Madison Wealth Management Buys Vanguard S&P 500, Brookfield Asset Management Inc, Amazon.com Inc, Sells Bank of New York Mellon Corp, Enbridge Inc, The Howard Hughes Corp

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May 08, 2020
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Investment company Madison Wealth Management (Current Portfolio) buys Vanguard S&P 500, Brookfield Asset Management Inc, Amazon.com Inc, Vanguard FTSE Developed Markets, Vanguard Total World Stock Index, sells Bank of New York Mellon Corp, Enbridge Inc, The Howard Hughes Corp, FedEx Corp, Oracle Corp during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Madison Wealth Management. As of 2020Q1, Madison Wealth Management owns 105 stocks with a total value of $247 million. These are the details of the buys and sells.

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
  1. Microsoft Corp (MSFT) - 119,731 shares, 7.65% of the total portfolio. Shares reduced by 3.4%
  2. Alphabet Inc (GOOG) - 12,736 shares, 6.00% of the total portfolio. Shares reduced by 3.75%
  3. Apple Inc (AAPL) - 56,119 shares, 5.78% of the total portfolio. Shares reduced by 1.92%
  4. Berkshire Hathaway Inc (BRK.B) - 71,587 shares, 5.30% of the total portfolio. Shares reduced by 3.22%
  5. Brookfield Asset Management Inc (BAM) - 439,560 shares, 5.25% of the total portfolio. Shares added by 46.80%
New Purchase: Vanguard FTSE Developed Markets (VEA)

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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