CADENCE WEALTH MANAGEMENT LLC 13F Portfolio
CADENCE WEALTH MANAGEMENT LLC runs CADENCE WEALTH MANAGEMENT LLC and currently holds 63 stock positions, which is fewer than the average of 231 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%.
Portfolio Value
$223.27M
Alpha Score
35.8
#0 of 1000
Holdings
63
CADENCE WEALTH MANAGEMENT LLC Current 13F Holdings
Reported holdings from CADENCE WEALTH MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
63 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 XOP SPDR SERIES TRUST | 14.55% | $131.58 | $191.50 | +45.54% | Added +1.72% |
 XLE SELECT SECTOR SPDR TR | 12.80% | $45.40 | $65.09 | +43.37% | Added +214.95% |
 TLT ISHARES TR | 11.16% | $102.27 | $77.98 | -23.75% | Trimmed -47.74% |
 SLV ISHARES SILVER TR | 8.87% | $29.08 | $54.79 | +88.41% | Added +18.47% |
 EDV VANGUARD WORLD FD | 8.03% | $65.39 | $55.25 | -15.51% | Trimmed -28.14% |
 GLD SPDR GOLD TR | 6.28% | $178.24 | $384.62 | +115.79% | Added +1.73% |
 IEF ISHARES TR | 6.10% | $94.58 | $89.40 | -5.48% | Added +20.44% |
 CEF SPROTT ASSET MANAGEMENT LP | 3.73% | $17.50 | $41.67 | +138.11% | Trimmed -3.24% |
 SCHV SCHWAB STRATEGIC TR | 3.58% | $26.54 | $33.94 | +27.86% | Added +2.02% |
 GNR SPDR INDEX SHS FDS | 2.70% | $55.61 | $75.54 | +35.83% | Trimmed -0.72% |
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