Cadence Wealth Management LLC Purchases in Q3 2025

Cadence Wealth Management LLC

  • $188 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
117K
+ 476.79%
$121.81 - $137.24 $14.3M - $16.1M
142K $18.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
66.6K
New
$82.38 - $83.0 $5.49M - $5.53M
66.6K $5.52M
TLT
Ishares Barclays 20+ Year Trea

ETFs
69.5K
+ 16.2%
$85.01 - $90.35 $5.9M - $6.27M
498K $44.5M
EDV
Vanguard Extended Duration Tre

ETFs
44.9K
New
$63.28 - $69.5 $2.84M - $3.12M
44.9K $3.07M
GLD
Spdr Gold Trust

ETFs
1.42K
+ 3.96%
$300.96 - $355.47 $428K - $505K
37.3K $13.3M
IEF
Ishares Barclays

ETFs
27.5K
+ 23.05%
$93.91 - $97.26 $2.58M - $2.67M
147K $14.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
47.4K
+ 29.48%
$27.61 - $29.15 $1.31M - $1.38M
208K $6.06M
GNR
Spdr S&P Global Natural Resour

ETFs
17.9K
+ 27.01%
$54.23 - $59.34 $970K - $1.06M
84.1K $4.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.5K
+ 19.51%
$49.43 - $54.52 $517K - $570K
64.1K $3.47M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.95K
+ 2.86%
$66.38 - $71.68 $130K - $140K
70.2K $5.01M
VALE
Vale S.A.

Basic Materials
43.5K
New
$9.53 - $10.95 $414K - $476K
43.5K $471K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
738
New
$567.77 - $614.76 $419K - $454K
738 $451K
DINO
Hf Sinclair Corp

Energy
1.98K
+ 11.67%
$42.11 - $54.01 $83.4K - $107K
19K $992K
XLE
Energy Sector Spdr

ETFs
8.39K
+ 10.72%
$84.25 - $91.99 $706K - $771K
86.6K $7.73M
ALB
Albemarle Corp

Basic Materials
5.03K
New
$62.9 - $88.1 $316K - $443K
5.03K $407K
NVDA
Nvidia Corp

Technology
78
+ 1.76%
$153.3 - $186.58 $12K - $14.6K
4.51K $841K
HP
Helmerich & Payne, Inc.

Energy
19.2K
+ 86.75%
$15.35 - $22.65 $295K - $435K
41.3K $913K
META
Meta Platforms, Inc.

Communication Services
10
+ 0.5%
$695.21 - $791.73 $6.95K - $7.92K
2.02K $1.48M
CTRA
Coterra Energy Inc.

Energy
15.3K
+ 119.67%
$23.09 - $25.45 $352K - $388K
28K $662K
MOS
Mosaic CO

Basic Materials
3.31K
+ 14.24%
$30.93 - $37.81 $102K - $125K
26.6K $921K
VEA
Vanguard Ftse Developed Market

ETFs
4.54K
New
$56.02 - $60.3 $254K - $274K
4.54K $271K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.11K
+ 28.59%
$135.0 - $146.02 $150K - $162K
4.99K $726K
PSIX
Power Solutions International, Inc.

Industrials
2.5K
New
$63.95 - $115.78 $160K - $289K
2.5K $247K
TSLA
Tesla, Inc.

Consumer Cyclical
519
New
$293.94 - $444.72 $153K - $231K
519 $230K
NTR
Nutrien Ltd.

Basic Materials
1.89K
+ 14.68%
$55.69 - $62.11 $105K - $117K
14.8K $866K
CHWY
Chewy, Inc.

Consumer Cyclical
5.45K
New
$34.27 - $42.33 $187K - $231K
5.45K $220K
RIO
Rio Tinto PLC

Basic Materials
2.01K
+ 15.53%
$57.66 - $66.01 $116K - $132K
14.9K $984K
BHP
Bhp Group LTD

Basic Materials
1.83K
+ 13.08%
$48.67 - $56.22 $89.2K - $103K
15.8K $882K
ABBV
Abb Vie Inc.

Healthcare
867
New
$184.85 - $231.54 $160K - $201K
867 $200K
XLK
Technology Sector Spdr

ETFs
276
+ 20.74%
$250.97 - $282.66 $69.3K - $78K
1.61K $452K
SCCO
Southern Copper Corp

Basic Materials
491
+ 15.76%
$90.54 - $121.36 $44.5K - $59.6K
3.61K $437K
CNQ
Canadian Natural Resources LTD

Energy
2.65K
+ 15.84%
$29.31 - $32.93 $77.6K - $87.2K
19.4K $618K
ICL
Icl Group Ltd.

Basic Materials
8.88K
+ 10.79%
$5.93 - $7.31 $52.6K - $64.9K
91.1K $566K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.69K
+ 13.78%
$24.46 - $26.5 $41.4K - $44.9K
14K $368K
AMZN
Amazon Com Inc

Consumer Cyclical
55
+ 4.32%
$211.65 - $238.24 $11.6K - $13.1K
1.33K $291K
CALM
Cal Maine Foods Inc

Consumer Defensive
341
+ 11.09%
$94.1 - $119.16 $32.1K - $40.6K
3.42K $321K
TS
Tenaris Sa

Energy
2.35K
+ 12.33%
$34.66 - $38.85 $81.4K - $91.3K
21.4K $765K
J P Morgan Exchange Traded F
29.5K
New
N/A
29.5K $0
Barrick Mng Corp
37.6K
New
N/A
37.6K $0
FSCO
Fs Cr Opportunities Corp Com
325
+ 1.89%
N/A
17.5K $0
Activity Summary
Buys All Purchases 41 New Holdings 13 Increased Positions 28 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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