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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
1926
PG
Proffitt & Goodson
Tennessee
$13K $0 2 0% Maintained
1927
TWP
TFO Wealth Partners
Ohio
$13K +$12.3K 1 0.01% New
1928
FEG
Financial Enhancement Group
Indiana
$11K -$179K 2 0% Reduced
1929
HS
Horan Securities
United States
$11K +$3.29K 1 0.01% Increased
1930
IWP
IAG Wealth Partners
Wisconsin
$11K $0 3 0.01% Maintained
1931
LS
Leelyn Smith
Illinois
$11K +$2.62K 2 0% Increased
1932
MF
Manchester Financial
California
$11K +$1.15K 3 0.01% Increased
1933
WIM
Westside Investment Management
California
$10.3K +$66.3K 5 0.01% Increased
1934
PR
Payden & Rygel
California
$10K $0 1 0% Maintained
1935
PW
Price Wealth
Texas
$10K -$4.57K 4 0% Reduced
1936
PP
PrairieView Partners
Minnesota
$9K $0 2 0% Maintained
1937
TF
TimeScale Financial
Massachusetts
$9K $0 4 0% Maintained
1938
GFPC
Global Financial Private Client
Florida
$8.69K -$42.9K 1 0.01% Reduced
1939
CHC
City Holding Co
West Virginia
$8K -$113 2 0% Reduced
1940
CMO
Covenant Multifamily Offices
Texas
$8K +$8.36K 1 0% New
1941
JWA
JFS Wealth Advisors
Pennsylvania
$8K $0 2 0% Maintained
1942
TFGT
TS Financial Group (TSFG)
Illinois
$8K -$9K 3 0.01% Reduced
1943
BAMG
Brand Asset Management Group
Missouri
$7K $0 1 0% Maintained
1944
WSC
Wellington Shields & Co
New York
$7K $0 1 0% Maintained
1945
AWA
Artemis Wealth Advisors
New York
$6.71K $0 1 0% Maintained
1946
CPA
Cowen Prime Advisors
New York
$6K +$2.76K 2 0% Increased
1947
LAS
Lloyd Advisory Services
Georgia
$6K +$3.8K 1 0% New
1948
SFG
Sowa Financial Group
Rhode Island
$6K $0 2 0% Maintained
1949
TJHA
Thomas J. Herzfeld Advisors
Florida
$6K -$4.13K 1 0% Reduced
1950
APC
Aspire Private Capital
North Carolina
$5K +$2.99K 1 0% Increased