MS

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 %
Countries:
Top Holdings: GLD(17.58%)IAU(17.52%)SGOV(10.72%)SHYG(9.99%)GDX(6.05%)
Summary Stock Picks Current Portfolio
Mader & Shannon Wealth Managem... Top Holdings of 2025-03-31 View Full List
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
+14.43%
+26.84%
99,627.1
 
IAU 		iShares Gold Trust
520,784
30,705.4
+1.85%
17.520
+0.32%
0.070
+14.53%
+27.02%
46,287.2
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
186,645
18,789.5
-10.34%
10.720
-1.33%
0.040
+1.06%
+1.85%
47,083.7
 
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF
411,869
17,512.7
+22.75%
9.990
+1.85%
0.290
+1.09%
+2.89%
6,335.4
 
GDX 		VanEck Gold Miners ETF
230,593
10,600.4
+1.25%
6.050
+0.07%
0.080
+25.47%
+54.07%
16,108.5
 
SHV 		iShares Short Treasury Bond ETF
90,701
10,018.8
-37.99%
5.720
-3.78%
0.050
+1.01%
+1.79%
20,733.0
 
UNH 		UnitedHealth Group Inc
14,710
7,704.4
+12.55%
4.400
+0.49%
0.000
-38.59%
-40.09%
273,729.6
Healthcare Plans
TMO 		Thermo Fisher Scientific Inc
14,381
7,156.0
+8.76%
4.080
+0.33%
0.000
-22.66%
-20.95%
155,112.2
Medical Diagnostics & Research
CDW 		CDW Corp
43,650
6,995.4
+36.52%
3.990
+1.07%
0.030
+6.50%
+3.37%
23,531.5
Software
KNX 		Knight-Swift Transportation Holdings Inc
141,284
6,144.4
+15.15%
3.510
+0.46%
0.090
-4.88%
-15.20%
7,232.3
Transportation

Mader & Shannon Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Mader & Shannon Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV 		iShares Short Treasury Bond ETF2025-03-31Reduce
-3.78%
●
110.11 ($110.29) 110.51
$110.16
-0.12%
Reduce -37.99%
90,701
-55,565
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2025-03-31Add
+1.85%
●
42.38 ($42.91) 43.28
$42.55
-0.85%
Add 22.75%
411,869
76,324
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Reduce
-1.33%
●
100.34 ($100.51) 100.68
$100.45
-0.06%
Reduce -10.34%
186,645
-21,525
CDW 		CDW Corp2025-03-31Add
+1.07%
●
160.26 ($181.71) 206.13
$178.69
-1.66%
Add 36.52%
43,650
11,676
VLO 		Valero Energy Corp2025-03-31Add
+0.90%
●
121.76 ($132.69) 142.99
$129.54
-2.38%
Add 194.83%
18,014
11,904
PSX 		Phillips 662025-03-31Reduce
-0.71%
●
113.93 ($123.24) 131.55
$117.35
-4.78%
Reduce -33.11%
20,219
-10,010
XLB 		Materials Select Sector SPDR2025-03-31Add
+0.67%
●
83.19 ($87.39) 90.99
$88.93
1.76%
Add 166.79%
21,754
13,600
FCX 		Freeport-McMoRan Inc2025-03-31Add
+0.54%
●
34.5 ($38.26) 43.01
$42.53
11.16%
Add 88.55%
53,671
25,206
UNH 		UnitedHealth Group Inc2025-03-31Add
+0.49%
●
461.52 ($511.2) 548.18
$301.75
-40.97%
Add 12.55%
14,710
1,640
KNX 		Knight-Swift Transportation Holdings Inc2025-03-31Add
+0.46%
●
43.49 ($51.55) 58.8
$44.63
-13.42%
Add 15.15%
141,284
18,593

Mader & Shannon Wealth Management, Inc. Total Holding History ($B)

To

Mader & Shannon Wealth Management, Inc.'s Asset Allocation

To

Mader & Shannon Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Mader & Shannon Wealth Management, Inc.'s Holdings Bubble Chart

Mader & Shannon Wealth Management, Inc. News

  • 1

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