Cadence Wealth Management LLC Portfolio Holdings

Cadence Wealth Management LLC

  • $135 Million
  • Q1 2025

Cadence Wealth Management LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $135 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 $39M, I Shares Silver Trust with a value of $22M, Ishares Barclays with a value of $11.4M, Spdr Gold Trust with a value of $10.3M, and Sprott Physical Gold & Silver Trust with a value of $7.78M.

Examining the 13F form we can see an decrease of $15.7M in the current position value, from $151M to 135M.

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 $135 Million
ETFs: $112 Million
Basic Materials: $9.08 Million
Financial Services: $7.78 Million
Energy: $2.76 Million
Communication Services: $1.16 Million
Technology: $977,000
Healthcare: $905,000
Consumer Defensive: $279,000
Other: $460,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.9B
$578,000 0.43% of portfolio
22,141
Q1 2025 Added 152.26%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $135 Million
  • Prior Value $151 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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