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, SHYG, ACWX, RSP, and represent 54.77% of Mader & Shannon Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SHYG (+$20M), ACWX (+$10M), RSP (+$10M), SPY (+$9.8M), GDX (+$7.4M), XLF, DG, CDW, TMO, DHI.
- Started 6 new stock positions in SPY, SHYG, GDX, ACWX, XLF, RSP.
- Reduced shares in these 3 stocks: SCHP (-$19M), SHY, SHV.
- Sold out of its positions in SHY, SCHP.
- Mader & Shannon Wealth Management was a net buyer of stock by $53M.
- Mader & Shannon Wealth Management has $151M in assets under management (AUM), dropping by 64.60%.
- Central Index Key (CIK): 0001535862
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Portfolio Holdings for Mader & Shannon Wealth Management
Mader & Shannon Wealth Management holds 16 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Gold Tr Ishares New (IAU) | 14.1 | $21M | 615k | 34.59 | ||
Spdr Gold Tr Gold Shs (GLD) | 14.0 | $21M | 125k | 169.64 | ||
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 13.2 | $20M | NEW | 489k | 40.89 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 6.8 | $10M | NEW | 225k | 45.50 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 6.7 | $10M | NEW | 71k | 141.26 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.5 | $9.8M | NEW | 26k | 382.43 | |
Cdw (CDW) | 5.6 | $8.5M | +33% | 48k | 178.57 | |
Knight-swift Transn Hldgs In Cl A (KNX) | 5.4 | $8.1M | +15% | 156k | 52.41 | |
Thermo Fisher Scientific (TMO) | 5.3 | $8.0M | +29% | 15k | 550.72 | |
UnitedHealth (UNH) | 5.3 | $8.0M | +10% | 15k | 530.17 | |
Dollar General (DG) | 5.2 | $7.8M | +42% | 32k | 246.25 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 4.9 | $7.4M | NEW | 258k | 28.66 | |
D.R. Horton (DHI) | 2.5 | $3.8M | +64% | 43k | 89.13 | |
Select Sector Spdr Tr Financial (XLF) | 2.1 | $3.2M | NEW | 94k | 34.20 | |
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Martin Marietta Materials (MLM) | 2.1 | $3.2M | +31% | 9.5k | 338.00 | |
Ishares Tr Short Treas Bd (SHV) | 0.3 | $449k | -2% | 4.1k | 109.86 |
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 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
- Mader & Shannon Wealth Management 2019 Q4 filed Feb. 11, 2020
- Mader & Shannon Wealth Management 2019 Q3 filed Nov. 7, 2019
- Mader & Shannon Wealth Management 2019 Q2 filed Aug. 13, 2019
- Mader & Shannon Wealth Management 2019 Q1 filed April 30, 2019