$112 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 12 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 14.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOO | Buy | VANGUARD INDEX FUNDS S&P 500 ETF | $33,627,000 | +13.5% | 129,564 | +0.5% | 30.15% | +24.9% |
IEF | Buy | ISHARES 7-10 YR TREASURY BND ETFbarclays 7 10 yr | $17,022,000 | +3.0% | 159,579 | +0.6% | 15.26% | +13.3% |
GLD | Buy | SPDR GOLD TR GOLD SHS ETF | $16,097,000 | +1.4% | 131,936 | +0.8% | 14.43% | +11.6% |
IAU | Buy | ISHARES GOLD TRUST COMishares | $15,802,000 | +1.6% | 1,276,424 | +0.8% | 14.17% | +11.8% |
WMT | Buy | WAL-MART STORES COM | $4,291,000 | +10.3% | 44,000 | +5.3% | 3.85% | +21.4% |
UNH | Buy | UNITEDHEALTH GROUP INC COM | $3,755,000 | +5.2% | 15,188 | +6.0% | 3.37% | +15.8% |
JPM | Buy | JP MORGAN CHASE & CO COM | $1,496,000 | +4.5% | 14,787 | +0.8% | 1.34% | +14.9% |
SHY | New | ISHARES 1-3 YR TREASURY BND ETF1 3 yr treas bd | $283,000 | – | 3,368 | +100.0% | 0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-30
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.