MADISON WEALTH MANAGEMENT

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Cincinnati, OH
CIK
0001801857
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 150 475,800 MSFT, AAPL, USFR, GOOG 13F-HR 11/7/2023 000176538023000211
Q2 2023 152 494,292 MSFT, AAPL, USFR, BRK-B 13F-HR 8/10/2023 000176538023000167
Q1 2023 154 462,394 MSFT, AAPL, USFR, BRK-B 13F-HR 5/8/2023 000176538023000110
Q4 2022 156 438,013 MSFT, USFR, AAPL, BRK-B 13F-HR 2/8/2023 000176538023000031
Q3 2022 160 407,365 MSFT, AAPL, USFR, BKAA.SG 13F-HR 11/10/2022 000176538022000167
Q2 2022 158 412,209 MSFT, AAPL, GOOG, BKAA.SG 13F-HR 8/11/2022 000176538022000127
Q1 2022 155 475,883 MSFT, AAPL, GOOG, BKAA.SG 13F-HR 5/16/2022 000176538022000085
Q4 2021 154 499,090 MSFT, AAPL, GOOG, BKAA.SG 13F-HR 2/11/2022 000176538022000037
Q3 2021 149 457,432 MSFT, AAPL, GOOG, BKAA.SG 13F-HR 11/12/2021 000180185721000004
Q2 2021 144 453,355 MSFT, AAPL, PYPL, GOOG 13F-HR 8/12/2021 000180185721000003
Q1 2021 142 408,563 MSFT, AAPL, GOOG, PYPL 13F-HR 5/10/2021 000180185721000002
Q4 2020 140 379,023 AAPL, MSFT, BKAA.SG, PYPL 13F-HR 2/9/2021 000180185721000001
Q3 2020 133 333,613 MSFT, AAPL, GOOG, PYPL 13F-HR 11/9/2020 000180185720000004
Q2 2020 122 303,965 MSFT, AAPL, GOOG, BKAA.SG 13F-HR 8/14/2020 000180185720000003
Q1 2020 108 249,347 MSFT, GOOG, AAPL, BRK-B 13F-HR 5/8/2020 000180185720000002
Q4 2019 148 348,365 MSFT, GOOG, BKAA.SG, AAPL 13F-HR 2/11/2020 000180185720000001