Fund HoldingsCadence Wealth Management LLC

Total Portfolio Value
$127.38M
Total Bought
$40.73M
Total Sold
$34.57M
Net Transaction
+$6.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
VANECK ETF TRUST
GOLD MINERS ETF
0656,151+656,151020,34715.97%+20,347
VANECK ETF TRUST
JUNIOR GOLD MINE
0349,572+349,572013,25210.40%+13,252
ISHARES SILVER TR(SLV)743,867809,866+65,99915,13017,63913.85%+2,509
SPDR GOLD TR(GLD)91,10991,240+13115,62117,44213.69%+1,822
SPROTT PHYSICAL GOLD & SILVE(CEF)327,481314,116-13,3655,6726,0154.72%+343
ICL GROUP LTD(ICL)051,140+51,14002560.20%+256
SSR MINING IN(SSRM)023,260+23,26002500.20%+250
VANGUARD INDEX FDS11,36211,937+5751,4881,7311.36%+243
VANGUARD INTL EQUITY INDEX F05,595+5,59502300.18%+230
VANGUARD TAX-MANAGED FDS04,330+4,33002070.16%+207
AGNICO EAGLE MINES LTD(AEM)14,96716,115+1,1486808840.69%+204
KINROSS GOLD CORP(KGC)94,544100,959+6,4154316110.48%+180
BHP GROUP LTD7,8878,998+1,1114496150.48%+166
NEWMONT CORP(NEM)13,20415,663+2,4594886480.51%+160
PAN AMERN SILVER CORP(PAAS)44,47548,059+3,5846447850.62%+141
CAL MAINE FOODS INC(CALM)6,1627,364+1,2022984230.33%+124
SIBANYE STILLWATER LTD(SBSW)52,63882,571+29,9333254480.35%+124
META PLATFORMS INC(META)1,9821,997+155957070.55%+112
B2GOLD CORP(BTG)146,224167,434+21,2104235290.42%+107
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,4191,561+1422333000.24%+68
SOUTHERN COPPER CORP(SCCO)4,3464,581+2353273940.31%+67
SCHWAB STRATEGIC TR6,5226,713+1914204710.37%+50
CVS HEALTH CORP(CVS)4,5994,59903213630.29%+42
HF SINCLAIR CORP(DINO)7,5458,430+8854304680.37%+39
BOSTON SCIENTIFIC CORP(BSX)5,8905,89003113410.27%+30
CANADIAN NAT RES LTD(CNQ)6,4846,776+2924194440.35%+25
NVIDIA CORPORATION(NVDA)523503-202272490.20%+22
VANGUARD INTL EQUITY INDEX F86,72280,421-6,3014,4984,5153.54%+17
PIONEER NAT RES CO1,6581,756+983813950.31%+14
NANOSTRING TECHNOLOGIES INC018,989+18,9890140.01%+14
GREIF INC(GEF)3,8063,999+1932542620.21%+8
ISHARES TR122,807116,025-6,7824,6614,6653.66%+5
FS CREDIT OPPORTUNITIES CORP(FSCO)17,20517,205093980.08%+4
AGNICO EAGLE MINES LTD185,0000-185,000000
AGNICO EAGLE MINES LTD41,7080-41,70800-0
AGNICO EAGLE MINES LTD10,8560-10,85630-3
APPLE INC(AAPL)3,2812,875-4065625530.43%-8
NUTRIEN LTD(NTR)8,8559,436+5815475320.42%-15
EVERSOURCE ENERGY(ES)4,0003,521-4792332170.17%-15
RIO TINTO PLC(RIO)9,7138,012-1,7016185970.47%-22
AGNICO EAGLE MINES LTD10,0000-10,000320-32
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,8130-3,8132250-225
SCHWAB STRATEGIC TR11,0080-11,0082640-264
SCHWAB STRATEGIC TR8,7920-8,7922990-299
AGNICO EAGLE MINES LTD36,9930-36,9935380-538
TOMPKINS FINL CORP(TMP)14,5390-14,5397120-712
SELECT SECTOR SPDR TR
ST STR ENERG ETF
76,63973,371-3,2686,9276,1514.83%-776
ISHARES TR300,335235,914-64,42126,63723,32718.31%-3,310
AGNICO EAGLE MINES LTD347,7900-347,79011,2090-11,209
AGNICO EAGLE MINES LTD623,0730-623,07316,7670-16,767
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