Fund HoldingsCadence Wealth Management LLC

Total Portfolio Value
$135.30M
Total Bought
$18.88M
Total Sold
$37.11M
Net Transaction
-$18.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES SILVER TR(SLV)622,745709,110+86,36516,39721,97516.24%+5,578
ISHARES TR68,002119,079+51,0776,28711,3578.39%+5,070
ISHARES TR419,202428,734+9,53236,60939,02828.85%+2,419
SPDR INDEX SHS FDS
ST STR NAT ETF
47,01066,219+19,2092,3393,5262.61%+1,187
SPROTT PHYSICAL GOLD & SILVE(CEF)284,018273,992-10,0266,7487,7845.75%+1,036
SCHWAB STRATEGIC TR125,341160,812+35,4713,2684,2743.16%+1,007
SELECT SECTOR SPDR TR
ST STR ENERG ETF
77,26778,189+9226,6197,3075.40%+688
VANGUARD INTL EQUITY INDEX F41,58553,615+12,0301,8312,4271.79%+595
HELMERICH & PAYNE INC(HP)8,77722,141+13,3642815780.43%+297
NEWMONT CORP(NEM)14,07116,966+2,8955248190.61%+295
PAN AMERN SILVER CORP(PAAS)39,78841,130+1,3428051,0620.79%+258
B2GOLD CORP(BTG)237,696291,889+54,1935808320.61%+252
SIBANYE STILLWATER LTD(SBSW)97,466107,183+9,7173224910.36%+169
BHP GROUP LTD10,57514,005+3,4305166800.50%+163
SSR MINING IN(SSRM)48,91650,290+1,3743425040.37%+162
HF SINCLAIR CORP(DINO)11,55416,972+5,4184055580.41%+153
VANGUARD INTL EQUITY INDEX F69,80568,280-1,5254,0084,1423.06%+134
AGNICO EAGLE MINES LTD(AEM)12,88010,264-2,6161,0071,1130.82%+105
CVS HEALTH CORP(CVS)4,5994,59902063120.23%+105
MOSAIC CO NEW(MOS)21,88923,254+1,3655386280.46%+90
NUTRIEN LTD(NTR)12,36212,873+5115536390.47%+86
BOSTON SCIENTIFIC CORP(BSX)5,8905,89005265940.44%+68
COTERRA ENERGY INC11,88012,751+8713033690.27%+65
TENARIS S A(TS)18,14919,044+8956867450.55%+59
RIO TINTO PLC(RIO)12,20112,911+7107187760.57%+58
SPDR SER TR
SP O&G EXPL PRO
24,04624,572+5263,1833,2362.39%+53
CANADIAN NAT RES LTD(CNQ)15,43916,712+1,2734775150.38%+38
SOUTHERN COPPER CORP(SCCO)2,9193,115+1962662910.22%+25
EVERSOURCE ENERGY(ES)3,5213,52102022190.16%+16
ISHARES TR3,5833,879+2964614730.35%+12
SCHWAB STRATEGIC TR11,45812,294+8362662710.20%+6
KINROSS GOLD CORP(KGC)84,26762,281-21,9867817850.58%+4
FS CREDIT OPPORTUNITIES CORP(FSCO)17,20517,20501171210.09%+4
SPDR S&P 500 ETF TR(SPY)402421+192362350.17%-0
ICL GROUP LTD(ICL)93,90482,255-11,6494654620.34%-3
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,2461,331+852902750.20%-15
META PLATFORMS INC(META)2,0072,008+11,1751,1580.86%-18
VANGUARD INDEX FDS2,0052,020+155815550.41%-26
CAL MAINE FOODS INC(CALM)3,0633,075+123152800.21%-36
AMAZON COM INC(AMZN)1,2851,273-122822420.18%-40
NVIDIA CORPORATION(NVDA)4,4734,431-426014800.35%-120
APPLE INC(AAPL)2,8862,238-6487234970.37%-226
VANGUARD INDEX FDS8,7097,270-1,4391,4091,1670.86%-242
ISHARES TR48,66026,872-21,7882,0351,1740.87%-861
SPDR GOLD TR(GLD)53,78835,900-17,88813,02410,3447.65%-2,679
VANECK ETF TRUST
JUNIOR GOLD MINE
289,9300-289,93012,3950-12,395
VANECK ETF TRUST
GOLD MINERS ETF
568,1840-568,18419,2670-19,267
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