$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Exit | VANGUARD CRSP US LARGE CAP INDEXlarge cap etf | $0 | – | -1,395 | -100.0% | -0.21% | – |
| VTI | Exit | VANGUARD TOTAL STOCK MARKET ETFtotal stk mkt | $0 | – | -1,421 | -100.0% | -0.24% | – |
| SWFT | Exit | SWIFT TRANSPORTATION COMPANY COMcl a | $0 | – | -61,902 | -100.0% | -2.26% | – |
| SBUX | Exit | STARBUCKS CORP COM | $0 | – | -53,797 | -100.0% | -4.32% | – |
| ABBV | Exit | ABBVIE INC COM | $0 | – | -47,691 | -100.0% | -4.76% | – |
| PGX | Exit | POWERSHARES PFD PORTpfd portfolio | $0 | – | -341,402 | -100.0% | -7.11% | – |
| HYG | Exit | ISHARES IBOXX $ HI YIELD CORP BND ETFiboxx hi yd etf | $0 | – | -163,775 | -100.0% | -19.95% | – |
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.