$476 Million is the total value of MADISON WEALTH MANAGEMENT's 151 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP | $27,555,179 | -10.8% | 87,269 | -3.7% | 5.79% | -7.3% |
| AAPL | Sell | APPLE INC | $23,054,298 | -12.0% | 134,655 | -0.3% | 4.84% | -8.6% |
| Buy | WISDOMTREE TRfloatng rat trea | $22,428,713 | +3.5% | 445,722 | +3.5% | 4.71% | +7.5% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $18,842,552 | +8.3% | 142,909 | -0.6% | 3.96% | +12.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $18,731,242 | +2.6% | 53,472 | -0.1% | 3.94% | +6.6% |
| VOO | Buy | VANGUARD INDEX FDS | $17,561,604 | +7.0% | 44,720 | +10.9% | 3.69% | +11.1% |
| CBRE | Sell | CBRE GROUP INCcl a | $10,148,808 | -8.7% | 137,406 | -0.3% | 2.13% | -5.2% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $9,456,912 | +2.9% | 298,608 | +4.9% | 1.99% | +6.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $8,514,668 | +11.4% | 65,067 | +1.9% | 1.79% | +15.8% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $8,215,009 | +1.8% | 169,417 | +5.9% | 1.73% | +5.8% |
| Sell | BROOKFIELD CORPcl a ltd vt sh | $8,000,680 | -23.1% | 255,858 | -17.2% | 1.68% | -20.1% | |
| Buy | BROOKFIELD ASSET MANAGMT LTD | $7,664,791 | +2.2% | 229,898 | +0.1% | 1.61% | +6.2% | |
| LOW | Buy | LOWES COS INC | $7,308,580 | -7.0% | 35,164 | +1.0% | 1.54% | -3.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $7,260,594 | -6.8% | 18,339 | -7.5% | 1.53% | -3.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $7,027,157 | +5.4% | 13,938 | +0.4% | 1.48% | +9.5% |
| XOM | Buy | EXXON MOBIL CORP | $7,012,060 | +10.8% | 59,637 | +1.1% | 1.47% | +15.2% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $6,819,031 | -4.0% | 36,066 | +1.0% | 1.43% | -0.3% |
| AMZN | Buy | AMAZON COM INC | $6,744,479 | -0.4% | 53,056 | +2.1% | 1.42% | +3.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $6,298,882 | -2.8% | 114,734 | +0.3% | 1.32% | +1.0% |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $6,225,241 | -3.7% | 126,555 | -3.7% | 1.31% | +0.1% |
| CVX | Sell | CHEVRON CORP NEW | $6,155,697 | +5.4% | 36,506 | -1.6% | 1.29% | +9.6% |
| BIP | Sell | BROOKFIELD INFRAST PARTNERSlp int unit | $6,017,122 | -26.3% | 204,664 | -8.5% | 1.26% | -23.4% |
| IT | Buy | GARTNER INC | $5,892,225 | -1.3% | 17,148 | +0.6% | 1.24% | +2.5% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $5,636,194 | -7.0% | 128,916 | -1.8% | 1.18% | -3.3% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $5,515,513 | -15.0% | 18,870 | -0.6% | 1.16% | -11.7% |
| NKE | Sell | NIKE INCcl b | $5,503,061 | -14.3% | 57,551 | -1.1% | 1.16% | -10.9% |
| PG | Sell | PROCTER AND GAMBLE CO | $5,415,351 | -5.9% | 37,127 | -2.2% | 1.14% | -2.3% |
| TJX | Buy | TJX COS INC NEW | $5,318,211 | +5.0% | 59,836 | +0.1% | 1.12% | +9.1% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $5,233,947 | +5.6% | 93,513 | +8.6% | 1.10% | +9.7% |
| WMT | Buy | WALMART INC | $5,045,896 | +166.6% | 31,551 | +162.0% | 1.06% | +177.0% |
| SYK | Buy | STRYKER CORPORATION | $4,688,916 | -9.8% | 17,159 | +0.7% | 0.98% | -6.4% |
| V | Sell | VISA INC | $4,625,216 | -3.5% | 20,109 | -0.4% | 0.97% | +0.2% |
| CME | Sell | CME GROUP INC | $4,426,088 | +7.5% | 22,106 | -0.5% | 0.93% | +11.6% |
| Buy | CAPITAL GROUP GBL GROWTH EQT | $4,403,002 | +2.5% | 192,103 | +8.7% | 0.92% | +6.4% | |
| VRSK | Sell | VERISK ANALYTICS INC | $4,330,080 | +4.5% | 18,329 | -0.1% | 0.91% | +8.5% |
| SPGI | Sell | S&P GLOBAL INC | $4,061,518 | -9.9% | 11,115 | -1.2% | 0.85% | -6.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $3,831,506 | -3.6% | 7,570 | -0.6% | 0.80% | +0.1% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $3,805,053 | -6.9% | 40,836 | -3.1% | 0.80% | -3.3% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $3,648,595 | +6.6% | 82,287 | -0.1% | 0.77% | +10.8% |
| INTU | Buy | INTUIT | $3,464,037 | +12.0% | 6,780 | +0.4% | 0.73% | +16.3% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $3,457,593 | -14.2% | 22,183 | -1.3% | 0.73% | -10.8% |
| ORCL | Sell | ORACLE CORP | $3,455,766 | -11.2% | 32,626 | -0.2% | 0.73% | -7.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,398,029 | +7.1% | 6,015 | +2.1% | 0.71% | +11.2% |
| FISV | Sell | FISERV INC | $3,397,837 | -14.5% | 30,080 | -4.5% | 0.71% | -11.2% |
| ADSK | Buy | AUTODESK INC | $3,385,048 | +3.4% | 16,360 | +2.2% | 0.71% | +7.4% |
| RSG | Buy | REPUBLIC SVCS INC | $3,374,780 | -1.7% | 23,681 | +5.7% | 0.71% | +2.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,287,954 | -5.3% | 7,657 | -1.7% | 0.69% | -1.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,138,304 | -8.2% | 7,564 | -2.2% | 0.66% | -4.6% |
| BDX | Sell | BECTON DICKINSON & CO | $2,919,229 | -2.7% | 11,292 | -0.6% | 0.61% | +1.2% |
| New | LINDE PLC | $2,911,405 | – | 7,819 | +100.0% | 0.61% | – | |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,873,160 | -6.2% | 37,975 | +3.6% | 0.60% | -2.6% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $2,817,544 | +2.6% | 107,458 | +4.7% | 0.59% | +6.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,815,419 | -3.7% | 13,255 | -0.1% | 0.59% | 0.0% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,785,885 | -5.0% | 6,517 | -1.5% | 0.59% | -1.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,729,129 | -7.2% | 17,522 | -1.4% | 0.57% | -3.5% |
| ECL | New | ECOLAB INC | $2,697,695 | – | 15,925 | +100.0% | 0.57% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,688,513 | -12.6% | 30,938 | +1.5% | 0.56% | -9.3% |
| DHR | Buy | DANAHER CORPORATION | $2,627,807 | +5.7% | 10,592 | +2.2% | 0.55% | +9.7% |
| AON | Sell | AON PLC | $2,549,991 | -6.6% | 7,865 | -0.5% | 0.54% | -2.9% |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $2,532,516 | -3.5% | 61,320 | 0.0% | 0.53% | +0.2% | |
| BLL | Sell | BALL CORP | $2,480,799 | -16.2% | 49,835 | -2.0% | 0.52% | -13.0% |
| ANTM | Buy | ELEVANCE HEALTH INC | $2,472,315 | +5.7% | 5,678 | +7.8% | 0.52% | +9.9% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC | $2,475,517 | -14.7% | 14,217 | -4.1% | 0.52% | -11.4% |
| ACN | Buy | ACCENTURE PLC IRELAND | $2,343,557 | +3.3% | 7,631 | +3.8% | 0.49% | +7.4% |
| REGN | REGENERON PHARMACEUTICALS | $2,322,394 | +14.5% | 2,822 | 0.0% | 0.49% | +19.0% | |
| OWL | Buy | BLUE OWL CAPITAL INC | $2,278,368 | +164.3% | 175,800 | +137.6% | 0.48% | +175.3% |
| EOG | EOG RES INC | $2,279,145 | +10.8% | 17,980 | 0.0% | 0.48% | +15.1% | |
| PEP | Buy | PEPSICO INC | $2,264,367 | -6.0% | 13,364 | +2.7% | 0.48% | -2.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,214,910 | -3.3% | 56,488 | +0.3% | 0.47% | +0.4% |
| BAC | Sell | BANK AMERICA CORP | $2,198,423 | -33.8% | 80,293 | -30.6% | 0.46% | -31.2% |
| DIS | Sell | DISNEY WALT CO | $2,189,138 | -56.5% | 27,010 | -52.1% | 0.46% | -54.8% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,140,307 | -5.3% | 42,935 | -1.8% | 0.45% | -1.5% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,972,657 | -13.3% | 13,222 | +1.3% | 0.42% | -9.8% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $1,824,501 | -16.7% | 19,752 | -13.5% | 0.38% | -13.5% |
| ET | Sell | ENERGY TRANSFER L P | $1,815,623 | +10.4% | 129,410 | -0.1% | 0.38% | +14.7% |
| Buy | CAPITAL GROUP GROWTH ETF | $1,806,357 | +37.5% | 73,729 | +41.6% | 0.38% | +42.9% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,800,591 | +3.8% | 65,787 | -0.1% | 0.38% | +7.7% |
| SPG | SIMON PPTY GROUP INC NEW | $1,698,232 | -6.5% | 15,720 | 0.0% | 0.36% | -2.7% | |
| AMGN | Sell | AMGEN INC | $1,681,280 | +20.9% | 6,256 | -0.1% | 0.35% | +25.6% |
| LENB | Sell | LENNAR CORPcl b | $1,633,431 | -10.0% | 15,978 | -0.5% | 0.34% | -6.5% |
| FSK | Buy | FS KKR CAP CORP | $1,592,921 | +22.9% | 80,900 | +19.7% | 0.34% | +27.9% |
| MRK | Buy | MERCK & CO INC | $1,514,838 | -7.2% | 14,714 | +4.0% | 0.32% | -3.6% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,453,901 | -56.6% | 24,870 | -50.4% | 0.31% | -54.8% |
| TOL | New | TOLL BROTHERS INC | $1,441,629 | – | 19,492 | +100.0% | 0.30% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,436,667 | -13.4% | 8,736 | +2.1% | 0.30% | -10.1% |
| LRCX | Buy | LAM RESEARCH CORP | $1,408,272 | -1.2% | 2,247 | +1.4% | 0.30% | +2.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,363,238 | -5.4% | 19,780 | -0.5% | 0.29% | -1.4% |
| ORCC | Sell | BLUE OWL CAPITAL CORPORATION | $1,359,470 | -40.6% | 102,594 | -53.0% | 0.29% | -38.2% |
| PFE | Sell | PFIZER INC | $1,332,117 | -13.8% | 40,160 | -4.7% | 0.28% | -10.5% |
| OXY | OCCIDENTAL PETE CORP | $1,180,816 | +10.3% | 18,200 | 0.0% | 0.25% | +14.3% | |
| USB | Sell | US BANCORP DEL | $1,135,505 | -2.4% | 34,347 | -2.4% | 0.24% | +1.7% |
| VICI | Buy | VICI PPTYS INC | $1,027,230 | -5.5% | 35,300 | +2.0% | 0.22% | -1.8% |
| Buy | APOLLO GLOBAL MGMT INC | $991,669 | +291.2% | 11,048 | +234.8% | 0.21% | +307.8% | |
| IWB | Sell | ISHARES TRrus 1000 etf | $942,029 | -4.1% | 4,010 | -0.5% | 0.20% | -0.5% |
| MKL | Sell | MARKEL GROUP INC | $911,472 | +2.5% | 619 | -3.7% | 0.19% | +6.7% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $894,292 | -2.6% | 8,656 | +0.0% | 0.19% | +1.1% |
| Sell | BLACKSTONE SECD LENDING FD | $881,676 | -0.2% | 32,225 | -0.2% | 0.18% | +3.4% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $879,408 | -4.8% | 13,666 | -0.1% | 0.18% | -1.1% |
| SXI | New | STANDEX INTL CORP | $859,571 | – | 5,900 | +100.0% | 0.18% | – |
| CSCO | Sell | CISCO SYS INC | $831,847 | +2.2% | 15,473 | -1.6% | 0.18% | +6.1% |
| JSCP | Buy | J P MORGAN EXCHANGE TRADED Fshort dura core | $795,524 | +31.2% | 17,538 | +32.5% | 0.17% | +35.8% |
| RTX | Buy | RTX CORPORATION | $791,458 | -23.3% | 10,997 | +4.4% | 0.17% | -20.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $707,940 | -3.6% | 4,556 | +0.8% | 0.15% | 0.0% |
| VUG | VANGUARD INDEX FDSgrowth etf | $694,590 | -3.8% | 2,551 | 0.0% | 0.15% | 0.0% | |
| VHT | VANGUARD WORLD FDShealth car etf | $607,734 | -4.0% | 2,585 | 0.0% | 0.13% | 0.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $552,962 | -2.9% | 4,009 | 0.0% | 0.12% | +0.9% | |
| WFC | Sell | WELLS FARGO CO NEW | $548,835 | -6.0% | 13,432 | -1.8% | 0.12% | -2.5% |
| SCHC | SCHWAB STRATEGIC TRintl sceqt etf | $493,425 | -4.5% | 15,300 | 0.0% | 0.10% | -1.0% | |
| AGG | Sell | ISHARES TRcore us aggbd et | $474,699 | -8.2% | 5,048 | -4.3% | 0.10% | -4.8% |
| SCHA | SCHWAB STRATEGIC TRus sml cap etf | $462,662 | -5.4% | 11,170 | 0.0% | 0.10% | -2.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $462,231 | -3.4% | 9,135 | 0.0% | 0.10% | 0.0% | |
| D | DOMINION ENERGY INC | $458,091 | -13.7% | 10,255 | 0.0% | 0.10% | -10.3% | |
| HD | HOME DEPOT INC | $448,155 | -2.7% | 1,483 | 0.0% | 0.09% | +1.1% | |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $429,935 | +10.6% | 4,708 | -3.0% | 0.09% | +13.9% |
| INFY | Sell | INFOSYS LTDsponsored adr | $416,629 | -67.8% | 24,350 | -69.8% | 0.09% | -66.4% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $414,311 | +19.7% | 942 | 0.0% | 0.09% | +24.3% | |
| ABBV | Sell | ABBVIE INC | $409,170 | +8.1% | 2,745 | -2.3% | 0.09% | +11.7% |
| NVDA | NVIDIA CORPORATION | $408,021 | +2.8% | 938 | 0.0% | 0.09% | +7.5% | |
| TROW | Sell | PRICE T ROWE GROUP INC | $410,571 | -26.5% | 3,915 | -21.5% | 0.09% | -23.9% |
| XLK | SELECT SECTOR SPDR TRtechnology | $405,563 | -5.7% | 2,474 | 0.0% | 0.08% | -2.3% | |
| FDX | FEDEX CORP | $375,127 | +6.9% | 1,416 | 0.0% | 0.08% | +11.3% | |
| IWM | ISHARES TRrussell 2000 etf | $358,389 | -5.6% | 2,028 | 0.0% | 0.08% | -2.6% | |
| IWV | ISHARES TRrussell 3000 etf | $349,211 | -3.7% | 1,425 | 0.0% | 0.07% | 0.0% | |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $342,861 | -2.8% | 10,775 | +400.0% | 0.07% | +1.4% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $339,524 | -4.4% | 3,197 | -0.5% | 0.07% | -1.4% |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $332,883 | -2.9% | 6,042 | 0.0% | 0.07% | +1.4% | |
| PFF | New | ISHARES TRpfd and incm sec | $323,962 | – | 10,745 | +100.0% | 0.07% | – |
| IWD | ISHARES TRrus 1000 val etf | $317,456 | -3.8% | 2,091 | 0.0% | 0.07% | 0.0% | |
| JPM | Sell | JPMORGAN CHASE & CO | $319,355 | -4.1% | 2,202 | -3.8% | 0.07% | 0.0% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $315,731 | -8.2% | 1,516 | -2.9% | 0.07% | -5.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $308,669 | -0.6% | 6,486 | +2.9% | 0.06% | +3.2% |
| MAR | MARRIOTT INTL INC NEWcl a | $297,592 | +7.0% | 1,514 | 0.0% | 0.06% | +12.5% | |
| KR | Buy | KROGER CO | $289,399 | -3.2% | 6,467 | +1.7% | 0.06% | +1.7% |
| GENERAL ELECTRIC CO | $288,204 | +0.6% | 2,607 | 0.0% | 0.06% | +5.2% | ||
| IJH | Sell | ISHARES TRcore s&p mcp etf | $287,750 | -5.1% | 1,154 | -0.5% | 0.06% | -1.6% |
| Buy | CION INVT CORP | $275,560 | +37.6% | 26,070 | +35.1% | 0.06% | +41.5% | |
| ABT | Sell | ABBOTT LABS | $268,985 | -11.8% | 2,777 | -0.7% | 0.06% | -8.1% |
| IJR | ISHARES TRcore s&p scp etf | $268,595 | -5.3% | 2,847 | 0.0% | 0.06% | -1.8% | |
| MCD | Sell | MCDONALDS CORP | $254,518 | -18.8% | 966 | -8.0% | 0.05% | -15.9% |
| IVW | ISHARES TRs&p 500 grwt etf | $247,612 | -2.9% | 3,619 | 0.0% | 0.05% | 0.0% | |
| CINF | Sell | CINCINNATI FINL CORP | $237,518 | +4.6% | 2,322 | -0.5% | 0.05% | +8.7% |
| BIPC | Sell | BROOKFIELD INFRASTRUCTURE CO | $232,679 | -23.2% | 6,584 | -1.0% | 0.05% | -19.7% |
| KO | COCA COLA CO | $225,444 | -7.0% | 4,027 | 0.0% | 0.05% | -4.1% | |
| JMSB | JOHN MARSHALL BANCORP INC | $223,875 | -11.1% | 12,542 | 0.0% | 0.05% | -7.8% | |
| TFC | TRUIST FINL CORP | $217,894 | -5.7% | 7,616 | 0.0% | 0.05% | -2.1% | |
| CTAS | CINTAS CORP | $216,455 | -3.2% | 450 | 0.0% | 0.04% | 0.0% | |
| CNI | CANADIAN NATL RY CO | $215,469 | -10.5% | 1,989 | 0.0% | 0.04% | -8.2% | |
| IBB | Sell | ISHARES TRishares biotech | $210,584 | -21.1% | 1,722 | -18.1% | 0.04% | -18.5% |
| PAHC | New | PHIBRO ANIMAL HEALTH CORP | $204,154 | – | 15,987 | +100.0% | 0.04% | – |
| EEM | ISHARES TRmsci emg mkt etf | $200,870 | -4.1% | 5,293 | 0.0% | 0.04% | 0.0% | |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,055 | -100.0% | -0.04% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -8,519 | -100.0% | -0.10% | – |
| BEPC | Exit | BROOKFIELD RENEWABLE CORPcl a sub vtg | $0 | – | -21,000 | -100.0% | -0.13% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -9,256 | -100.0% | -0.16% | – |
| WPC | Exit | WP CAREY INC | $0 | – | -14,000 | -100.0% | -0.19% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -16,540 | -100.0% | -0.20% | – |
| HHC | Exit | HOWARD HUGHES CORP | $0 | – | -27,003 | -100.0% | -0.43% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -58,547 | -100.0% | -0.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 16 | Q3 2023 | 7.8% |
| APPLE INC | 16 | Q3 2023 | 7.0% |
| ALPHABET INC | 16 | Q3 2023 | 5.9% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 5.2% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 3.7% |
| PAYPAL HLDGS INC | 16 | Q3 2023 | 4.5% |
| CBRE GROUP INC | 16 | Q3 2023 | 3.0% |
| BK OF AMERICA CORP | 16 | Q3 2023 | 3.1% |
| COMCAST CORP NEW | 16 | Q3 2023 | 3.3% |
| BROOKFIELD INFRAST PARTNERS | 16 | Q3 2023 | 2.3% |
View MADISON WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-12 |
View MADISON WEALTH MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.