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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
FSA
Fort Sheridan Advisors
Illinois
$265K -$139K 1 0.13% Reduced
1802
OPW
Oxler Private Wealth
New York
$265K +$230K 3 0.15% New
1803
TCCM
Timber Creek Capital Management
Massachusetts
$265K -$1.31M 1 0.12% Reduced
1804
GWS
Glassman Wealth Services
Virginia
$264K +$45.1K 10 0.06% Increased
1805
KP
Keel Point
Alabama
$264K +$267K 1 0.02% New
1806
SNS Financial Group
SNS Financial Group
Minnesota
$264K $0 1 0.04% Maintained
1807
IF
IRON Financial
Illinois
$263K +$266K 1 0.13% New
1808
SCM
Stevens Capital Management
Pennsylvania
$263K +$266K 1 0.13% New
1809
ACP
Arcus Capital Partners
Georgia
$262K +$265K 1 0.04% New
1810
MS
Madden Securities
Texas
$262K -$9.38K 1 0.17% Reduced
1811
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$262K -$7.9K 1 0.01% Reduced
1812
BWM
Birchcreek Wealth Management
Ohio
$261K +$242K 5 0.26% New
1813
WDG
Wealth Dimensions Group
Ohio
$261K +$265K 1 0.23% New
1814
VI
Versor Investments
New York
$260K -$2.37M 1 0.02% Reduced
1815
WOC
West Oak Capital
California
$260K $0 2 0.12% Maintained
1816
FPFS
First Personal Financial Services
North Carolina
$259K $0 2 0.07% Maintained
1817
HCM
Hodges Capital Management
Texas
$257K $0 1 0.04% Maintained
1818
RCA
Rowland Carmichael Advisors
Arizona
$257K $0 1 0.08% Maintained
1819
SFC
SYM Financial Corp
Indiana
$257K $0 1 0.19% Maintained
1820
BBI
Baxter Bros Inc
Connecticut
$256K $0 1 0.05% Maintained
1821
HWA
Hilltop Wealth Advisors
North Carolina
$256K $0 1 0.23% Maintained
1822
HPWM
Highland Private Wealth Management
Washington
$254K -$416 1 0.04% Reduced
1823
RIA
Regal Investment Advisors
Michigan
$254K +$238K 1 0.03% New
1824
SN
Sittner & Nelson
Oregon
$254K +$240K 5 0.23% New
1825
EWM
Endurance Wealth Management
Rhode Island
$253K $0 6 0.03% Maintained