Cadence Wealth Management

Cadence Wealth Management as of March 31, 2025

Portfolio Holdings for Cadence Wealth Management

Cadence Wealth Management holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 20 Yr Tr Bd Etf (TLT) 28.8 $39M 429k 91.03
Ishares Silver Tr Ishares (SLV) 16.2 $22M 709k 30.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 8.4 $11M 119k 95.37
Spdr Gold Tr Gold Shs (GLD) 7.6 $10M 36k 288.14
Sprott Physical Gold & Silve Tr Unit (CEF) 5.8 $7.8M 274k 28.41
Select Sector Spdr Tr Energy (XLE) 5.4 $7.3M 78k 93.45
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 3.2 $4.3M 161k 26.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.1 $4.1M 68k 60.66
Spdr Index Shs Fds Glb Nat Resrce (GNR) 2.6 $3.5M 66k 53.25
Spdr Ser Tr S&p Oilgas Exp (XOP) 2.4 $3.2M 25k 131.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $2.4M 54k 45.26
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $1.2M 27k 43.70
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $1.2M 7.3k 160.54
Meta Platforms Cl A (META) 0.9 $1.2M 2.0k 576.46
Agnico (AEM) 0.8 $1.1M 10k 108.41
Pan American Silver Corp Can (PAAS) 0.8 $1.1M 41k 25.83
B2gold Corp (BTG) 0.6 $832k 292k 2.85
Newmont Mining Corporation (NEM) 0.6 $819k 17k 48.28
Kinross Gold Corp (KGC) 0.6 $785k 62k 12.61
Rio Tinto Sponsored Adr (RIO) 0.6 $776k 13k 60.08
Tenaris S A Sponsored Ads (TS) 0.6 $745k 19k 39.11
Bhp Group Sponsored Ads (BHP) 0.5 $680k 14k 48.54
Nutrien (NTR) 0.5 $639k 13k 49.67
Mosaic (MOS) 0.5 $628k 23k 27.01
Boston Scientific Corporation (BSX) 0.4 $594k 5.9k 100.88
Helmerich & Payne (HP) 0.4 $578k 22k 26.12
Hf Sinclair Corp (DINO) 0.4 $558k 17k 32.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $555k 2.0k 274.79
Canadian Natural Resources (CNQ) 0.4 $515k 17k 30.80
Ssr Mining (SSRM) 0.4 $504k 50k 10.02
Apple (AAPL) 0.4 $497k 2.2k 222.12
Sibanye Stillwater Sponsored Adr (SBSW) 0.4 $491k 107k 4.58
NVIDIA Corporation (NVDA) 0.4 $480k 4.4k 108.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $473k 3.9k 122.00
Icl Group SHS (ICL) 0.3 $462k 82k 5.62
Cabot Oil & Gas Corporation (CTRA) 0.3 $369k 13k 28.90
CVS Caremark Corporation (CVS) 0.2 $312k 4.6k 67.75
Southern Copper Corporation (SCCO) 0.2 $291k 3.1k 93.46
Cal Maine Foods Com New (CALM) 0.2 $280k 3.1k 90.90
Select Sector Spdr Tr Technology (XLK) 0.2 $275k 1.3k 206.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $271k 12k 22.08
Amazon (AMZN) 0.2 $242k 1.3k 190.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $235k 421.00 559.12
Eversource Energy (ES) 0.2 $219k 3.5k 62.12
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $121k 17k 7.05