StockDriftsStockDriftsTop 50 Cadence Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | 19.96% | 551.8K | $47.8M | -4.03%(-23.20K) | $104.52(-18.75%) | 2026-03-31 | |
| XOP | SPDR SERIES TRUST | 15.7% | 207.0K | $37.6M | -12.26%(-28.93K) | $131.11(+29.06%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 10.39% | 383.6K | $24.9M | +80.65%(+171.25K) | $66.08(-4.94%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 8.88% | 312.5K | $21.3M | -1.15%(-3.65K) | $24.38(+209.74%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 6.72% | 37.4K | $16.1M | +0.65%(+242) | $177.84(+140.22%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.76% | 119.6K | $11.4M | +44.03%(+36.57K) | $95.21(-0.99%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 4.36% | 170.8K | $10.5M | +0.93%(+1.58K) | $27.16(+113.82%) | 2026-03-31 | |
| CEF | SPROTT ASSET MANAGEMENT LP | 4.26% | 214.1K | $10.2M | -8.71%(-20.42K) | $17.59(+186.71%) | 2026-03-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.87% | 225.4K | $6.9M | +1.95%(+4.30K) | $26.00(+26.80%) | 2026-03-31 | |
| GNR | SPDR INDEX SHS FDS | 2.81% | 90.1K | $6.7M | +1.71%(+1.51K) | $55.26(+36.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.07% | +68.82% |
| Top 20 Holdings Unweighted | +20.77% | +76.16% |
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