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  Name: Cadence Wealth Management LLC
  City: WESTBOROUGH
  State: MA
  Zip: 01581
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $97,226,000
  Total Value Change : $-30,149,000
  Securities Held Change : 3
   
All Securities Held : 42
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 18
  Unchanged Positions : 4
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     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
   (GDX)1 Year Chart         GDX VanEck Vectors Gold Miners ETF 44 Closed $34.07 $0 0 0% -20,347,000 -656,151 0    Closed - End Fund - E...
   (GDXJ)1 Year Chart         GDXJ Market Vectors Junior Gold ... 43 Closed $44.40 $0 0 0% -13,252,000 -349,572 0    Closed - End Fund - Debt

      2 Records Found
  1    
Page 1 of 1
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