Cadence Wealth Management LLC Purchases and Sells in Q3 2025

Cadence Wealth Management LLC

$188 Million
Q3 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOP	117K + 476.79%	$121.81 - $137.24 $14.3M - $16.1M	142K $18.7M
TLT	69.5K + 16.2%	$85.01 - $90.35 $5.9M - $6.27M	498K $44.5M
GLD	1.42K + 3.96%	$300.96 - $355.47 $428K - $505K	37.3K $13.3M
IEF	27.5K + 23.05%	$93.91 - $97.26 $2.58M - $2.67M	147K $14.1M
SCHV	47.4K + 29.48%	$27.61 - $29.15 $1.31M - $1.38M	208K $6.06M
GNR	17.9K + 27.01%	$54.23 - $59.34 $970K - $1.06M	84.1K $4.98M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	66.6K New	$82.38 - $83.0 $5.49M - $5.53M	66.6K $5.52M
EDV	44.9K New	$63.28 - $69.5 $2.84M - $3.12M	44.9K $3.07M
FANG	3.61K New	$134.53 - $152.5 $486K - $551K	3.61K $517K
VALE	43.5K New	$9.53 - $10.95 $414K - $476K	43.5K $471K
VOO	738 New	$567.77 - $614.76 $419K - $454K	738 $451K
ALB	5.03K New	$62.9 - $88.1 $316K - $443K	5.03K $407K

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOE	-4.29K - 59.04%	$164.63 - $174.58 $707K - $749K	2.98K $519K
EEM	-11.9K - 44.17%	$48.07 - $53.4 $571K - $634K	15K $801K
VTI	-992 - 49.11%	$303.93 - $329.86 $301K - $327K	1.03K $337K
SPY	-120 - 28.5%	$617.65 - $666.84 $74.1K - $80K	301 $200K
AAPL	-92 - 4.11%	$202.38 - $256.87 $18.6K - $23.6K	2.15K $546K
AEM	-3.17K - 30.86%	$116.14 - $168.56 $368K - $534K	7.1K $1.2M

Activity Summary All Purchases 41 New Holdings 13 Increased Positions 28 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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