Mader & Shannon Wealth Management, Inc. Portfolio Holdings

Mader & Shannon Wealth Management, Inc.

  • $175 Million
  • Q1 2025

Mader & Shannon Wealth Management, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $175 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $30.8M, Ishares Gold Trust with a value of $30.7M, Ishares Trishares 0 3 Mnth Tre with a value of $18.8M, Ishares 0 5 Year High Yield CO with a value of $17.5M, and Vaneck ETF Tr Gold Miners ETF with a value of $10.6M.

Examining the 13F form we can see an increase of $13.5M in the current position value, from $162M to 175M.

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

Portfolio value $175 Million
ETFs: $120 Million
Healthcare: $14.9 Million
Technology: $9.51 Million
Energy: $9.49 Million
Basic Materials: $7.44 Million
Consumer Cyclical: $7.27 Million
Industrials: $6.14 Million
Consumer Defensive: $254,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$289B
$7.7 Million 4.4% of portfolio
14,710
Q1 2025 Added 12.55%
$2.19T
$4.4 Million 2.51% of portfolio
23,120
Q1 2025 Added 1.26%
$256B
$254,000 0.14% of portfolio
2,894
Q1 2025 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $175 Million
  • Prior Value $162 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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