13F Filings History of MADISON WEALTH MANAGEMENT

Latest 13F report
Q3 2023 - 07 Nov 2023
Value $
$475,683,637
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 $475,683,637 as of Q3 2023. Top holdings included MSFT, AAPL, USFR, GOOG, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 151 $475,683,637 +$21,116,264 -$22,435,592 -$1,319,328 MSFT, AAPL, USFR, GOOG, BRKB 13F-HR 07 Nov 2023, 14:19
Q2 2023 153 $492,999,729 +$13,040,202 -$10,473,990 +$2,566,212 MSFT, AAPL, USFR, BRKB, GOOG 13F-HR 10 Aug 2023, 09:34
Q1 2023 155 $461,043,478 +$19,586,097 -$11,970,830 +$7,615,267 MSFT, AAPL, USFR, BRKB, GOOG 13F-HR 08 May 2023, 13:12
Q4 2022 156 $435,660,059 +$46,747,081 -$39,820,910 +$6,926,171 MSFT, USFR, AAPL, BRKB, VOO 13F-HR 08 Feb 2023, 10:39
Q3 2022 158 $404,492,000 +$48,269,630 -$13,470,779 +$34,798,851 MSFT, AAPL, USFR, BAM, BRKB 13F-HR 10 Nov 2022, 14:35
Q2 2022 159 $410,959,000 +$49,764,069 -$16,345,738 +$33,418,331 MSFT, AAPL, GOOG, BAM, USFR 13F-HR 11 Aug 2022, 14:22
Q1 2022 150 $472,076,000 +$19,733,862 -$15,028,642 +$4,705,220 MSFT, AAPL, GOOG, BAM, BRKB 13F-HR 16 May 2022, 09:13
Q4 2021 151 $499,090,000 +$16,750,255 -$7,681,264 +$9,068,991 MSFT, AAPL, GOOG, BAM, BRKB 13F-HR 11 Feb 2022, 15:28
Q3 2021 148 $457,432,000 +$9,761,195 -$8,612,449 +$1,148,746 MSFT, AAPL, GOOG, BAM, PYPL 13F-HR 12 Nov 2021, 09:07
Q2 2021 143 $453,355,000 +$22,043,616 -$12,816,679 +$9,226,937 MSFT, AAPL, PYPL, GOOG, BAM 13F-HR 12 Aug 2021, 11:29
Q1 2021 138 $405,451,000 +$25,080,003 -$17,162,436 +$7,917,567 MSFT, AAPL, GOOG, PYPL, BAM 13F-HR 10 May 2021, 17:31
Q4 2020 136 $373,707,000 +$13,689,316 -$13,911,131 -$221,815 AAPL, MSFT, BAM, PYPL, GOOG 13F-HR 09 Feb 2021, 11:29
Q3 2020 130 $328,710,000 +$30,294,239 -$10,287,990 +$20,006,249 MSFT, AAPL, GOOG, PYPL, BAM 13F-HR 09 Nov 2020, 10:50
Q2 2020 121 $300,379,000 +$24,964,162 -$19,192,129 +$5,772,033 MSFT, AAPL, GOOG, BAM, PYPL 13F-HR 14 Aug 2020, 10:21
Q1 2020 108 $249,347,000 +$28,050,294 -$56,333,222 -$28,282,928 MSFT, GOOG, AAPL, BRKB, BAM 13F-HR 08 May 2020, 13:38
Q4 2019 148 $348,365,000 $0 $0 $0 MSFT, GOOG, BAM, AAPL, BRKB 13F-HR 11 Feb 2020, 12:47