Mader & Shannon Wealth Management
Latest statistics and disclosures from Mader & Shannon Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GLD, IAU, SGOV, SHV, SHYG, and represent 63.11% of Mader & Shannon Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SHYG (+$14M), AMZN (+$5.0M), PSX, DINO, FCX, FSLR, VLO, XLB, MPC, WMT.
- Started 8 new stock positions in FCX, DINO, SHYG, VLO, XLB, PSX, WMT, AMZN.
- Reduced shares in these 10 stocks: IGLB (-$10M), , SHV, SGOV, IAU, GLD, GDX, UNH, KNX, MLM.
- Sold out of its positions in IGLB, VCLT.
- Mader & Shannon Wealth Management was a net seller of stock by $-2.0M.
- Mader & Shannon Wealth Management has $162M in assets under management (AUM), dropping by -5.96%.
- Central Index Key (CIK): 0001535862
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Portfolio Holdings for Mader & Shannon Wealth Management
Mader & Shannon Wealth Management holds 21 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Gold Tr Gold Shs (GLD) | 15.7 | $26M | -2% | 105k | 242.13 |
|
Ishares Gold Tr Ishares New (IAU) | 15.7 | $25M | -3% | 511k | 49.51 |
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 12.9 | $21M | -14% | 208k | 100.32 |
|
Ishares Tr Short Treas Bd (SHV) | 10.0 | $16M | -22% | 146k | 110.11 |
|
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 8.8 | $14M | NEW | 336k | 42.61 |
|
Vaneck Etf Trust Gold Miners Etf (GDX) | 4.8 | $7.7M | -3% | 228k | 33.91 |
|
Thermo Fisher Scientific (TMO) | 4.3 | $6.9M | 13k | 520.23 |
|
|
UnitedHealth (UNH) | 4.1 | $6.6M | -3% | 13k | 505.86 |
|
Knight-swift Transn Hldgs In Cl A (KNX) | 4.0 | $6.5M | -2% | 123k | 53.04 |
|
Martin Marietta Materials (MLM) | 3.6 | $5.8M | -2% | 11k | 516.50 |
|
Cdw (CDW) | 3.4 | $5.6M | 32k | 174.04 |
|
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Amazon (AMZN) | 3.1 | $5.0M | NEW | 23k | 219.39 |
|
Phillips 66 (PSX) | 2.1 | $3.4M | NEW | 30k | 113.93 |
|
D.R. Horton (DHI) | 1.8 | $2.8M | -3% | 20k | 139.82 |
|
First Solar (FSLR) | 1.6 | $2.5M | +69% | 14k | 176.24 |
|
Marathon Petroleum Corp (MPC) | 1.3 | $2.1M | +23% | 15k | 139.50 |
|
Hf Sinclair Corp (DINO) | 1.1 | $1.8M | NEW | 53k | 35.05 |
|
Freeport-mcmoran CL B (FCX) | 0.7 | $1.1M | NEW | 29k | 38.08 |
|
Valero Energy Corporation (VLO) | 0.5 | $749k | NEW | 6.1k | 122.59 |
|
Select Sector Spdr Tr Sbi Materials (XLB) | 0.4 | $686k | NEW | 8.2k | 84.14 |
|
Wal-Mart Stores (WMT) | 0.2 | $261k | NEW | 2.9k | 90.35 |
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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 2024 Q4 filed Feb. 3, 2025
- Mader & Shannon Wealth Management 2024 Q3 filed Nov. 12, 2024
- Mader & Shannon Wealth Management 2024 Q2 filed Aug. 1, 2024
- Mader & Shannon Wealth Management 2024 Q1 filed May 13, 2024
- 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