Mader & Shannon Wealth Management, Inc. Portfolio Holdings

Mader & Shannon Wealth Management, Inc.

  • $172 Million
  • Q3 2024

Mader & Shannon Wealth Management, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $172 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $26.3M, Ishares Gold Trust with a value of $26.2M, Ishares Trishares 0 3 Mnth Tre with a value of $24.4M, Ishares Tr with a value of $20.9M, and Ishares 10+ Year Investment Gr with a value of $10.2M.

Examining the 13F form we can see an increase of $5.64M in the current position value, from $166M to 172M.

Below you can find more details about Mader & Shannon Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $172 Million
ETFs: $127 Million
Healthcare: $16.1 Million
Technology: $9.46 Million
Industrials: $6.81 Million
Basic Materials: $6.19 Million
Consumer Cyclical: $4.02 Million
Energy: $2.04 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.9B
$7.35 Million 4.27% of portfolio
32,469
Q3 2024 Reduced 5.27%
$34B
$6.19 Million 3.6% of portfolio
11,500
Q3 2024 Added 57.08%
$51B
$4.02 Million 2.34% of portfolio
21,071
Q3 2024 Reduced 11.28%
$20.1B
$2.11 Million 1.23% of portfolio
8,466
Q3 2024 New
$68.8B
$2.04 Million 1.18% of portfolio
12,504
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $172 Million
  • Prior Value $166 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Mader & Shannon Wealth Management, Inc. Portfolio

Follow Mader & Shannon Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mader & Shannon Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mader & Shannon Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email