$91.8 Million is the total value of Mader & Shannon Wealth Management, Inc.'s 12 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VMC | Exit | VULCAN MATLS CO | $0 | – | -11,194 | -100.0% | -0.95% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -18,252 | -100.0% | -0.99% | – |
| PHM | Exit | PULTE GROUP INC | $0 | – | -42,651 | -100.0% | -1.01% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -107,407 | -100.0% | -1.76% | – |
| WMT | Exit | WALMART INC | $0 | – | -41,001 | -100.0% | -2.98% | – |
| ABC | Exit | AMERISOURCEBERGEN CORP | $0 | – | -44,729 | -100.0% | -3.78% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -27,182 | -100.0% | -4.15% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -30,539 | -100.0% | -4.28% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -155,086 | -100.0% | -10.56% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -578,013 | -100.0% | -11.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-27
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.