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CADENCE WEALTH MANAGEMENT LLC
CADENCE WEALTH MANAGEMENT LLC
Latest filing: 2026-06-30
CADENCE WEALTH MANAGEMENT LLC runs CADENCE WEALTH MANAGEMENT LLC and currently holds 63 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $223.27M. Their top holdings are XOP, XLE, TLT, SLV, EDV. The top five represent 55.4% of reported portfolio weight. CADENCE WEALTH MANAGEMENT LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CADENCE WEALTH MANAGEMENT LLC initiated 6 new positions. They added to 44 existing positions. They trimmed 10 positions. Their current best-performing preview position is CVS with returns of +44.04%.
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63 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 XOP SPDR SERIES TRUST | 14.55% | $131.58 | $189.44 | +43.97% | Added +1.72% |
 XLE SELECT SECTOR SPDR TR | 12.80% | $45.40 | $63.62 | +40.13% | Added +214.95% |
 TLT ISHARES TR | 11.16% | $102.27 | $82.05 | -19.77% | Trimmed -47.74% |
 SLV ISHARES SILVER TR | 8.87% | $29.08 | $62.72 | +115.68% | Added +18.47% |
 EDV VANGUARD WORLD FD | 8.03% | $65.39 | $59.51 | -8.99% | Trimmed -28.14% |
 GLD SPDR GOLD TR | 6.28% | $178.24 | $423.45 | +137.57% | Added +1.73% |
 IEF ISHARES TR | 6.10% | $94.58 | $92.82 | -1.86% | Added +20.44% |
 CEF SPROTT ASSET MANAGEMENT LP | 3.73% | $17.50 | $47.27 | +170.11% | Trimmed -3.24% |
 SCHV SCHWAB STRATEGIC TR | 3.58% | $26.54 | $34.94 | +31.63% | Added +2.02% |
 GNR SPDR INDEX SHS FDS | 2.70% | $55.61 | $79.23 | +42.47% | Trimmed -0.72% |
Showing 1-10 of 63