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Home > Institutional Investor > Madison Wealth Partners, Inc > Profile

Instuitional Investor - Madison Wealth Partners, Inc

Fund Profile
Filing Period:
Fund Name: Madison Wealth Partners, Inc
Portfolio Value $405,068,591
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 390,148 $49,579,999 12.24%
2.
Ishares Tr
 612,026 $37,810,977 9.33%
3.
Blackrock Etf Trust Ii
 658,820 $34,509,009 8.52%
4.
Ishares Trust
 IEF 280,961 $25,929,903 6.4%
5.
Ishares Trust
 IEF 215,704 $22,556,183 5.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)