MADISON WEALTH MANAGEMENT

13F Filings History

Latest 13F report
Q3 2023 - Nov 7, 2023
Value $
$476M
Signature - Title
Michelle McCarthy - Compliance Officer
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by MADISON WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MADISON WEALTH MANAGEMENT reported 151 stock holdings with total value $476M as of Q3 2023. Top holdings included MSFT, AAPL, USFR, GOOG, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 151 $476M +$21.1M -$22.4M -$1.32M MSFT, AAPL, USFR, GOOG, BRKB 13F-HR 11/7/2023, 02:19 PM
Q2 2023 153 $493M +$13M -$10.5M +$2.57M MSFT, AAPL, USFR, BRKB, GOOG 13F-HR 8/10/2023, 09:34 AM
Q1 2023 155 $461M +$19.6M -$12M +$7.62M MSFT, AAPL, USFR, BRKB, GOOG 13F-HR 5/8/2023, 01:12 PM
Q4 2022 156 $436M +$46.7M -$39.8M +$6.93M MSFT, USFR, AAPL, BRKB, VOO 13F-HR 2/8/2023, 10:39 AM
Q3 2022 158 $404M +$48.3M -$13.5M +$34.8M MSFT, AAPL, USFR, BAM, BRKB 13F-HR 11/10/2022, 02:35 PM
Q2 2022 159 $411M +$49.8M -$16.3M +$33.4M MSFT, AAPL, GOOG, BAM, USFR 13F-HR 8/11/2022, 02:22 PM
Q1 2022 150 $472M +$19.7M -$15M +$4.71M MSFT, AAPL, GOOG, BAM, BRKB 13F-HR 5/16/2022, 09:13 AM
Q4 2021 151 $499M +$16.8M -$7.68M +$9.07M MSFT, AAPL, GOOG, BAM, BRKB 13F-HR 2/11/2022, 03:28 PM
Q3 2021 148 $457M +$9.76M -$8.61M +$1.15M MSFT, AAPL, GOOG, BAM, PYPL 13F-HR 11/12/2021, 09:07 AM
Q2 2021 143 $453M +$22M -$12.8M +$9.23M MSFT, AAPL, PYPL, GOOG, BAM 13F-HR 8/12/2021, 11:29 AM
Q1 2021 138 $405M +$25.1M -$17.2M +$7.92M MSFT, AAPL, GOOG, PYPL, BAM 13F-HR 5/10/2021, 05:31 PM
Q4 2020 136 $374M +$13.7M -$13.9M -$222K AAPL, MSFT, BAM, PYPL, GOOG 13F-HR 2/9/2021, 11:29 AM
Q3 2020 130 $329M +$30.3M -$10.3M +$20M MSFT, AAPL, GOOG, PYPL, BAM 13F-HR 11/9/2020, 10:50 AM
Q2 2020 121 $300M +$25M -$19.2M +$5.77M MSFT, AAPL, GOOG, BAM, PYPL 13F-HR 8/14/2020, 10:21 AM
Q1 2020 108 $249M +$28.1M -$56.3M -$28.3M MSFT, GOOG, AAPL, BRKB, BAM 13F-HR 5/8/2020, 01:38 PM
Q4 2019 148 $348M $0 $0 MSFT, GOOG, BAM, AAPL, BRKB 13F-HR 2/11/2020, 12:47 PM