Cadence Wealth Management LLC Incresed Positions in Q1 2025

Cadence Wealth Management LLC

  • $135 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
86.4K
+ 13.87%
$26.93 - $31.32 $2.33M - $2.7M
709K $22M
IEF
Ishares Barclays

ETFs
51.1K
+ 75.11%
$91.17 - $95.39 $4.66M - $4.87M
119K $11.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.53K
+ 2.27%
$85.29 - $92.57 $813K - $882K
429K $39M
GNR
Spdr S&P Global Natural Resour

ETFs
19.2K
+ 40.86%
$50.12 - $54.48 $963K - $1.05M
66.2K $3.53M
SCHV
Schwab Strategic Tr Us Large C

ETFs
35.5K
+ 28.3%
$25.77 - $27.6 $914K - $979K
161K $4.27M
XLE
Energy Sector Spdr

ETFs
922
+ 1.19%
$85.7 - $93.96 $79K - $86.6K
78.2K $7.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12K
+ 28.93%
$42.5 - $46.71 $511K - $562K
53.6K $2.43M
HP
Helmerich & Payne, Inc.

Energy
13.4K
+ 152.26%
$24.69 - $36.7 $330K - $490K
22.1K $578K
NEM
Newmont Corp

Basic Materials
2.9K
+ 20.57%
$37.79 - $48.39 $109K - $140K
17K $819K
PAAS
Pan American Silver Corp

Basic Materials
1.34K
+ 3.37%
$20.61 - $26.7 $27.7K - $35.8K
41.1K $1.06M
SBSW
Sibanye Stillwater LTD

Basic Materials
9.72K
+ 9.97%
$3.19 - $4.58 $31K - $44.5K
107K $490K
SSRM
Ssr Mining Inc.

Basic Materials
1.37K
+ 2.81%
$7.06 - $11.21 $9.7K - $15.4K
50.3K $504K
BHP
Bhp Group LTD

Basic Materials
3.43K
+ 32.43%
$48.18 - $52.11 $165K - $179K
14K $679K
DINO
Hf Sinclair Corp

Energy
5.42K
+ 46.89%
$30.66 - $38.48 $166K - $208K
17K $558K
MOS
Mosaic CO

Basic Materials
1.37K
+ 6.24%
$23.08 - $28.8 $31.5K - $39.3K
23.3K $628K
NTR
Nutrien Ltd.

Basic Materials
511
+ 4.13%
$45.28 - $53.84 $23.1K - $27.5K
12.9K $639K
CTRA
Coterra Energy Inc.

Energy
871
+ 7.33%
$25.51 - $29.83 $22.2K - $26K
12.8K $368K
TS
Tenaris Sa

Energy
895
+ 4.93%
$35.73 - $40.28 $32K - $36.1K
19K $744K
RIO
Rio Tinto PLC

Basic Materials
710
+ 5.82%
$58.19 - $64.29 $41.3K - $45.6K
12.9K $775K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
526
+ 2.19%
$120.5 - $145.97 $63.4K - $76.8K
24.6K $3.24M
CNQ
Canadian Natural Resources LTD

Energy
1.27K
+ 8.25%
$26.72 - $32.74 $34K - $41.7K
16.7K $514K
SCCO
Southern Copper Corp

Basic Materials
196
+ 6.71%
$85.92 - $101.48 $16.8K - $19.9K
3.12K $291K
ITOT
Ishares Core S&P Total U.S. St

ETFs
296
+ 8.26%
$120.29 - $134.6 $35.6K - $39.8K
3.88K $473K
SCHX
Schwab Strategic Tr Us Large C

ETFs
836
+ 7.3%
$21.75 - $24.28 $18.2K - $20.3K
12.3K $271K
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 4.73%
$551.42 - $612.93 $10.5K - $11.6K
421 $235K
XLK
Technology Sector Spdr

ETFs
85
+ 6.82%
$206.38 - $242.18 $17.5K - $20.6K
1.33K $274K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.05%
$576.36 - $736.67 $576 - $737
2.01K $1.16M
VTI
Vanguard Total Stock Market Et

ETFs
15
+ 0.75%
$271.18 - $303.12 $4.07K - $4.55K
2.02K $555K
CALM
Cal Maine Foods Inc

Consumer Defensive
12
+ 0.39%
$80.87 - $115.8 $970 - $1.39K
3.08K $279K
Activity Summary
Buys All Purchases 30 New Holdings 0 Increased Positions 30 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cadence Wealth Management LLC Portfolio

Follow Cadence Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cadence Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cadence Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email