Mader & Shannon Wealth Management, Inc. Portfolio Holdings

Mader & Shannon Wealth Management, Inc.

  • $162 Million
  • Q4 2024

Mader & Shannon Wealth Management, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $162 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 $25.5M, Ishares Gold Trust with a value of $25.3M, Ishares Trishares 0 3 Mnth Tre with a value of $20.9M, Ishares Tr with a value of $16.1M, and Ishares 0 5 Year High Yield CO with a value of $14.3M.

Examining the 13F form we can see an decrease of $10.3M in the current position value, from $172M to 162M.

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

Portfolio value $162 Million
ETFs: $110 Million
Healthcare: $13.5 Million
Energy: $8.18 Million
Technology: $8.1 Million
Consumer Cyclical: $7.86 Million
Basic Materials: $6.86 Million
Industrials: $6.51 Million
Consumer Defensive: $260,000
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$234B
$6.88 Million 4.25% of portfolio
13,223
Q4 2024 Reduced 0.44%
$507B
$6.61 Million 4.09% of portfolio
13,070
Q4 2024 Reduced 3.09%
$2.42T
$5.01 Million 3.1% of portfolio
22,832
Q4 2024 New
$266B
$260,000 0.16% of portfolio
2,885
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $162 Million
  • Prior Value $172 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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