MADISON WEALTH MANAGEMENT
Q3 2023 13F Holdings
- Locationcincinnati, OH
- Num holdings
150
- Value ($000)
$475,801
- Date Filed11/07/2023
- Form type13F-HR
- CIK0001801857
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $27.56M | 6 % | 87,269 | ||
AAPL APPLE INC | COM | 037833100 | $23.05M | 5 % | 134,655 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $22.43M | 5 % | 445,722 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $18.84M | 4 % | 142,909 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $18.73M | 4 % | 53,472 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $17.56M | 4 % | 44,720 | ||
CBRE CBRE GROUP INC | CL A | 12504L109 | $10.15M | 2 % | 137,406 | ||
FNDF SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | $9.46M | 2 % | 298,608 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $8.51M | 2 % | 65,067 | ||
FNDA SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | $8.22M | 2 % | 169,417 |
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