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NOVT",
  "MGEE",
  "AAL",
  null,
  "ABBV",
  "GOOGL",
  "VDE",
  "T",
  null,
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "CMI",
  "PTY",
  "PHK",
  null,
  null,
  null,
  null,
  "LWLG",
  null,
  "HD",
  "MCD",
  null,
  null,
  null,
  "AMAT",
  null,
  "MUB",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "IWS",
  null,
  null,
  null,
  "MA",
  null,
  "MSFT",
  null,
  "IJR",
  "EFG",
  "KLAC",
  "IWD",
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PG",
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  "SCHX",
  "GLD",
  null,
  null,
  "VNQ",
  "VO",
  "VV",
  null,
  null,
  "VIG",
  "TSCO",
  "VYM",
  null,
  "F",
  "IWP",
  null,
  null,
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VYMI",
  "VXUS",
  "VTEB",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  "IUSG",
  null,
  "LNT",
  null,
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  "IXUS",
  null,
  "IUSV",
  null,
  "DGRO",
  "BAC",
  "BRK-B",
  null,
  "CARR",
  "CVX",
  "CSCO",
  "C",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "DAL",
  "RSP",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 157
Total Value: 405068591
Accession Number: 0001951757-25-000413
Form Type: 13F-HR
CIK: madison-wealth-partners
Manager Name: Madison-Wealth-Partners

Data Enrichment

64% identified

101 identified56 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

157 positions • $405.1M total value

157 positions • $405.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92647N535

Shares:24.4K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$405.1M)

COSTCO WHOLESALE CORP /NEW

Shares:1.2K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$405.1M)

922908363

Shares:2.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$405.1M)

464287101

Shares:4.1K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$405.1M)

DANAHER CORP /DE/

Shares:5.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$405.1M)

78433H501

Shares:21.6K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$405.1M)

Tesla, Inc.

Shares:4.1K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$405.1M)

92204A702

Shares:1.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$405.1M)

BANK OF AMERICA CORP /DE/

Shares:24.4K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$405.1M)

921946406

Shares:7.9K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$405.1M)

46138E511

Shares:90.1K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$405.1M)

808524797

Shares:35.7K

Value:$997.9K

% of Portfolio:0.2% ($997.9K/$405.1M)

464287150

Shares:8.1K

Value:$987.8K

% of Portfolio:0.2% ($987.8K/$405.1M)

ALLIANT ENERGY CORP

Shares:13.6K

Value:$871.9K

% of Portfolio:0.2% ($871.9K/$405.1M)

464287226

Shares:8.8K

Value:$870.1K

% of Portfolio:0.2% ($870.1K/$405.1M)

46434G103

Shares:15.9K

Value:$859.7K

% of Portfolio:0.2% ($859.7K/$405.1M)

72201R866

Shares:16.5K

Value:$848.4K

% of Portfolio:0.2% ($848.4K/$405.1M)

14020Y201

Shares:29.8K

Value:$800.0K

% of Portfolio:0.2% ($800.0K/$405.1M)

14020Y102

Shares:35.4K

Value:$794.3K

% of Portfolio:0.2% ($794.3K/$405.1M)

922908637

Shares:3.1K

Value:$792.3K

% of Portfolio:0.2% ($792.3K/$405.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92647N535)✕	24.4K	QoQ +58.78% (+9.0K) YoY NEW(+24.4K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$405.1M)	QoQ +60.20% (+$463.7K) YoY NEW(+$1.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.2K	QoQ 0.00% (+0) YoY +20.27% (+207)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$405.1M)	QoQ +3.26% (+$36.8K) YoY +55.31% (+$413.7K)
(VOOcusip922908363)	2.2K	QoQ +0.13% (-3) YoY +29.50% (+506)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$405.1M)	QoQ -4.50% (-$53.8K) YoY +38.45% (+$317.1K)
(cusip464287101)✕	4.1K	QoQ -1.05% (-44) YoY +24.06% (+797)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$405.1M)	QoQ -7.23% (-$86.7K) YoY +35.80% (+$293.4K)
DANAHER CORP /DE/(DHRcusip235851102)	5.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$405.1M)	QoQ -10.69% (-$128.8K) YoY -17.90% (-$234.6K)
(cusip78433H501)✕	21.6K	QoQ -26.83% (-7.9K) YoY -17.37% (-4.5K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$405.1M)	QoQ -27.11% (-$399.4K) YoY -17.65% (-$230.2K)
Tesla, Inc.(TSLAcusip88160R101)	4.1K	QoQ -6.97% (-307) YoY -20.10% (-1.0K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$405.1M)	QoQ -40.30% (-$716.1K) YoY +17.78% (-$160.1K)
(VGTcusip92204A702)	1.9K	QoQ -5.60% (-112) YoY -4.46% (-88)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$405.1M)	QoQ -17.67% (-$219.5K) YoY -1.19% (-$12.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	24.4K	QoQ +0.08% (-20) YoY +14.11% (+3.0K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$405.1M)	QoQ -4.97% (-$53.4K) YoY +25.58% (+$207.8K)
(VYMcusip921946406)	7.9K	QoQ +2.78% (+213) YoY NEW(+7.9K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$405.1M)	QoQ +3.88% (+$37.9K) YoY NEW(+$1.0M)
(cusip46138E511)✕	90.1K	QoQ 0.00% (-0) YoY -10.62% (-10.7K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$405.1M)	QoQ -2.68% (-$27.9K) YoY -15.59% (-$186.7K)
(SCHDcusip808524797)	35.7K	QoQ +0.48% (+172) YoY +192.53% (+23.5K)	All Managers (Combined)	$997.9K	0.2% ($997.9K/$405.1M)	QoQ +2.83% (+$27.5K) YoY +1.44% (+$14.2K)
(ITOTcusip464287150)	8.1K	QoQ +2.44% (-193) YoY +16.20% (+1.1K)	All Managers (Combined)	$987.8K	0.2% ($987.8K/$405.1M)	QoQ -2.82% (-$28.7K) YoY +22.97% (+$184.5K)
ALLIANT ENERGY CORP(LNTcusip018802108)	13.6K	QoQ +1.11% (+150) YoY -9.51% (-1.4K)	All Managers (Combined)	$871.9K	0.2% ($871.9K/$405.1M)	QoQ +10.02% (+$79.5K) YoY +15.52% (-$117.2K)
(cusip464287226)✕	8.8K	QoQ -0.84% (-75) YoY -30.24% (-3.8K)	All Managers (Combined)	$870.1K	0.2% ($870.1K/$405.1M)	QoQ +1.22% (-$10.5K) YoY -29.53% (-$364.8K)
(IEMGcusip46434G103)	15.9K	QoQ -5.39% (-909) YoY -12.65% (-2.3K)	All Managers (Combined)	$859.7K	0.2% ($859.7K/$405.1M)	QoQ -2.22% (-$19.6K) YoY -8.64% (-$81.3K)
(cusip72201R866)✕	16.5K	QoQ +4.13% (+654) YoY +14.10% (+2.0K)	All Managers (Combined)	$848.4K	0.2% ($848.4K/$405.1M)	QoQ +3.77% (+$30.9K) YoY +12.10% (+$91.6K)
(cusip14020Y201)✕	29.8K	QoQ -11.02% (-3.7K) YoY -11.60% (-3.9K)	All Managers (Combined)	$800.0K	0.2% ($800.0K/$405.1M)	QoQ -11.35% (-$102.5K) YoY -12.23% (-$111.5K)
(cusip14020Y102)✕	35.4K	QoQ +1.04% (+366) YoY +23.48% (+6.7K)	All Managers (Combined)	$794.3K	0.2% ($794.3K/$405.1M)	QoQ +2.18% (+$17.0K) YoY +23.42% (+$150.8K)
(VVcusip922908637)	3.1K	QoQ 0.00% (-0) YoY -0.83% (-26)	All Managers (Combined)	$792.3K	0.2% ($792.3K/$405.1M)	QoQ -4.69% (-$39.1K) YoY +6.30% (-$47.0K)