Cadence Wealth Management LLC Incresed Positions in Q4 2024

Cadence Wealth Management LLC

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
2.56K
+ 41.52%
$160.89 - $176.18 $411K - $450K
8.71K $1.41M
SCHV
Schwab Strategic Tr Us Large C

ETFs
88.7K
+ 241.86%
$25.79 - $80.4 $2.29M - $7.13M
125K $3.27M
ICL
Icl Group Ltd.

Basic Materials
35.5K
+ 60.84%
$3.92 - $5.13 $139K - $182K
93.9K $463K
GNR
Spdr S&P Global Natural Resour

ETFs
9.58K
+ 25.61%
$48.67 - $58.43 $466K - $560K
47K $2.34M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
1.18K
+ 5.16%
$125.5 - $148.67 $148K - $175K
24K $3.18M
AAPL
Apple Inc.

Technology
458
+ 18.86%
$221.69 - $259.02 $102K - $119K
2.89K $722K
MOS
Mosaic CO

Basic Materials
6.63K
+ 43.45%
$23.87 - $28.34 $158K - $188K
21.9K $538K
TS
Tenaris Sa

Energy
583
+ 3.32%
$31.3 - $39.08 $18.2K - $22.8K
18.1K $685K
ITOT
Ishares Core S&P Total U.S. St

ETFs
774
+ 27.55%
$124.26 - $134.12 $96.2K - $104K
3.58K $460K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.98K
+ 13.61%
$44.04 - $49.49 $219K - $247K
41.6K $1.83M
SSRM
Ssr Mining Inc.

Basic Materials
1.93K
+ 4.1%
$5.28 - $8.12 $10.2K - $15.7K
48.9K $340K
AMZN
Amazon Com Inc

Consumer Cyclical
88
+ 7.35%
$180.88 - $232.93 $15.9K - $20.5K
1.29K $281K
NTR
Nutrien Ltd.

Basic Materials
1.89K
+ 18.07%
$44.04 - $50.78 $83.3K - $96.1K
12.4K $553K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.05%
$554.08 - $632.68 $554 - $633
2.01K $1.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.05K
+ 236.41%
$22.4 - $68.28 $180K - $550K
11.5K $265K
CTRA
Coterra Energy Inc.

Energy
472
+ 4.14%
$22.71 - $27.63 $10.7K - $13K
11.9K $303K
HP
Helmerich & Payne, Inc.

Energy
363
+ 4.31%
$30.3 - $36.81 $11K - $13.4K
8.78K $281K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 1.77%
$567.81 - $607.81 $3.97K - $4.25K
402 $235K
KGC
Kinross Gold Corp

Basic Materials
1.49K
+ 1.8%
$9.03 - $10.75 $13.4K - $16K
84.3K $781K
PAAS
Pan American Silver Corp

Basic Materials
1.23K
+ 3.19%
$19.94 - $25.85 $24.5K - $31.8K
39.8K $804K
AEM
Agnico Eagle Mines LTD

Basic Materials
307
+ 2.44%
$75.99 - $88.85 $23.3K - $27.3K
12.9K $1.01M
DINO
Hf Sinclair Corp

Energy
2.25K
+ 24.13%
$33.69 - $47.67 $75.7K - $107K
11.6K $405K
XLE
Energy Sector Spdr

ETFs
1.71K
+ 2.27%
$83.32 - $97.27 $143K - $167K
77.3K $6.62M
CNQ
Canadian Natural Resources LTD

Energy
644
+ 4.35%
$29.51 - $37.6 $19K - $24.2K
15.4K $476K
SCCO
Southern Copper Corp

Basic Materials
116
+ 4.14%
$91.13 - $117.95 $10.6K - $13.7K
2.92K $266K
SBSW
Sibanye Stillwater LTD

Basic Materials
4.82K
+ 5.2%
$3.24 - $5.22 $15.6K - $25.1K
97.5K $321K
BHP
Bhp Group LTD

Basic Materials
470
+ 4.65%
$48.78 - $62.43 $22.9K - $29.3K
10.6K $516K
RIO
Rio Tinto PLC

Basic Materials
481
+ 4.1%
$58.59 - $71.15 $28.2K - $34.2K
12.2K $717K
BTG
B2 Gold Corp

Basic Materials
7.99K
+ 3.48%
$2.42 - $3.47 $19.3K - $27.7K
238K $579K
NEM
Newmont Corp

Basic Materials
531
+ 3.92%
$37.0 - $58.68 $19.6K - $31.2K
14.1K $523K
TLT
Ishares Barclays 20+ Year Trea

ETFs
24.4K
+ 6.19%
$87.1 - $98.49 $2.13M - $2.41M
419K $36.6M
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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