Cadence Wealth Management LLC Top Holdings and 13F Report (2025) About Cadence Wealth Management LLCInvestment ActivityCadence Wealth Management LLC has $150.97 million in total holdings as of December 31, 2024.Cadence Wealth Management LLC owns shares of 47 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 30.20% of the portfolio was purchased this quarter.About 5.02% of the portfolio was sold this quarter.This quarter, Cadence Wealth Management LLC has purchased 45 new stocks and bought additional shares in 32 stocks.Cadence Wealth Management LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $36,608,911VanEck Gold Miners ETF $19,267,108iShares Silver Trust $16,396,876SPDR Gold Shares $13,023,688VanEck Junior Gold Miners ETF $12,394,523 Largest New Holdings this Quarter VanEck Gold Miners ETF $19,267,108 HoldingVanEck Junior Gold Miners ETF $12,394,523 HoldingiShares 7-10 Year Treasury Bond ETF $6,286,785 HoldingVanguard Total Stock Market ETF $581,165 Holding Largest Purchases this Quarter VanEck Gold Miners ETF 568,184 shares (about $19.27M)VanEck Junior Gold Miners ETF 289,930 shares (about $12.39M)iShares 7-10 Year Treasury Bond ETF 68,002 shares (about $6.29M)Schwab U.S. Large-Cap Value ETF 88,677 shares (about $2.31M)iShares 20+ Year Treasury Bond ETF 24,423 shares (about $2.13M) Largest Sales this Quarter iShares Silver Trust 137,320 shares (about $3.62M)SPDR Gold Shares 9,682 shares (about $2.34M)iShares MSCI Emerging Markets ETF 9,955 shares (about $416.31K)SPROTT PHYSICAL GOLD & SILVE 13,560 shares (about $322.19K)Cal-Maine Foods 2,712 shares (about $279.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCadence Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$36,608,911$2,132,861 ▲6.2%419,20224.2%ETFGDXVanEck Gold Miners ETF$19,267,108$19,267,108 ▲New Holding568,18412.8%ETFSLViShares Silver Trust$16,396,876$3,615,636 ▼-18.1%622,74510.9%ETFGLDSPDR Gold Shares$13,023,688$2,344,303 ▼-15.3%53,7888.6%FinanceGDXJVanEck Junior Gold Miners ETF$12,394,523$12,394,523 ▲New Holding289,9308.2%ETFSPROTT PHYSICAL GOLD & SILVE$6,748,268$322,186 ▼-4.6%284,0184.5%TR UNITXLEEnergy Select Sector SPDR Fund$6,618,677$146,735 ▲2.3%77,2674.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,286,785$6,286,785 ▲New Holding68,0024.2%ETFVEUVanguard FTSE All-World ex-US ETF$4,007,523$84,221 ▼-2.1%69,8052.7%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,267,640$2,311,809 ▲241.9%125,3412.2%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$3,182,932$156,195 ▲5.2%24,0462.1%ETFGNRSPDR S&P Global Natural Resources ETF$2,339,218$476,900 ▲25.6%47,0101.5%ETFEEMiShares MSCI Emerging Markets ETF$2,034,944$416,315 ▼-17.0%48,6601.3%FinanceVWOVanguard FTSE Emerging Markets ETF$1,831,403$219,451 ▲13.6%41,5851.2%ETFVOEVanguard Mid-Cap Value ETF$1,408,883$413,331 ▲41.5%8,7090.9%ETFMETAMeta Platforms$1,175,332$586 ▲0.0%2,0070.8%Computer and TechnologyAEMAgnico Eagle Mines$1,007,345$24,010 ▲2.4%12,8800.7%Basic MaterialsPAASPan American Silver$804,513$24,850 ▲3.2%39,7880.5%Basic MaterialsKGCKinross Gold$781,155$13,794 ▲1.8%84,2670.5%Basic MaterialsAAPLApple$722,629$114,679 ▲18.9%2,8860.5%Computer and TechnologyRIORio Tinto Group$717,541$28,288 ▲4.1%12,2010.5%Basic MaterialsTSTenaris$685,851$22,032 ▲3.3%18,1490.5%Industrial ProductsNVDANVIDIA$600,637$20,948 ▲3.6%4,4730.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$581,165$581,165 ▲New Holding2,0050.4%ETFBTGB2Gold$579,978$19,496 ▲3.5%237,6960.4%Basic MaterialsNTRNutrien$553,200$84,667 ▲18.1%12,3620.4%Basic MaterialsMOSMosaic$538,032$162,966 ▲43.4%21,8890.4%Basic MaterialsBSXBoston Scientific$526,0950.0%5,8900.3%MedicalNEMNewmont$523,716$19,764 ▲3.9%14,0710.3%Basic MaterialsBHPBHP Group$516,377$22,950 ▲4.7%10,5750.3%Basic MaterialsCNQCanadian Natural Resources$476,602$19,880 ▲4.4%15,4390.3%Oils/EnergyICLICL Group$465,139$175,938 ▲60.8%93,9040.3%Basic MaterialsITOTiShares Core S&P Total U.S. Stock Market ETF$460,867$99,557 ▲27.6%3,5830.3%ETFDINOHF Sinclair$404,968$78,722 ▲24.1%11,5540.3%Oils/EnergySSRMSSR Mining$341,670$13,467 ▲4.1%48,9160.2%Basic MaterialsSBSWSibanye Stillwater$321,638$15,890 ▲5.2%97,4660.2%Basic MaterialsCALMCal-Maine Foods$315,244$279,119 ▼-47.0%3,0630.2%Basic MaterialsCTRACoterra Energy$303,415$12,055 ▲4.1%11,8800.2%Oils/EnergyXLKTechnology Select Sector SPDR Fund$289,7360.0%1,2460.2%ETFAMZNAmazon.com$282,018$19,313 ▲7.4%1,2850.2%Retail/WholesaleHPHelmerich & Payne$281,040$11,623 ▲4.3%8,7770.2%Oils/EnergySCCOSouthern Copper$266,008$10,571 ▲4.1%2,9190.2%Basic MaterialsSCHXSchwab US Large-Cap ETF$265,587$186,639 ▲236.4%11,4580.2%ETFSPYSPDR S&P 500 ETF Trust$235,780$4,106 ▲1.8%4020.2%FinanceCVSCVS Health$206,4490.0%4,5990.1%MedicalESEversource Energy$202,2340.0%3,5210.1%UtilitiesFSCOFS Credit Opportunities$117,3380.0%17,2050.1%Financial ServicesGEFGreif$0$282,471 ▼-100.0%00.0%Industrial ProductsVEAVanguard FTSE Developed Markets ETF$0$229,195 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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