- New Purchases: VEA, UPS, REGN, BA, BABA, MINT, VNQ, LQD, FNDF,
- Added Positions: VOO, BAM, AMZN, VT, SYK, VB, EPD, SPY, FB, AGG, PG, SCHB, CMCSA, VWO, SCHC, BPYU, CVS, BBU, ISRG, HD, USB, TJX, GE, MMM,
- Reduced Positions: HHC, ORCL, BPY, IVV, FNDA, FNDX, EFA, SCHA, MSFT, GOOG, IBB, BRK.B, C, WFC, LBRDK, MA, LOW, BAC, AAPL, PYPL, CBRE, VTI, ALLY, XOM, NKE, JNJ, V, DIS, MSGS, GOOGL, VGT, PEP, BKNG, CSCO, CVX, PFE, RTX, UNH, SCHW, AON, VYM, SCHF, ACN, PM, WMT, TROW, MRK, INTC, FAST, COST, KO, CAH, AMGN, AMT, AXP, MKL, CNI,
- Sold Out: BK, ENB, FDX, DAL, LSXMA, CDW, TDY, IWM, ATHM, PRI, ODFL, MMP, AIG, MKTX, AZPN, GGG, TTC, WBC, POOL, FDS, IRM, ROLL, WBA, LIN, EMR, DRQ, PSMT, ATRI, JKHY, JPM, MC, XLK, IWD, WAFD, ABT, COP, DCI, APAM, ABBV, IBM, MCD, SRCL, SBUX, FCAU, CX,
For the details of MADISON WEALTH MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/madison+wealth+management/current-portfolio/portfolio
These are the top 5 holdings of MADISON WEALTH MANAGEMENT- Microsoft Corp (MSFT) - 119,731 shares, 7.65% of the total portfolio. Shares reduced by 3.4%
- Alphabet Inc (GOOG) - 12,736 shares, 6.00% of the total portfolio. Shares reduced by 3.75%
- Apple Inc (AAPL) - 56,119 shares, 5.78% of the total portfolio. Shares reduced by 1.92%
- Berkshire Hathaway Inc (BRK.B) - 71,587 shares, 5.30% of the total portfolio. Shares reduced by 3.22%
- Brookfield Asset Management Inc (BAM) - 439,560 shares, 5.25% of the total portfolio. Shares added by 46.80%
Madison Wealth Management initiated holding in Vanguard FTSE Developed Markets. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $35.86. The impact to a portfolio due to this purchase was 1.09%. The holding were 80,885 shares as of .
New Purchase: United Parcel Service Inc (UPS)Madison Wealth Management initiated holding in United Parcel Service Inc. The purchase prices were between $86.17 and $118.61, with an estimated average price of $104.08. The stock is now traded at around $94.89. The impact to a portfolio due to this purchase was 0.69%. The holding were 18,205 shares as of .
New Purchase: Regeneron Pharmaceuticals Inc (REGN)Madison Wealth Management initiated holding in Regeneron Pharmaceuticals Inc. The purchase prices were between $336.18 and $494.43, with an estimated average price of $411.31. The stock is now traded at around $562.31. The impact to a portfolio due to this purchase was 0.65%. The holding were 3,310 shares as of .
New Purchase: Boeing Co (BA)Madison Wealth Management initiated holding in Boeing Co. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $133.00. The impact to a portfolio due to this purchase was 0.43%. The holding were 7,114 shares as of .
New Purchase: Alibaba Group Holding Ltd (BABA)Madison Wealth Management initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $176.34 and $230.48, with an estimated average price of $209.23. The stock is now traded at around $201.61. The impact to a portfolio due to this purchase was 0.37%. The holding were 4,735 shares as of .
New Purchase: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)Madison Wealth Management initiated holding in PIMCO Enhanced Short Maturity Active Exchange-Trad. The purchase prices were between $97.3 and $101.94, with an estimated average price of $101.18. The stock is now traded at around $100.65. The impact to a portfolio due to this purchase was 0.27%. The holding were 6,852 shares as of .
Added: Vanguard S&P 500 (VOO)Madison Wealth Management added to a holding in Vanguard S&P 500 by 585.55%. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $268.36. The impact to a portfolio due to this purchase was 1.88%. The holding were 22,959 shares as of .
Added: Brookfield Asset Management Inc (BAM)Madison Wealth Management added to a holding in Brookfield Asset Management Inc by 46.80%. The purchase prices were between $22.05 and $45.53, with an estimated average price of $38.6. The stock is now traded at around $33.41. The impact to a portfolio due to this purchase was 1.67%. The holding were 439,560 shares as of .
Added: Amazon.com Inc (AMZN)Madison Wealth Management added to a holding in Amazon.com Inc by 666.78%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2375.78. The impact to a portfolio due to this purchase was 1.56%. The holding were 2,262 shares as of .
Added: Vanguard Total World Stock Index (VT)Madison Wealth Management added to a holding in Vanguard Total World Stock Index by 1252.45%. The purchase prices were between $54.48 and $83.17, with an estimated average price of $76. The stock is now traded at around $69.82. The impact to a portfolio due to this purchase was 0.96%. The holding were 40,871 shares as of .
Added: Stryker Corp (SYK)Madison Wealth Management added to a holding in Stryker Corp by 182.66%. The purchase prices were between $126.5 and $225.1, with an estimated average price of $196.28. The stock is now traded at around $193.03. The impact to a portfolio due to this purchase was 0.73%. The holding were 16,787 shares as of .
Added: Vanguard Small-Cap (VB)Madison Wealth Management added to a holding in Vanguard Small-Cap by 998.37%. The purchase prices were between $98.45 and $170.48, with an estimated average price of $151.89. The stock is now traded at around $135.08. The impact to a portfolio due to this purchase was 0.65%. The holding were 15,498 shares as of .
Sold Out: Bank of New York Mellon Corp (BK)Madison Wealth Management sold out a holding in Bank of New York Mellon Corp. The sale prices were between $27.49 and $51.48, with an estimated average price of $42.25.
Sold Out: Enbridge Inc (ENB)Madison Wealth Management sold out a holding in Enbridge Inc. The sale prices were between $23.74 and $43.06, with an estimated average price of $37.24.
Sold Out: FedEx Corp (FDX)Madison Wealth Management sold out a holding in FedEx Corp. The sale prices were between $90.49 and $164.91, with an estimated average price of $141.5.
Sold Out: Delta Air Lines Inc (DAL)Madison Wealth Management sold out a holding in Delta Air Lines Inc. The sale prices were between $21.35 and $62.03, with an estimated average price of $50.04.
Sold Out: Liberty SiriusXM Group (LSXMA)Madison Wealth Management sold out a holding in Liberty SiriusXM Group. The sale prices were between $23.31 and $50.93, with an estimated average price of $43.98.
Sold Out: CDW Corp (CDW)Madison Wealth Management sold out a holding in CDW Corp. The sale prices were between $79.56 and $144.6, with an estimated average price of $123.24.
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