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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
VCG
Vantage Consulting Group
Virginia
$266K -$78.6K 1 0.1% Reduced
1927
CA
Continuum Advisory
Idaho
$265K +$249K 1 0.05% New
1928
Covington Capital Management
Covington Capital Management
California
$263K +$191K 8 0.01% Increased
1929
EWM
Endurance Wealth Management
Rhode Island
$263K -$52.2K 4 0.03% Reduced
1930
QC
QCM Cayman
Texas
$263K +$253K 1 1.15% New
1931
ITIM
Indiana Trust & Investment Management
Indiana
$262K +$11.2K 1 0.13% Increased
1932
KWA
KCS Wealth Advisory
California
$262K $0 1 0.12% Maintained
1933
T
TCWP
Ohio
$262K +$249K 16 0.05% New
1934
Brighton Jones LLC
Brighton Jones LLC
Washington
$261K -$16.4K 1 0.01% Reduced
1935
FFWM
Future Financial Wealth Management
Ohio
$261K +$14.4K 2 0.22% Increased
1936
MA
MONECO Advisors
Connecticut
$261K -$5.75K 1 0.1% Reduced
1937
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$260K -$9.33K 2 0.07% Reduced
1938
BIP
Blueprint Investment Partners
North Carolina
$259K -$283K 1 0.07% Reduced
1939
EWM
Evermay Wealth Management
Virginia
$258K -$108K 3 0.04% Reduced
1940
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$258K -$62.9K 10 0.05% Reduced
1941
SAM
SP Asset Management
California
$257K +$15.7K 1 0.03% Increased
1942
AFA
Atlas Financial Advisors
California
$256K +$247K 1 0.26% New
1943
GIA
GHP Investment Advisors
Colorado
$256K +$238K 3 0.02% New
1944
HPWM
Highland Private Wealth Management
Washington
$256K -$12.1K 1 0.03% Reduced
1945
RP
Rice Partnership
Hawaii
$256K -$7.23K 1 0.07% Reduced
1946
S
SimplyRich
California
$255K $0 1 0.09% Maintained
1947
KBG
Kahn Brothers Group
New York
$254K +$245K 1 0.03% New
1948
AF
Alerus Financial
North Dakota
$253K $0 1 0.02% Maintained
1949
BFC
Bedel Financial Consulting
Indiana
$253K +$1.53K 5 0.08% Increased
1950
GA
GraniteShares Advisors
New York
$253K -$4.6K 1 0.14% Reduced