$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SAVE | Exit | SPIRIT AIRLINES COM | $0 | – | -31,695 | -100.0% | -1.61% | – |
| DAL | Exit | DELTA AIR LINES INC COM | $0 | – | -82,785 | -100.0% | -2.74% | – |
| URI | Exit | UNITED RENTALS CV COM | $0 | – | -43,835 | -100.0% | -3.01% | – |
| BLK | Exit | BLACKROCK INC COM | $0 | – | -12,840 | -100.0% | -3.09% | – |
| STT | Exit | STATE STREET CORP COM | $0 | – | -59,345 | -100.0% | -3.14% | – |
| MSFT | Exit | MICROSOFT CORP COM | $0 | – | -101,410 | -100.0% | -3.17% | – |
| UNP | Exit | UNION PAC CORP COM | $0 | – | -39,615 | -100.0% | -3.18% | – |
| DIS | Exit | WALT DISNEY CO COM | $0 | – | -50,937 | -100.0% | -3.23% | – |
| JBHT | Exit | HUNT J B TRANS SVCS INC COM | $0 | – | -59,067 | -100.0% | -3.35% | – |
| CVS | Exit | CVS HEALTH CORPORATION COM | $0 | – | -57,069 | -100.0% | -3.70% | – |
| XLF | Exit | SELECT SECTOR SPDR TRUST FINANCIAL SELECTsbi int-finl | $0 | – | -302,182 | -100.0% | -5.03% | – |
| DVY | Exit | ISHARES SELECT DIVIDEND ETFselect divid etf | $0 | – | -112,736 | -100.0% | -6.03% | – |
| OEF | Exit | ISHARES S&P 100 ETFs&p 100 etf | $0 | – | -165,119 | -100.0% | -10.11% | – |
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.