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MADISON WEALTH PARTNERS, INC

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MADISON WI Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Madison Wealth Partners is based out of Madison. Madison Wealth Partners is a large advisory firm with 1275 clients and discretionary assets under management (AUM) of $543,017,001 (Form ADV from 2024-01-31). Their last reported 13F filing for Q4 2023 included $252,193,897 in managed 13F securities and a top 10 holdings concentration of 62.74%. Madison Wealth Partners's largest holding is iShares Core Dividend Growth ETF-iShares Core Dividend Growth ETF with shares held of 769,889. Whalewisdom has at least 13 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
DGRO iShares Core Dividen 16.43%
IUSG iShares Core S&P U.S 14.06%
IUSV iShares Core S&P U.S 7.18%
IVV iShares Core S&P 500 5.64%
ONEQ Fidelity Nasdaq Comp 5.57%

2023-12-31

13F Activity

Market Value $252m, Prior: $198m
New Purchases 24 stocks
Added To 55 stocks
Sold out of 2 stocks
Reduced holdings in 24 stocks
Top 10 Holdings % 62.74%
Turnover %[1] 22.22%
Turnover Alt %[2] 0.96%
Time Held Top 20 8.25 quarters
Time Held Top 10 8.7 quarters
Time Held All 6.63 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance