$123 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 20 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABC | New | AMERISOURCEBERGEN CORP COM | $4,007,000 | – | 39,766 | +100.0% | 3.26% | – |
| LMT | New | LOCKHEED MARTIN COM | $3,501,000 | – | 9,594 | +100.0% | 2.85% | – |
| JPM | New | JP MORGAN CHASE & CO COM | $3,327,000 | – | 35,376 | +100.0% | 2.71% | – |
| VGLT | New | VANGUARD LONG TERM GOVT BOND ETFlong term treas | $2,285,000 | – | 22,832 | +100.0% | 1.86% | – |
| DHI | New | DR HORTON | $1,509,000 | – | 27,227 | +100.0% | 1.23% | – |
| AMAT | New | APPLIED MATERIALS INC COM | $1,492,000 | – | 24,686 | +100.0% | 1.22% | – |
| SBUX | New | STARBUCKS CORP COM | $1,297,000 | – | 17,636 | +100.0% | 1.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
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 | 2024-01-24 |
| 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.