Madison Investment Advisors, LLC New Holdings in Q4 2024

Madison Investment Advisors, LLC

  • $8.87 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BFB
Brown Forman Corp Cl B
1.61M
New
N/A
1.61M $61.2B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
273K
New
$209.89 - $233.24 $57.2M - $63.6M
273K $57.9B
Madison Aggregate Bond ETF
2.86M
New
N/A
2.86M $57.4B
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.32M
New
$24.19 - $50.58 $56M - $117M
2.32M $56.3B
Madison Covered Call ETF
2.99M
New
N/A
2.99M $56.1B
EXPD
Expeditors International Of Washington Inc

Industrials
497K
New
$110.5 - $128.26 $54.9M - $63.7M
497K $55B
Madison Dividend Value ETF
2.52M
New
N/A
2.52M $53.5B
Ferguson Enterprises Inc
301K
New
N/A
301K $52.2B
NEE
Nextera Energy Inc

Utilities
703K
New
$69.77 - $85.43 $49M - $60.1M
703K $50.4B
DE
Deere & CO

Industrials
118K
New
$389.45 - $466.0 $46.1M - $55.1M
118K $50.1B
AAPL
Apple Inc.

Technology
194K
New
$221.69 - $259.02 $43M - $50.2M
194K $48.6B
GBCI
Glacier Bancorp, Inc.

Financial Services
951K
New
$44.09 - $58.89 $41.9M - $56M
951K $47.8B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
344K
New
$107.98 - $143.92 $37.2M - $49.6M
344K $46.2B
HD
Home Depot, Inc.

Consumer Cyclical
107K
New
$385.02 - $431.37 $41.3M - $46.2M
107K $41.7B
Blackrock Inc
37.9K
New
N/A
37.9K $38.8B
VGT
Vanguard Information Technolog

ETFs
62.3K
New
$571.78 - $647.97 $35.6M - $40.4M
62.3K $38.8B
LLY
Eli Lilly & CO

Healthcare
49.6K
New
$727.2 - $932.06 $36.1M - $46.3M
49.6K $38.3B
Liberty Media Corp Liberty For
455K
New
N/A
455K $38.2B
GGG
Graco Inc

Industrials
453K
New
$81.45 - $92.29 $36.9M - $41.8M
453K $38.2B
JPM
Jpmorgan Chase & CO

Financial Services
159K
New
$205.18 - $250.29 $32.6M - $39.8M
159K $38.1B
ADP
Automatic Data Processing Inc

Industrials
127K
New
$280.08 - $307.97 $35.5M - $39.1M
127K $37.1B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
718K
New
$46.69 - $49.2 $33.5M - $35.3M
718K $33.6B
NKE
Nike, Inc.

Consumer Cyclical
438K
New
$73.36 - $89.13 $32.1M - $39M
438K $33.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
56K
New
$567.81 - $607.81 $31.8M - $34M
56K $32.8B
EEMA
Ishares Msci Emerging Markets

ETFs
440K
New
$71.65 - $82.07 $31.6M - $36.1M
440K $31.6B
HON
Honeywell International Inc

Industrials
137K
New
$202.84 - $236.0 $27.7M - $32.3M
137K $30.9B
COST
Costco Wholesale Corp

Consumer Defensive
33.5K
New
$873.59 - $994.69 $29.3M - $33.4M
33.5K $30.7B
MDT
Medtronic PLC

Healthcare
375K
New
$79.61 - $92.24 $29.8M - $34.6M
375K $29.9B
AMT
American Tower Corp

Real Estate
162K
New
$179.4 - $232.01 $29M - $37.5M
162K $29.7B
JNJ
Johnson & Johnson

Healthcare
204K
New
$143.34 - $165.86 $29.2M - $33.8M
204K $29.5B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
240K
New
$115.08 - $119.55 $27.6M - $28.7M
240K $27.7B
PEP
Pepsico Inc

Consumer Defensive
182K
New
$151.29 - $176.1 $27.5M - $32.1M
182K $27.7B
ORCL
Oracle Corp

Technology
166K
New
$165.41 - $192.43 $27.5M - $31.9M
166K $27.7B
CME
Cme Group Inc.

Financial Services
107K
New
$221.17 - $246.02 $23.6M - $26.3M
107K $24.8B
COP
Conocophillips

Energy
248K
New
$95.12 - $114.72 $23.6M - $28.5M
248K $24.6B
ELV
Elevance Health, Inc.

Healthcare
62.1K
New
$365.96 - $514.62 $22.7M - $31.9M
62.1K $22.9B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
39.8K
New
$563.99 - $620.12 $22.5M - $24.7M
39.8K $22.7B
CMCSA
Comcast Corp

Communication Services
599K
New
$37.39 - $45.14 $22.4M - $27.1M
599K $22.5B
ABT
Abbott Laboratories

Healthcare
195K
New
$111.93 - $119.39 $21.8M - $23.2M
195K $22B
UNP
Union Pacific Corp

Industrials
96.5K
New
$223.15 - $249.32 $21.5M - $24.1M
96.5K $22B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
344K
New
$61.68 - $67.87 $21.2M - $23.3M
344K $21.4B
MS
Morgan Stanley

Financial Services
167K
New
$104.42 - $134.99 $17.4M - $22.5M
167K $21B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
181K
New
$113.92 - $127.38 $20.7M - $23.1M
181K $20.9B
LVS
Las Vegas Sands Corp

Consumer Cyclical
393K
New
$47.96 - $55.17 $18.8M - $21.7M
393K $20.2B
IEF
Ishares Barclays

ETFs
215K
New
$92.08 - $98.18 $19.8M - $21.1M
215K $19.9B
FLJP
Franklin Templeton ETF Tr

ETFs
693K
New
$28.25 - $30.5 $19.6M - $21.1M
693K $19.8B
CVX
Chevron Corp

Energy
136K
New
$141.15 - $162.53 $19.2M - $22.1M
136K $19.7B
UNH
Unitedhealth Group Inc

Healthcare
37.6K
New
$485.52 - $625.25 $18.3M - $23.5M
37.6K $19B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
192K
New
$96.64 - $101.23 $18.6M - $19.4M
192K $18.6B
Activity Summary
Buys All Purchases 335 New Holdings 335 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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