$72.6 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 12 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVS | Exit | CVS HEALTH CORPORATION COM | $0 | – | -14,029 | -100.0% | -0.79% | – |
| GE | Exit | GENERAL ELECTRIC CO COM | $0 | – | -37,544 | -100.0% | -0.80% | – |
| INTC | Exit | INTEL CORP COM | $0 | – | -31,158 | -100.0% | -0.81% | – |
| DFS | Exit | DISCOVER FINL SVCS COM | $0 | – | -16,485 | -100.0% | -0.81% | – |
| XLF | Exit | SELECT SECTOR SPDR TRUST FINANCIAL SELECTsbi int-finl | $0 | – | -320,021 | -100.0% | -5.45% | – |
| IWV | Exit | ISHARES RUSSELL 3000 ETFrussell 3000 etf | $0 | – | -56,964 | -100.0% | -5.72% | – |
| SPY | Exit | SPDR TR S&P 500 ETF TRtr unit | $0 | – | -59,588 | -100.0% | -10.08% | – |
| ACWX | Exit | ISHARES MSCI ACWI EX US ETFmsci acwi ex us | $0 | – | -360,541 | -100.0% | -11.28% | – |
| IWB | Exit | ISHARES RUSSELL 1000 ETFrus 1000 etf | $0 | – | -242,734 | -100.0% | -22.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
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.