Madison Wealth Management has filed its 13F form on November 07, 2023 for Q3 2023 where it was disclosed a total value porftolio of $449 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.6M, Apple Inc. with a value of $23.1M, Wisdomtree Floating Rate Treas with a value of $22.4M, Alphabet Inc. with a value of $18.8M, and Berkshire Hathaway Inc Class B with a value of $18.7M.
Examining the 13F form we can see an decrease of $18.9M in the current position value, from $468M to 449M.
Madison Wealth Management is based out at Cincinnati, OH
Below you can find more details about Madison Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$449 Million
ETFs: $126 Million
Technology: $78.7 Million
Financial Services: $65 Million
Healthcare: $39.5 Million
Communication Services: $34 Million
Consumer Cyclical: $29.8 Million
Energy: $20.2 Million
Consumer Defensive: $16.6 Million
Other: $39.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
