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Mader & Shannon Wealth Management, Inc.13F | |
| Mader & Shannon Wealth Management, Inc. | |
| Last update 2025-05-06 | 21 Stocks (0 new) |
| Value $175.00 Mil | Turnover 8 % |
Mader & Shannon Wealth Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLD | SPDR Gold Shares ETF | 106,920 | 30,807.9 | +1.64% | 17.580 | +0.28% | 0.030 | +5.79% | +25.90% | 101,540.3 | ||
IAU | iShares Gold Trust | 520,784 | 30,705.4 | +1.85% | 17.520 | +0.32% | 0.070 | +5.77% | +25.95% | 46,981.3 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 186,645 | 18,789.5 | -10.34% | 10.720 | -1.33% | 0.040 | +1.06% | +2.10% | 49,855.9 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 411,869 | 17,512.7 | +22.75% | 9.990 | +1.85% | 0.290 | +3.32% | +4.33% | 6,579.4 | ||
GDX | VanEck Gold Miners ETF | 230,593 | 10,600.4 | +1.25% | 6.050 | +0.07% | 0.080 | +13.25% | +53.52% | 15,513.2 | ||
SHV | iShares Short Treasury Bond ETF | 90,701 | 10,018.8 | -37.99% | 5.720 | -3.78% | 0.050 | +1.01% | +2.04% | 20,675.0 | ||
UNH | UnitedHealth Group Inc | 14,710 | 7,704.4 | +12.55% | 4.400 | +0.49% | 0.000 | -40.01% | -37.63% | 283,000.6 | Healthcare Plans | |
TMO | Thermo Fisher Scientific Inc | 14,381 | 7,156.0 | +8.76% | 4.080 | +0.33% | 0.000 | -18.43% | -21.91% | 153,058.7 | Medical Diagnostics & Research | |
CDW | CDW Corp | 43,650 | 6,995.4 | +36.52% | 3.990 | +1.07% | 0.030 | +11.82% | +3.31% | 23,517.7 | Software | |
KNX |
Knight-Swift Transportation Holdings Inc
Knight-Swift Transportation Holdings Inc
| 141,284 | 6,144.4 | +15.15% | 3.510 | +0.46% | 0.090 | +2.11% | -15.96% | 7,167.5 | Transportation |
Mader & Shannon Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Mader & Shannon Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -3.78% | 110.11 ($110.29) 110.51 | $110.42 | 0.12% | Reduce -37.99% | 90,701 | -55,565 | |
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2025-03-31 | Add Add | +1.85% | 42.38 ($42.91) 43.28 | $43.14 | 0.54% | Add 22.75% | 411,869 | 76,324 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -1.33% | 100.34 ($100.51) 100.68 | $100.69 | 0.18% | Reduce -10.34% | 186,645 | -21,525 | |
CDW | CDW Corp | 2025-03-31 | Add Add | +1.07% | 160.26 ($181.71) 206.13 | $178.59 | -1.72% | Add 36.52% | 43,650 | 11,676 | |
VLO | Valero Energy Corp | 2025-03-31 | Add Add | +0.90% | 121.76 ($132.69) 142.99 | $134.42 | 1.30% | Add 194.83% | 18,014 | 11,904 | |
PSX | Phillips 66 | 2025-03-31 | Reduce Reduce | -0.71% | 113.93 ($123.24) 131.55 | $119.30 | -3.20% | Reduce -33.11% | 20,219 | -10,010 | |
XLB | Materials Select Sector SPDR | 2025-03-31 | Add Add | +0.67% | 83.19 ($87.39) 90.99 | $87.81 | 0.48% | Add 166.79% | 21,754 | 13,600 | |
FCX | Freeport-McMoRan Inc | 2025-03-31 | Add Add | +0.54% | 34.5 ($38.26) 43.01 | $43.35 | 13.30% | Add 88.55% | 53,671 | 25,206 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.49% | 461.52 ($511.2) 548.18 | $311.97 | -38.97% | Add 12.55% | 14,710 | 1,640 | |
KNX |
Knight-Swift Transportation Holdings Inc
Knight-Swift Transportation Holdings Inc
| 2025-03-31 | Add Add | +0.46% | 43.49 ($51.55) 58.8 | $44.23 | -14.20% | Add 15.15% | 141,284 | 18,593 |
Mader & Shannon Wealth Management, Inc. Total Holding History ($B)
Mader & Shannon Wealth Management, Inc.'s Asset Allocation
Mader & Shannon Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Mader & Shannon Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Mader & Shannon Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Mader & Shannon Wealth Management, Inc.'s Holdings Heat Map
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Mader & Shannon Wealth Management, Inc.'s Holdings Bubble Chart
Mader & Shannon Wealth Management, Inc. News
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