Cadence Wealth Management LLC
Q4 2024 13F Holdings
- Locationwestborough, MA
- Num holdings
47
- Value ($000)
$150,967
- Date Filed02/10/2025
- Form type13F-HR
- CIK0001845250
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $36.61 M | 24 % | 419,202 | ||
GDX VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $19.27 M | 13 % | 568,184 | ||
SLV ISHARES SILVER TR | ISHARES | 46428Q109 | $16.40 M | 11 % | 622,745 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $13.02 M | 9 % | 53,788 | ||
GDXJ VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | $12.39 M | 8 % | 289,930 | ||
CEF/U SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 85208R101 | $6.75 M | 5 % | 284,018 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $6.62 M | 4 % | 77,267 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $6.29 M | 4 % | 68,002 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $4.01 M | 3 % | 69,805 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $3.27 M | 2 % | 125,341 |
Rows Per Page
10
- 10
- 50
- 100