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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

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Holdings Found : 15     View All Holdings Currently Viewing:  Decreased 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
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 2 - $220.89 $15,201,000 73,893 15.63% -2,241,000 -17,347 0.017    Closed - End Fund - E...
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 3 - $27.12 $15,143,000 665,618 15.58% -2,496,000 -144,248 0.109    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 4 - $93.91 $6,869,000 72,755 7.06% 718,000 -616 0.002    Closed - End Fund - E...
   (CEF)1 Year Chart         CEF Sprott Physical Gold & Silv... 5 - $22.56 $6,045,000 297,192 6.22% 30,000 -16,924 0.118    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 6 - $43.51 $4,751,000 115,644 4.89% 86,000 -381 0.002    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 7 - $57.31 $4,706,000 80,232 4.84% 191,000 -189 0.016    Closed - End Fund - F...
   (CNQ)1 Year Chart         CNQ Canadian Natural Resource (... 16 - $76.03 $513,000 6,723 0.53% 69,000 -53 0.001    Independent Oil & Gas
   (DINO)1 Year Chart         DINO Hf Sinclair Corp 17 - $56.94 $502,000 8,316 0.52% 34,000 -114 0.004    N/A
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp 19 - $115.17 $482,000 4,525 0.5% 88,000 -56 0.001    Gold
   (KGC)1 Year Chart         KGC Kinross Gold Corporation (USA) 20 - $7.85 $476,000 77,621 0.49% -135,000 -23,338 0.006    Gold
   (SCHV)1 Year Chart         SCHV Schwab Strategic Trust 21 - $75.62 $470,000 6,183 0.48% -1,000 -530 0.005    Closed - End Fund - Debt
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 22 - $275.32 $460,000 1,751 0.47% 65,000 -5 0.001    Independent Oil & Gas
   (CALM)1 Year Chart         CALM Cal Maine Foods Inc 24 - $57.80 $429,000 7,294 0.44% 6,000 -70 0.017    Farm Products
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 25 - $946.30 $421,000 466 0.43% 172,000 -37 0    Semiconductor - Speci...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 30 - $213.03 $288,000 1,385 0.3% -12,000 -176 0    Closed - End Fund - E...
      15 Records Found
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