Fund HoldingsCadence Wealth Management LLC

Total Portfolio Value
$150.97M
Total Bought
$43.63M
Total Sold
$9.90M
Net Transaction
+$33.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANECK ETF TRUST
GOLD MINERS ETF
0568,184+568,184019,26712.76%+19,267
VANECK ETF TRUST
JUNIOR GOLD MINE
0289,930+289,930012,3958.21%+12,395
ISHARES TR068,002+68,00206,2874.16%+6,287
VANGUARD INDEX FDS02,005+2,00505810.38%+581
VANGUARD INDEX FDS6,1548,709+2,5551,0321,4090.93%+377
SCHWAB STRATEGIC TR36,664125,341+88,6772,9473,2682.16%+321
ICL GROUP LTD(ICL)58,38593,904+35,5192504650.31%+215
SPDR INDEX SHS FDS
ST STR NAT ETF
37,42647,010+9,5842,1582,3391.55%+181
SPDR SER TR
SP O&G EXPL PRO
22,86624,046+1,1803,0073,1832.11%+176
APPLE INC(AAPL)2,4282,886+4585667230.48%+157
MOSAIC CO NEW(MOS)15,25921,889+6,6304095380.36%+129
TENARIS S A(TS)17,56618,149+5835586860.45%+127
ISHARES TR2,8093,583+7743534610.31%+108
VANGUARD INTL EQUITY INDEX F36,60241,585+4,9831,7511,8311.21%+80
NVIDIA CORPORATION(NVDA)4,3174,473+1565246010.40%+76
SSR MINING IN(SSRM)46,98848,916+1,9282673420.23%+75
AMAZON COM INC(AMZN)1,1971,285+882232820.19%+59
NUTRIEN LTD(NTR)10,47012,362+1,8925035530.37%+50
SCHWAB STRATEGIC TR3,40611,458+8,0522312660.18%+34
BOSTON SCIENTIFIC CORP(BSX)5,8905,89004945260.35%+33
COTERRA ENERGY INC11,40811,880+4722733030.20%+30
META PLATFORMS INC(META)2,0062,007+11,1491,1750.78%+27
HELMERICH & PAYNE INC(HP)8,4148,777+3632562810.19%+25
SPDR S&P 500 ETF TR(SPY)395402+72272360.16%+9
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,2461,24602812900.19%+8
FS CREDIT OPPORTUNITIES CORP(FSCO)17,20517,20501091170.08%+8
KINROSS GOLD CORP(KGC)82,77984,267+1,4887757810.52%+6
PAN AMERN SILVER CORP(PAAS)38,55939,788+1,2298058050.53%-0
AGNICO EAGLE MINES LTD(AEM)12,57312,880+3071,0131,0070.67%-6
HF SINCLAIR CORP(DINO)9,30811,554+2,2464154050.27%-10
CANADIAN NAT RES LTD(CNQ)14,79515,439+6444914770.32%-15
SELECT SECTOR SPDR TR
ST STR ENERG ETF
75,55477,267+1,7136,6346,6194.38%-15
EVERSOURCE ENERGY(ES)3,5213,52102402020.13%-37
SOUTHERN COPPER CORP(SCCO)2,8032,919+1163242660.18%-58
SIBANYE STILLWATER LTD(SBSW)92,65197,466+4,8153813220.21%-59
CVS HEALTH CORP(CVS)4,5994,59902892060.14%-83
BHP GROUP LTD10,10510,575+4706285160.34%-111
RIO TINTO PLC(RIO)11,72012,201+4818347180.48%-117
CAL MAINE FOODS INC(CALM)5,7753,063-2,7124323150.21%-117
B2GOLD CORP(BTG)229,706237,696+7,9907075800.38%-128
NEWMONT CORP(NEM)13,54014,071+5317245240.35%-200
VANGUARD TAX-MANAGED FDS4,3400-4,3402290-229
GREIF INC(GEF)4,5080-4,5082820-282
VANGUARD INTL EQUITY INDEX F71,27269,805-1,4674,4904,0082.65%-483
SPROTT PHYSICAL GOLD & SILVE(CEF)297,578284,018-13,5607,2886,7484.47%-539
ISHARES TR58,61548,660-9,9552,6882,0351.35%-653
ISHARES TR394,779419,202+24,42338,72836,60924.25%-2,119
SPDR GOLD TR(GLD)63,47053,788-9,68215,42713,0248.63%-2,403
ISHARES SILVER TR(SLV)760,065622,745-137,32021,59316,39710.86%-5,197
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