Mader & Shannon Wealth Management, Inc. Top Holdings and 13F Report (2024)

About Mader & Shannon Wealth Management, Inc.

Mader & Shannon Wealth Management, Inc. has $178.30 million in total holdings as of March 31, 2024.
Mader & Shannon Wealth Management, Inc. owns shares of 11 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
Approximately 4.73% of the portfolio was purchased this quarter.
About 7.10% of the portfolio was sold this quarter.
This quarter, Mader & Shannon Wealth Management, Inc. has purchased 11 new stocks and bought additional shares in 3 stocks.
Mader & Shannon Wealth Management, Inc. sold shares of 8 stocks and completely divested from 0 stocks this quarter.

iShares Short Treasury Bond ETF: 28,180 shares (about $3.12M)
D.R. Horton: 17,952 shares (about $2.95M)
CDW: 8,487 shares (about $2.17M)
iShares Gold Trust: 29,372 shares (about $1.23M)
SPDR Gold Shares: 5,441 shares (about $1.12M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SGOV iShares 0-3 Month Treasury Bond ETF	$51,828,488	$7,720,126 ▲	17.5%	514,631	29.1%	ETF
SHV iShares Short Treasury Bond ETF	$30,665,675	$3,115,017 ▼	-9.2%	277,417	17.2%	ETF
GLD SPDR Gold Shares	$23,396,330	$1,119,323 ▼	-4.6%	113,729	13.1%	Finance
IAU iShares Gold Trust	$23,302,233	$1,233,918 ▼	-5.0%	554,683	13.1%	Finance
CDW CDW	$9,249,772	$2,170,805 ▼	-19.0%	36,163	5.2%	Computer and Technology
TMO Thermo Fisher Scientific	$8,545,531	$517,858 ▲	6.5%	14,703	4.8%	Medical
KNX Knight-Swift Transportation	$7,723,488	$392,733 ▼	-4.8%	140,376	4.3%	Transportation
UNH UnitedHealth Group	$7,366,083	$201,838 ▲	2.8%	14,890	4.1%	Medical
GDX VanEck Gold Miners ETF	$7,238,166	$557,176 ▼	-7.1%	228,911	4.1%	ETF
MLM Martin Marietta Materials	$4,803,467	$1,111,232 ▼	-18.8%	7,824	2.7%	Construction
DHI D.R. Horton	$4,185,165	$2,954,002 ▼	-41.4%	25,434	2.3%	Construction

Showing largest 100 holdings. View all holdings.

SEC Filings and Trading Data:

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