MADISON WEALTH MANAGEMENT
Latest 13F filing data - Q3 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BN | 256K | $8.00M |
 | BAM | 230K | $7.66M |
 | BIP | 205K | $6.02M |
 | OWL | 176K | $2.28M |
 | GOOG | 143K | $18.84M |
 | CBRE | 137K | $10.15M |
 | AAPL | 135K | $23.05M |
 | ET | 129K | $1.82M |
 | SCHW | 115K | $6.30M |
 | OBDC | 103K | $1.36M |
 | MSFT | 87K | $27.56M |
 | CMCSA | 82K | $3.65M |
 | FSK | 81K | $1.59M |
 | BAC | 80K | $2.20M |
 | EPD | 66K | $1.80M |
 | GOOGL | 65K | $8.51M |
 | TJX | 60K | $5.32M |
 | XOM | 60K | $7.01M |
 | NKE | 58K | $5.50M |
 | BRK-B | 53K | $18.73M |
Brookfield Corporation
BN
Shares Held
256K
Value
$8.00M
Brookfield Asset Management Ltd.
BAM
Shares Held
230K
Value
$7.66M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
205K
Value
$6.02M
Blue Owl Capital Inc.
OWL
Shares Held
176K
Value
$2.28M
Alphabet Inc.
GOOG
Shares Held
143K
Value
$18.84M
CBRE Group, Inc.
CBRE
Shares Held
137K
Value
$10.15M
Apple Inc.
AAPL
Shares Held
135K
Value
$23.05M
Energy Transfer LP
ET
Shares Held
129K
Value
$1.82M
The Charles Schwab Corporation
SCHW
Shares Held
115K
Value
$6.30M
Blue Owl Capital Corporation
OBDC
Shares Held
103K
Value
$1.36M
Microsoft Corporation
MSFT
Shares Held
87K
Value
$27.56M
Comcast Corporation
CMCSA
Shares Held
82K
Value
$3.65M
FS KKR Capital Corp.
FSK
Shares Held
81K
Value
$1.59M
Bank of America Corporation
BAC
Shares Held
80K
Value
$2.20M
Enterprise Products Partners L.P.
EPD
Shares Held
66K
Value
$1.80M
Alphabet Inc.
GOOGL
Shares Held
65K
Value
$8.51M
The TJX Companies, Inc.
TJX
Shares Held
60K
Value
$5.32M
Exxon Mobil Corporation
XOM
Shares Held
60K
Value
$7.01M
NIKE, Inc.
NKE
Shares Held
58K
Value
$5.50M
Berkshire Hathaway Inc.
BRK-B
Shares Held
53K
Value
$18.73M