Cadence Wealth Management LLC
Q1 2025 13F Holdings
- Locationwestborough, MA
- Num holdings
45
- Value ($000)
$135,301
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001845250
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $39.03M | 29 % | 428,734 | ||
SLV ISHARES SILVER TR | ISHARES | 46428Q109 | $21.98M | 16 % | 709,110 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $11.36M | 8 % | 119,079 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $10.34M | 8 % | 35,900 | ||
CEF/U SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 85208R101 | $7.78M | 6 % | 273,992 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $7.31M | 5 % | 78,189 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $4.27M | 3 % | 160,812 | ||
VEU VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | $4.14M | 3 % | 68,280 | ||
GNR SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 | $3.53M | 3 % | 66,219 | ||
KRE SPDR SER TR | S&P OILGAS EXP | 78468R556 | $3.24M | 2 % | 24,572 |
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