HoldingsChannel.com
Madison Wealth Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 119,731 -4,217 $18,883
     MSFT119,731-4,217$18,883
ALPHABET INC 12,736 -496 $14,810
     GOOG12,736-496$14,810
APPLE INC 56,119 -1,097 $14,270
     AAPL56,119-1,097$14,270
BERKSHIRE HATHAWAY INC DEL      $13,089
     BRK.B71,587-2,381$13,089
BROOKFIELD ASSET MGMT INC 293,040 -6,391 $12,967
     BAM293,040-6,391$12,967
COMCAST CORP NEW 237,085 +5,189 $8,151
     CMCSA237,085+5,189$8,151
PAYPAL HLDGS INC 76,609 -2,907 $7,335
     PYPL76,609-2,907$7,335
BK OF AMERICA CORP 301,401 -9,122 $6,399
     BAC301,401-9,122$6,399
WELLS FARGO CO NEW 204,388 -8,941 $5,866
     WFC204,388-8,941$5,866
MASTERCARD INC 24,066 -1,113 $5,813
     MA24,066-1,113$5,813
BROOKFIELD INFRAST PARTNERS 159,792 -1,218 $5,748
     BIP159,792-1,218$5,748
CBRE GROUP INC 145,273 -4,284 $5,478
     CBRE145,273-4,284$5,478
VANGUARD INDEX FDS (VOO) 22,959 +19,610 $5,437
     VOO22,959+19,610$5,437
CITIGROUP INC 116,432 -6,496 $4,904
     C116,432-6,496$4,904
FACEBOOK INC 27,936 +2,208 $4,660
     FB27,936+2,208$4,660
AMAZON COM INC 2,262 +1,967 $4,410
     AMZN2,262+1,967$4,410
PROCTER & GAMBLE CO 38,435 +2,428 $4,228
     PG38,435+2,428$4,228
BOOKING HLDGS INC 3,116 -54 $4,192
     BKNG3,116-54$4,192
DISNEY WALT CO 40,926 -862 $3,953
     DIS40,926-862$3,953
ISHARES TR (IBB) 35,100 -5,256 $3,782
     IBB35,100-5,256$3,782
ALPHABET INC 3,012 -107 $3,500
     GOOGL3,012-107$3,500
NIKE INC 41,453 -1,602 $3,430
     NKE41,453-1,602$3,430
UNITEDHEALTH GROUP INC 13,488 -255 $3,364
     UNH13,488-255$3,364
LOWES COS INC 37,226 -2,765 $3,203
     LOW37,226-2,765$3,203
CVS HEALTH CORP 52,628 +1,334 $3,122
     CVS52,628+1,334$3,122
STRYKER CORP 16,787 +10,848 $2,795
     SYK16,787+10,848$2,795
VISA INC 16,811 -730 $2,709
     V16,811-730$2,709
VANGUARD TAX MANAGED INTL FD (VEA) 80,885 +80,885 $2,697
     VEA80,885+80,885$2,697
VANGUARD INTL EQUITY INDEX F (VT) 40,871 +37,849 $2,567
     VT40,871+37,849$2,567
LIBERTY BROADBAND CORP 21,976 -3,775 $2,433
     LBRDK21,976-3,775$2,433
ORACLE CORP 46,986 -40,109 $2,271
     ORCL46,986-40,109$2,271
VANGUARD INDEX FDS (VTI) 17,496 -1,635 $2,255
     VTI17,496-1,635$2,255
ISHARES TR (IVV) 8,472 -4,589 $2,189
     IVV8,472-4,589$2,189
VANGUARD WORLD FDS (VGT) 9,531 -542 $2,020
     VGT9,531-542$2,020
VANGUARD INDEX FDS (VB) 15,498 +14,087 $1,789
     VB15,498+14,087$1,789
UNITED PARCEL SERVICE INC 18,205 +18,205 $1,701
     UPS18,205+18,205$1,701
SPDR S&P 500 ETF TR (SPY) 6,520 +1,658 $1,681
     SPY6,520+1,658$1,681
JOHNSON & JOHNSON 12,627 -886 $1,656
     JNJ12,627-886$1,656
REGENERON PHARMACEUTICALS 3,310 +3,310 $1,616
     REGN3,310+3,310$1,616
AMGEN INC 7,943 -175 $1,610
     AMGN7,943-175$1,610
CME GROUP INC 8,390 +55 $1,451
     CME8,390+55$1,451
SOUTHWEST AIRLS CO 39,081 +100 $1,392
     LUV39,081+100$1,392
SCHWAB STRATEGIC TR 54,780 +13,980 $1,373
     SCHK54,780+13,980$1,373
CHARTER COMMUNICATIONS INC N 3,029 UNCH $1,322
     CHTR3,029UNCH$1,322
US BANCORP DEL 38,332 +520 $1,321
     USB38,332+520$1,321
INTUITIVE SURGICAL INC 2,573 +78 $1,274
     ISRG2,573+78$1,274
TJX COS INC NEW 26,648 +305 $1,274
     TJX26,648+305$1,274
COSTCO WHSL CORP NEW 4,295 -165 $1,225
     COST4,295-165$1,225
AMERICAN TOWER CORP NEW 5,613 -85 $1,222
     AMT5,613-85$1,222
INTEL CORP 22,530 -390 $1,219
     INTC22,530-390$1,219

See Full List: All Stocks Held By Madison Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Madison Wealth Management

Size ($ in 1000's)
At 03/31/2020: $249,347
At 12/31/2019: $348,365

Madison Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Madison Wealth Management 13F filings. Link to 13F filings: SEC filings

Madison Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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