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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
DE
Day & Ennis
Georgia
$208K $0 1 0.1% Maintained
1877
HFBOT
Home Federal Bank of Tennessee
Tennessee
$208K +$198K 1 0.09% New
1878
WA
WBH Advisory
Maryland
$208K -$14K 1 0.04% Reduced
1879
PRWA
Platte River Wealth Advisors
Colorado
$207K +$215K 1 0.11% New
1880
VWA
V Wealth Advisors
Kansas
$207K -$12.7K 1 0.07% Reduced
1881
CFG
Capstone Financial Group
Oklahoma
$206K +$206K 1 0.2% New
1882
CIP
Convergence Investment Partners
Florida
$206K +$178K 1 0.06% New
1883
MBTD
Mechanics Bank - Trust Department
California
$206K -$77.7K 1 0.04% Reduced
1884
NAS
Nicolet Advisory Services
Wisconsin
$205K +$177K 1 0.03% New
1885
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$204K +$194K 1 0.02% New
1886
Chicago Capital
Chicago Capital
Illinois
$204K $0 1 0.01% Maintained
1887
IFWM
Institute for Wealth Management
Colorado
$204K +$8.9K 1 0.05% Increased
1888
MIC
Means Investment Company
Maine
$203K +$193K 1 0.07% New
1889
AFC
AFT Forsyth & Company
Florida
$202K +$201K 1 0.15% New
1890
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$202K -$227K 1 0.04% Reduced
1891
IFAM
Institutional & Family Asset Management
Colorado
$202K +$1.05K 8 0.04% Increased
1892
WPA
West Paces Advisors
Georgia
$201K $0 4 0.11% Maintained
1893
SCA
Sippican Capital Advisors
Massachusetts
$201K +$190K 1 0.22% New
1894
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$200K -$9.42K 1 0.04% Reduced
1895
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$196K +$11.5K 10 0.07% Increased
1896
AIM
Arcadia Investment Management
Michigan
$193K $0 2 0.05% Maintained
1897
AWM
Atticus Wealth Management
Florida
$193K +$172K 4 0.12% New
1898
AWM
AllSquare Wealth Management
New York
$189K $0 4 0.13% Maintained
1899
THWM
Taylor Hoffman Wealth Management
Virginia
$188K $0 4 0.12% Maintained
1900
SWM
Sugarloaf Wealth Management
Georgia
$185K +$185K 7 0.08% New