MADISON WEALTH MANAGEMENT holdings history

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278 is the total number of securities MADISON WEALTH MANAGEMENT has owned. The longest MADISON WEALTH MANAGEMENT has owned a single stock is 16 quarters.

MADISON WEALTH MANAGEMENT historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP16165.13%6.27%7.75%Q4 2019Q3 202316
AAPL APPLE INC16164.13%5.33%7.03%Q4 2019Q3 202316
GOOG ALPHABET INC16162.97%4.40%5.94%Q4 2019Q3 202316
BRKB BERKSHIRE HATHAWAY INC...16163.41%3.80%5.25%Q4 2019Q3 202316
VOO VANGUARD INDEX FDS16160.28%2.69%3.69%Q4 2019Q3 202316
PYPL PAYPAL HLDGS INC16160.31%2.46%4.53%Q4 2019Q3 202316
CBRE CBRE GROUP INC16161.95%2.44%3.03%Q4 2019Q3 202316
BAC BK OF AMERICA CORP16160.46%2.10%3.14%Q4 2019Q3 202316
CMCSA COMCAST CORP NEW16160.67%2.06%3.27%Q4 2019Q3 202316
BIP BROOKFIELD INFRAST PAR...16161.26%1.95%2.31%Q4 2019Q3 202316
MA MASTERCARD INCORPORATED16161.52%1.85%2.33%Q4 2019Q3 202316
AMZN AMAZON COM INC16160.16%1.82%2.80%Q4 2019Q3 202316
LOW LOWES COS INC16161.28%1.57%1.87%Q4 2019Q3 202316
GOOGL ALPHABET INC16161.20%1.52%1.79%Q4 2019Q3 202316
SCHW THE CHARLES SCHWAB COR...16160.27%1.38%2.17%Q4 2019Q3 202316
UNH UNITEDHEALTH GROUP INC16161.16%1.38%1.74%Q4 2019Q3 202316
NKE NIKE INC16161.16%1.37%1.71%Q4 2019Q3 202316
DIS DISNEY WALT CO16160.46%1.28%1.87%Q4 2019Q3 202316
PG PROCTER & GAMBLE CO16160.90%1.14%1.70%Q4 2019Q3 202316
VB VANGUARD INDEX FDS16160.07%1.08%1.50%Q4 2019Q3 202316
V VISA INC16160.83%0.96%1.09%Q4 2019Q3 202316
VT VANGUARD INTL EQUITY I...16160.07%0.92%1.10%Q4 2019Q3 202316
SYK STRYKER CORPORATION16160.36%0.92%1.12%Q4 2019Q3 202316
FNDA SCHWAB STRATEGIC TR16160.16%0.86%1.73%Q4 2019Q3 202316
TJX TJX COS INC NEW16160.46%0.86%1.12%Q4 2019Q3 202316
FNDF SCHWAB STRATEGIC TR16160.10%0.81%1.99%Q4 2019Q3 202316
IVV ISHARES TR16160.68%0.79%1.21%Q4 2019Q3 202316
ISRG INTUITIVE SURGICAL INC16160.42%0.76%1.31%Q4 2019Q3 202316
VGT VANGUARD WORLD FDS16160.58%0.74%0.84%Q4 2019Q3 202316
VTI VANGUARD INDEX FDS16160.58%0.72%0.90%Q4 2019Q3 202316
FNDX SCHWAB STRATEGIC TR16160.27%0.71%1.10%Q4 2019Q3 202316
ORCL ORACLE CORP16160.49%0.71%1.32%Q4 2019Q3 202316
CME CME GROUP INC16160.42%0.64%0.99%Q4 2019Q3 202316
SPY SPDR S&P 500 ETF TR16160.45%0.63%0.68%Q4 2019Q3 202316
TMO THERMO FISHER SCIENTIF...16160.07%0.58%0.95%Q4 2019Q3 202316
CVX CHEVRON CORP NEW16160.23%0.58%1.55%Q4 2019Q3 202316
JNJ JOHNSON & JOHNSON16160.47%0.57%0.71%Q4 2019Q3 202316
WFC WELLS FARGO CO NEW16160.11%0.54%3.30%Q4 2019Q3 202316
COST COSTCO WHSL CORP NEW16160.38%0.53%0.71%Q4 2019Q3 202316
SCHK SCHWAB STRATEGIC TR16160.37%0.52%0.56%Q4 2019Q3 202316
LBRDK LIBERTY BROADBAND CORP16160.08%0.52%0.98%Q4 2019Q3 202316
SCHB SCHWAB STRATEGIC TR16160.36%0.50%0.57%Q4 2019Q3 202316
XOM EXXON MOBIL CORP16160.11%0.49%1.48%Q4 2019Q3 202316
IBB ISHARES TR16160.04%0.48%1.52%Q4 2019Q3 202316
AMGN AMGEN INC16160.28%0.43%0.65%Q4 2019Q3 202316
AMT AMERICAN TOWER CORP NEW16160.30%0.41%0.49%Q4 2019Q3 202316
USB US BANCORP DEL16160.24%0.41%0.64%Q4 2019Q3 202316
AXP AMERICAN EXPRESS CO16160.33%0.40%0.46%Q4 2019Q3 202316
ACN ACCENTURE PLC IRELAND16160.29%0.40%0.49%Q4 2019Q3 202316
ANTM ELEVANCE HEALTH INC16160.10%0.38%0.55%Q4 2019Q3 202316
WMT WALMART INC16160.26%0.37%1.06%Q4 2019Q3 202316
VWO VANGUARD INTL EQUITY I...16160.22%0.37%0.52%Q4 2019Q3 202316
PFE PFIZER INC16160.28%0.37%0.51%Q4 2019Q3 202316
PEP PEPSICO INC16160.25%0.36%0.53%Q4 2019Q3 202316
EPD ENTERPRISE PRODS PARTN...16160.24%0.35%0.48%Q4 2019Q3 202316
CHTR CHARTER COMMUNICATIONS...16160.07%0.34%0.55%Q4 2019Q3 202316
MRK MERCK & CO. INC16160.22%0.29%0.34%Q4 2019Q3 202316
EFA ISHARES TR16160.14%0.24%0.39%Q4 2019Q3 202316
CSCO CISCO SYS INC16160.16%0.24%0.35%Q4 2019Q3 202316
TROW PRICE T ROWE GROUP INC16160.09%0.22%0.32%Q4 2019Q3 202316
VYM VANGUARD WHITEHALL FDS...16160.19%0.21%0.25%Q4 2019Q3 202316
AGG ISHARES TR16160.06%0.20%0.70%Q4 2019Q3 202316
MKL MARKEL GROUP INC16160.17%0.20%0.26%Q4 2019Q3 202316
SCHC SCHWAB STRATEGIC TR16160.10%0.15%0.21%Q4 2019Q3 202316
VHT VANGUARD WORLD FDS16160.13%0.14%0.17%Q4 2019Q3 202316
VUG VANGUARD INDEX FDS16160.07%0.13%0.17%Q4 2019Q3 202316
SCHA SCHWAB STRATEGIC TR16160.10%0.13%0.37%Q4 2019Q3 202316
HD HOME DEPOT INC16160.09%0.11%0.13%Q4 2019Q3 202316
PRF INVESCO EXCHANGE TRADE...16160.07%0.08%0.09%Q4 2019Q3 202316
IWV ISHARES TR16160.07%0.08%0.08%Q4 2019Q3 202316
CNI CANADIAN NATL RY CO16160.04%0.06%0.08%Q4 2019Q3 202316
CVS CVS HEALTH CORP15150.82%1.39%1.74%Q4 2019Q2 202315
VEA VANGUARD TAX-MANAGED I...15150.91%1.12%1.30%Q1 2020Q3 202315
UPS UNITED PARCEL SERVICE INC15150.67%0.85%0.96%Q1 2020Q3 202315
VNQ VANGUARD INDEX FDS15150.26%0.52%0.71%Q1 2020Q3 202315
REGN REGENERON PHARMACEUTICALS15150.32%0.44%0.65%Q1 2020Q3 202315
FNDE SCHWAB STRATEGIC TR1410.08%0.35%0.59%Q4 2019Q3 202315
MDT MEDTRONIC PLC15150.16%0.25%0.30%Q4 2019Q2 202315
FDX FEDEX CORP1410.06%0.13%0.80%Q4 2019Q3 202315
JPM JPMORGAN CHASE & CO1410.06%0.11%0.26%Q4 2019Q3 202315
FAST FASTENAL CO15150.09%0.11%0.14%Q4 2019Q2 202315
BIPC BROOKFIELD INFRASTRUCT...15150.05%0.09%0.23%Q1 2020Q3 202315
XLK SELECT SECTOR SPDR TR1410.06%0.08%0.09%Q4 2019Q3 202315
ABT ABBOTT LABS1410.06%0.07%0.09%Q4 2019Q3 202315
FNDB SCHWAB STRATEGIC TR1410.07%0.07%0.08%Q4 2019Q3 202315
MCD MCDONALDS CORP1410.05%0.06%0.07%Q4 2019Q3 202315
IT GARTNER INC14140.63%1.02%1.34%Q2 2020Q3 202314
AON AON PLC14140.38%0.47%0.55%Q2 2020Q3 202314
ACWI ISHARES TR14140.10%0.27%0.47%Q2 2020Q3 202314
IWB ISHARES TR14140.18%0.20%0.23%Q2 2020Q3 202314
AAP ADVANCE AUTO PARTS INC14140.08%0.20%0.29%Q4 2019Q1 202314
RTX RTX CORPORATION14140.16%0.19%0.23%Q2 2020Q3 202314
ABBV ABBVIE INC1210.06%0.08%0.10%Q4 2019Q3 202314
KO COCA COLA CO950.05%0.07%0.11%Q4 2019Q3 202314
ALLY ALLY FINL INC13130.06%0.82%1.47%Q4 2019Q4 202213
BDX BECTON DICKINSON & CO13130.48%0.58%0.66%Q3 2020Q3 202313
SPG SIMON PPTY GROUP INC NEW13130.16%0.30%0.48%Q3 2020Q3 202313
MMM 3M CO13130.15%0.28%0.36%Q4 2019Q4 202213
IWM ISHARES TR1210.08%0.10%0.23%Q4 2019Q3 202313
SRCL STERICYCLE INC1210.05%0.07%0.09%Q4 2019Q1 202313
VO VANGUARD INDEX FDS13130.06%0.07%0.08%Q3 2020Q3 202313
IWD ISHARES TR1210.06%0.06%0.07%Q4 2019Q3 202313
BAM BROOKFIELD ASSET MGMT INC12123.64%4.32%5.20%Q4 2019Q3 202212
FB META PLATFORMS INC12120.96%1.80%2.22%Q4 2019Q3 202212
BKNG BOOKING HOLDINGS INC12120.20%1.45%1.87%Q4 2019Q3 202212
LHX L3HARRIS TECHNOLOGIES INC12120.52%0.65%0.81%Q4 2020Q3 202312
PENN PENN NATL GAMING INC12120.05%0.16%0.60%Q2 2020Q1 202312
VIG VANGUARD SPECIALIZED F...12120.10%0.12%0.16%Q4 2020Q3 202312
VTV VANGUARD INDEX FDS12120.12%0.12%0.13%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION930.06%0.11%0.18%Q3 2020Q3 202312
IJR ISHARES TR12120.06%0.08%0.09%Q4 2020Q3 202312
MAR MARRIOTT INTL INC NEW12120.05%0.06%0.06%Q4 2020Q3 202312
SPGI S&P GLOBAL INC11110.67%0.81%0.91%Q1 2021Q3 202311
VRSK VERISK ANALYTICS INC11110.62%0.75%0.91%Q1 2021Q3 202311
TSM TAIWAN SEMICONDUCTOR M...11110.21%0.35%0.62%Q1 2021Q3 202311
INTC INTEL CORP11110.19%0.33%0.49%Q4 2019Q2 202211
LENB LENNAR CORP11110.23%0.29%0.37%Q1 2021Q3 202311
BND VANGUARD BD INDEX FDS11110.05%0.17%0.26%Q2 2020Q4 202211
TGT TARGET CORP11110.05%0.07%0.09%Q3 2020Q1 202311
SBUX STARBUCKS CORP710.04%0.55%0.83%Q4 2019Q2 202310
IJH ISHARES TR10100.04%0.06%0.07%Q2 2021Q3 202310
HHC HOWARD HUGHES CORP720.05%0.46%1.57%Q4 2019Q2 20239
ENB ENBRIDGE INC810.10%0.38%1.65%Q4 2019Q4 20229
WPC WP CAREY INC990.19%0.24%0.28%Q2 2021Q2 20239
USFR WISDOMTREE TR990.05%0.22%1.32%Q4 2019Q4 20219
MINT PIMCO ETF TR810.07%0.16%0.30%Q1 2020Q3 20229
D DOMINION ENERGY INC990.10%0.16%0.21%Q3 2021Q3 20239
MELI MERCADOLIBRE INC990.08%0.15%0.22%Q3 2020Q3 20229
CMG CHIPOTLE MEXICAN GRILL...990.13%0.14%0.16%Q3 2020Q3 20229
ITW ILLINOIS TOOL WKS INC990.05%0.11%0.14%Q4 2019Q4 20219
TTD THE TRADE DESK INC990.05%0.08%0.11%Q3 2020Q3 20229
TFC TRUIST FINL CORP990.05%0.08%0.10%Q3 2021Q3 20239
LVS LAS VEGAS SANDS CORP990.05%0.08%0.11%Q3 2020Q3 20229
CINF CINCINNATI FINL CORP990.05%0.06%0.08%Q3 2021Q3 20239
STOR STORE CAP CORP880.33%0.42%0.50%Q3 2020Q2 20228
IEFA ISHARES TR880.09%0.17%0.22%Q4 2021Q3 20238
ET ENERGY TRANSFER LP710.04%0.17%0.38%Q2 2020Q3 20238
UYG PROSHARES TR880.06%0.07%0.08%Q4 2020Q3 20228
WISDOMTREE TR770.17%3.82%4.98%Q1 2022Q3 20237
CAPITAL GROUP GBL GROW...770.04%0.59%0.92%Q1 2022Q3 20237
ORCC OWL ROCK CAPITAL CORPO...770.29%0.42%0.49%Q1 2022Q3 20237
GE GENERAL ELECTRIC CO770.04%0.11%0.25%Q4 2019Q2 20217
GENERAL ELECTRIC CO430.05%0.06%0.08%Q3 2021Q3 20237
VCSH VANGUARD SCOTTSDALE FDS520.04%0.05%0.06%Q2 2021Q1 20237
VUSB VANGUARD BD INDEX FDS661.31%1.41%1.54%Q2 2022Q3 20236
FISV FISERV INC660.61%0.72%0.80%Q2 2022Q3 20236
ADSK AUTODESK INC660.63%0.69%0.73%Q2 2022Q3 20236
BABA ALIBABA GROUP HLDG LTD660.37%0.57%0.82%Q1 2020Q2 20216
CAPITAL GROUP GROWTH ETF660.05%0.21%0.38%Q2 2022Q3 20236
OXY OCCIDENTAL PETE CORP660.10%0.20%0.25%Q2 2022Q3 20236
VICI VICI PPTYS INC660.15%0.19%0.24%Q2 2022Q3 20236
JSCP J P MORGAN EXCHANGE TR...660.07%0.11%0.17%Q2 2022Q3 20236
PM PHILIP MORRIS INTL INC660.05%0.10%0.14%Q4 2019Q1 20216
EMR EMERSON ELEC CO510.06%0.08%0.08%Q4 2019Q2 20216
VSS VANGUARD INTL EQUITY I...660.06%0.07%0.08%Q2 2022Q3 20236
CARR CARRIER GLOBAL CORPORA...660.04%0.05%0.06%Q3 2020Q4 20216
WAFD WASHINGTON FED INC410.04%0.05%0.07%Q4 2019Q4 20226
EEM ISHARES TR660.04%0.05%0.06%Q2 2022Q3 20236
CSLT CASTLIGHT HEALTH INC660.01%0.02%0.02%Q3 2020Q4 20216
AMAT APPLIED MATLS INC550.60%0.72%0.91%Q2 2021Q2 20225
INTU INTUIT550.59%0.64%0.73%Q3 2022Q3 20235
FIS FIDELITY NATL INFORMAT...550.48%0.59%0.72%Q1 2021Q1 20225
DHR DANAHER CORPORATION550.50%0.59%0.65%Q3 2022Q3 20235
EOG EOG RES INC550.42%0.46%0.53%Q3 2022Q3 20235
LRCX LAM RESEARCH CORP550.20%0.33%0.59%Q3 2022Q3 20235
MSGS MADISON SQUARE GRDN SP...550.08%0.17%0.31%Q4 2019Q4 20205
DLN WISDOMTREE TR550.09%0.09%0.10%Q4 2019Q4 20205
KR KROGER CO550.06%0.08%0.16%Q3 2022Q3 20235
IEMG ISHARES INC410.04%0.06%0.07%Q4 2021Q3 20235
IVW ISHARES TR550.05%0.05%0.06%Q3 2022Q3 20235
BROOKFIELD CORP441.68%2.14%2.65%Q4 2022Q3 20234
C CITIGROUP INC440.77%1.86%2.82%Q4 2019Q3 20204
BROOKFIELD ASSET MANAG...440.84%1.36%1.61%Q4 2022Q3 20234
AMZN AMAZON COM INC440.53%1.01%1.23%Q2 2020Q1 20214
FSK FS KKR CAP CORP440.12%0.24%0.34%Q4 2022Q3 20234
BLACKSTONE SECD LENDIN...440.13%0.17%0.18%Q4 2022Q3 20234
JPST J P MORGAN EXCHANGE-TR...440.13%0.14%0.16%Q4 2021Q3 20224
MMP MAGELLAN MIDSTREAM PRT...310.10%0.13%0.17%Q4 2019Q4 20204
SCHX SCHWAB STRATEGIC TR440.10%0.11%0.12%Q4 2022Q3 20234
CAH CARDINAL HEALTH INC440.06%0.09%0.12%Q4 2019Q3 20204
CTAS CINTAS CORP440.04%0.05%0.05%Q4 2022Q3 20234
OCSL OAKTREE SPECIALTY LEND...440.03%0.03%0.03%Q1 2022Q4 20224
RSG REPUBLIC SVCS INC330.65%0.68%0.71%Q1 2023Q3 20233
BLL BALL CORP330.52%0.57%0.60%Q1 2023Q3 20233
BPY BROOKFIELD PROPERTY PA...330.25%0.49%0.96%Q4 2019Q2 20203
BA BOEING CO330.31%0.38%0.43%Q1 2020Q3 20203
PAX PATRIA INVESTMENTS LIM...330.25%0.27%0.28%Q1 2022Q3 20223
CMCSA COMCAST CORP NEW330.23%0.24%0.24%Q3 2020Q1 20213
LQD ISHARES TR330.18%0.20%0.22%Q1 2020Q3 20203
BPR BROOKFIELD PROPERTY RE...330.15%0.17%0.20%Q4 2019Q2 20203
BEPC BROOKFIELD RENEWABLE CORP330.13%0.14%0.16%Q4 2022Q2 20233
IGSB ISHARES TR330.12%0.14%0.15%Q2 2020Q4 20203
SXI STANDEX INTL CORP110.07%0.11%0.18%Q3 2021Q3 20233
JMSB JOHN MARSHALL BANCORP INC330.05%0.06%0.08%Q1 2023Q3 20233
IWN ISHARES TR330.05%0.06%0.07%Q2 2022Q4 20223
NOC NORTHROP GRUMMAN CORP330.05%0.05%0.05%Q2 2022Q4 20223
ADBE ADOBE SYSTEMS INCORPOR...330.05%0.05%0.05%Q2 2021Q4 20213
LEN LENNAR CORP330.00%0.00%0.00%Q1 2021Q3 20213
BK BANK NEW YORK MELLON CORP110.04%1.20%2.36%Q4 2019Q4 20212
LUV SOUTHWEST AIRLS CO220.56%0.58%0.60%Q4 2019Q1 20202
AON AON PLC220.42%0.43%0.44%Q4 2019Q1 20202
UTX UNITED TECHNOLOGIES CORP220.39%0.43%0.46%Q4 2019Q1 20202
OWL BLUE OWL CAPITAL INC220.17%0.33%0.48%Q2 2023Q3 20232
BBU BROOKFIELD BUSINESS PA...220.30%0.32%0.33%Q4 2019Q1 20202
ET ENERGY TRANSFER L P220.24%0.28%0.32%Q3 2022Q4 20222
BXP BOSTON PROPERTIES INC220.20%0.23%0.26%Q3 2020Q4 20202
VNO VORNADO RLTY TR220.21%0.22%0.23%Q3 2021Q4 20212
MAC MACERICH CO220.08%0.19%0.29%Q1 2021Q2 20212
INFY INFOSYS LTD220.09%0.18%0.26%Q2 2023Q3 20232
SCHF SCHWAB STRATEGIC TR220.15%0.15%0.15%Q4 2019Q1 20202
APOLLO GLOBAL MGMT INC220.05%0.13%0.21%Q2 2023Q3 20232
BTI BRITISH AMERN TOB PLC220.07%0.08%0.08%Q4 2019Q1 20202
CION INVT CORP220.04%0.05%0.06%Q2 2023Q3 20232
TSLA TESLA INC220.04%0.04%0.04%Q4 2021Q1 20222
NAD NUVEEN QUALITY MUNCP I...220.03%0.04%0.04%Q3 2021Q4 20212
BAM BROOKFIELD ASSET MGMT INC220.00%0.02%0.04%Q4 2020Q1 20212
SCHW SCHWAB CHARLES CORP220.00%0.00%0.00%Q3 2020Q4 20202
LINDE PLC110.61%0.61%0.61%Q3 2023Q3 20231
ECL ECOLAB INC110.57%0.57%0.57%Q3 2023Q3 20231
DAL DELTA AIR LINES INC DEL110.40%0.40%0.40%Q4 2019Q4 20191
AMZN AMAZON COM INC110.39%0.39%0.39%Q3 2022Q3 20221
TOL TOLL BROTHERS INC110.30%0.30%0.30%Q3 2023Q3 20231
LSXMA LIBERTY MEDIA CORP DEL...110.29%0.29%0.29%Q4 2019Q4 20191
CDW CDW CORP110.27%0.27%0.27%Q4 2019Q4 20191
TDY TELEDYNE TECHNOLOGIES INC110.24%0.24%0.24%Q4 2019Q4 20191
AIGWS AMERICAN INTL GROUP INC110.24%0.24%0.24%Q4 2019Q4 20191
UPS UNITED PARCEL SERVICE INC110.23%0.23%0.23%Q1 2022Q1 20221
UPS UNITED PARCEL SERVICE INC110.23%0.23%0.23%Q2 2022Q2 20221
ATHM AUTOHOME INC110.20%0.20%0.20%Q4 2019Q4 20191
NEP NEXTERA ENERGY PARTNER...110.20%0.20%0.20%Q2 2023Q2 20231
PRI PRIMERICA INC110.19%0.19%0.19%Q4 2019Q4 20191
FNDC SCHWAB STRATEGIC TR110.19%0.19%0.19%Q4 2019Q4 20191
ET ENERGY TRANSFER L P110.18%0.18%0.18%Q1 2023Q1 20231
ODFL OLD DOMINION FREIGHT L...110.17%0.17%0.17%Q4 2019Q4 20191
TSM TAIWAN SEMICONDUCTOR M...110.17%0.17%0.17%Q1 2022Q1 20221
AIG AMERICAN INTL GROUP INC110.16%0.16%0.16%Q4 2019Q4 20191
BEP BROOKFIELD RENEWABLE P...110.16%0.16%0.16%Q3 2021Q3 20211
AZPN ASPEN TECHNOLOGY INC110.16%0.16%0.16%Q4 2019Q4 20191
MKTX MARKETAXESS HLDGS INC110.15%0.15%0.15%Q4 2019Q4 20191
TTC TORO CO110.15%0.15%0.15%Q4 2019Q4 20191
GGG GRACO INC110.15%0.15%0.15%Q4 2019Q4 20191
WBC WABCO HLDGS INC110.14%0.14%0.14%Q4 2019Q4 20191
POOL POOL CORPORATION110.14%0.14%0.14%Q4 2019Q4 20191
TSM TAIWAN SEMICONDUCTOR M...110.14%0.14%0.14%Q2 2022Q2 20221
FDS FACTSET RESH SYS INC110.11%0.11%0.11%Q4 2019Q4 20191
AMZN AMAZON COM INC110.11%0.11%0.11%Q1 2023Q1 20231
IRM IRON MTN INC NEW110.11%0.11%0.11%Q4 2019Q4 20191
RIO RIO TINTO PLC110.10%0.10%0.10%Q3 2021Q3 20211
ROLL RBC BEARINGS INC110.10%0.10%0.10%Q4 2019Q4 20191
WBA WALGREENS BOOTS ALLIAN...110.09%0.09%0.09%Q4 2019Q4 20191
DRQ DRIL QUIP INC110.09%0.09%0.09%Q4 2019Q4 20191
OHI OMEGA HEALTHCARE INVS INC110.09%0.09%0.09%Q2 2021Q2 20211
LIN LINDE PLC110.08%0.08%0.08%Q4 2019Q4 20191
MC MOELIS & CO110.08%0.08%0.08%Q4 2019Q4 20191
PSMT PRICESMART INC110.08%0.08%0.08%Q4 2019Q4 20191
JKHY HENRY JACK & ASSOC INC110.08%0.08%0.08%Q4 2019Q4 20191
ATRI ATRION CORP110.08%0.08%0.08%Q4 2019Q4 20191
OTIS OTIS WORLDWIDE CORP110.07%0.07%0.07%Q2 2020Q2 20201
PFF ISHARES TR110.07%0.07%0.07%Q3 2023Q3 20231
IJT ISHARES TR110.07%0.07%0.07%Q1 2022Q1 20221
SHV ISHARES TR110.06%0.06%0.06%Q2 2022Q2 20221
COP CONOCOPHILLIPS110.06%0.06%0.06%Q4 2019Q4 20191
IBM INTERNATIONAL BUSINESS...110.06%0.06%0.06%Q4 2019Q4 20191
DCI DONALDSON INC110.06%0.06%0.06%Q4 2019Q4 20191
APAM ARTISAN PARTNERS ASSET...110.06%0.06%0.06%Q4 2019Q4 20191
DKNG DRAFTKINGS INC110.05%0.05%0.05%Q1 2021Q1 20211
ORION OFFICE REIT INC110.05%0.05%0.05%Q4 2021Q4 20211
FCAU FIAT CHRYSLER AUTOMOBI...110.04%0.04%0.04%Q4 2019Q4 20191
BX BLACKSTONE INC110.04%0.04%0.04%Q1 2022Q1 20221
PAHC PHIBRO ANIMAL HEALTH CORP110.04%0.04%0.04%Q3 2023Q3 20231
PSLV SPROTT PHYSICAL SILVER TR110.02%0.02%0.02%Q2 2022Q2 20221
CX CEMEX SAB DE CV110.01%0.01%0.01%Q4 2019Q4 20191
ET ENERGY TRANSFER L P110.00%0.00%0.00%Q1 2022Q1 20221
PERSHING SQUARE TONTIN...110.00%0.00%0.00%Q4 2021Q4 20211
HHC HOWARD HUGHES CORP110.00%0.00%0.00%Q1 2022Q1 20221
LENNAR CORP110.00%0.00%0.00%Q4 2021Q4 20211
HOWARD HUGHES CORP110.00%0.00%0.00%Q4 2021Q4 20211
ENERGY TRANSFER L P110.00%0.00%0.00%Q1 2022Q1 20221
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The securities at the top of the list , including MICROSOFT CORP, APPLE INC, and ALPHABET INC, are the highest-conviction holdings of MADISON WEALTH MANAGEMENT.

The conviction is calculated by counting the number of quarters a security has been reported by MADISON WEALTH MANAGEMENT. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that MADISON WEALTH MANAGEMENT owns currently or has owned in the past.