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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
1801
MCM
MV Capital Management
Maryland
$34K $0 2 0.01% Maintained
1802
GWA
Guidant Wealth Advisors
Illinois
$29K +$1.36K 1 0.01% Increased
1803
LWA
Lowe Wealth Advisors
Maryland
$27K +$13.3K 2 0.02% Increased
1804
PWMG
Prestige Wealth Management Group
New Jersey
$26K -$76K 3 0.01% Reduced
1805
RTC
Riverview Trust Company
Washington
$26K +$25K 3 0.02% New
1806
Pathstone Family Office
Pathstone Family Office
New Jersey
$24K -$580K 1 0% Reduced
1807
TVWM
Tower View Wealth Management
Wisconsin
$24K $0 1 0.02% Maintained
1808
IF
Ironwood Financial
Arizona
$23K $0 2 0.01% Maintained
1809
AIS
AlphaOne Investment Services
Pennsylvania
$22K $0 1 0.01% Maintained
1810
CX Institutional
CX Institutional
Indiana
$21K +$16.4K 4 0% Increased
1811
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K $0 1 0.02% Maintained
1812
POIA
Pin Oak Investment Advisors
Texas
$21K $0 3 0.02% Maintained
1813
NWA
New World Advisors
Massachusetts
$20K +$18K 1 0.01% New
1814
TA
TCG Advisors
Texas
$20K +$18.1K 5 0.02% New
1815
PGWM
Parisi Gray Wealth Management
New Jersey
$19K $0 2 0.01% Maintained
1816
AJ
Ashburton (Jersey)
Jersey
$18K $0 1 0.01% Maintained
1817
SMG
Spectrum Management Group
Indiana
$18K +$16.7K 1 0.01% New
1818
IC
Inscription Capital
Texas
$16K -$62.7K 1 0.01% Reduced
1819
1IA
1834 Investment Advisors
Wisconsin
$15K $0 1 0% Maintained
1820
CA
Crewe Advisors
Utah
$15K $0 1 0% Maintained
1821
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$15K -$5.68K 1 0% Reduced
1822
NPP
New Potomac Partners
Maryland
$15K $0 1 0.02% Maintained
1823
MSFP
Mark Sheptoff Financial Planning
Connecticut
$14K +$4.03K 2 0.01% Increased
1824
WCG
Weaver Consulting Group
California
$14K +$17.3K 3 0% New
1825
BAMG
Brand Asset Management Group
Missouri
$13K +$12.3K 2 0.01% New