0001845250-22-000003.txt : 20220815
0001845250-22-000003.hdr.sgml : 20220815
20220815095119
ACCESSION NUMBER: 0001845250-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220815
DATE AS OF CHANGE: 20220815
EFFECTIVENESS DATE: 20220815
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cadence Wealth Management LLC
CENTRAL INDEX KEY: 0001845250
IRS NUMBER: 273251882
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21233
FILM NUMBER: 221163017
BUSINESS ADDRESS:
STREET 1: 1800 WEST PARK DRIVE SUITE 330
CITY: WESTBOROUGH
STATE: MA
ZIP: 01581
BUSINESS PHONE: 5088980400
MAIL ADDRESS:
STREET 1: 1800 WEST PARK DRIVE SUITE 330
CITY: WESTBOROUGH
STATE: MA
ZIP: 01581
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001845250
XXXXXXXX
06-30-2022
06-30-2022
Cadence Wealth Management LLC
1800 WEST PARK DRIVE SUITE 330
WESTBOROUGH
MA
01581
13F HOLDINGS REPORT
028-21233
N
Tom Shiffer
Chief Compliance Officer
(508) 898-0400
Tom Shiffer
Westborough
MA
08-15-2022
0
35
96477
false
INFORMATION TABLE
2
13fQ22022cadence.xml
Gold Fields Ltd
COM
38059T106
113
12343
SH
SOLE
0
0
12343
First TRUST Mortgage Inc
COM
33735K108
119
10187
SH
SOLE
0
0
10187
The Macerich Co
COM
554382101
128
14729
SH
SOLE
0
0
14729
Nuveen Inter Dur Qlty Mu
COM
670677103
158
12458
SH
SOLE
0
0
12458
Annaly Capital Mgmt
COM
035710409
191
32385
SH
SOLE
0
0
32385
Intel Corp
COM
458140100
200
5342
SH
SOLE
0
0
5342
Rio Tinto Plc Spon Adr
COM
767204100
204
3342
SH
SOLE
0
0
3342
Canadian Natural Res
COM
136385101
207
3857
SH
SOLE
0
0
3857
Honda Motor Co Ltd
COM
438128308
207
8587
SH
SOLE
0
0
8587
Southern Copper Corp D
COM
84265V105
234
4695
SH
SOLE
0
0
4695
Eaton Vance Ltd Duration
COM
27828H105
236
22849
SH
SOLE
0
0
22849
Eversource Energy
COM
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257
3042
SH
SOLE
0
0
3042
Nutrien Ltd
COM
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278
3489
SH
SOLE
0
0
3489
Sector Spdr Util Select
COM
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311
4438
SH
SOLE
0
0
4438
Facebook Inc Class A
COM
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316
1962
SH
SOLE
0
0
1962
Pan Amern Silver Corp
COM
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322
16350
SH
SOLE
0
0
16350
Schw Emg Mkt Eq Etf
COM
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379
14941
SH
SOLE
0
0
14941
Agnico Eagle Mines
COM
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388
8489
SH
SOLE
0
0
8489
Schw Intl Eq Etf
COM
808524805
392
12458
SH
SOLE
0
0
12458
C V S Caremark Corp
COM
126650100
426
4599
SH
SOLE
0
0
4599
Sector Spdr Tech Select
COM
81369Y803
499
3927
SH
SOLE
0
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Apple Inc
COM
037833100
519
3794
SH
SOLE
0
0
3794
Schw US Lcap Val Etf
COM
808524409
543
8699
SH
SOLE
0
0
8699
Vanguard Mid Cap Value
COM
922908512
906
6997
SH
SOLE
0
0
6997
Royce Value TRUST Inc
COM
780910105
1043
74671
SH
SOLE
0
0
74671
Gabelli Div And Inc Tr
COM
36242H104
1164
56939
SH
SOLE
0
0
56939
Tompkins Finl
COM
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3424
47485
SH
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Ishares Msci Emrg Mkt Fd
COM
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3547
88454
SH
SOLE
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88454
Sprott Physical Gold & S
COM
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4014
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SH
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0
0
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Vanguard Intl Eqty Index
COM
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4341
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SOLE
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Sector Spdr Engy Select
COM
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6033
84365
SH
SOLE
0
0
84365
Market Vectors Etf
COM
57060U589
8368
261498
SH
SOLE
0
0
261498
Ishares Silver TRUST
COM
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15453
829006
SH
SOLE
0
0
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Spdr Gold TRUST
COM
78463V107
17614
104560
SH
SOLE
0
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Ishares Tr Barclays Bond
COM
464287432
23943
208438
SH
SOLE
0
0
208438