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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 $252,193,897
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 769,889 $41,435,453 16.42%
2.
Ishares Trust
 IEF 340,717 $35,468,614 14.06%
3.
Ishares Trust
 IEF 214,609 $18,097,964 7.17%
4.
Ishares Trust
 IEF 29,759 $14,213,885 5.63%
5.
Fidelity Comwlth Tr
 237,079 $14,044,585 5.56%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)