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| Name: |
Cadence Wealth Management LLC |
| City: |
WESTBOROUGH |
| State: |
MA |
| Zip: |
01581 |
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data |
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Filing Period: |
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| Holdings
Found :
5 |
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Page 1 of 1 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
XOP |
SPDR S&P Oil & Gas Explorat... |
29 |
New |
$151.31 |
$293,000 |
1,889 |
0.3% |
293,000 |
1,889 |
0 |
Closed - End Fund - E... |
|
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ITOT |
iShares Core S&P Total US |
34 |
New |
$116.55 |
$219,000 |
1,900 |
0.23% |
219,000 |
1,900 |
0.001 |
Closed - End Fund - E... |
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SCHX |
Schwab Strategic Trust |
37 |
New |
$62.84 |
$214,000 |
3,448 |
0.22% |
214,000 |
3,448 |
0 |
Closed - End Fund - Debt |
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AMZN |
Amazon.com Inc |
36 |
New |
$185.99 |
$214,000 |
1,186 |
0.22% |
214,000 |
1,186 |
0 |
Internet Software & S... |
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SPY |
Standard & Poors Depository... |
39 |
New |
$529.78 |
$203,000 |
389 |
0.21% |
203,000 |
389 |
0 |
Closed - End Fund - E... |
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