Cadence Wealth Management LLC Portfolio Holdings
Cadence Wealth Management LLC
- $97.1 Million
- Q1 2024
Cadence Wealth Management LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $97.1 Million distributed in 42 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $28.8M, Spdr Gold Trust with a value of $15.2M, I Shares Silver Trust with a value of $15.1M, Energy Sector Spdr with a value of $6.87M, and Sprott Physical Gold & Silver Trust with a value of $6.04M.
Examining the 13F form we can see an decrease of $30.2M in the current position value, from $127M to 97.1M.
Cadence Wealth Management LLC is based out at Westborough, MA
Below you can find more details about Cadence Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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