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

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