MADISON WEALTH MANAGEMENT
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationcincinnati, OH
- CIK0001801857
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
150 | $475.80 M | MSFT, AAPL, USFR, GOOG | 13F-HR | Nov 7, 2023 | 000176538023000211 | ||
152 | $494.29 M | MSFT, AAPL, USFR, BRK.B | 13F-HR | Aug 10, 2023 | 000176538023000167 | ||
154 | $462.39 M | MSFT, AAPL, USFR, BRK.B | 13F-HR | May 8, 2023 | 000176538023000110 | ||
156 | $438.01 M | MSFT, USFR, AAPL, BRK.B | 13F-HR | Feb 8, 2023 | 000176538023000031 | ||
160 | $407.37 M | MSFT, AAPL, USFR, BAM/A | 13F-HR | Nov 10, 2022 | 000176538022000167 | ||
158 | $412.21 M | MSFT, AAPL, GOOG, BAM/A | 13F-HR | Aug 11, 2022 | 000176538022000127 | ||
155 | $475.88 M | MSFT, AAPL, GOOG, BAM/A | 13F-HR | May 16, 2022 | 000176538022000085 | ||
154 | $499.09 M | MSFT, AAPL, GOOG, BAM/A | 13F-HR | Feb 11, 2022 | 000176538022000037 | ||
149 | $457.43 M | MSFT, AAPL, GOOG, BAM/A | 13F-HR | Nov 12, 2021 | 000180185721000004 | ||
144 | $453.36 M | MSFT, AAPL, PYPL, GOOG | 13F-HR | Aug 12, 2021 | 000180185721000003 | ||
142 | $408.56 M | MSFT, AAPL, GOOG, PYPL | 13F-HR | May 11, 2021 | 000180185721000002 | ||
140 | $379.02 M | AAPL, MSFT, BAM/A, PYPL | 13F-HR | Feb 9, 2021 | 000180185721000001 | ||
133 | $333.61 M | MSFT, AAPL, GOOG, PYPL | 13F-HR | Nov 9, 2020 | 000180185720000004 | ||
122 | $303.96 M | MSFT, AAPL, GOOG, BAM/A | 13F-HR | Aug 14, 2020 | 000180185720000003 | ||
108 | $249.35 M | MSFT, GOOG, AAPL, BRK.B | 13F-HR | May 8, 2020 | 000180185720000002 | ||
148 | $348.37 M | MSFT, GOOG, BAM/A, AAPL | 13F-HR | Feb 11, 2020 | 000180185720000001 |