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Gold & Precious Metals

Gold and precious metals attract capital when currencies, deficits, and central bank policy look unstable, and silver adds genuine industrial demand on top. The group is one of the few that often rises when equities fall.

133 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3101
WA
Whipplewood Advisors
Colorado
$47.7K -$16.9K 4 0.03% Reduced
3102
NWS
Nvest Wealth Strategies
Ohio
$47.6K +$342 5 0.03% Increased
3103
VWM
Vermillion Wealth Management
Minnesota
$47.6K +$191 10 0.01% Increased
3104
ABWM
Alpine Bank Wealth Management
Colorado
$47.1K +$54.4K 3 0.01% New
3105
HIW
Holos Integrated Wealth
Pennsylvania
$47K +$190 2 0.02% Increased
3106
KCM
Key Capital Management
Tennessee
$46.3K +$12.4K 2 0.02% Increased
3107
WE
Wealth Effects
Massachusetts
$45.8K $0 1 0.01% Maintained
3108
CHA
Cooper/Haims Advisors
New York
$45.4K +$29.6K 1 0.02% Increased
3109
CNBT
Cornerstone National Bank & Trust
Illinois
$45.1K $0 1 0.02% Maintained
3110
BSC
Brown Shipley & Co
United Kingdom
$45.1K -$699K 2 0.02% Reduced
3111
FPB
First PREMIER Bank
South Dakota
$44K $0 1 0.01% Maintained
3112
PFG
Prospect Financial Group
Virginia
$43.1K +$2.79K 1 0.03% Increased
3113
OFP
OLIO Financial Planning
Virginia
$43K $0 1 0.01% Maintained
3114
KFG
Kingdom Financial Group
Arizona
$42.7K -$5.58K 6 0.01% Reduced
3115
FB
First Bancorp
Maine
$42.2K +$49.2K 1 0.02% New
3116
RFS
Richardson Financial Services
Massachusetts
$42.1K -$7.76K 3 0.02% Reduced
3117
BG
Bollard Group
Massachusetts
$42K +$109 1 0% Increased
3118
FFA
Founders Financial Alliance
North Carolina
$41.7K -$543K 3 0.01% Reduced
3119
GJIA
Glass Jacobson Investment Advisors
Maryland
$40K -$279K 1 0.01% Reduced
3120
FNWA
Financial Network Wealth Advisors
Utah
$39.7K -$3.71K 4 0.04% Reduced
3121
PWMG
Prestige Wealth Management Group
New Jersey
$39.3K -$10.5K 8 0.01% Reduced
3122
AW
Avion Wealth
Texas
$39K +$6.9K 4 0.01% Increased
3123
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K +$18.9K 5 0.01% Increased
3124
GSC
Ground Swell Capital
South Carolina
$38.6K +$40.3K 1 0.04% New
3125
FCI
Financial Counselors Inc
Kansas
$38.5K +$47.9K 1 0.05% New