Cadence Wealth Management LLC Top Holdings and 13F Report (2025) About Cadence Wealth Management LLCInvestment ActivityCadence Wealth Management LLC has $135.30 million in total holdings as of March 31, 2025.Cadence Wealth Management LLC owns shares of 45 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.22% of the portfolio was purchased this quarter.About 28.94% of the portfolio was sold this quarter.This quarter, Cadence Wealth Management LLC has purchased 47 new stocks and bought additional shares in 30 stocks.Cadence Wealth Management LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $39,027,656iShares Silver Trust $21,975,319iShares 7-10 Year Treasury Bond ETF $11,356,564SPDR Gold Shares $10,344,226SPROTT PHYSICAL GOLD & SILVE $7,784,113 Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 51,077 shares (about $4.87M)iShares Silver Trust 86,365 shares (about $2.68M)SPDR S&P Global Natural Resources ETF 19,209 shares (about $1.02M)Schwab U.S. Large-Cap Value ETF 35,471 shares (about $942.82K)iShares 20+ Year Treasury Bond ETF 9,532 shares (about $867.70K) Largest Sales this Quarter SPDR Gold Shares 17,888 shares (about $5.15M)iShares MSCI Emerging Markets ETF 21,788 shares (about $952.12K)SPROTT PHYSICAL GOLD & SILVE 10,026 shares (about $284.84K)Agnico Eagle Mines 2,616 shares (about $283.60K)Kinross Gold 21,986 shares (about $277.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCadence Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$39,027,656$867,698 ▲2.3%428,73428.8%ETFSLViShares Silver Trust$21,975,319$2,676,451 ▲13.9%709,11016.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$11,356,564$4,871,213 ▲75.1%119,0798.4%ETFGLDSPDR Gold Shares$10,344,226$5,154,248 ▼-33.3%35,9007.6%FinanceSPROTT PHYSICAL GOLD & SILVE$7,784,113$284,839 ▼-3.5%273,9925.8%TR UNITXLEEnergy Select Sector SPDR Fund$7,306,740$86,161 ▲1.2%78,1895.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,274,383$942,819 ▲28.3%160,8123.2%ETFVEUVanguard FTSE All-World ex-US ETF$4,141,892$92,507 ▼-2.2%68,2803.1%ETFGNRSPDR S&P Global Natural Resources ETF$3,526,162$1,022,879 ▲40.9%66,2192.6%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$3,236,371$69,279 ▲2.2%24,5722.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,426,615$544,478 ▲28.9%53,6151.8%ETFEEMiShares MSCI Emerging Markets ETF$1,174,289$952,121 ▼-44.8%26,8720.9%FinanceVOEVanguard Mid-Cap Value ETF$1,167,162$231,024 ▼-16.5%7,2700.9%ETFMETAMeta Platforms$1,157,523$576 ▲0.0%2,0080.9%Computer and TechnologyAEMAgnico Eagle Mines$1,112,720$283,600 ▼-20.3%10,2640.8%Basic MaterialsPAASPan American Silver$1,062,388$34,664 ▲3.4%41,1300.8%Basic MaterialsBTGB2Gold$831,884$154,450 ▲22.8%291,8890.6%Basic MaterialsNEMNewmont$819,107$139,769 ▲20.6%16,9660.6%Basic MaterialsKGCKinross Gold$785,363$277,243 ▼-26.1%62,2810.6%Basic MaterialsRIORio Tinto Group$775,693$42,657 ▲5.8%12,9110.6%Basic MaterialsTSTenaris$744,811$35,003 ▲4.9%19,0440.6%IndustrialsBHPBHP Group$679,803$166,492 ▲32.4%14,0050.5%Basic MaterialsNTRNutrien$639,402$25,381 ▲4.1%12,8730.5%Basic MaterialsMOSMosaic$628,091$36,869 ▲6.2%23,2540.5%Basic MaterialsBSXBoston Scientific$594,1830.0%5,8900.4%MedicalHPHelmerich & Payne$578,323$349,068 ▲152.3%22,1410.4%EnergyDINOHF Sinclair$558,039$178,144 ▲46.9%16,9720.4%EnergyVTIVanguard Total Stock Market ETF$555,071$4,122 ▲0.7%2,0200.4%ETFCNQCanadian Natural Resources$514,730$39,208 ▲8.2%16,7120.4%EnergySSRMSSR Mining$504,124$13,773 ▲2.8%50,2900.4%Basic MaterialsAAPLApple$497,103$143,933 ▼-22.5%2,2380.4%Computer and TechnologySBSWSibanye Stillwater$490,898$44,504 ▲10.0%107,1830.4%Basic MaterialsNVDANVIDIA$480,198$4,552 ▼-0.9%4,4310.4%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$473,231$36,111 ▲8.3%3,8790.3%ETFICLICL Group$462,009$65,430 ▼-12.4%82,2550.3%Basic MaterialsCTRACoterra Energy$368,504$25,172 ▲7.3%12,7510.3%EnergyCVSCVS Health$311,5820.0%4,5990.2%MedicalSCCOSouthern Copper$291,128$18,318 ▲6.7%3,1150.2%Basic MaterialsCALMCal-Maine Foods$279,518$1,091 ▲0.4%3,0750.2%Basic MaterialsXLKTechnology Select Sector SPDR Fund$274,845$17,552 ▲6.8%1,3310.2%ETFSCHXSchwab US Large-Cap ETF$271,446$18,459 ▲7.3%12,2940.2%ETFAMZNAmazon.com$242,289$2,284 ▼-0.9%1,2730.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$235,389$10,623 ▲4.7%4210.2%FinanceESEversource Energy$218,7160.0%3,5210.2%UtilitiesFSCOFS Credit Opportunities$121,2950.0%17,2050.1%Financial ServicesGDXVanEck Gold Miners ETF$0$19,267,108 ▼-100.0%00.0%ETFGDXJVanEck Junior Gold Miners ETF$0$12,394,523 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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