Madison Wealth Management Purchases in Q3 2023

Madison Wealth Management

  • $449 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
19.5K
+ 161.99%
$153.49 - $165.25 $2.99M - $3.22M
31.6K $5.05M
ECL
Ecolab Inc.

Basic Materials
15.9K
New
$167.87 - $190.85 $2.67M - $3.04M
15.9K $2.7M
TOL
Toll Brothers, Inc.

Consumer Cyclical
19.5K
New
$72.61 - $83.83 $1.42M - $1.63M
19.5K $1.44M
OWL
Blue Owl Capital Inc.

Financial Services
102K
+ 137.57%
$10.9 - $12.96 $1.11M - $1.32M
176K $2.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.41K
+ 10.95%
$392.7 - $420.68 $1.73M - $1.86M
44.7K $17.6M
GOOGL
Alphabet Inc.

Communication Services
1.23K
+ 1.93%
$116.45 - $138.21 $143K - $170K
65.1K $8.51M
SXI
Standex International Corp

Industrials
5.9K
New
$135.13 - $165.31 $797K - $975K
5.9K $859K
USFR
Wisdomtree Floating Rate Treas

ETFs
14.9K
+ 3.46%
$50.28 - $50.51 $748K - $752K
446K $22.4M
APO
Apollo Global Management, Inc.

Financial Services
7.75K
+ 234.79%
$74.51 - $92.48 $577K - $717K
11K $991K
XOM
Exxon Mobil Corp

Energy
654
+ 1.11%
$100.92 - $120.2 $66K - $78.6K
59.6K $7.01M
INTU
Intuit Inc

Technology
27
+ 0.4%
$448.19 - $553.61 $12.1K - $14.9K
6.78K $3.46M
UNH
Unitedhealth Group Inc

Healthcare
61
+ 0.44%
$447.75 - $510.93 $27.3K - $31.2K
13.9K $7.03M
PFF
Ishares Trust Ishares Pfd And

ETFs
10.7K
New
$29.99 - $31.22 $322K - $335K
10.7K $323K
FSK
Fs Kkr Capital Corp

Financial Services
13.3K
+ 19.71%
$19.21 - $20.63 $256K - $275K
80.9K $1.59M
FNDX
Schwab Fundamental U S Large C

ETFs
7.43K
+ 8.63%
$55.81 - $59.78 $414K - $444K
93.5K $5.23M
FNDF
Schwab Fundamental Intl Large

ETFs
13.9K
+ 4.9%
$31.51 - $33.54 $439K - $468K
299K $9.46M
TJX
Tjx Companies Inc

Consumer Cyclical
88
+ 0.15%
$82.7 - $93.59 $7.28K - $8.24K
59.8K $5.32M
COST
Costco Wholesale Corp

Consumer Defensive
124
+ 2.1%
$525.05 - $568.63 $65.1K - $70.5K
6.02K $3.4M
PAHC
Phibro Animal Health Corp

Healthcare
16K
New
$12.43 - $15.29 $199K - $244K
16K $204K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.3K
+ 32.48%
$45.25 - $46.0 $195K - $198K
17.5K $795K
FNDA
Schwab Fundamental U S Small C

ETFs
9.51K
+ 5.95%
$47.76 - $53.58 $454K - $510K
169K $8.22M
DHR
Danaher Corp

Healthcare
230
+ 2.22%
$233.08 - $265.59 $53.6K - $61.1K
10.6K $2.63M
ELV
Elevance Health, Inc.

Healthcare
411
+ 7.8%
$414.13 - $475.93 $170K - $196K
5.68K $2.47M
ADSK
Autodesk, Inc.

Technology
357
+ 2.23%
$198.7 - $222.2 $70.9K - $79.3K
16.4K $3.39M
CGGO
Capital Group Global Growth Eq

ETFs
15.3K
+ 8.67%
$22.72 - $24.86 $348K - $381K
192K $4.4M
CION
Cion Investment Corp

Financial Services
6.77K
+ 35.08%
$10.48 - $11.65 $70.9K - $78.9K
26.1K $275K
ACN
Accenture PLC

Technology
277
+ 3.77%
$300.77 - $328.2 $83.3K - $90.9K
7.63K $2.34M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.83K
+ 4.71%
$26.05 - $28.35 $126K - $137K
107K $2.82M
Linde PLC
7.82K
New
N/A
7.82K $0
Brookfield Asset Managmt LTD
123
+ 0.05%
N/A
230K $0
IEMG
Ishares Inc

ETFs
185
+ 2.94%
$47.36 - $52.23 $8.76K - $9.66K
6.49K $308K
KR
Kroger CO

Consumer Defensive
107
+ 1.68%
$44.48 - $49.7 $4.76K - $5.32K
6.47K $289K
PRF
Invesco Exchange Traded Fd Tr

ETFs
8.62K
+ 400.0%
$31.76 - $166.28 $274K - $1.43M
10.8K $342K
LRCX
Lam Research Corp

Technology
31
+ 1.4%
$606.0 - $721.26 $18.8K - $22.4K
2.25K $1.41M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.01%
$103.32 - $110.34 $103 - $110
8.66K $894K
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 2.13%
$125.98 - $144.85 $140K - $160K
53.1K $6.74M
VIG
Vanguard Dividend Appreciation

ETFs
35
+ 0.77%
$155.38 - $166.95 $5.44K - $5.84K
4.56K $707K
RSG
Republic Services, Inc.

Industrials
1.27K
+ 5.67%
$142.51 - $154.95 $181K - $197K
23.7K $3.37M
VICI
Vici Properties Inc.

Real Estate
700
+ 2.02%
$28.88 - $32.88 $20.2K - $23K
35.3K $1.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
159
+ 0.28%
$39.04 - $43.07 $6.21K - $6.85K
56.5K $2.21M
IT
Gartner Inc

Technology
103
+ 0.6%
$326.85 - $374.04 $33.7K - $38.5K
17.1K $5.89M
MRK
Merck & Co., Inc.

Healthcare
562
+ 3.97%
$102.95 - $114.33 $57.9K - $64.3K
14.7K $1.51M
PEP
Pepsico Inc

Consumer Defensive
352
+ 2.71%
$169.44 - $191.6 $59.6K - $67.4K
13.4K $2.26M
SCHW
Schwab Charles Corp

Financial Services
363
+ 0.32%
$54.2 - $67.94 $19.7K - $24.7K
115K $6.3M
VNQ
Vanguard Specialized Funds Van

ETFs
1.31K
+ 3.56%
$75.44 - $86.89 $98.6K - $114K
38K $2.87M
AMT
American Tower Corp

Real Estate
178
+ 2.08%
$159.69 - $198.36 $28.4K - $35.3K
8.74K $1.44M
RTX
Raytheon Technologies Corp

Industrials
463
+ 4.4%
$71.58 - $98.39 $33.1K - $45.6K
11K $791K
VB
Vanguard Small Cap ETF

ETFs
354
+ 0.99%
$186.24 - $208.75 $65.9K - $73.9K
36.1K $6.82M
AXP
American Express CO

Financial Services
165
+ 1.26%
$149.19 - $178.04 $24.6K - $29.4K
13.2K $1.97M
Activity Summary
Buys All Purchases 53 New Holdings 6 Increased Positions 47 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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