Mader & Shannon Wealth Management as of June 30, 2025
Portfolio Holdings for Mader & Shannon Wealth Management
Mader & Shannon Wealth Management holds 22 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 20.0 | $37M | 444k | 82.86 | |
| Spdr Gold Tr Gold Shs (GLD) | 13.6 | $25M | 82k | 304.83 | |
| Ishares Gold Tr Ishares New (IAU) | 13.6 | $25M | 399k | 62.36 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 10.3 | $19M | 188k | 100.69 | |
| Ishares Tr Short Treas Bd (SHV) | 5.5 | $10M | 92k | 110.42 | |
| Cdw (CDW) | 4.3 | $7.8M | 44k | 178.59 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 4.2 | $7.8M | 149k | 52.06 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 3.4 | $6.3M | 142k | 44.23 | |
| Martin Marietta Materials (MLM) | 3.4 | $6.2M | 11k | 548.96 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $5.9M | 15k | 405.46 | |
| Amazon (AMZN) | 2.8 | $5.1M | 23k | 219.39 | |
| UnitedHealth (UNH) | 2.5 | $4.6M | 15k | 311.97 | |
| First Solar (FSLR) | 1.8 | $3.3M | 20k | 165.54 | |
| Ishares Tr Us Home Cons Etf (ITB) | 1.8 | $3.3M | 35k | 93.17 | |
| D.R. Horton (DHI) | 1.6 | $2.9M | 23k | 128.92 | |
| Hf Sinclair Corp (DINO) | 1.5 | $2.8M | 68k | 41.08 | |
| Marathon Petroleum Corp (MPC) | 1.5 | $2.8M | 17k | 166.11 | |
| Valero Energy Corporation (VLO) | 1.3 | $2.4M | 18k | 134.42 | |
| Phillips 66 (PSX) | 1.3 | $2.4M | 20k | 119.30 | |
| Freeport-mcmoran CL B (FCX) | 1.3 | $2.3M | 54k | 43.35 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.0 | $1.9M | 22k | 87.81 | |
| Wal-Mart Stores (WMT) | 0.1 | $236k | 2.4k | 97.78 |
