Mader & Shannon Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$172M
Signature - Title
Bret Guillaume - CCO
Location
Kansas City, MO
Summary
This page shows a list of all the recent 13F filings made by Mader & Shannon Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mader & Shannon Wealth Management, Inc. reported 15 stock holdings with total value $172M as of Q3 2024. Top holdings included GLD, IAU, SGOV, SHV, and IGLB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 15 $172M +$16.6M -$23.2M -$6.6M GLD, IAU, SGOV, SHV, IGLB 13F-HR 11/12/2024, 03:31 PM
Q2 2024 12 $166M +$10.5M -$21.8M -$11.4M SGOV, SHV, GLD, IAU, VCLT 13F-HR 8/1/2024, 01:08 PM
Q1 2024 11 $178M +$8.44M -$12.7M -$4.21M SGOV, SHV, GLD, IAU, CDW 13F-HR 5/13/2024, 04:53 PM
Q4 2023 11 $176M +$22.6M -$9.96M +$12.6M SGOV, SHV, IAU, GLD, CDW 13F-HR 1/24/2024, 01:36 PM
Q3 2023 12 $152M +$64.2M -$68.8M -$4.66M SHV, SGOV, GLD, IAU, CDW 13F-HR 11/7/2023, 10:28 AM
Q2 2023 17 $162M +$11.1M $0 +$11.1M IAU, GLD, SHYG, SJNK, SPY 13F-HR 8/8/2023, 11:25 AM
Q1 2023 16 $152M +$9.55M -$15.6M -$6.01M IAU, GLD, SHYG, ACWX, SPY 13F-HR 5/10/2023, 04:08 PM
Q4 2022 16 $151M +$71.5M -$18.8M +$52.7M IAU, GLD, SHYG, ACWX, RSP 13F-HR 1/24/2023, 09:08 AM
Q3 2022 12 $91.8M +$18.6M -$89.6M -$71M IAU, GLD, SCHP, UNH, KNX 13F-HR 10/26/2022, 05:46 PM
Q2 2022 21 $167M +$36.7M -$41.5M -$4.8M IAU, GLD, PFF, TIP, UNH 13F-HR 7/26/2022, 02:19 PM
Q1 2022 23 $184M +$11.5M -$231K +$11.3M IAU, GLD, VGIT, UNH, LH 13F-HR 5/5/2022, 02:00 PM
Q4 2021 21 $181M +$9.6M -$64K +$9.53M IAU, GLD, VGIT, LH, CDW 13F-HR 1/28/2022, 04:18 PM
Q3 2021 21 $157M +$6.79K -$36.5M -$36.5M IAU, GLD, VGIT, LH, CDW 13F-HR 11/1/2021, 10:08 AM
Q2 2021 26 $194M +$39.4M -$23.1M +$16.3M IAU, GLD, VGIT, IGV, LH 13F-HR 8/11/2021, 10:56 AM
Q1 2021 25 $171M +$26M -$9.89M +$16.1M IAU, GLD, VGIT, SHY, LH 13F-HR 5/3/2021, 01:11 PM
Q4 2020 25 $151M +$34.9M -$14.4M +$20.4M IAU, GLD, VGIT, SHY, WMT 13F-HR 2/2/2021, 12:36 PM
Q3 2020 20 $128M +$833K -$1.31M -$475K IAU, GLD, VGIT, SHY, TLT 13F-HR 11/5/2020, 05:13 PM
Q2 2020 20 $123M +$26.6M -$25.4M +$1.28M IAU, GLD, VGIT, SHY, TLT 13F-HR 8/13/2020, 08:05 AM
Q1 2020 17 $113M +$11.1M -$22.6M -$11.5M IAU, GLD, IEF, VGIT, SHY 13F-HR 5/12/2020, 11:57 AM
Q4 2019 19 $124M +$8.85M -$13.3M -$4.42M GLD, IAU, IEF, VGIT, IVV 13F-HR 2/11/2020, 10:40 AM
Q3 2019 20 $126M +$27.9M -$22.9M +$4.96M GLD, IAU, IEF, VGIT, IVV 13F-HR 11/7/2019, 04:04 PM
Q2 2019 16 $118M +$41.9M -$40.4M +$1.47M SHY, GLD, IEF, IAU, VGIT 13F-HR 8/13/2019, 10:26 AM
Q1 2019 12 $112M +$1.25M -$16.9M -$15.6M VOO, IEF, GLD, VGIT, IAU 13F-HR 4/30/2019, 09:58 AM
Q4 2018 14 $123M +$85.8M -$83.5M +$2.28M VOO, VGIT, IEF, GLD, IAU 13F-HR 2/13/2019, 04:19 PM
Q3 2018 18 $129M +$74.6M -$31.4M +$43.2M VOO, SPY, IVV, ACWX, XLV 13F-HR 11/14/2018, 09:36 AM
Q2 2018 12 $82.7M +$32.5M -$33.5M -$959K VOO, IEF, NUE, JPM, WMT 13F-HR 7/27/2018, 12:09 PM
Q1 2018 10 $84.2M +$34.6M -$86M -$51.4M VOO, IAU, GLD, JPM, OC 13F-HR 5/14/2018, 05:57 PM
Q4 2017 23 $137M +$49.6M -$74.8M -$25.2M VOO, SPY, KRE, KBE, QQQ 13F-HR 2/9/2018, 10:32 AM
Q3 2017 25 $156M +$111M -$29.5M +$81.4M VOO, IWM, AMLP, OEF, IAU 13F-HR 11/13/2017, 04:25 PM
Q2 2017 12 $72.6M +$38.7M -$107M -$68.5M VOO, HYG, PGX, GDX, GOLD 13F-HR 8/11/2017, 05:40 PM
Q1 2017 12 $139M +$100M -$82.9M +$17.1M VOO, IWB, VV, ACWX, SPY 13F-HR 5/12/2017, 04:27 PM
Q4 2016 7 $120M +$79M -$91.1M -$12.1M VOO, DIA, VTI, PFF, IVV 13F-HR 2/10/2017, 05:37 PM
Q3 2016 19 $132M +$107M -$115M -$8.79M VTI, IWB, PFF, IJH, META 13F-HR 11/14/2016, 11:12 AM
Q2 2016 7 $139M +$89.3M -$98.8M -$9.55M VOO, IVV, VTI, IWV, BND 13F-HR 8/15/2016, 12:04 PM
Q1 2016 6 $148M +$108M -$73.3M +$34.8M PFF, IVV, IWB, SPY, VOO 13F-HR 5/12/2016, 01:44 PM
Q4 2015 13 $113M +$87.1M -$54.2M +$32.9M VOO, PGX, PFF, IEF, IWM 13F-HR 2/16/2016, 08:23 PM
Q3 2015 6 $80.3M +$66M -$72.7M -$6.69M SHY, PFF, AAPL, GLD, IAU 13F-HR 11/17/2015, 03:02 PM
Q2 2015 13 $87.6M +$45.8M -$106M -$59.9M SBUX, AAPL, NKE, CVS, UNH 13F-HR 7/24/2015, 03:49 PM
Q1 2015 20 $149M +$87.1M -$89M -$1.95M PFF, PGX, XTN, XLV, IYH 13F-HR 5/7/2015, 02:36 PM
Q4 2014 21 $148M +$115M -$22.2M +$92.8M PFF, OEF, DVY, XLK, XLF 13F-HR 2/11/2015, 09:34 AM
Q3 2014 13 $51.3M +$13.4M -$92.9M -$79.5M FDX, MSFT, LUV, DFS, AAPL 13F-HR 11/14/2014, 04:53 PM
Q2 2014 27 $130M $0 $0 PFF, HYG, DVY, FDX, DIS 13F-HR 8/14/2014, 02:53 PM