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Home > Institutional Investor > Madison Wealth Management > Profile

Instuitional Investor - Madison Wealth Management

Fund Profile
Filing Period:
Fund Name: Madison Wealth Management
Portfolio Value $475,800,623
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 87,269 $27,555,179 5.79%
2.
Apple Inc.
 AAPL 134,655 $23,054,298 4.84%
3.
Wisdomtree Tr
 445,722 $22,428,713 4.71%
4.
Alphabet Inc.
 GOOG 142,909 $18,842,552 3.96%
5.
Berkshire Hathaway Inc
 BRK.A 53,472 $18,731,242 3.93%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)