Mader & Shannon Wealth Management

Latest statistics and disclosures from Mader & Shannon Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IAU, GLD, IEF, VGIT, SHY, and represent 72.22% of Mader & Shannon Wealth Management's stock portfolio.
  • Added to shares of these 8 stocks: SHV (+$6.52M), TLT, PYPL, CDW, SHY, DG, GDX, MLM.
  • Started 4 new stock positions in CDW, TLT, PYPL, SHV.
  • Reduced shares in these 10 stocks: IVV (-$13.51M), , URI, , SBUX, VMC, GLD, VGIT, IAU, IEF.
  • Sold out of its positions in IVV, JPM, SBUX, URI, V, VMC.
  • Mader & Shannon Wealth Management was a net seller of stock by $11.46M.
  • Mader & Shannon Wealth Management has $113.01M in assets under management (AUM), dropping by -8.98%.

Portfolio Holdings for Mader & Shannon Wealth Management

Companies in the Mader & Shannon Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Gold Trust (IAU) 16.88 1.27M 15.07
SPDR Gold Trust (GLD) 16.81 128.36k 148.04
iShares Lehman 7-10 Yr Treas. Bond (IEF) 16.75 155.88k 121.47
Vanguard Intmdte Tm Govt Bd ETF (VGIT) 15.22 243.88k 70.55
iShares Lehman 1-3 Year Treas.Bond (SHY) 6.55 85.44k +5% 86.67
iShares Lehman Short Treasury Bond (SHV) 5.77 58.75k NEW 111.01
Wal-Mart Stores (WMT) 4.26 42.33k -2% 113.60
Knight Swift Transn Hldgs Inc (KNX) 3.42 117.94k -4% 32.80
Comcast Corporation (CMCSA) 2.55 83.81k -4% 34.38
iShares Barclays 20+ Yr Treas.Bond (TLT) 2.20 15.10k NEW 164.91
Thermo Fisher Scientific (TMO) 2.20 8.78k -4% 283.57
Realty Income (O) 2.20 49.94k -4% 49.84
Vaneck Vectors Gold Miners mutual (GDX) 1.61 78.99k 23.03
Dollar General (DG) 1.20 9.01k +12% 150.94
Paypal Holdings (PYPL) 0.93 11.03k NEW 95.71
Martin Marietta Materials (MLM) 0.93 5.54k 189.18
Cdw (CDW) 0.50 6.03k NEW 93.25

Past Filings by Mader & Shannon Wealth Management

View past SEC 13F filings by Mader & Shannon Wealth Management

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