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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
3151
NSG
Nalls Sherbakoff Group
Tennessee
$28.1K +$109 1 0.02% Increased
3152
DIG
Dauntless Investment Group
New Hampshire
$28.1K -$389K 3 0.02% Reduced
3153
PWM
Peterson Wealth Management
Nevada
$27.6K -$10.4K 2 0.01% Reduced
3154
BC
Burnham & Co
Michigan
$27.2K +$31.9K 2 0.02% New
3155
FLP
Financial Life Planners
Arizona
$25.8K +$41 3 0.02% Increased
3156
DF
DecisionPoint Financial
Arizona
$25.4K +$2.04K 9 0% Increased
3157
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$25K +$4.62K 2 0% Increased
3158
FH
FWG Holdings
Florida
$25K $0 1 0.01% Maintained
3159
CIAS
CBIZ Investment Advisory Services
Ohio
$24.9K $0 2 0% Maintained
3160
PIP
Philadelphia Investment Partners
New Jersey
$24.8K $0 1 0.02% Maintained
3161
JGCM
Joseph Group Capital Management
Ohio
$24.2K +$13.3K 1 0.01% Increased
3162
EAM
Eukles Asset Management
Ohio
$24.1K $0 1 0.01% Maintained
3163
VWA
Valued Wealth Advisors
Utah
$24K +$2.94K 3 0.01% Increased
3164
WCM
Winthrop Capital Management
Indiana
$24K +$1.7K 2 0.01% Increased
3165
EWM
Endowment Wealth Management
Wisconsin
$23.9K $0 1 0.01% Maintained
3166
HPWM
High Point Wealth Management
New Jersey
$23.7K +$41 3 0.02% Increased
3167
BAM
Bellevue Asset Management
Washington
$23.6K +$13.5K 5 0.01% Increased
3168
CH
CDKV Holdings
Colorado
$23.4K $0 1 0.02% Maintained
3169
ETS
ESL Trust Services
New York
$23.3K $0 1 0% Maintained
3170
CCA
Cygnus Capital Advisors
Georgia
$23K +$69.2K 1 0.02% New
3171
TIA
Traphagen Investment Advisors
New Jersey
$22.4K -$212K 1 0% Reduced
3172
PWM
Provident Wealth Management
Tennessee
$22.1K $0 1 0.01% Maintained
3173
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$21.8K +$10.2K 2 0% Increased
3174
KBFS
Kohmann Bosshard Financial Services
Ohio
$21.6K $0 1 0% Maintained
3175
KCM
Kanawha Capital Management
Virginia
$21.6K $0 1 0% Maintained