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
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Ishares Gold Tr Ishares New (IAU) 15.7 $25M -3% 511k 49.51
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Ishares Tr 0-3 Mnth Treasry (SGOV) 12.9 $21M -14% 208k 100.32
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Ishares Tr Short Treas Bd (SHV) 10.0 $16M -22% 146k 110.11
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 8.8 $14M NEW 336k 42.61
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Vaneck Etf Trust Gold Miners Etf (GDX) 4.8 $7.7M -3% 228k 33.91
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Thermo Fisher Scientific (TMO) 4.3 $6.9M 13k 520.23
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UnitedHealth (UNH) 4.1 $6.6M -3% 13k 505.86
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Knight-swift Transn Hldgs In Cl A (KNX) 4.0 $6.5M -2% 123k 53.04
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Martin Marietta Materials (MLM) 3.6 $5.8M -2% 11k 516.50
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Cdw (CDW) 3.4 $5.6M 32k 174.04
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Amazon (AMZN) 3.1 $5.0M NEW 23k 219.39
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Phillips 66 (PSX) 2.1 $3.4M NEW 30k 113.93
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D.R. Horton (DHI) 1.8 $2.8M -3% 20k 139.82
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First Solar (FSLR) 1.6 $2.5M +69% 14k 176.24
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Marathon Petroleum Corp (MPC) 1.3 $2.1M +23% 15k 139.50
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Hf Sinclair Corp (DINO) 1.1 $1.8M NEW 53k 35.05
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Freeport-mcmoran CL B (FCX) 0.7 $1.1M NEW 29k 38.08
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Valero Energy Corporation (VLO) 0.5 $749k NEW 6.1k 122.59
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Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $686k NEW 8.2k 84.14
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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

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