Cadence Wealth Management

Cadence Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Cadence Wealth Management

Cadence Wealth Management holds 39 positions in its portfolio as reported in the December 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) 18.3 $23M 236k 98.88
Vaneck Etf Trust Gold Miners Etf (GDX) 16.0 $20M 656k 31.01
Ishares Silver Tr Ishares (SLV) 13.8 $18M 810k 21.78
Spdr Gold Tr Gold Shs (GLD) 13.7 $17M 91k 191.17
Vaneck Etf Trust Junior Gold Mine (GDXJ) 10.4 $13M 350k 37.91
Select Sector Spdr Tr Energy (XLE) 4.8 $6.2M 73k 83.84
Sprott Physical Gold & Silve Tr Unit (CEF) 4.7 $6.0M 314k 19.15
Ishares Tr Msci Emg Mkt Etf (EEM) 3.7 $4.7M 116k 40.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.5 $4.5M 80k 56.14
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.4 $1.7M 12k 145.01
Agnico (AEM) 0.7 $884k 16k 54.85
Pan American Silver Corp Can (PAAS) 0.6 $785k 48k 16.33
Meta Platforms Cl A (META) 0.6 $707k 2.0k 354.00
Newmont Mining Corporation (NEM) 0.5 $648k 16k 41.39
Bhp Group Sponsored Ads (BHP) 0.5 $615k 9.0k 68.31
Kinross Gold Corp (KGC) 0.5 $611k 101k 6.05
Rio Tinto Sponsored Adr (RIO) 0.5 $597k 8.0k 74.46
Apple (AAPL) 0.4 $554k 2.9k 192.51
Nutrien (NTR) 0.4 $532k 9.4k 56.34
B2gold Corp (BTG) 0.4 $529k 167k 3.16
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $471k 6.7k 70.10
Hf Sinclair Corp (DINO) 0.4 $469k 8.4k 55.57
Sibanye Stillwater Sponsored Adr (SBSW) 0.4 $448k 83k 5.43
Canadian Natural Resources (CNQ) 0.3 $444k 6.8k 65.52
Cal Maine Foods Com New (CALM) 0.3 $423k 7.4k 57.39
Pioneer Natural Resources 0.3 $395k 1.8k 224.88
Southern Copper Corporation (SCCO) 0.3 $394k 4.6k 86.07
CVS Caremark Corporation (CVS) 0.3 $363k 4.6k 78.96
Boston Scientific Corporation (BSX) 0.3 $341k 5.9k 57.81
Select Sector Spdr Tr Technology (XLK) 0.2 $300k 1.6k 192.47
Greif Cl A (GEF) 0.2 $262k 4.0k 65.59
Icl Group SHS (ICL) 0.2 $256k 51k 5.01
Ssr Mining (SSRM) 0.2 $250k 23k 10.73
NVIDIA Corporation (NVDA) 0.2 $249k 503.00 494.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $230k 5.6k 41.10
Eversource Energy (ES) 0.2 $217k 3.5k 61.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $207k 4.3k 47.90
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $98k 17k 5.67
Nanostring Technologies (NSTGQ) 0.0 $14k 19k 0.75