Fund HoldingsCadence Wealth Management LLC

Total Portfolio Value
$151.19M
Total Bought
$17.13M
Total Sold
$1.37M
Net Transaction
+$15.77M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR428,734478,488+49,75439,02842,22727.93%+3,199
J P MORGAN EXCHANGE TRADED F
MORTGAGE BACKED
037,003+37,00301,8571.23%+1,857
ISHARES SILVER TR(SLV)709,110724,150+15,04021,97523,75915.72%+1,784
BARRICK MNG CORP(B)053,392+53,39201,1120.74%+1,112
SCHWAB STRATEGIC TR160,812190,360+29,5484,2745,2673.48%+993
SPDR GOLD TR(GLD)35,90036,784+88410,34411,2137.42%+869
SPDR INDEX SHS FDS
ST STR NAT ETF
66,21980,554+14,3353,5264,3692.89%+843
VANGUARD INTL EQUITY INDEX F53,61562,928+9,3132,4273,1122.06%+686
VANGUARD INTL EQUITY INDEX F68,28068,763+4834,1424,6223.06%+480
VALE S A040,814+40,81403960.26%+396
ISHARES TR119,079122,712+3,63311,35711,7527.77%+396
SIBANYE STILLWATER LTD(SBSW)107,183114,744+7,5614918280.55%+338
META PLATFORMS INC(META)2,0082,014+61,1581,4870.98%+329
ALBEMARLE CORP(ALB)04,879+4,87903060.20%+306
SPROTT PHYSICAL GOLD & SILVE(CEF)273,992268,528-5,4647,7848,0835.35%+299
B2GOLD CORP(BTG)291,889310,492+18,6038321,1210.74%+289
MOSAIC CO NEW(MOS)23,25425,134+1,8806289170.61%+289
VANGUARD TAX-MANAGED FDS04,382+4,38202500.17%+250
NEWMONT CORP(NEM)16,96618,129+1,1638191,0560.70%+237
CHEWY INC(CHWY)05,447+5,44702320.15%+232
NVIDIA CORPORATION(NVDA)4,4314,499+684807110.47%+231
HF SINCLAIR CORP(DINO)16,97218,670+1,6985587670.51%+209
PAN AMERN SILVER CORP(PAAS)41,13043,759+2,6291,0621,2430.82%+180
SSR MINING IN(SSRM)50,29053,085+2,7955046780.45%+174
NUTRIEN LTD(NTR)12,87313,922+1,0496398110.54%+171
INVESCO DB MULTI-SECTOR COMM(DBO)010,737+10,73701420.09%+142
ICL GROUP LTD(ICL)82,25587,900+5,6454626030.40%+141
ISHARES TR3,8794,456+5774736020.40%+129
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,3311,560+2292753950.26%+120
CANADIAN NAT RES LTD(CNQ)16,71218,490+1,7785155810.38%+66
SOUTHERN COPPER CORP(SCCO)3,1153,458+3432913500.23%+59
VANGUARD INDEX FDS2,0202,019-15556140.41%+58
BHP GROUP LTD14,00515,308+1,3036807360.49%+56
RIO TINTO PLC(RIO)12,91114,237+1,3267768300.55%+55
CAL MAINE FOODS INC(CALM)3,0753,332+2572803320.22%+52
SCHWAB STRATEGIC TR12,29413,195+9012713220.21%+51
AMAZON COM INC(AMZN)1,2731,283+102422820.19%+39
BOSTON SCIENTIFIC CORP(BSX)5,8905,89005946330.42%+38
TENARIS S A(TS)19,04420,618+1,5747457710.51%+26
HELMERICH & PAYNE INC(HP)22,14139,700+17,5595786020.40%+24
CVS HEALTH CORP(CVS)4,5994,59903123170.21%+6
EVERSOURCE ENERGY(ES)3,5213,52102192240.15%+5
FS CREDIT OPPORTUNITIES CORP(FSCO)17,20517,20501211250.08%+4
COTERRA ENERGY INC12,75114,112+1,3613693580.24%-10
SPDR SERIES TRUST
SP O&G EXPL PRO
24,57225,526+9543,2363,2112.12%-25
APPLE INC(AAPL)2,2382,146-924974400.29%-57
KINROSS GOLD CORP(KGC)62,28145,652-16,6297857140.47%-72
AGNICO EAGLE MINES LTD(AEM)10,2648,438-1,8261,1131,0040.66%-109
VANGUARD INDEX FDS7,2706,360-9101,1671,0460.69%-121
SPDR S&P 500 ETF TR(SPY)4210-4212350-235
SELECT SECTOR SPDR TR
ST STR ENERG ETF
78,18982,734+4,5457,3077,0174.64%-290
ISHARES TR26,87215,762-11,1101,1747600.50%-414
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