Cadence Wealth Management

Cadence Wealth Management as of March 31, 2023

Portfolio Holdings for Cadence Wealth Management

Cadence Wealth Management holds 31 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 31.4 $31M 290k 106.37
Ishares Silver Tr Ishares (SLV) 18.3 $18M 811k 22.12
Spdr Gold Tr Gold Shs (GLD) 18.1 $18M 97k 183.22
Select Sector Spdr Tr Energy (XLE) 6.5 $6.3M 77k 82.83
Sprott Physical Gold & Silve Tr Unit (CEF) 6.3 $6.2M 326k 18.91
Ishares Tr Msci Emg Mkt Etf (EEM) 4.7 $4.7M 118k 39.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.7 $4.6M 87k 53.47
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $1.4M 11k 134.07
Tompkins Financial Corporation (TMP) 1.2 $1.1M 17k 66.21
Apple (AAPL) 0.6 $613k 3.7k 164.88
Pan American Silver Corp Can (PAAS) 0.6 $540k 30k 18.20
Agnico (AEM) 0.5 $504k 9.9k 50.97
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $443k 6.8k 65.58
Rio Tinto Sponsored Adr (RIO) 0.4 $438k 6.4k 68.60
Meta Platforms Cl A (META) 0.4 $421k 2.0k 211.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $399k 12k 34.80
Newmont Mining Corporation (NEM) 0.4 $394k 8.0k 49.02
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $352k 14k 24.52
CVS Caremark Corporation (CVS) 0.3 $342k 4.6k 74.31
Nutrien (NTR) 0.3 $316k 4.3k 73.85
Boston Scientific Corporation (BSX) 0.3 $295k 5.9k 50.03
Intel Corporation (INTC) 0.3 $268k 8.2k 32.67
Kinross Gold Corp (KGC) 0.3 $254k 54k 4.71
Canadian Natural Resources (CNQ) 0.3 $249k 4.5k 55.35
Bhp Group Sponsored Ads (BHP) 0.2 $244k 3.8k 63.41
Southern Copper Corporation (SCCO) 0.2 $242k 3.2k 76.25
B2gold Corp (BTG) 0.2 $241k 61k 3.94
Eversource Energy (ES) 0.2 $238k 3.0k 78.27
Pioneer Natural Resources 0.2 $237k 1.2k 204.24
Steel Dynamics (STLD) 0.2 $221k 2.0k 113.06
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $51k 12k 4.44