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 |
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Past Filings by Mader & Shannon Wealth Management
View past SEC 13F filings by Mader & Shannon Wealth Management
- 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
- Mader & Shannon Wealth Management 2018 Q4 filed Feb. 13, 2019
- Mader & Shannon Wealth Management 2018 Q3 filed Nov. 14, 2018
- Mader & Shannon Wealth Management 2018 Q2 filed July 27, 2018
- Mader & Shannon Wealth Management 2018 Q1 filed May 15, 2018
- Mader & Shannon Wealth Management 2017 Q4 filed Feb. 9, 2018
- Mader & Shannon Wealth Management 2017 Q3 filed Nov. 13, 2017
- Mader & Shannon Wealth Management 2017 Q2 filed Aug. 14, 2017
- Mader & Shannon Wealth Management 2017 Q1 filed May 12, 2017
- Mader & Shannon Wealth Management 2016 Q4 filed Feb. 13, 2017
- Mader & Shannon Wealth Management 2016 Q3 filed Nov. 14, 2016
- Mader & Shannon Wealth Management 2016 Q2 filed Aug. 15, 2016
- Mader & Shannon Wealth Management 2016 Q1 filed May 12, 2016
- Mader & Shannon Wealth Management 2015 Q4 filed Feb. 17, 2016
- Mader & Shannon Wealth Management 2015 Q3 filed Nov. 17, 2015
- Mader & Shannon Wealth Management 2015 Q2 filed July 24, 2015