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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PROGRESSIVE CORP/OH/

PGR|743315103

Shares:798

Value:$225.9K

% of Portfolio:0.1% ($225.9K/$405.1M)

09290C863

Shares:7.8K

Value:$224.6K

% of Portfolio:0.1% ($224.6K/$405.1M)

KLA CORP

KLAC|482480100

Shares:329

Value:$223.9K

% of Portfolio:0.1% ($223.9K/$405.1M)

389637109

Shares:3.4K

Value:$221.1K

% of Portfolio:0.1% ($221.1K/$405.1M)

46432F339

QUAL|46432F339

Shares:1.3K

Value:$220.6K

% of Portfolio:0.1% ($220.6K/$405.1M)

46436E718

Shares:2.2K

Value:$219.8K

% of Portfolio:0.1% ($219.8K/$405.1M)

808524201

SCHX|808524201

Shares:9.8K

Value:$216.7K

% of Portfolio:0.1% ($216.7K/$405.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:906

Value:$211.3K

% of Portfolio:0.1% ($211.3K/$405.1M)

46434V613

Shares:4.6K

Value:$211.0K

% of Portfolio:0.1% ($211.0K/$405.1M)

464287408

IVE|464287408

Shares:1.1K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$405.1M)

808524607

SCHA|808524607

Shares:8.6K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$405.1M)

464288877

Shares:3.4K

Value:$200.7K

% of Portfolio:0.0% ($200.7K/$405.1M)

NIKE, Inc.

NKE|654106103

Shares:3.2K

Value:$200.3K

% of Portfolio:0.0% ($200.3K/$405.1M)

FORD MOTOR CO

F|345370860

Shares:13.2K

Value:$132.6K

% of Portfolio:0.0% ($132.6K/$405.1M)

American Airlines Group Inc.

AAL|02376R102

Shares:10.4K

Value:$109.4K

% of Portfolio:0.0% ($109.4K/$405.1M)

PIMCO HIGH INCOME FUND

PHK|722014107

Shares:21.4K

Value:$104.4K

% of Portfolio:0.0% ($104.4K/$405.1M)

Lightwave Logic, Inc.

LWLG|532275104

Shares:13.8K

Value:$14.1K

% of Portfolio:0.0% ($14.1K/$405.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROGRESSIVE CORP/OH/(PGRcusip743315103)	798	QoQ NEW(+798) YoY NEW(+798)	All Managers (Combined)	$225.9K	0.1% ($225.9K/$405.1M)	QoQ NEW(+$225.9K) YoY NEW(+$225.9K)
(cusip09290C863)✕	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$224.6K	0.1% ($224.6K/$405.1M)	QoQ NEW(+$224.6K) YoY NEW(+$224.6K)
KLA CORP(KLACcusip482480100)	329	QoQ 0.00% (+0) YoY NEW(+329)	All Managers (Combined)	$223.9K	0.1% ($223.9K/$405.1M)	QoQ +8.13% (+$16.8K) YoY NEW(+$223.9K)
(cusip389637109)✕	3.4K	QoQ 0.00% (-0) YoY +1.86% (+62)	All Managers (Combined)	$221.1K	0.1% ($221.1K/$405.1M)	QoQ -11.95% (-$30.0K) YoY +5.08% (+$10.7K)
(QUALcusip46432F339)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$220.6K	0.1% ($220.6K/$405.1M)	QoQ NEW(+$220.6K) YoY NEW(+$220.6K)
(cusip46436E718)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$219.8K	0.1% ($219.8K/$405.1M)	QoQ NEW(+$219.8K) YoY NEW(+$219.8K)
(SCHXcusip808524201)	9.8K	QoQ -0.41% (-41) YoY NEW(+9.8K)	All Managers (Combined)	$216.7K	0.1% ($216.7K/$405.1M)	QoQ -5.13% (-$11.7K) YoY NEW(+$216.7K)
LOWES COMPANIES INC(LOWcusip548661107)	906	QoQ -11.95% (-123) YoY -11.43% (-117)	All Managers (Combined)	$211.3K	0.1% ($211.3K/$405.1M)	QoQ -16.80% (-$42.7K) YoY -18.96% (-$49.4K)
(cusip46434V613)✕	4.6K	QoQ -8.96% (-451) YoY -2.45% (-115)	All Managers (Combined)	$211.0K	0.1% ($211.0K/$405.1M)	QoQ -7.19% (-$16.4K) YoY -1.39% (-$3.0K)
(IVEcusip464287408)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$405.1M)	QoQ NEW(+$209.3K) YoY NEW(+$209.3K)
(SCHAcusip808524607)	8.6K	QoQ -70.38% (-20.4K) YoY -42.43% (-6.3K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$405.1M)	QoQ -73.16% (-$548.0K) YoY -72.61% (-$532.9K)
(cusip464288877)✕	3.4K	QoQ -15.15% (-608) YoY NEW(+3.4K)	All Managers (Combined)	$200.7K	0.0% ($200.7K/$405.1M)	QoQ -4.68% (-$9.9K) YoY NEW(+$200.7K)
NIKE, Inc.(NKEcusip654106103)	3.2K	QoQ 0.00% (-0) YoY -0.03% (-1)	All Managers (Combined)	$200.3K	0.0% ($200.3K/$405.1M)	QoQ -16.10% (-$38.5K) YoY -32.47% (-$96.3K)
FORD MOTOR CO(Fcusip345370860)	13.2K	QoQ NEW(+13.2K) YoY -56.66% (-17.3K)	All Managers (Combined)	$132.6K	0.0% ($132.6K/$405.1M)	QoQ NEW(+$132.6K) YoY -67.27% (-$272.6K)
American Airlines Group Inc.(AALcusip02376R102)	10.4K	QoQ 0.00% (-0) YoY NEW(+10.4K)	All Managers (Combined)	$109.4K	0.0% ($109.4K/$405.1M)	QoQ -39.47% (-$71.4K) YoY NEW(+$109.4K)
PIMCO HIGH INCOME FUND(PHKcusip722014107)	21.4K	QoQ 0.00% (+0) YoY -8.18% (-1.9K)	All Managers (Combined)	$104.4K	0.0% ($104.4K/$405.1M)	QoQ +0.61% (+$641) YoY -9.11% (-$10.5K)
Lightwave Logic, Inc.(LWLGcusip532275104)	13.8K	QoQ -9.83% (-1.5K) YoY NEW(+13.8K)	All Managers (Combined)	$14.1K	0.0% ($14.1K/$405.1M)	QoQ -55.98% (-$17.9K) YoY NEW(+$14.1K)