Cadence Wealth Management

Cadence Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Cadence Wealth Management

Cadence Wealth Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 24.2 $37M 419k 87.33
Vaneck Etf Trust Gold Miners Etf (GDX) 12.8 $19M 568k 33.91
Ishares Silver Tr Ishares (SLV) 10.9 $16M 623k 26.33
Spdr Gold Tr Gold Shs (GLD) 8.6 $13M 54k 242.13
Vaneck Etf Trust Junior Gold Mine (GDXJ) 8.2 $12M 290k 42.75
Sprott Physical Gold & Silve Tr Unit (CEF) 4.5 $6.7M 284k 23.76
Select Sector Spdr Tr Energy (XLE) 4.4 $6.6M 77k 85.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.2 $6.3M 68k 92.45
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.7 $4.0M 70k 57.41
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.2 $3.3M 125k 26.07
Spdr Ser Tr S&p Oilgas Exp (XOP) 2.1 $3.2M 24k 132.37
Spdr Index Shs Fds Glb Nat Resrce (GNR) 1.5 $2.3M 47k 49.76
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $2.0M 49k 41.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.8M 42k 44.04
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.4M 8.7k 161.77
Meta Platforms Cl A (META) 0.8 $1.2M 2.0k 585.62
Agnico (AEM) 0.7 $1.0M 13k 78.21
Pan American Silver Corp Can (PAAS) 0.5 $805k 40k 20.22
Kinross Gold Corp (KGC) 0.5 $781k 84k 9.27
Apple (AAPL) 0.5 $723k 2.9k 250.39
Rio Tinto Sponsored Adr (RIO) 0.5 $718k 12k 58.81
Tenaris S A Sponsored Ads (TS) 0.5 $686k 18k 37.79
NVIDIA Corporation (NVDA) 0.4 $601k 4.5k 134.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $581k 2.0k 289.86
B2gold Corp (BTG) 0.4 $580k 238k 2.44
Nutrien (NTR) 0.4 $553k 12k 44.75
Mosaic (MOS) 0.4 $538k 22k 24.58
Boston Scientific Corporation (BSX) 0.3 $526k 5.9k 89.32
Newmont Mining Corporation (NEM) 0.3 $524k 14k 37.22
Bhp Group Sponsored Ads (BHP) 0.3 $516k 11k 48.83
Canadian Natural Resources (CNQ) 0.3 $477k 15k 30.87
Icl Group SHS (ICL) 0.3 $465k 94k 4.95
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $461k 3.6k 128.63
Hf Sinclair Corp (DINO) 0.3 $405k 12k 35.05
Ssr Mining (SSRM) 0.2 $342k 49k 6.98
Sibanye Stillwater Sponsored Adr (SBSW) 0.2 $322k 98k 3.30
Cal Maine Foods Com New (CALM) 0.2 $315k 3.1k 102.92
Cabot Oil & Gas Corporation (CTRA) 0.2 $303k 12k 25.54
Select Sector Spdr Tr Technology (XLK) 0.2 $290k 1.2k 232.53
Amazon (AMZN) 0.2 $282k 1.3k 219.47
Helmerich & Payne (HP) 0.2 $281k 8.8k 32.02
Southern Copper Corporation (SCCO) 0.2 $266k 2.9k 91.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $266k 12k 23.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $236k 402.00 586.52
CVS Caremark Corporation (CVS) 0.1 $206k 4.6k 44.89
Eversource Energy (ES) 0.1 $202k 3.5k 57.44
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $117k 17k 6.82