MS

Mader & Shannon Wealth Management, Inc.

13F
Mader & Shannon Wealth Management, Inc.
Last update 2024-11-13 15 Stocks (3 new)
Value $172.00 Mil Turnover 10 %
Countries:
Top Holdings: GLD(15.31%)IAU(15.26%)SGOV(14.19%)SHV(12.14%)IGLB(5.90%)
Portfolio Report
Summary Stock Picks Current Portfolio
Mader & Shannon Wealth Managem... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLD 		SPDR Gold Shares ETF
108,331
26330.930
-4.00%
15.310
-0.58%
0.040
+2.22%
+2.51%
75281.836
 
IAU 		iShares Gold Trust
527,949
26239.070
-4.03%
15.260
-0.59%
0.080
+2.28%
+2.57%
34007.793
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
242,340
24408.490
-24.49%
14.190
-4.76%
0.090
+0.80%
+0.13%
30145.958
 
SHV 		iShares Short Treasury Bond ETF
188,671
20872.670
-33.16%
12.140
-6.22%
0.110
+0.77%
+0.11%
19033.749
 
IGLB 		iShares 10 Year Investment Grade Corporate Bond ETF
189,429
10151.500
New Holding
5.900
+5.90%
0.350
-6.34%
-1.84%
2642.562
 
VCLT 		Vanguard Long-Term Corporate Bond ETF
123,082
9997.950
-4.15%
5.810
-0.24%
0.090
-6.44%
-1.89%
14342.732
 
GDX 		VanEck Gold Miners ETF
235,277
9368.730
+0.11%
5.450
+0.01%
0.060
-8.72%
+6.07%
13435.686
 
TMO 		Thermo Fisher Scientific Inc
13,281
8215.230
-5.35%
4.780
-0.25%
0.000
-8.60%
+4.24%
207433.719
Medical Diagnostics & Research
UNH 		UnitedHealth Group Inc
13,487
7885.580
-5.27%
4.590
-0.23%
0.000
-12.55%
+2.93%
479182.850
Healthcare Plans
CDW 		CDW Corp
32,469
7347.740
-5.27%
4.270
-0.24%
0.020
-17.10%
+5.23%
24405.980
Software

Mader & Shannon Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Mader & Shannon Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV 		iShares Short Treasury Bond ETF2023-09-30New Buy
+26.68%
●
109.99 ($110.25) 110.5
$110.23
-0.02%
New holding
367,456
367,456
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-09-30New Buy
+14.65%
●
100.2 ($100.45) 100.67
$100.45
0%
New holding
221,379
221,379
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-12-31Add
+12.35%
●
100.05 ($100.42) 100.73
$100.45
0.03%
Add 97.84%
437,974
216,595
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2023-09-30Sold Out
-11.62%
●
40.9 ($41.3) 41.68
$42.62
3.20%
Sold Out
0
-453,923
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-06-30Reduce
-10.94%
●
100.29 ($100.52) 100.75
$100.45
-0.07%
Reduce -37.64%
320,948
-193,683
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF2023-09-30Sold Out
-6.82%
●
24.38 ($24.62) 24.83
$25.23
2.48%
Sold Out
0
-447,394
SPY 		S&P 500 ETF TRUST ETF2023-09-30Sold Out
-6.73%
●
425.88 ($444.77) 457.79
$580.49
30.51%
Sold Out
0
-24,584
ACWX 		iShares MSCI ACWI Ex US Index Fund2023-09-30Sold Out
-6.49%
●
46.8 ($48.93) 51.15
$51.60
5.46%
Sold Out
0
-213,484
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF2023-03-31New Buy
+6.30%
●
23.71 ($24.22) 24.69
$25.23
4.17%
New holding
384,516
384,516
RSP 		Invesco S&P 500 Equal Weight ETF2023-09-30Sold Out
-6.26%
●
141.04 ($149.38) 155
$173.25
15.98%
Sold Out
0
-67,782

Mader & Shannon Wealth Management, Inc. Total Holding History ($B)

To

Mader & Shannon Wealth Management, Inc.'s Asset Allocation

To

Mader & Shannon Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Mader & Shannon Wealth Management, Inc.'s Hypothetical Growth since 2024-09-30

Mader & Shannon Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Mader & Shannon Wealth Management, Inc.'s Holdings Heat Map

Size field:

Mader & Shannon Wealth Management, Inc.'s Holdings Bubble Chart

Mader & Shannon Wealth Management, Inc. News

  • 1

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