- New Purchases: SHV, TLT, PYPL, CDW,
- Added Positions: SHY, DG,
- Reduced Positions: GLD, VGIT, KNX, IAU, CMCSA, O, TMO, WMT,
- Sold Out: IVV, JPM, URI, V, SBUX, VMC,
For the details of Mader & Shannon Wealth Management, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/mader+%26+shannon+wealth+management%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Mader & Shannon Wealth Management, Inc.- ishares Gold Trust (IAU) - 1,265,602 shares, 16.88% of the total portfolio. Shares reduced by 1.05%
- SPDR Gold Trust (GLD) - 128,362 shares, 16.81% of the total portfolio. Shares reduced by 1.49%
- iShares 7-10 Year Treasury Bond ETF (IEF) - 155,877 shares, 16.75% of the total portfolio. Shares reduced by 0.99%
- Vanguard Intermediate-Term Government Bond ETF (VGIT) - 243,882 shares, 15.22% of the total portfolio. Shares reduced by 1.26%
- iShares 1-3 Year Treasury Bond ETF (SHY) - 85,444 shares, 6.55% of the total portfolio. Shares added by 5.01%
Mader & Shannon Wealth Management, Inc. initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.45 and $111.07, with an estimated average price of $110.66. The stock is now traded at around $110.80. The impact to a portfolio due to this purchase was 5.77%. The holding were 58,753 shares as of .
New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)Mader & Shannon Wealth Management, Inc. initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $135.48 and $171.29, with an estimated average price of $148.44. The stock is now traded at around $163.63. The impact to a portfolio due to this purchase was 2.2%. The holding were 15,099 shares as of .
New Purchase: PayPal Holdings Inc (PYPL)Mader & Shannon Wealth Management, Inc. initiated holding in PayPal Holdings Inc. The purchase prices were between $85.26 and $123.91, with an estimated average price of $110.65. The stock is now traded at around $144.62. The impact to a portfolio due to this purchase was 0.93%. The holding were 11,033 shares as of .
New Purchase: CDW Corp (CDW)Mader & Shannon Wealth Management, Inc. initiated holding in CDW Corp. The purchase prices were between $79.56 and $144.6, with an estimated average price of $123.24. The stock is now traded at around $104.75. The impact to a portfolio due to this purchase was 0.5%. The holding were 6,027 shares as of .
Sold Out: iShares Core S&P 500 (IVV)Mader & Shannon Wealth Management, Inc. sold out a holding in iShares Core S&P 500. The sale prices were between $223.25 and $337.76, with an estimated average price of $304.65.
Sold Out: JPMorgan Chase & Co (JPM)Mader & Shannon Wealth Management, Inc. sold out a holding in JPMorgan Chase & Co. The sale prices were between $79.03 and $141.09, with an estimated average price of $122.27.
Sold Out: United Rentals Inc (URI)Mader & Shannon Wealth Management, Inc. sold out a holding in United Rentals Inc. The sale prices were between $69.59 and $168.65, with an estimated average price of $133.86.
Sold Out: Visa Inc (V)Mader & Shannon Wealth Management, Inc. sold out a holding in Visa Inc. The sale prices were between $135.74 and $213.31, with an estimated average price of $188.96.
Sold Out: Starbucks Corp (SBUX)Mader & Shannon Wealth Management, Inc. sold out a holding in Starbucks Corp. The sale prices were between $56.33 and $93.75, with an estimated average price of $81.31.
Sold Out: Vulcan Materials Co (VMC)Mader & Shannon Wealth Management, Inc. sold out a holding in Vulcan Materials Co. The sale prices were between $76.61 and $148.41, with an estimated average price of $128.5.
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