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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.26B
$6.81 Million 3.96% of portfolio
126,163
Q3 2024 Reduced 5.95%

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
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