• 13F History

MADISON WEALTH MANAGEMENT

13F Filings History

Latest 13F report
Q3 2023 - Nov 7, 2023
Value $
$474M
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 157 stock holdings with total value $474M 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 157 $474M +$20.9M -$22.4M -$1.54M MSFT, AAPL, USFR, GOOG, BRKB 13F-HR 11/7/2023, 02:19 PM
Q2 2023 151 $492M +$13M -$7.37M +$5.65M MSFT, AAPL, USFR, BRKB, GOOG 13F-HR 8/10/2023, 09:34 AM
Q1 2023 153 $460M +$19.3M -$7.24M +$12M MSFT, AAPL, USFR, BRKB, GOOG 13F-HR 5/8/2023, 01:12 PM
Q4 2022 155 $436M +$46.7M -$14.5M +$32.3M MSFT, USFR, AAPL, BRKB, VOO 13F-HR 2/8/2023, 09:39 AM
Q3 2022 160 $407M +$49.8M -$6.24M +$43.6M MSFT, AAPL, USFR, BAMXXXX, BRKB 13F-HR 11/10/2022, 01:35 PM
Q2 2022 157 $410M +$49.8M -$9.79M +$40M MSFT, AAPL, GOOG, BAMXXXX, USFR 13F-HR 8/11/2022, 02:22 PM
Q1 2022 151 $474M +$21.7M -$12.2M +$9.49M MSFT, AAPL, GOOG, BAMXXXX, BRKB 13F-HR 5/16/2022, 09:13 AM
Q4 2021 151 $499M +$16.8M -$5.96M +$10.8M MSFT, AAPL, GOOG, BAMXXXX, BRKB 13F-HR 2/11/2022, 02:28 PM
Q3 2021 148 $457M +$9.76M -$8.61M +$1.15M MSFT, AAPL, GOOG, BAMXXXX, PYPL 13F-HR 11/12/2021, 09:07 AM
Q2 2021 143 $453M +$22M -$12.8M +$9.23M MSFT, AAPL, PYPL, GOOG, BAMXXXX 13F-HR 8/12/2021, 11:29 AM
Q1 2021 138 $405M +$25.1M -$17.2M +$7.92M MSFT, AAPL, GOOG, PYPL, BAMXXXX 13F-HR 5/10/2021, 05:31 PM
Q4 2020 138 $379M +$13.7M -$9.5M +$4.19M AAPL, MSFT, BAMXXXX, PYPL, GOOG 13F-HR 2/9/2021, 10:29 AM
Q3 2020 132 $334M +$31.1M -$8.01M +$23.1M MSFT, AAPL, GOOG, PYPL, BAMXXXX 13F-HR 11/9/2020, 09:50 AM
Q2 2020 122 $304M +$28.6M -$12.8M +$15.8M MSFT, AAPL, GOOG, BAMXXXX, PYPL 13F-HR 8/14/2020, 10:21 AM
Q1 2020 108 $249M +$28.1M -$19.7M +$8.34M MSFT, GOOG, AAPL, BRKB, BAMXXXX 13F-HR 5/8/2020, 01:38 PM
Q4 2019 148 $348M MSFT, GOOG, BAMXXXX, AAPL, BRKB 13F-HR 2/11/2020, 11:47 AM