| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
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.