$457 Million is the total value of MADISON WEALTH MANAGEMENT's 149 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 11.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $28,266,000 | +4.9% | 100,264 | +0.8% | 6.18% | +3.9% |
| AAPL | Sell | APPLE INC | $22,079,000 | +1.8% | 156,034 | -1.4% | 4.83% | +0.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $21,003,000 | +6.8% | 7,880 | +0.4% | 4.59% | +5.8% |
| BAM | Buy | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $19,740,000 | +5.7% | 368,901 | +0.7% | 4.32% | +4.7% |
| PYPL | Sell | PAYPAL HLDGS INC | $17,970,000 | -12.5% | 69,059 | -2.0% | 3.93% | -13.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $15,692,000 | -0.6% | 57,495 | +1.3% | 3.43% | -1.5% |
| CBRE | Sell | CBRE GROUP INCcl a | $13,677,000 | +12.6% | 140,475 | -0.8% | 2.99% | +11.6% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $13,419,000 | -1.3% | 239,930 | +0.6% | 2.93% | -2.2% |
| AMZN | Buy | AMAZON COM INC | $12,391,000 | -2.2% | 3,772 | +2.4% | 2.71% | -3.1% |
| VOO | Buy | VANGUARD INDEX FDS | $12,063,000 | +0.5% | 30,585 | +0.3% | 2.64% | -0.3% |
| BAC | Buy | BK OF AMERICA CORP | $11,884,000 | +3.2% | 279,964 | +0.3% | 2.60% | +2.3% |
| FB | Buy | FACEBOOK INCcl a | $9,935,000 | -1.3% | 29,272 | +1.1% | 2.17% | -2.2% |
| BIP | Buy | BROOKFIELD INFRAST PARTNERSlp int unit | $8,910,000 | +3.8% | 158,793 | +2.8% | 1.95% | +2.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $8,109,000 | +9.3% | 3,033 | -0.2% | 1.77% | +8.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $7,975,000 | +1.3% | 109,481 | +1.2% | 1.74% | +0.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $7,758,000 | -4.8% | 22,315 | -0.1% | 1.70% | -5.7% |
| LOW | Buy | LOWES COS INC | $7,372,000 | +4.8% | 36,338 | +0.2% | 1.61% | +3.9% |
| BKNG | Buy | BOOKING HOLDINGS INC | $7,181,000 | +8.7% | 3,025 | +0.2% | 1.57% | +7.7% |
| CVS | Buy | CVS HEALTH CORP | $7,111,000 | +2.4% | 83,801 | +0.7% | 1.56% | +1.6% |
| DIS | Sell | DISNEY WALT CO | $6,811,000 | -3.9% | 40,261 | -0.2% | 1.49% | -4.7% |
| NKE | Sell | NIKE INCcl b | $5,676,000 | -6.7% | 39,084 | -0.7% | 1.24% | -7.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,373,000 | -1.5% | 13,751 | +0.9% | 1.18% | -2.3% |
| IT | Sell | GARTNER INC | $5,308,000 | +24.1% | 17,467 | -1.1% | 1.16% | +22.9% |
| ALLY | ALLY FINL INC | $4,888,000 | +2.4% | 95,747 | 0.0% | 1.07% | +1.5% | |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $4,825,000 | -2.7% | 22,067 | +0.3% | 1.06% | -3.5% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $4,550,000 | -1.3% | 90,124 | +0.7% | 1.00% | -2.2% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $4,461,000 | -3.5% | 43,809 | -1.8% | 0.98% | -4.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,262,000 | +4.0% | 30,489 | +0.4% | 0.93% | +3.1% |
| SYK | Sell | STRYKER CORPORATION | $4,143,000 | +0.9% | 15,709 | -0.7% | 0.91% | 0.0% |
| V | Buy | VISA INC | $4,084,000 | -4.6% | 18,335 | +0.1% | 0.89% | -5.5% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $3,836,000 | +13.7% | 6,715 | +0.4% | 0.84% | +12.8% |
| TJX | Buy | TJX COS INC NEW | $3,779,000 | -2.0% | 57,279 | +0.1% | 0.83% | -2.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,750,000 | -11.8% | 20,592 | +0.7% | 0.82% | -12.6% |
| SBUX | Buy | STARBUCKS CORP | $3,525,000 | -1.0% | 31,959 | +0.4% | 0.77% | -1.8% |
| VGT | VANGUARD WORLD FDSinf tech etf | $3,520,000 | +0.6% | 8,772 | 0.0% | 0.77% | -0.3% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,484,000 | -0.4% | 8,087 | -0.6% | 0.76% | -1.2% |
| SPGI | Buy | S&P GLOBAL INC | $3,437,000 | +3.6% | 8,090 | +0.1% | 0.75% | +2.6% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $3,379,000 | +4.0% | 64,143 | +7.4% | 0.74% | +3.1% |
| VRSK | Buy | VERISK ANALYTICS INC | $3,218,000 | +15.0% | 16,070 | +0.3% | 0.70% | +13.9% |
| LBRDK | Sell | LIBERTY BROADBAND CORP | $3,217,000 | -3.2% | 18,628 | -2.7% | 0.70% | -4.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $3,191,000 | +9.0% | 3,210 | +0.8% | 0.70% | +8.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,143,000 | -0.5% | 14,154 | -0.1% | 0.69% | -1.4% |
| ORCL | Sell | ORACLE CORP | $3,084,000 | +7.8% | 35,400 | -3.7% | 0.67% | +6.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,054,000 | +2.0% | 7,116 | +1.7% | 0.67% | +1.2% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $2,962,000 | +3.1% | 54,903 | +4.6% | 0.65% | +2.4% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $2,924,000 | +3.0% | 13,275 | +1.1% | 0.64% | +2.1% |
| AMAT | Buy | APPLIED MATLS INC | $2,732,000 | -8.0% | 21,223 | +1.8% | 0.60% | -8.9% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $2,730,000 | -11.6% | 22,436 | +2.9% | 0.60% | -12.3% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $2,419,000 | -1.8% | 23,293 | -1.4% | 0.53% | -2.8% |
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $2,407,000 | -0.2% | 56,505 | 0.0% | 0.53% | -1.1% | |
| BDX | Sell | BECTON DICKINSON & CO | $2,402,000 | -0.9% | 9,771 | -1.9% | 0.52% | -1.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,314,000 | +15.3% | 5,151 | +1.5% | 0.51% | +14.2% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $2,262,000 | +5.5% | 68,906 | +7.0% | 0.49% | +4.4% |
| USB | Buy | US BANCORP DEL | $2,240,000 | +9.7% | 37,692 | +5.2% | 0.49% | +8.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,226,000 | -0.7% | 13,784 | +1.3% | 0.49% | -1.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $2,111,000 | +3.1% | 20,739 | +3.1% | 0.46% | +2.0% |
| AON | Buy | AON PLC | $2,098,000 | +20.2% | 7,341 | +0.4% | 0.46% | +19.2% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $2,086,000 | -1.9% | 2,867 | -2.7% | 0.46% | -2.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,015,000 | -0.3% | 7,592 | +1.5% | 0.44% | -1.1% |
| STOR | Buy | STORE CAP CORP | $2,005,000 | -5.3% | 62,605 | +2.0% | 0.44% | -6.2% |
| CME | Buy | CME GROUP INC | $1,988,000 | -6.6% | 10,278 | +2.7% | 0.44% | -7.2% |
| AXP | Buy | AMERICAN EXPRESS CO | $1,959,000 | +2.7% | 11,692 | +1.3% | 0.43% | +1.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,865,000 | +9.4% | 5,829 | +0.9% | 0.41% | +8.5% |
| ANTM | ANTHEM INC | $1,736,000 | -2.4% | 4,657 | 0.0% | 0.38% | -3.1% | |
| REGN | Buy | REGENERON PHARMACEUTICALS | $1,702,000 | +8.5% | 2,812 | +0.2% | 0.37% | +7.5% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,582,000 | +27.1% | 49,093 | +27.2% | 0.35% | +25.8% |
| PFE | Buy | PFIZER INC | $1,569,000 | +19.6% | 36,475 | +8.9% | 0.34% | +18.7% |
| AMGN | Buy | AMGEN INC | $1,478,000 | -12.6% | 6,950 | +0.2% | 0.32% | -13.4% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,457,000 | +3.4% | 7,406 | +4.1% | 0.32% | +2.6% |
| WMT | Buy | WALMART INC | $1,408,000 | +2.0% | 10,099 | +3.1% | 0.31% | +1.0% |
| INTC | Buy | INTEL CORP | $1,372,000 | -0.4% | 25,753 | +5.0% | 0.30% | -1.3% |
| MDT | Buy | MEDTRONIC PLC | $1,370,000 | +3.4% | 10,931 | +2.4% | 0.30% | +2.4% |
| PENN | Sell | PENN NATL GAMING INC | $1,368,000 | -49.8% | 18,875 | -47.0% | 0.30% | -50.2% |
| MMM | Buy | 3M CO | $1,361,000 | -9.7% | 7,760 | +2.3% | 0.30% | -10.2% |
| LENB | Buy | LENNAR CORPcl b | $1,290,000 | +3.9% | 16,629 | +9.1% | 0.28% | +2.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,270,000 | -7.5% | 25,398 | +0.5% | 0.28% | -8.3% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $1,202,000 | -2.7% | 55,526 | +8.5% | 0.26% | -3.3% |
| ENB | Buy | ENBRIDGE INC | $1,193,000 | +23.1% | 29,985 | +23.9% | 0.26% | +22.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,195,000 | -1.7% | 11,778 | +1.4% | 0.26% | -2.6% |
| PEP | Buy | PEPSICO INC | $1,165,000 | +2.5% | 7,743 | +0.9% | 0.26% | +1.6% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $1,113,000 | +6.0% | 5,326 | +4.0% | 0.24% | +4.7% |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,085,000 | -7.1% | 9,720 | 0.0% | 0.24% | -8.1% | |
| CSCO | Buy | CISCO SYS INC | $1,073,000 | +5.9% | 19,721 | +3.1% | 0.24% | +5.4% |
| MRK | Buy | MERCK & CO INC | $1,048,000 | -2.7% | 13,956 | +0.8% | 0.23% | -3.8% |
| VNO | New | VORNADO RLTY TRsh ben int | $1,049,000 | – | 24,965 | +100.0% | 0.23% | – |
| WPC | WP CAREY INC | $1,023,000 | -2.1% | 14,000 | 0.0% | 0.22% | -3.0% | |
| EFA | ISHARES TRmsci eafe etf | $995,000 | -1.1% | 12,759 | 0.0% | 0.22% | -1.8% | |
| IWB | ISHARES TRrus 1000 etf | $986,000 | -0.2% | 4,081 | 0.0% | 0.22% | -0.9% | |
| MKL | Sell | MARKEL CORP | $855,000 | -1.6% | 715 | -2.3% | 0.19% | -2.6% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $857,000 | -12.2% | 8,288 | -11.0% | 0.19% | -13.0% |
| MELI | MERCADOLIBRE INC | $840,000 | +7.8% | 500 | 0.0% | 0.18% | +7.0% | |
| D | New | DOMINION ENERGY INC | $812,000 | – | 11,119 | +100.0% | 0.18% | – |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $780,000 | -0.9% | 9,075 | -1.6% | 0.17% | -1.7% |
| VUG | VANGUARD INDEX FDSgrowth etf | $759,000 | +1.2% | 2,616 | 0.0% | 0.17% | +0.6% | |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $750,000 | -65.8% | 5,770 | -65.7% | 0.16% | -66.1% |
| MINT | Sell | PIMCO ETF TRenhan shrt ma ac | $748,000 | -6.6% | 7,342 | -6.5% | 0.16% | -7.3% |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $740,000 | -0.4% | 8,655 | 0.0% | 0.16% | -1.2% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $727,000 | +17.3% | 400 | 0.0% | 0.16% | +16.1% | |
| BEP | New | BROOKFIELD RENEWABLE PARTNERpartnership unit | $713,000 | – | 19,330 | +100.0% | 0.16% | – |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $659,000 | -11.3% | 15,875 | -11.1% | 0.14% | -12.2% |
| VHT | VANGUARD WORLD FDShealth car etf | $639,000 | 0.0% | 2,585 | 0.0% | 0.14% | -0.7% | |
| ACWI | Buy | ISHARES TRmsci acwi etf | $642,000 | +0.2% | 6,430 | +1.5% | 0.14% | -0.7% |
| XOM | Sell | EXXON MOBIL CORP | $637,000 | -7.8% | 10,822 | -1.2% | 0.14% | -8.6% |
| WFC | Sell | WELLS FARGO CO NEW | $620,000 | +0.2% | 13,365 | -2.2% | 0.14% | -0.7% |
| NVDA | Buy | NVIDIA CORPORATION | $610,000 | +0.5% | 2,946 | +288.1% | 0.13% | -0.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $598,000 | -22.4% | 5,205 | -22.1% | 0.13% | -22.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $543,000 | +1.7% | 4,009 | +3.3% | 0.12% | +0.8% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $523,000 | -8.1% | 5,229 | -4.2% | 0.11% | -9.5% |
| HD | Sell | HOME DEPOT INC | $506,000 | -0.4% | 1,540 | -3.4% | 0.11% | -0.9% |
| FAST | Sell | FASTENAL CO | $467,000 | -3.5% | 9,040 | -2.9% | 0.10% | -4.7% |
| TFC | New | TRUIST FINL CORP | $468,000 | – | 7,988 | +100.0% | 0.10% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $461,000 | – | 6,900 | +100.0% | 0.10% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $463,000 | 0.0% | 3,015 | +0.7% | 0.10% | -1.0% |
| IBB | ISHARES TRishares biotech | $464,000 | -1.3% | 2,872 | 0.0% | 0.10% | -2.9% | |
| IJR | Buy | ISHARES TRcore s&p scp etf | $415,000 | +23.1% | 3,803 | +27.4% | 0.09% | +23.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $412,000 | -4.2% | 1,881 | +0.4% | 0.09% | -5.3% |
| SRCL | Buy | STERICYCLE INC | $402,000 | -0.7% | 5,910 | +4.4% | 0.09% | -1.1% |
| JPM | JPMORGAN CHASE & CO | $386,000 | +5.2% | 2,357 | 0.0% | 0.08% | +3.7% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $381,000 | -1.3% | 2,405 | 0.0% | 0.08% | -2.4% | |
| UYG | PROSHARES TRultra fncls new | $380,000 | +2.4% | 6,000 | 0.0% | 0.08% | +1.2% | |
| CINF | New | CINCINNATI FINL CORP | $375,000 | – | 3,284 | +100.0% | 0.08% | – |
| XLK | SELECT SECTOR SPDR TRtechnology | $369,000 | +1.1% | 2,474 | 0.0% | 0.08% | 0.0% | |
| TGT | TARGET CORP | $371,000 | -5.4% | 1,622 | 0.0% | 0.08% | -5.8% | |
| IWV | ISHARES TRrussell 3000 etf | $363,000 | -0.5% | 1,425 | 0.0% | 0.08% | -2.5% | |
| TTD | THE TRADE DESK INC | $352,000 | -9.0% | 5,000 | 0.0% | 0.08% | -9.4% | |
| FDX | FEDEX CORP | $340,000 | -26.6% | 1,551 | 0.0% | 0.07% | -27.5% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $330,000 | +1.5% | 1,392 | +1.7% | 0.07% | 0.0% |
| FNDB | SCHWAB STRATEGIC TRschwab fdt us bm | $324,000 | -1.5% | 6,042 | 0.0% | 0.07% | -2.7% | |
| ABT | Sell | ABBOTT LABS | $324,000 | -4.7% | 2,747 | -6.2% | 0.07% | -5.3% |
| SXI | New | STANDEX INTL CORP | $307,000 | – | 3,106 | +100.0% | 0.07% | – |
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $301,000 | -8.5% | 12,000 | -8.4% | 0.07% | -9.6% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $302,000 | +48.8% | 1,149 | +52.0% | 0.07% | +46.7% |
| New | GENERAL ELECTRIC CO | $295,000 | – | 2,867 | +100.0% | 0.06% | – | |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $293,000 | -20.4% | 4,885 | 0.0% | 0.06% | -21.0% | |
| ITW | Sell | ILLINOIS TOOL WKS INC | $271,000 | -37.3% | 1,312 | -32.1% | 0.06% | -37.9% |
| ABBV | Sell | ABBVIE INC | $269,000 | -6.6% | 2,495 | -2.4% | 0.06% | -7.8% |
| MCD | MCDONALDS CORP | $257,000 | +4.5% | 1,064 | 0.0% | 0.06% | +3.7% | |
| IWD | ISHARES TRrus 1000 val etf | $255,000 | -1.2% | 1,628 | 0.0% | 0.06% | -1.8% | |
| LVS | LAS VEGAS SANDS CORP | $256,000 | -30.6% | 7,000 | 0.0% | 0.06% | -30.9% | |
| MAR | MARRIOTT INTL INC NEWcl a | $248,000 | +8.8% | 1,673 | 0.0% | 0.05% | +8.0% | |
| CNI | CANADIAN NATL RY CO | $247,000 | +9.3% | 2,139 | 0.0% | 0.05% | +8.0% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $242,000 | +9.0% | 2,933 | +9.4% | 0.05% | +8.2% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $237,000 | -1.7% | 412 | 0.0% | 0.05% | -1.9% | |
| WAFD | WASHINGTON FED INC | $219,000 | +7.9% | 6,375 | 0.0% | 0.05% | +6.7% | |
| KO | New | COCA COLA CO | $213,000 | – | 4,052 | +100.0% | 0.05% | – |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $210,000 | +3.4% | 4,059 | -3.0% | 0.05% | +2.2% |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $164,000 | – | 10,487 | +100.0% | 0.04% | – |
| CSLT | Buy | CASTLIGHT HEALTH INCcl b | $73,000 | -36.5% | 46,615 | +6.6% | 0.02% | -36.0% |
| LEN | Buy | LENNAR CORPcall | $0 | – | 20,100 | +52.3% | 0.00% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,790 | -100.0% | -0.06% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -22,962 | -100.0% | -0.07% | – |
| MAC | Exit | MACERICH CO | $0 | – | -20,950 | -100.0% | -0.08% | – |
| OHI | Exit | OMEGA HEALTHCARE INVS INC | $0 | – | -10,900 | -100.0% | -0.09% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -10,908 | -100.0% | -0.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
Signatures
The EDGAR filing(s) were signed by:
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.