Fund HoldingsCadence Wealth Management LLC

Total Portfolio Value
$120.39M
Total Bought
$52.60M
Total Sold
$35.15M
Net Transaction
+$17.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AGNICO EAGLE MINES LTD0623,073+623,073016,76713.93%+16,767
ISHARES SILVER TR(SLV)0743,867+743,867015,13012.57%+15,130
AGNICO EAGLE MINES LTD0347,790+347,790011,2099.31%+11,209
SPROTT PHYSICAL GOLD & SILVE(CEF)0327,481+327,48105,6724.71%+5,672
SELECT SECTOR SPDR TR
ST STR ENERG ETF
76,53976,639+1006,2136,9275.75%+715
AGNICO EAGLE MINES LTD036,993+36,99305380.45%+538
SIBANYE STILLWATER LTD(SBSW)052,638+52,63803250.27%+325
CAL MAINE FOODS INC(CALM)06,162+6,16202980.25%+298
SELECT SECTOR SPDR TR
ST STR UTIL ETF
03,813+3,81302250.19%+225
BHP GROUP LTD4,5127,887+3,3752694490.37%+179
HF SINCLAIR CORP(DINO)6,1957,545+1,3502764300.36%+153
PAN AMERN SILVER CORP(PAAS)33,72044,475+10,7554926440.53%+152
RIO TINTO PLC(RIO)7,5119,713+2,2024806180.51%+139
KINROSS GOLD CORP(KGC)63,52594,544+31,0193034310.36%+128
CANADIAN NAT RES LTD(CNQ)5,1966,484+1,2882924190.35%+127
NUTRIEN LTD(NTR)7,1818,855+1,6744245470.45%+123
PIONEER NAT RES CO1,3231,658+3352743810.32%+106
AGNICO EAGLE MINES LTD(AEM)11,50814,967+3,4595756800.57%+105
B2GOLD CORP(BTG)94,555146,224+51,6693384230.35%+85
NEWMONT CORP(NEM)9,63013,204+3,5744114880.41%+77
SOUTHERN COPPER CORP(SCCO)3,5214,346+8252533270.27%+75
GREIF INC(GEF)3,0563,806+7502112540.21%+44
AGNICO EAGLE MINES LTD010,000+10,0000320.03%+32
META PLATFORMS INC(META)1,9901,982-85715950.49%+24
EVERSOURCE ENERGY(ES)3,0424,000+9582162330.19%+17
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,2571,419+1622192330.19%+14
FS CREDIT OPPORTUNITIES CORP(FSCO)17,20517,205082930.08%+12
NVIDIA CORPORATION(NVDA)52352302212270.19%+6
CVS HEALTH CORP(CVS)4,5994,59903183210.27%+3
AGNICO EAGLE MINES LTD010,856+10,856030.00%+3
AGNICO EAGLE MINES LTD041,708+41,708000.00%0
AGNICO EAGLE MINES LTD0185,000+185,000000
GREIF INC41,7080-41,70800-0
BOSTON SCIENTIFIC CORP(BSX)5,8905,89003193110.26%-8
VANGUARD INDEX FDS10,88111,362+4811,5061,4881.24%-18
ISHARES TR10,0000-10,000360-36
SCHWAB STRATEGIC TR6,8346,522-3124584200.35%-38
SCHWAB STRATEGIC TR13,55911,008-2,5513342640.22%-70
SCHWAB STRATEGIC TR10,9118,792-2,1193892990.25%-90
TOMPKINS FINL CORP(TMP)14,53914,53908107120.59%-98
ISHARES TR121,466122,807+1,3414,8054,6613.87%-145
APPLE INC(AAPL)3,9453,281-6647655620.47%-203
VANGUARD INTL EQUITY INDEX F87,01086,722-2884,7344,4983.74%-236
RIO TINTO PLC28,3540-28,3544800-480
NORWEGIAN CRUISE LINE HLDG L
SHS
37,0620-37,0628070-807
SPDR GOLD TR(GLD)93,50291,109-2,39316,66915,62112.97%-1,048
TOMPKINS FINL CORP(CEF)324,6560-324,6565,8500-5,850
ISHARES TR359,771300,335-59,43637,03526,63722.13%-10,398
ISHARES TR(SLV)759,7170-759,71715,8700-15,870
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