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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
1601
OAJ
Ogorek Anthony Joseph
New York
$13K $0 1 0.01% Maintained
1602
IWA
IBEX Wealth Advisors
New Jersey
$12K +$11.6K 2 0.01% New
1603
HCM
Herndon Capital Management
Georgia
$11K -$7.93K 1 0% Reduced
1604
AP
Atwood & Palmer
Missouri
$10K $0 1 0% Maintained
1605
HWP
Hefty Wealth Partners
Indiana
$10K $0 1 0.01% Maintained
1606
KPCM
Kings Point Capital Management
New York
$10K $0 1 0% Maintained
1607
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$9K +$9.13K 2 0% New
1608
JWA
JFS Wealth Advisors
Pennsylvania
$9K -$6.64K 2 0% Reduced
1609
SAM
Solaris Asset Management
New York
$9K -$69.8K 1 0.01% Reduced
1610
RWG
Regal Wealth Group
California
$8K -$49.9K 2 0.01% Reduced
1611
PSW
Portfolio Strategies (Washington)
Washington
$7K +$6.62K 1 0.01% New
1612
RBC
Roble Belko & Company
Pennsylvania
$7K +$6.21K 2 0% Increased
1613
CHC
City Holding Co
West Virginia
$6K +$3.09K 2 0% Increased
1614
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K $0 1 0% Maintained
1615
TCM
Tanaka Capital Management
New York
$5K $0 1 0.01% Maintained
1616
Winslow Capital Management
Winslow Capital Management
Minnesota
$5K -$302M 1 0% Reduced
1617
BCM
Blume Capital Management
California
$4K +$2.69K 1 0% Increased
1618
FMP
Financial Management Professionals
Texas
$4K $0 1 0% Maintained
1619
DSN
D. Scott Neal
Kentucky
$3K -$2K 1 0% Reduced
1620
NCM
New Capital Management
Texas
$3K +$3.31K 1 0% New
1621
SIA
SeaBridge Investment Advisors
New Jersey
$3K $0 1 0% Maintained
1622
ADL
Asset Dedication LLC
California
$2K +$2.4K 1 0% New
1623
GWS
Glassman Wealth Services
Virginia
$2K -$69.7K 1 0% Reduced
1624
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$1K $0 1 0% Maintained
1625
NR
Newfound Research
Massachusetts
$1K -$191 1 0% Reduced