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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
JWM
Jackson Wealth Management
Florida
$313K -$75.7K 1 0.12% Reduced
1802
ANBT
American National Bank & Trust
Texas
$313K +$226K 4 0.06% Increased
1803
HAG
HF Advisory Group
Maryland
$311K +$305K 1 0.31% New
1804
CM
Columbus Macro
Pennsylvania
$310K -$17.3K 1 0.12% Reduced
1805
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$309K +$319K 2 0.01% New
1806
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$308K +$11.5K 5 0.17% Increased
1807
VCM
Virtue Capital Management
Tennessee
$308K +$287K 1 0.05% New
1808
AC
Abbrea Capital
California
$308K -$108K 1 0.06% Reduced
1809
CT
Coastline Trust
Rhode Island
$307K +$315K 1 0.05% New
1810
LIA
LBMC Investment Advisors
Tennessee
$307K $0 1 0.03% Maintained
1811
AWAG
ARS Wealth Advisors Group
Florida
$305K $0 1 0.05% Maintained
1812
HKIMG
Hutchens & Kramer Investment Management Group
Indiana
$305K +$91K 1 0.22% Increased
1813
KWA
KCS Wealth Advisory
California
$303K $0 1 0.13% Maintained
1814
SFO
Stokes Family Office
Louisiana
$302K +$812 1 0.04% Increased
1815
PSP
Principal Street Partners
Tennessee
$300K $0 1 0.08% Maintained
1816
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$299K +$34.2K 1 0.01% Increased
1817
AWA
Aaron Wealth Advisors
Illinois
$298K -$169K 1 0.04% Reduced
1818
Charles Schwab Investment Advisory
Charles Schwab Investment Advisory
California
$297K +$526 1 0% Increased
1819
WFI
West Family Investments
California
$297K +$78.3K 1 0.1% Increased
1820
WPC
White Pine Capital
Minnesota
$296K $0 1 0.12% Maintained
1821
TFA
Transamerica Financial Advisors
Florida
$296K -$7.45K 5 0.04% Reduced
1822
RPC
Rossmore Private Capital
Connecticut
$295K $0 1 0.05% Maintained
1823
WP
Westmount Partners
California
$294K +$317K 2 0.15% New
1824
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$294K $0 1 0.02% Maintained
1825
ISWM
Independent Solutions Wealth Management
New York
$294K $0 1 0.09% Maintained