Cadence Wealth Management LLC Purchases and Sells in Q4 2024

Cadence Wealth Management LLC

$151 Million
Q4 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOE	2.56K + 41.52%	$160.89 - $176.18 $411K - $450K	8.71K $1.41M
SCHV	88.7K + 241.86%	$25.79 - $80.4 $2.29M - $7.13M	125K $3.27M
ICL	35.5K + 60.84%	$3.92 - $5.13 $139K - $182K	93.9K $463K
GNR	9.58K + 25.61%	$48.67 - $58.43 $466K - $560K	47K $2.34M
XOP	1.18K + 5.16%	$125.5 - $148.67 $148K - $175K	24K $3.18M
AAPL	458 + 18.86%	$221.69 - $259.02 $102K - $119K	2.89K $722K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GDX	568K New	$33.77 - $44.09 $19.2M - $25.1M	568K $19.3M
GDXJ	290K New	$42.32 - $55.35 $12.3M - $16M	290K $12.4M
IEF	68K New	$92.08 - $98.18 $6.26M - $6.68M	68K $6.29M
VTI	2.01K New	$280.04 - $302.45 $561K - $606K	2.01K $581K

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLV	-137K - 18.07%	$26.33 - $31.74 $3.62M - $4.36M	623K $16.4M
GLD	-9.68K - 15.25%	$236.59 - $257.5 $2.29M - $2.49M	53.8K $13M
EEM	-9.96K - 16.98%	$41.82 - $47.36 $416K - $471K	48.7K $2.03M
CEF	-13.6K - 4.56%	$23.63 - $26.47 $320K - $359K	284K $6.75M
VEU	-1.47K - 2.06%	$57.29 - $63.1 $84K - $92.6K	69.8K $4.01M
CALM	-2.71K - 46.96%	$75.41 - $112.24 $205K - $304K	3.06K $315K

Activity Summary All Purchases 36 New Holdings 4 Increased Positions 32 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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