$149 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 20 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 1200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PGX | Buy | POWERSHARES PFD PORTagg pfd port | $21,358,000 | +222.9% | 1,432,457 | +218.3% | 14.33% | +221.6% |
| XTN | New | SPDR SPDR TRANSPORT ETFs&p transn etf | $8,219,000 | – | 77,307 | +100.0% | 5.52% | – |
| XLV | New | SELECT SECTOR SPDR TRUST HEALTH CARE SELECsbi healthcare | $7,906,000 | – | 109,054 | +100.0% | 5.30% | – |
| IYH | New | ISHARES US HEALTHCARE ETFus hlthcare etf | $7,896,000 | – | 51,167 | +100.0% | 5.30% | – |
| IYT | New | ISHARES TRANPORTATION AVERAGE ETFtrans avg etf | $7,764,000 | – | 49,575 | +100.0% | 5.21% | – |
| IWM | New | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $7,510,000 | – | 60,386 | +100.0% | 5.04% | – |
| AET | New | AETNA US HEALTHCARE COM | $5,428,000 | – | 50,957 | +100.0% | 3.64% | – |
| CAH | New | CARDINAL HEALTH INC COM | $5,077,000 | – | 56,241 | +100.0% | 3.41% | – |
| PSX | New | PHILLIPS 66 COM | $4,672,000 | – | 59,440 | +100.0% | 3.14% | – |
| AAL | New | AMERICAN AIRLINES GROUP INC COM | $4,656,000 | – | 88,221 | +100.0% | 3.12% | – |
| V | New | VISA INC CLASS A | $4,543,000 | – | 69,458 | +100.0% | 3.05% | – |
| TSO | New | TESORO CORPORATION COM | $4,526,000 | – | 49,580 | +100.0% | 3.04% | – |
| SWFT | New | SWIFT TRANSPORTATION COMPANY COMcl a | $4,252,000 | – | 163,425 | +100.0% | 2.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-07
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 | 2024-05-13 |
| 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 |
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.