$156 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 25 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | New | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $16,146,000 | – | 108,967 | +100.0% | 10.37% | – |
| AMLP | New | ALPS ETF TRUST ALERIAN MLPalerian mlp | $14,352,000 | – | 1,279,199 | +100.0% | 9.22% | – |
| OEF | New | ISHARES S&P 100 ETFs&p 100 etf | $11,083,000 | – | 99,583 | +100.0% | 7.12% | – |
| IAU | New | ISHARES GOLD TRUST COMishares | $10,667,000 | – | 866,584 | +100.0% | 6.85% | – |
| KRE | New | SPDR S&P REGIONAL BANKING ETFs&p regl bkg | $8,626,000 | – | 151,988 | +100.0% | 5.54% | – |
| IBB | New | ISHARES NASDAQ BIOTECHNOLOGY ETFnasdaq biotech | $7,702,000 | – | 23,090 | +100.0% | 4.95% | – |
| QQQ | New | POWERSHARES QQQunit ser 1 | $6,650,000 | – | 45,725 | +100.0% | 4.27% | – |
| LQD | New | ISHARES IBOXX $ INVMNT GRD CORP BD ETFiboxx inv cp etf | $4,737,000 | – | 39,080 | +100.0% | 3.04% | – |
| PFF | New | ISHARES US PREFERRED STOCK ETFs&p us pfd stk | $4,696,000 | – | 121,011 | +100.0% | 3.02% | – |
| OC | New | OWENS CORNING COM | $3,713,000 | – | 48,009 | +100.0% | 2.38% | – |
| PSX | New | PHILLIPS 66 COM | $3,530,000 | – | 38,544 | +100.0% | 2.27% | – |
| AMZN | New | AMAZON.COM INC COM | $3,211,000 | – | 3,341 | +100.0% | 2.06% | – |
| AVGO | New | BROADCOM LIMITED COM | $3,140,000 | – | 12,947 | +100.0% | 2.02% | – |
| LH | New | LABORATORY CORP OF AMERICA COM | $3,010,000 | – | 19,938 | +100.0% | 1.93% | – |
| GOOGL | New | ALPHABET INC CL Acap stk cl a | $2,878,000 | – | 2,956 | +100.0% | 1.85% | – |
| KNX | New | KNIGHT SWIFT TRANSN HLDGS INC COMcl a | $1,923,000 | – | 46,290 | +100.0% | 1.24% | – |
| JPM | New | JP MORGAN CHASE & CO COM | $1,602,000 | – | 16,774 | +100.0% | 1.03% | – |
| MGA | New | MAGNA INTL INC COM | $1,456,000 | – | 27,294 | +100.0% | 0.94% | – |
| NUE | New | NUCOR CORP COM | $1,426,000 | – | 25,458 | +100.0% | 0.92% | – |
| SPY | New | SPDR TR S&P 500 ETF TRtr unit | $228,000 | – | 908 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-13
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.