Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
SCHB Schwab U.S. Broad Ma | 2.43% |
RSP Invesco S&P 500 Equa | 2.16% |
PGX Invesco Preferred ET | 0.47% |
MSFT Microsoft Corp. | 0.42% |
JPM JPMorgan Chase & Co. | 0.4% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IJH iShares Core S&P Mid | 0.78% |
IXUS iShares Core MSCI To | 0.47% |
IJR iShares Core S&P Sma | 0.36% |
MUB iShares National Mun | 0.33% |
AGG iShares Core U.S. Ag | 0.28% |
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