Cadence Wealth Management LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $123 Million distributed in 45 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 $38.7M, I Shares Silver Trust with a value of $21.6M, Spdr Gold Trust with a value of $15.4M, Sprott Physical Gold & Silver Trust with a value of $7.29M, and Energy Sector Spdr with a value of $6.63M.

Examining the 13F form we can see an decrease of $20.1M in the current position value, from $143M to 123M.

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.

Portfolio value $123 Million
ETFs: $102 Million
Basic Materials: $7.61 Million
Financial Services: $7.29 Million
Energy: $1.99 Million
Communication Services: $1.15 Million
Technology: $1.09 Million
Healthcare: $782,000
Consumer Cyclical: $505,000
Other: $671,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $123 Million
  • Prior Value $143 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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