CW

Cadence Wealth Management LLC

13F
Cadence Wealth Management LLC
Last update 2025-05-07 45 Stocks (0 new)
Value $135.00 Mil Turnover 9 %
Countries:
Top Holdings: TLT(28.85%)SLV(16.24%)IEF(8.39%)GLD(7.65%)CEF(5.75%)
Summary Stock Picks Current Portfolio
Cadence Wealth Management LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TLT
iShares 20+ Year Treasury Bond ETF
428,734
39,027.7
+2.27%
28.850
+0.64%
0.080
-1.53%
-0.28%
47,103.6
 
SLV
iShares Silver Trust
709,110
21,975.3
+13.87%
16.240
+1.98%
0.140
+17.12%
+31.45%
18,073.0
 
IEF
iShares 7-10 Year Treasury Bond ETF
119,079
11,356.6
+75.11%
8.390
+3.60%
0.030
+0.68%
+4.07%
34,824.0
 
GLD
SPDR Gold Shares ETF
35,900
10,344.2
-33.26%
7.650
-2.87%
0.010
+0.74%
+27.37%
101,985.4
 
CEF
Sprott Physical Gold and Silver Trust
Sprott Physical Gold and Silver Trust
273,992
7,784.1
-3.53%
5.750
-0.16%
0.140
+5.45%
+30.26%
6,021.4
Asset Management
XLE
The Energy Select Sector SPDR Fund
78,189
7,306.7
+1.19%
5.400
+0.06%
0.020
+6.33%
+1.96%
27,414.7
 
SCHV
Schwab U.S. Large-Cap Value ETF
160,812
4,274.4
+28.30%
3.160
+0.70%
0.040
+12.60%
+8.50%
12,794.2
 
VEU
Vanguard FTSE All-World ex-US ETF
68,280
4,141.9
-2.18%
3.060
-0.06%
0.010
+13.13%
+18.20%
44,208.3
 
GNR
SPDR S&P Global Natural Resources ETF
SPDR S&P Global Natural Resources ETF
66,219
3,526.2
+40.86%
2.610
+0.76%
0.130
+10.08%
+11.98%
2,838.5
 
XOP
SPDR Oil & Gas Exploration and Production ETF
SPDR Oil & Gas Exploration and Production ETF
24,572
3,236.4
+2.19%
2.390
+0.05%
0.150
+16.27%
-1.11%
1,831.2
 

Cadence Wealth Management LLC's Historical Top Holdings Breakdowns

Cadence Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GDX
VanEck Gold Miners ETF
2025-03-31
Sold Out
Sold Out
-12.76%
●
34.58 ($40.44) 45.97
$51.13
26.43%
Sold Out
0
-568,184
GDXJ
VanEck Junior Gold Miners ETF
2025-03-31
Sold Out
Sold Out
-8.21%
●
43.79 ($50.42) 57.46
$66.19
31.28%
Sold Out
0
-289,930
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+3.60%
●
91.17 ($93.56) 95.39
$94.40
0.90%
Add 75.11%
119,079
51,077
GLD
SPDR Gold Shares ETF
2025-03-31
Reduce
Reduce
-2.87%
●
243.19 ($264.45) 288.14
$308.39
16.62%
Reduce -33.26%
35,900
-17,888
SLV
iShares Silver Trust
2025-03-31
Add
Add
+1.98%
●
26.93 ($29.06) 31.32
$34.61
19.10%
Add 13.87%
709,110
86,365
GNR
SPDR S&P Global Natural Resources ETF
SPDR S&P Global Natural Resources ETF
2025-03-31
Add
Add
+0.76%
●
50.12 ($52.68) 54.48
$54.93
4.27%
Add 40.86%
66,219
19,209
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
Add
Add
+0.70%
●
25.77 ($26.84) 27.6
$27.99
4.28%
Add 28.3%
160,812
35,471
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+0.64%
●
85.29 ($89.02) 92.57
$85.24
-4.25%
Add 2.27%
428,734
9,532
EEM
iShares MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-0.60%
●
40.81 ($43.44) 45.34
$49.08
12.98%
Reduce -44.78%
26,872
-21,788
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.40%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Add 28.93%
53,615
12,030

Cadence Wealth Management LLC Total Holding History ($B)

To

Cadence Wealth Management LLC's Asset Allocation

To

Cadence Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cadence Wealth Management LLC's Hypothetical Growth since 2025-03-31

Cadence Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cadence Wealth Management LLC's Holdings Heat Map

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Cadence Wealth Management LLC's Holdings Bubble Chart

Cadence Wealth Management LLC News

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