Mader--Shannon-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", "FCX", null, "MPC", null, "UNH", null, "GLD", "TMO", "XLB", "FSLR", "DHI", "AMZN", "VLO", "WMT", "KNX", "PSX", "DINO", "CDW", null, "MLM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 21
- Total Value
- 175271554
- Accession Number
- 0001535862-25-000002
- Form Type
- 13F-HR
- Manager Name
- Mader--Shannon-Wealth-Management
Data Enrichment
81% identified17 identified4 unidentified
Holdings
21 positions • $175.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Walmart Inc.(WMTcusip931142103) | 2.9K | QoQ +0.31% (-9)YoY NEW(+2.9K) | All Managers (Combined) | $254.1K | 0.1% ($254.1K/$175.3M) | YoY NEW(+$254.1K) |