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Madison Wealth Management Buys Vornado Realty Trust, Dominion Energy Inc, Brookfield Renewable Partners LP, Sells Alibaba Group Holding, Simon Property Group Inc, Penn National Gaming Inc

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Nov 12, 2021
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Investment company Madison Wealth Management (Current Portfolio) buys Vornado Realty Trust, Dominion Energy Inc, Brookfield Renewable Partners LP, Rio Tinto PLC, Truist Financial Corp, sells Alibaba Group Holding, Simon Property Group Inc, Penn National Gaming Inc, Omega Healthcare Investors Inc, Macerich Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Madison Wealth Management. As of 2021Q3, Madison Wealth Management owns 149 stocks with a total value of $457 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) - 100,264 shares, 6.18% of the total portfolio. Shares added by 0.76%
  2. Apple Inc (AAPL) - 156,034 shares, 4.83% of the total portfolio. Shares reduced by 1.42%
  3. Alphabet Inc (GOOG) - 7,880 shares, 4.59% of the total portfolio. Shares added by 0.39%
  4. Brookfield Asset Management Inc (BAM) - 368,901 shares, 4.32% of the total portfolio. Shares added by 0.67%
  5. PayPal Holdings Inc (PYPL) - 69,059 shares, 3.93% of the total portfolio. Shares reduced by 2.02%
New Purchase: Vornado Realty Trust (VNO)

Madison Wealth Management initiated holding in Vornado Realty Trust. The purchase prices were between $40.27 and $47.1, with an estimated average price of $43.12. The stock is now traded at around $45.500000. The impact to a portfolio due to this purchase was 0.23%. The holding were 24,965 shares as of 2021-09-30.

New Purchase: Dominion Energy Inc (D)

Madison Wealth Management initiated holding in Dominion Energy Inc. The purchase prices were between $73.02 and $80.05, with an estimated average price of $76.25. The stock is now traded at around $74.970000. The impact to a portfolio due to this purchase was 0.18%. The holding were 11,119 shares as of 2021-09-30.

New Purchase: Brookfield Renewable Partners LP (BEP)

Madison Wealth Management initiated holding in Brookfield Renewable Partners LP. The purchase prices were between $36.59 and $41.67, with an estimated average price of $38.88. The stock is now traded at around $38.530000. The impact to a portfolio due to this purchase was 0.16%. The holding were 19,330 shares as of 2021-09-30.

New Purchase: Truist Financial Corp (TFC)

Madison Wealth Management initiated holding in Truist Financial Corp. The purchase prices were between $52.18 and $60.15, with an estimated average price of $55.89. The stock is now traded at around $62.800000. The impact to a portfolio due to this purchase was 0.1%. The holding were 7,988 shares as of 2021-09-30.

New Purchase: Rio Tinto PLC (RIO)

Madison Wealth Management initiated holding in Rio Tinto PLC. The purchase prices were between $65.37 and $89.39, with an estimated average price of $78.07. The stock is now traded at around $62.525000. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,900 shares as of 2021-09-30.

New Purchase: Cincinnati Financial Corp (CINF)

Madison Wealth Management initiated holding in Cincinnati Financial Corp. The purchase prices were between $113.7 and $124.86, with an estimated average price of $118.72. The stock is now traded at around $122.200000. The impact to a portfolio due to this purchase was 0.08%. The holding were 3,284 shares as of 2021-09-30.

Added: Schwab Fundamental Emerging Markets Large Company (FNDE)

Madison Wealth Management added to a holding in Schwab Fundamental Emerging Markets Large Company by 27.17%. The purchase prices were between $30.86 and $32.92, with an estimated average price of $31.84. The stock is now traded at around $32.720000. The impact to a portfolio due to this purchase was 0.07%. The holding were 49,093 shares as of 2021-09-30.

Added: Enbridge Inc (ENB)

Madison Wealth Management added to a holding in Enbridge Inc by 23.93%. The purchase prices were between $37.31 and $40.69, with an estimated average price of $39.47. The stock is now traded at around $40.680000. The impact to a portfolio due to this purchase was 0.05%. The holding were 29,985 shares as of 2021-09-30.

Added: iShares Core S&P Small-Cap ETF (IJR)

Madison Wealth Management added to a holding in iShares Core S&P Small-Cap ETF by 27.45%. The purchase prices were between $104.15 and $113.18, with an estimated average price of $109.65. The stock is now traded at around $119.760000. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,803 shares as of 2021-09-30.

Added: iShares Core S&P Mid-Cap ETF (IJH)

Madison Wealth Management added to a holding in iShares Core S&P Mid-Cap ETF by 51.98%. The purchase prices were between $255.51 and $276.04, with an estimated average price of $268.1. The stock is now traded at around $289.550000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,149 shares as of 2021-09-30.

Sold Out: Alibaba Group Holding Ltd (BABA)

Madison Wealth Management sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Sold Out: Omega Healthcare Investors Inc (OHI)

Madison Wealth Management sold out a holding in Omega Healthcare Investors Inc. The sale prices were between $29.96 and $37.5, with an estimated average price of $34.43.

Sold Out: Macerich Co (MAC)

Madison Wealth Management sold out a holding in Macerich Co. The sale prices were between $15.36 and $18.7, with an estimated average price of $17.

Sold Out: Emerson Electric Co (EMR)

Madison Wealth Management sold out a holding in Emerson Electric Co. The sale prices were between $93.71 and $105.7, with an estimated average price of $99.83.



Here is the complete portfolio of MADISON WEALTH MANAGEMENT. Also check out:

1. MADISON WEALTH MANAGEMENT's Undervalued Stocks
2. MADISON WEALTH MANAGEMENT's Top Growth Companies, and
3. MADISON WEALTH MANAGEMENT's High Yield stocks
4. Stocks that MADISON WEALTH MANAGEMENT keeps buying
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