$51.3 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 13 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDX | Buy | FEDEX CORPORATION COM | $5,926,000 | +6.7% | 36,705 | +0.0% | 11.55% | +170.5% |
| MSFT | Buy | MICROSOFT CORP COM | $5,711,000 | +163.2% | 123,189 | +136.8% | 11.13% | +567.4% |
| CVS | Buy | CVS HEALTH CORPORATION COM | $4,493,000 | +127.3% | 56,447 | +115.2% | 8.76% | +476.2% |
| AXP | Buy | AMERICAN EXPRESS CO CM | $4,171,000 | +5.3% | 47,651 | +14.2% | 8.13% | +167.1% |
| PRGO | New | PERRIGO CO PLC ORD | $4,156,000 | – | 27,674 | +100.0% | 8.10% | – |
| EPD | Buy | ENTERPRISE PRODUCTS PARTNERS LP | $2,120,000 | +1.4% | 52,610 | +97.0% | 4.13% | +157.1% |
| TRN | New | TRINITY INDS INC DEL COM | $1,967,000 | – | 42,098 | +100.0% | 3.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KNIGHT SWIFT TRANSN HLDGS INC COM CL A | 25 | Q3 2023 | 7.2% |
| SPDR GOLD TR GOLD SHS ETF | 22 | Q3 2023 | 20.9% |
| THERMO FISHER SCIENTIFIC INC | 20 | Q3 2023 | 6.2% |
| ISHARES TR | 18 | Q3 2022 | 45.0% |
| MARTIN MARIETTA MATLS INC | 18 | Q3 2023 | 3.1% |
| UNITEDHEALTH GROUP INC COM | 17 | Q3 2023 | 10.8% |
| WALMART STORES COM | 17 | Q2 2022 | 4.8% |
| VANECK VECTORS GOLD MINERS ETF | 17 | Q3 2023 | 6.4% |
| ISHARES GOLD TRUST COM | 16 | Q1 2021 | 19.4% |
| DOLLAR GENERAL CORP | 16 | Q3 2023 | 5.8% |
View Mader & Shannon Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-11-01 |
View Mader & Shannon Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.