Fund HoldingsCadence Wealth Management LLC

Total Portfolio Value
$143.06M
Total Bought
$49.55M
Total Sold
$5.27M
Net Transaction
+$44.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANECK ETF TRUST
GOLD MINERS ETF
0628,558+628,558021,32714.91%+21,327
VANECK ETF TRUST
JUNIOR GOLD MINE
0365,305+365,305015,38710.76%+15,387
ISHARES TR304,070348,334+44,26428,77131,97022.35%+3,199
SPDR SER TR
SP O&G EXPL PRO
1,88922,534+20,6452933,2782.29%+2,985
SCHWAB STRATEGIC TR6,18321,701+15,5184701,6081.12%+1,138
SPDR INDEX SHS FDS
ST STR NAT ETF
015,310+15,31008550.60%+855
ISHARES SILVER TR(SLV)665,618602,049-63,56915,14315,99611.18%+854
BARRICK GOLD CORP044,980+44,98007500.52%+750
VANGUARD INTL EQUITY INDEX F6,72021,224+14,5042819290.65%+648
SPROTT PHYSICAL GOLD & SILVE(CEF)297,192297,998+8066,0456,5714.59%+526
MOSAIC CO NEW(MOS)015,128+15,12804370.31%+437
TENARIS S A(TS)013,867+13,86704230.30%+423
COTERRA ENERGY INC011,367+11,36703030.21%+303
HELMERICH & PAYNE INC(HP)08,384+8,38403030.21%+303
KINROSS GOLD CORP(KGC)77,62183,719+6,0984766970.49%+221
B2GOLD CORP(BTG)170,073229,370+59,2974446190.43%+175
NEWMONT CORP(NEM)15,99517,682+1,6875737400.52%+167
APPLE INC(AAPL)2,8782,87804946060.42%+113
NVIDIA CORPORATION(NVDA)4664,309+3,8434215320.37%+111
RIO TINTO PLC(RIO)10,41411,658+1,2446647690.54%+105
ISHARES TR1,9002,469+5692192930.21%+74
CAL MAINE FOODS INC(CALM)7,2947,976+6824294870.34%+58
BHP GROUP LTD9,03310,027+9945215720.40%+51
BOSTON SCIENTIFIC CORP(BSX)5,8905,89004034540.32%+50
META PLATFORMS INC(META)2,0042,005+19731,0110.71%+38
PAN AMERN SILVER CORP(PAAS)48,80438,731-10,0737367700.54%+34
SSR MINING IN(SSRM)40,20847,068+6,8601792130.15%+34
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3851,398+132883160.22%+28
AMAZON COM INC(AMZN)1,1861,197+112142310.16%+17
NUTRIEN LTD(NTR)9,45610,402+9465145300.37%+16
SIBANYE STILLWATER LTD(SBSW)83,36492,209+8,8453934010.28%+8
FS CREDIT OPPORTUNITIES CORP(FSCO)17,20517,20501021100.08%+8
SCHWAB STRATEGIC TR3,4483,44802142220.15%+8
CANADIAN NAT RES LTD(CNQ)6,72314,624+7,9015135210.36%+8
VANGUARD TAX-MANAGED FDS4,3514,440+892182190.15%+1
SPDR S&P 500 ETF TR(SPY)389369-202032010.14%-2
NANOSTRING TECHNOLOGIES INC41,9030-41,90330-3
HF SINCLAIR CORP(DINO)8,3169,113+7975024860.34%-16
GREIF INC(GEF)4,0164,460+4442772560.18%-21
ICL GROUP LTD(ICL)51,25757,531+6,2742762460.17%-30
SELECT SECTOR SPDR TR
ST STR ENERG ETF
72,75574,410+1,6556,8696,7824.74%-86
CVS HEALTH CORP(CVS)4,5994,59903672720.19%-95
AGNICO EAGLE MINES LTD(AEM)16,14012,610-3,5309638250.58%-138
SOUTHERN COPPER CORP(SCCO)4,5252,791-1,7344823010.21%-181
EVERSOURCE ENERGY(ES)3,5210-3,5212100-210
VANGUARD INTL EQUITY INDEX F80,23276,552-3,6804,7064,4893.14%-217
PIONEER NAT RES CO1,7510-1,7514600-460
VANGUARD INDEX FDS12,6039,116-3,4871,9651,3710.96%-594
ISHARES TR115,64489,837-25,8074,7513,8262.67%-924
SPDR GOLD TR(GLD)73,89363,021-10,87215,20113,5509.47%-1,651
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