$184 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 23 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VGIT | Sell | VANGUARD SCOTTSDALE FDSinter term treas | $13,476,000 | -6.5% | 214,218 | -1.2% | 7.31% | -8.3% |
ABC | Sell | AMERISOURCEBERGEN CORP | $6,953,000 | +16.3% | 44,945 | -0.1% | 3.77% | +14.1% |
KNX | Sell | KNIGHT-SWIFT TRANSN HLDGS INcl a | $6,843,000 | -17.3% | 135,622 | -0.1% | 3.71% | -18.9% |
GS | Sell | GOLDMAN SACHS GROUP INC | $5,630,000 | -14.6% | 17,055 | -1.0% | 3.06% | -16.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-05
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.