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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
1876
BWM
Baystate Wealth Management
Massachusetts
$19K -$11.9K 2 0% Reduced
1877
RBC
Roble Belko & Company
Pennsylvania
$18K $0 3 0.01% Maintained
1878
BAMG
Brand Asset Management Group
Missouri
$17K +$720 3 0.01% Increased
1879
CHC
City Holding Co
West Virginia
$17K +$2.97K 2 0% Increased
1880
FNBOSM
First National Bank of South Miami
Florida
$17K $0 1 0.02% Maintained
1881
CA
Crewe Advisors
Utah
$16K $0 1 0.01% Maintained
1882
NPP
New Potomac Partners
Maryland
$16K $0 1 0.02% Maintained
1883
LB
Legacy Bridge
Iowa
$15K -$5.04K 1 0.01% Reduced
1884
MAM
Marquette Asset Management
Minnesota
$14K $0 1 0% Maintained
1885
NIC
Northwest Investment Counselors
Oregon
$14K +$13.8K 4 0.01% New
1886
Xponance
Xponance
Pennsylvania
$14K $0 1 0.01% Maintained
1887
SWP
Strategic Wealth Partners
Ohio
$13.9K +$955K 4 0.07% Increased
1888
1NWS
1 North Wealth Services
Maryland
$13K +$12.8K 3 0.01% New
1889
RMC
Resources Management Corp
Connecticut
$13K +$13K 1 0% New
1890
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$13K -$25.2K 3 0% Reduced
1891
NCM
Next Capital Management
New York
$12K -$104K 1 0.01% Reduced
1892
WC
Weil Company
California
$12K +$11.8K 1 0.01% New
1893
RWM
Raffa Wealth Management
District of Columbia
$11.4K +$11.3K 6 0% New
1894
AJ
Ashburton (Jersey)
Jersey
$11K $0 1 0.01% Maintained
1895
TJHA
Thomas J. Herzfeld Advisors
Florida
$11K $0 1 0% Maintained
1896
HS
Horan Securities
United States
$10K -$2.5K 2 0.01% Reduced
1897
LF
Lee Financial
Texas
$10K +$7.2K 2 0% Increased
1898
PR
Payden & Rygel
California
$10K +$10.5K 1 0% New
1899
BRC
Bell Rock Capital
Delaware
$9K $0 1 0.01% Maintained
1900
JWA
JFS Wealth Advisors
Pennsylvania
$9K -$399 3 0% Reduced