0001951757-24-000184.txt : 20240205
0001951757-24-000184.hdr.sgml : 20240205
20240205114538
ACCESSION NUMBER: 0001951757-24-000184
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240205
DATE AS OF CHANGE: 20240205
EFFECTIVENESS DATE: 20240205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cadence Wealth Management LLC
CENTRAL INDEX KEY: 0001845250
ORGANIZATION NAME:
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: 24594646
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
X0202
13F-HR
LIVE
false
false
false
0001845250
XXXXXXXX
12-31-2023
12-31-2023
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
02-05-2024
0
39
127376859
false
INFORMATION TABLE
2
F_13F_Cadence_Q42023.xml
B2GOLD CORP
COM
11777Q209
529091
167434
SH
SOLE
0
0
167434
EVERSOURCE ENERGY
COM
30040W108
217332
3521
SH
SOLE
0
0
3521
META PLATFORMS INC
CL A
30303M102
706932
1997
SH
SOLE
0
0
1997
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
97552
17205
SH
SOLE
0
0
17205
ICL GROUP LTD
SHS
M53213100
256211
51140
SH
SOLE
0
0
51140
ISHARES SILVER TR
ISHARES
46428Q109
17638881
809866
SH
SOLE
0
0
809866
VANECK ETF TRUST
JUNIOR GOLD MINE
92189F791
13252284
349572
SH
SOLE
0
0
349572
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
20347251
656151
SH
SOLE
0
0
656151
NANOSTRING TECHNOLOGIES INC
COM
63009R109
14211
18989
SH
SOLE
0
0
18989
NUTRIEN LTD
COM
67077M108
531661
9436
SH
SOLE
0
0
9436
NVIDIA CORPORATION
COM
67066G104
248975
503
SH
SOLE
0
0
503
SELECT SECTOR SPDR TR
ENERGY
81369Y506
6151418
73371
SH
SOLE
0
0
73371
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
300443
1561
SH
SOLE
0
0
1561
SIBANYE STILLWATER LTD
SPONSORED ADR
82575P107
448361
82571
SH
SOLE
0
0
82571
SOUTHERN COPPER CORP
COM
84265V105
394287
4581
SH
SOLE
0
0
4581
SPDR GOLD TR
GOLD SHS
78463V107
17442351
91240
SH
SOLE
0
0
91240
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
6015321
314116
SH
SOLE
0
0
314116
ISHARES TR
20 YR TR BD ETF
464287432
23327153
235914
SH
SOLE
0
0
235914
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
4514833
80421
SH
SOLE
0
0
80421
GREIF INC
CL A
397624107
262294
3999
SH
SOLE
0
0
3999
AGNICO EAGLE MINES LTD
COM
008474108
883908
16115
SH
SOLE
0
0
16115
APPLE INC
COM
037833100
553477
2875
SH
SOLE
0
0
2875
BOSTON SCIENTIFIC CORP
COM
101137107
340501
5890
SH
SOLE
0
0
5890
CVS HEALTH CORP
COM
126650100
363137
4599
SH
SOLE
0
0
4599
CANADIAN NAT RES LTD
COM
136385101
443964
6776
SH
SOLE
0
0
6776
HF SINCLAIR CORP
COM
403949100
468455
8430
SH
SOLE
0
0
8430
KINROSS GOLD CORP
COM
496902404
610802
100959
SH
SOLE
0
0
100959
NEWMONT CORP
COM
651639106
648311
15663
SH
SOLE
0
0
15663
PAN AMERN SILVER CORP
COM
697900108
784803
48059
SH
SOLE
0
0
48059
PIONEER NAT RES CO
COM
723787107
394889
1756
SH
SOLE
0
0
1756
SSR MINING IN
COM
784730103
249647
23260
SH
SOLE
0
0
23260
CAL MAINE FOODS INC
COM NEW
128030202
422620
7364
SH
SOLE
0
0
7364
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
229956
5595
SH
SOLE
0
0
5595
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1730984
11937
SH
SOLE
0
0
11937
ISHARES TR
MSCI EMG MKT ETF
464287234
4665348
116025
SH
SOLE
0
0
116025
RIO TINTO PLC
SPONSORED ADR
767204100
596574
8012
SH
SOLE
0
0
8012
BHP GROUP LTD
SPONSORED ADS
088606108
614653
8998
SH
SOLE
0
0
8998
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
470581
6713
SH
SOLE
0
0
6713
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
207407
4330
SH
SOLE
0
0
4330