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Longevity & Aging Population

Populations across most developed markets are ageing, which steadily raises demand for care, mobility, and treatment of age related disease. It is one of the few themes whose demand is already fixed by demographics.

60 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1501
RAM
Riggs Asset Management
Pennsylvania
$22K $0 2 0.02% Maintained
1502
LWA
Lenox Wealth Advisors
New York
$21K -$4K 1 0.01% Reduced
1503
PO
Private Ocean
California
$21K $0 1 0.02% Maintained
1504
TSU
TD Securities (USA)
New York
$21K +$313 4 0.19% Increased
1505
JWA
JFS Wealth Advisors
Pennsylvania
$19K $0 3 0.01% Maintained
1506
IIM
Ipswich Investment Management
Massachusetts
$18K +$16.2K 2 0.01% New
1507
MCF Advisors
MCF Advisors
Kentucky
$18K $0 1 0% Maintained
1508
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$17K $0 1 0.01% Maintained
1509
WAS
Winch Advisory Services
Wisconsin
$16K +$97 1 0.03% Increased
1510
LWA
Lowe Wealth Advisors
Maryland
$15K -$2.2K 1 0.01% Reduced
1511
MFBTD
MB Financial Bank - Trust Department
Illinois
$13K $0 1 0% Maintained
1512
RFA
Reilly Financial Advisors
California
$13K -$1.41K 2 0% Reduced
1513
HWP
Hefty Wealth Partners
Indiana
$11K $0 1 0.01% Maintained
1514
KPCM
Kings Point Capital Management
New York
$11K $0 1 0% Maintained
1515
OAJ
Ogorek Anthony Joseph
New York
$11K $0 1 0.01% Maintained
1516
Perigon Wealth Management
Perigon Wealth Management
California
$11K +$9.96K 1 0% New
1517
PFG
Piershale Financial Group
Illinois
$11K +$9.92K 1 0.01% New
1518
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$10K -$250K 1 0% Reduced
1519
LWM
LBA Wealth Management
Florida
$7K $0 1 0% Maintained
1520
MSFP
Mark Sheptoff Financial Planning
Connecticut
$7K $0 1 0.01% Maintained
1521
RWG
Regal Wealth Group
California
$7K $0 2 0.01% Maintained
1522
TCM
Tanaka Capital Management
New York
$6K $0 1 0.01% Maintained
1523
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K $0 1 0% Maintained
1524
PSC
Prentiss Smith & Co
Vermont
$4K $0 1 0% Maintained
1525
Balentine LLC
Balentine LLC
Georgia
$3K +$2.81K 1 0% New