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, VGIT, SHY, LH, and represent 42.98% of Mader & Shannon Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: CCI (+$6.2M), AMT (+$6.2M), UNH, V, SHV, VGIT, GLD, MLM, JPM, GDX.
  • Started 2 new stock positions in AMT, CCI.
  • Reduced shares in these 9 stocks: LMT, WMT, LHX, AMAT, GS, DHI, CDW, DG, TMO.
  • Sold out of its positions in LHX, LMT.
  • Mader & Shannon Wealth Management was a net buyer of stock by $16M.
  • Mader & Shannon Wealth Management has $171M in assets under management (AUM), dropping by 13.26%.
  • Central Index Key (CIK): 0001535862

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Portfolio Holdings for Mader & Shannon Wealth Management

Companies in the Mader & Shannon Wealth Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares (IAU) 12.8 $22M 1.3M 16.26
Spdr Gold Tr Gold Shs (GLD) 12.6 $22M 135k 159.96
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 8.6 $15M +7% 219k 67.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.6 $7.9M 92k 86.25
Laboratory Corp Amer Hldgs Com New (LH) 4.3 $7.4M +2% 29k 255.04
Cdw (CDW) 4.3 $7.3M 44k 165.76
Ishares Tr Short Treas Bd (SHV) 4.3 $7.3M +51% 66k 110.51
Knight-swift Transn Hldgs In Cl A (KNX) 3.7 $6.3M 131k 48.09
Crown Castle Intl (CCI) 3.6 $6.2M NEW 36k 172.12
American Tower Reit (AMT) 3.6 $6.2M NEW 26k 239.05
UnitedHealth (UNH) 3.6 $6.1M +246% 16k 372.06
JPMorgan Chase & Co. (JPM) 3.4 $5.9M +3% 39k 152.22
Visa Com Cl A (V) 3.4 $5.7M +214% 27k 211.74
Pulte (PHM) 3.2 $5.5M +2% 105k 52.44

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Dollar General (DG) 3.2 $5.5M -2% 27k 202.61
Starbucks Corporation (SBUX) 3.2 $5.4M +2% 50k 109.26
Goldman Sachs (GS) 3.2 $5.4M -15% 17k 326.97
AmerisourceBergen (ABC) 3.0 $5.1M +2% 44k 118.06
Thermo Fisher Scientific (TMO) 2.6 $4.4M 9.7k 456.36
Wal-Mart Stores (WMT) 2.5 $4.3M -32% 32k 135.82
Applied Materials (AMAT) 1.4 $2.3M -34% 17k 133.60
Martin Marietta Materials (MLM) 1.3 $2.3M +9% 6.7k 335.76
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 1.3 $2.2M +8% 68k 32.50
D.R. Horton (DHI) 1.2 $2.1M -17% 24k 89.12
FedEx Corporation (FDX) 1.1 $1.8M +8% 6.4k 283.97

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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