Madison Wealth Management Portfolio Holdings

Madison Wealth Management

  • $449 Million
  • Q3 2023

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.27B
$1.37 Million 0.31% of portfolio
102,594
Q3 2023 Reduced 53.02%
$9.79B
$1.41 Million 0.31% of portfolio
2,247
Q3 2023 Added 1.4%
$5.33B
$881,000 0.2% of portfolio
32,225
Q3 2023 Reduced 0.19%
$2.27B
$859,000 0.19% of portfolio
5,900
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $449 Million
  • Prior Value $468 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 07, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 6 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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