Notify me when Cadence Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 58 | $190,930,812 | +$32,142,037 | -$10,588,907 | +$21,553,130 | TLT, SLV, XOP, IEF, GLD | 13F-HR | 06 Nov 2025, 16:37 |
| Q2 2025 | 51 | $151,185,688 | +$13,719,204 | -$1,581,738 | +$12,137,466 | TLT, SLV, IEF, GLD, CEF | 13F-HR | 12 Aug 2025, 10:12 |
| Q1 2025 | 45 | $135,300,898 | +$12,472,984 | -$39,153,412 | -$26,680,428 | TLT, SLV, IEF, GLD, CEF | 13F-HR | 06 May 2025, 15:36 |
| Q4 2024 | 47 | $150,966,678 | +$45,593,651 | -$7,573,444 | +$38,020,207 | TLT, GDX, SLV, GLD, GDXJ | 13F-HR | 10 Feb 2025, 17:04 |
| Q3 2024 | 45 | $122,985,394 | +$12,972,157 | -$40,284,569 | -$27,312,412 | TLT, SLV, GLD, CEF, XLE | 13F-HR | 06 Nov 2024, 10:23 |
| Q2 2024 | 47 | $143,056,524 | +$50,312,243 | -$7,168,373 | +$43,143,870 | TLT, GDX, SLV, GDXJ, GLD | 13F-HR | 31 Jul 2024, 15:43 |
| Q1 2024 | 42 | $97,224,982 | +$8,018,412 | -$41,154,655 | -$33,136,243 | TLT, GLD, SLV, XLE, CEF | 13F-HR | 10 May 2024, 09:20 |
| Q4 2023 | 39 | $127,376,859 | +$36,941,371 | -$37,819,199 | -$877,828 | TLT, GDX, SLV, GLD, GDXJ | 13F-HR | 05 Feb 2024, 11:45 |
| Q3 2023 | 42 | $120,390,936 | +$30,726,961 | -$7,095,042 | +$23,631,919 | TLT, GDX, GLD, SLV, GDXJ | 13F-HR | 08 Nov 2023, 08:35 |
| Q2 2023 | 37 | $103,303,483 | +$10,471,270 | -$2,403,357 | +$8,067,913 | TLT, GLD, SLV, XLE, CEF | 13F-HR | 03 Aug 2023, 12:08 |
| Q1 2023 | 31 | $98,209,242 | +$12,813,359 | -$35,041,553 | -$22,228,194 | TLT, SLV, GLD, XLE, CEF | 13F-HR | 04 May 2023, 14:27 |
| Q4 2022 | 26 | $116,642,523 | +$12,788,883 | -$15,369,563 | -$2,580,680 | TLT, GDX, GLD, GDXJ, SLV | 13F-HR | 09 Feb 2023, 16:38 |
| Q3 2022 | 29 | $106,432,000 | +$29,059,342 | -$12,239,226 | +$16,820,116 | TLT, GLD, GDX, SLV, GDXJ | 13F-HR | 14 Nov 2022, 14:57 |
| Q2 2022 | 35 | $96,358,000 | +$21,122,382 | -$23,966,967 | -$2,844,585 | TLT, GLD, SLV, GDXJ, XLE | 13F-HR | 15 Aug 2022, 09:51 |
| Q1 2022 | 36 | $111,763,000 | +$30,724,034 | -$15,974,281 | +$14,749,753 | TLT, SLV, GLD, XLE, GDXJ | 13F-HR | 16 May 2022, 15:12 |
| Q4 2021 | 35 | $91,129,000 | +$9,371,870 | -$10,378,170 | -$1,006,300 | XLE, SLV, TLT, GLD, VEU | 13F-HR | 08 Feb 2022, 18:43 |
| Q3 2021 | 33 | $88,426,000 | +$18,014,170 | -$42,616,423 | -$24,602,253 | XLE, SLV, GLD, TLT, VEU | 13F-HR | 04 Nov 2021, 08:21 |
| Q2 2021 | 34 | $118,434,000 | +$48,541,235 | -$42,470,222 | +$6,071,013 | XLE, SLV, GDX, EEM, GDXJ | 13F-HR | 12 Aug 2021, 08:56 |
| Q1 2021 | 32 | $104,390,000 | $0 | $0 | $0 | SLV, GDX, EEM, XLE, GLD | 13F-HR | 14 May 2021, 18:08 |