Mader & Shannon Wealth Management, Inc.

data from 30/09/2025

Capitalization

$ 204.031 M 11.13 %

Average holding period

11 ans

Performance

$ 110.655 M 88.30 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Mader & Shannon Wealth Management, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IAU ISHARES GOLD TR 14.46% 29.498 M $ 405365 2021/06/30 4.154 M $ 16.69 %
2025/09/30 GLD SPDR GOLD TR 14.45% 29.489 M $ 82959 2018/12/31 4.138 M $ 16.61 %
2025/09/30 SHY ISHARES TR 13.65% 27.845 M $ 335645 2025/06/30 44.359 K $ 0.12 %
2025/09/30 VRP INVESCO EXCH TRADED FD TR II 10.37% 21.164 M $ 856829 2025/09/30 0.000 $ 0.00 %
2025/09/30 PGX INVESCO EXCH TRADED FD TR II 7.08% 14.449 M $ 1245561 2025/09/30 0.000 $ 0.00 %
2025/09/30 GDX VANECK ETF TRUST 5.72% 11.675 M $ 152812 2019/12/31 3.624 M $ 46.75 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 3.58% 7.312 M $ 11601 2019/06/30 924.527 K $ 14.81 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 3.49% 7.126 M $ 14693 2018/12/31 1.150 M $ 19.62 %
2025/09/30 CDW CDW CORP 3.49% 7.111 M $ 44645 2020/03/31 -846.878 K $ -10.81 %
2025/09/30 KNX KNIGHT-SWIFT TRANSN HLDGS IN 2.77% 5.647 M $ 142933 2017/09/30 -670.329 K $ -10.67 %
2025/09/30 AMZN AMAZON COM INC 2.55% 5.199 M $ 23680 2024/12/31 4.196 K $ 0.08 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 2.53% 5.163 M $ 14951 2020/12/31 490.150 K $ 10.68 %
2025/09/30 FSLR FIRST SOLAR INC 2.23% 4.555 M $ 20656 2024/09/30 1.092 M $ 33.22 %
2025/09/30 DHI D R HORTON INC 1.96% 3.991 M $ 23550 2020/06/30 917.524 K $ 31.45 %
2025/09/30 ITB ISHARES TR 1.92% 3.923 M $ 36582 2025/06/30 492.166 K $ 15.11 %
2025/09/30 DINO HF SINCLAIR CORP 1.75% 3.572 M $ 68242 2024/12/31 760.691 K $ 27.41 %
2025/09/30 MPC MARATHON PETE CORP 1.58% 3.230 M $ 16759 2024/09/30 441.205 K $ 16.03 %
2025/09/30 SHV ISHARES TR 1.54% 3.146 M $ 28475 2023/09/30 6.413 K $ 0.06 %
2025/09/30 VLO VALERO ENERGY CORP 1.52% 3.102 M $ 18218 2024/12/31 649.026 K $ 26.66 %
2025/09/30 PSX PHILLIPS 66 1.38% 2.810 M $ 20661 2024/12/31 339.633 K $ 14.02 %
2025/09/30 XLB SELECT SECTOR SPDR TR 1.00% 2.033 M $ 22683 2024/12/31 39.391 K $ 2.06 %
2025/09/30 SGOV ISHARES TR 0.85% 1.739 M $ 17270 2023/09/30 1.880 K $ 0.01 %
2025/09/30 WMT WALMART INC 0.12% 250.642 K $ 2432 2024/12/31 12.735 K $ 5.40 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %