$120 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 7 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 400.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | New | VANGUARD INDEX FUNDS S&P 500 ETF | $30,308,000 | – | 147,625 | +100.0% | 25.20% | – |
DIA | New | SPDR DOW JONES INDUSTRIAL AVE ETF TRUSTut ser 1 | $25,461,000 | – | 128,913 | +100.0% | 21.17% | – |
PFF | Buy | ISHARES US PREFERRED STOCK ETFu.s. pfd stk etf | $15,379,000 | -99.9% | 413,313 | +11.7% | 12.79% | +15.1% |
IVV | New | ISHARES CORE S&P 500 ETFcore s&p500 etf | $14,151,000 | – | 62,898 | +100.0% | 11.77% | – |
IAU | New | ISHARES GOLD TRUST COMishares | $7,508,000 | – | 677,667 | +100.0% | 6.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-13
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.