Mader & Shannon Wealth Management
Latest statistics and disclosures from Mader & Shannon Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, SHV, IAU, GLD, CDW, and represent 75.82% of Mader & Shannon Wealth Management's stock portfolio.
- Added to shares of these 9 stocks: SGOV (+$22M), DHI, MLM, KNX, IAU, TMO, GLD, GDX, CDW.
- Reduced shares in these 3 stocks: SHV (-$6.8M), DG, UNH.
- Sold out of its position in DG.
- Mader & Shannon Wealth Management was a net buyer of stock by $13M.
- Mader & Shannon Wealth Management has $176M in assets under management (AUM), dropping by 15.56%.
- Central Index Key (CIK): 0001535862
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Portfolio Holdings for Mader & Shannon Wealth Management
Mader & Shannon Wealth Management holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 25.0 | $44M | +97% | 438k | 100.27 |
|
| Ishares Tr Short Treas Bd (SHV) | 19.1 | $34M | -16% | 306k | 110.13 |
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| Ishares Gold Tr Ishares New (IAU) | 13.0 | $23M | 584k | 39.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 13.0 | $23M | 119k | 191.17 |
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| Cdw (CDW) | 5.8 | $10M | 45k | 227.32 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 4.8 | $8.5M | 148k | 57.65 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 4.3 | $7.6M | 247k | 31.01 |
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| UnitedHealth (UNH) | 4.3 | $7.6M | 15k | 526.47 |
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| Thermo Fisher Scientific (TMO) | 4.2 | $7.3M | 14k | 530.79 |
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| D.R. Horton (DHI) | 3.8 | $6.6M | +3% | 43k | 151.98 |
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| Martin Marietta Materials (MLM) | 2.7 | $4.8M | +2% | 9.6k | 498.91 |
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Past Filings by Mader & Shannon Wealth Management
SEC 13F filings are viewable for Mader & Shannon Wealth Management going back to 2014
- Mader & Shannon Wealth Management 2023 Q4 filed Jan. 24, 2024
- Mader & Shannon Wealth Management 2023 Q3 filed Nov. 7, 2023
- Mader & Shannon Wealth Management 2023 Q2 filed Aug. 8, 2023
- Mader & Shannon Wealth Management 2023 Q1 filed May 10, 2023
- Mader & Shannon Wealth Management 2022 Q4 filed Jan. 24, 2023
- Mader & Shannon Wealth Management 2022 Q3 filed Oct. 27, 2022
- Mader & Shannon Wealth Management 2022 Q2 filed July 26, 2022
- Mader & Shannon Wealth Management 2022 Q1 filed May 5, 2022
- Mader & Shannon Wealth Management 2021 Q4 filed Jan. 28, 2022
- Mader & Shannon Wealth Management 2021 Q3 filed Nov. 1, 2021
- Mader & Shannon Wealth Management 2021 Q2 filed Aug. 11, 2021
- Mader & Shannon Wealth Management 2021 Q1 filed May 3, 2021
- Mader & Shannon Wealth Management 2020 Q4 filed Feb. 2, 2021
- Mader & Shannon Wealth Management 2020 Q3 filed Nov. 5, 2020
- Mader & Shannon Wealth Management 2020 Q2 filed Aug. 13, 2020
- Mader & Shannon Wealth Management 2020 Q1 filed May 12, 2020