Mader & Shannon Wealth Management, Inc. Portfolio Holdings
Q3 2025•23 long positions•$204.0M portfolio value
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Holding24 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $29.5M 14.46% | +$462.5K Bought | — 405.4K shares | 399.0K → 405.4K +$462.5K | +1.59% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $29.5M 14.45% | +$443.6K Bought | — 83.0K shares | 81.7K → 83.0K +$443.6K | +1.53% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $27.8M 13.65% | -$9.0M Sold | — 335.6K shares | 443.6K → 335.6K −$9.0M | -24.34% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $21.2M 10.37% | +$21.2M New | — 856.8K shares | 0 → 856.8K +$21.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $14.4M 7.08% | +$14.4M Bought | — 1.2M shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $11.7M 5.72% | +$299.9K Bought | — 152.8K shares | 148.9K → 152.8K +$299.9K | +2.64% | — — | Q4 2019 Held for 5y 11m | |
Construction Materials Basic Materials | $7.3M 3.58% | +$146.2K Bought | 0.019% 11.6K shares | 11.4K → 11.6K +$146.2K | +2.04% | $38.0B Large Cap | Q2 2019 Held for 6y 5m | |
Medical - Diagnostics & Research Healthcare | $7.1M 3.49% | +$116.4K Bought | 0.004% 14.7K shares | 14.5K → 14.7K +$116.4K | +1.66% | $183.15B Large Cap | Q4 2018 Held for 6y 11m | |
Information Technology Services Technology | $7.1M 3.49% | +$125.5K Bought | 0.034% 44.6K shares | 43.9K → 44.6K +$125.5K | +1.8% | $20.9B Large Cap | Q1 2020 Held for 5y 8m | |
Trucking Industrials | $5.6M 2.77% | +$36.1K Bought | 0.088% 142.9K shares | 142.0K → 142.9K +$36.1K | +0.64% | $6.4B Mid Cap | Q1 2017 Held for 8y 8m | |
Specialty Retail Consumer Cyclical | $5.2M 2.55% | +$79.9K Bought | 0.0% 23.7K shares | 23.3K → 23.7K +$79.9K | +1.56% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $5.2M 2.53% | +$84.6K Bought | 0.002% 15.0K shares | 14.7K → 15.0K +$84.6K | +1.67% | $312.73B Mega Cap | Q4 2020 Held for 4y 11m | |
Solar Energy | $4.6M 2.23% | +$175.8K Bought | 0.019% 20.7K shares | 19.9K → 20.7K +$175.8K | +4.01% | $23.7B Large Cap | Q3 2024 Held for 1y 2m | |
Residential Construction Consumer Cyclical | $4.0M 1.96% | +$156.4K Bought | 0.008% 23.6K shares | 22.6K → 23.6K +$156.4K | +4.08% | $50.5B Large Cap | Q2 2020 Held for 5y 5m | |
ETF ETF | $3.9M 1.92% | +$174.5K Bought | — 36.6K shares | 35.0K → 36.6K +$174.5K | +4.65% | — — | Q2 2025 Held for 5 months | |
Oil & Gas Refining & Marketing Energy | $3.6M 1.75% | +$35.9K Bought | 0.036% 68.2K shares | 67.6K → 68.2K +$35.9K | +1.01% | $9.8B Mid Cap | Q4 2024 Held for 11 months | |
Oil & Gas Refining & Marketing Energy | $3.2M 1.58% | +$36.8K Bought | 0.006% 16.8K shares | 16.6K → 16.8K +$36.8K | +1.15% | $58.6B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.1M 1.54% | -$7.0M Sold | — 28.5K shares | 91.6K → 28.5K −$7.0M | -68.92% | — — | Q3 2023 Held for 2y 2m | |
Oil & Gas Refining & Marketing Energy | $3.1M 1.52% | +$18.6K Bought | 0.006% 18.2K shares | 18.1K → 18.2K +$18.6K | +0.6% | $52.9B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Refining & Marketing Energy | $2.8M 1.38% | +$47.3K Bought | 0.005% 20.7K shares | 20.3K → 20.7K +$47.3K | +1.71% | $55.0B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.996% | +$82.5K Bought | — 22.7K shares | 21.8K → 22.7K +$82.5K | +4.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.852% | -$17.2M Sold | — 17.3K shares | 188.1K → 17.3K −$17.2M | -90.82% | — — | Q3 2023 Held for 2y 2m | |
Discount Stores Consumer Defensive | $250.6K 0.123% | +$2.1K Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$2.1K | +0.83% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Copper Basic Materials | - — | -$2.3M Sold | — - shares | 53.7K → 0 −$2.3M | Sold | $60.3B Large Cap | Q4 2024 Held for 11 months |
