MS
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Mader & Shannon Wealth Management, Inc.13F | |
| Mader & Shannon Wealth Management, Inc. | |
| Last update 2024-08-01 | 12 Stocks (1 new) |
| Value $166.00 Mil | Turnover 6 % |
| Portfolio Report | |
Mader & Shannon Wealth Managem... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 320,948 | 32322.670 | -37.64% | 19.430 | -10.94% | - | +0.03% | +0.17% | 26687.098 | ||
SHV | iShares Short Treasury Bond ETF | 282,276 | 31191.500 | +1.75% | 18.750 | +0.32% | - | +0.05% | +0.12% | 18161.700 | ||
GLD | SPDR Gold Shares ETF | 112,850 | 24263.880 | -0.77% | 14.590 | -0.10% | - | +10.69% | +29.71% | 76662.673 | ||
IAU | iShares Gold Trust | 550,097 | 24165.760 | -0.83% | 14.530 | -0.11% | - | +10.77% | +29.90% | 32869.572 | ||
VCLT | Vanguard Long-Term Corporate Bond ETF | 128,407 | 9740.960 | New Holding | 5.860 | +5.86% | - | +1.12% | -2.22% | 11599.005 | ||
GDX | VanEck Gold Miners ETF | 235,021 | 7974.260 | +2.67% | 4.790 | +0.12% | - | +9.79% | +25.86% | 14633.973 | ||
TMO | Thermo Fisher Scientific Inc | 14,031 | 7759.140 | -4.57% | 4.660 | -0.22% | 0.000 | -7.89% | +4.26% | 211040.691 | Medical Diagnostics & Research | |
CDW | CDW Corp | 34,277 | 7672.560 | -5.22% | 4.610 | -0.27% | 0.030 | -5.60% | -11.38% | 26635.491 | Software | |
UNH | UnitedHealth Group Inc | 14,238 | 7250.840 | -4.38% | 4.360 | -0.18% | 0.000 | +9.30% | +18.52% | 566720.299 | Healthcare Plans | |
KNX | Knight-Swift Transportation Holdings Inc | 134,151 | 6696.820 | -4.43% | 4.030 | -0.19% | 0.080 | +13.60% | +4.17% | 9648.826 | Transportation |
Mader & Shannon Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Mader & Shannon Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2024-06-30 | Reduce | -10.94% | 100.29 ($100.52) 100.75 | $100.44 | -0.08% | Reduce -37.64% | 320,948 | -193,683 | |
VCLT | Vanguard Long-Term Corporate Bond ETF | 2024-06-30 | New Buy | +5.86% | 73.79 ($75.87) 77.66 | $78.36 | 3.28% | New holding | 128,407 | 128,407 | |
SHV | iShares Short Treasury Bond ETF | 2024-06-30 | Add | +0.32% | 110.04 ($110.27) 110.51 | $110.26 | -0.01% | Add 1.75% | 282,276 | 4,859 | |
CDW | CDW Corp | 2024-06-30 | Reduce | -0.27% | 214.61 ($231.92) 255.76 | $199.87 | -13.82% | Reduce -5.22% | 34,277 | -1,886 | |
TMO | Thermo Fisher Scientific Inc | 2024-06-30 | Reduce | -0.22% | 541.52 ($572.88) 599.02 | $551.74 | -3.69% | Reduce -4.57% | 14,031 | -672 | |
KNX | Knight-Swift Transportation Holdings Inc | 2024-06-30 | Reduce | -0.19% | 46.23 ($48.96) 54.78 | $59.60 | 21.73% | Reduce -4.43% | 134,151 | -6,225 | |
UNH | UnitedHealth Group Inc | 2024-06-30 | Reduce | -0.18% | 439.2 ($490.13) 524.63 | $615.81 | 25.64% | Reduce -4.38% | 14,238 | -652 | |
MLM | Martin Marietta Materials Inc | 2024-06-30 | Reduce | -0.17% | 534.99 ($581.17) 621.53 | $619.58 | 6.61% | Reduce -6.43% | 7,321 | -503 | |
DHI | D.R. Horton Inc | 2024-06-30 | Reduce | -0.16% | 139.4 ($146.91) 161.88 | $168.79 | 14.89% | Reduce -6.62% | 23,749 | -1,685 | |
GDX | VanEck Gold Miners ETF | 2024-06-30 | Add | +0.12% | 32.03 ($34.27) 37.24 | $39.03 | 13.89% | Add 2.67% | 235,021 | 6,110 |
Mader & Shannon Wealth Management, Inc. Total Holding History ($B)
Mader & Shannon Wealth Management, Inc.'s Asset Allocation
Mader & Shannon Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Mader & Shannon Wealth Management, Inc.'s Hypothetical Growth since 2024-06-30
Mader & Shannon Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Mader & Shannon Wealth Management, Inc.'s Holdings Heat Map
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Mader & Shannon Wealth Management, Inc.'s Holdings Bubble Chart
Mader & Shannon Wealth Management, Inc. News
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