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Home > Institutional Investor > Cadence Wealth Management Llc > Profile

Instuitional Investor - Cadence Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Cadence Wealth Management Llc
Portfolio Value $127,376,859
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 235,914 $23,327,153 18.31%
2.
Vaneck Etf Trust
 656,151 $20,347,251 15.97%
3.
Ishares Trust
 SLV 809,866 $17,638,881 13.84%
4.
Spdr Gold Trust
 GLD 91,240 $17,442,351 13.69%
5.
Vaneck Etf Trust
 349,572 $13,252,284 10.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)