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Home > Institutional Investor > Cadence Wealth Management Llc > 13F Holdings

Instuitional Investor - Cadence Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 210,558 $32,480,699 14.55%
2.
Sector Spdr Trust
 XLE 537,917 $28,568,756 12.8%
3.
Ishares Trust
 IEF 288,384 $24,922,145 11.16%
4.
Ishares Trust
 SLV 370,232 $19,796,305 8.87%
5.
Vanguard World Fd
 275,654 $17,939,562 8.03%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.