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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
MBT
Montecito Bank & Trust
California
$240K +$218K 1 0.06% New
1927
JCM
Jacobi Capital Management
Pennsylvania
$240K +$30 1 0.03% Increased
1928
PFA
Peak Financial Advisors
Colorado
$240K +$14K 1 0.22% Increased
1929
IA
Inspire Advisors
Idaho
$239K +$198K 2 0.06% Increased
1930
PWMG
Prestige Wealth Management Group
New Jersey
$236K +$9.82K 10 0.06% Increased
1931
HWA
Hilltop Wealth Advisors
North Carolina
$236K $0 1 0.2% Maintained
1932
TW
TrinityPoint Wealth
Connecticut
$236K -$46.5K 1 0.05% Reduced
1933
EW
Evoke Wealth
California
$235K -$351K 1 0.01% Reduced
1934
RPWA
Regent Peak Wealth Advisors
Georgia
$235K +$7.88K 1 0.08% Increased
1935
OWA
Opal Wealth Advisors
New York
$235K -$4.59K 1 0.13% Reduced
1936
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$234K -$18.9K 1 0.01% Reduced
1937
KIG
Kowal Investment Group
Wisconsin
$233K +$239K 1 0.07% New
1938
WOC
West Oak Capital
California
$233K $0 2 0.12% Maintained
1939
MWM
Mascoma Wealth Management
New Hampshire
$233K $0 2 0.07% Maintained
1940
Aspiriant LLC
Aspiriant LLC
California
$233K +$212K 1 0.01% New
1941
MA
MONECO Advisors
Connecticut
$232K +$1.87K 1 0.08% Increased
1942
OTL
Oak Thistle LLC
New York
$231K -$381K 1 0.5% Reduced
1943
E Fund Management
E Fund Management
China
$230K -$38.4K 1 0.02% Reduced
1944
GWM
Gitterman Wealth Management
New Jersey
$230K +$236K 1 0.12% New
1945
RWMH
Riverpoint Wealth Management Holdings
Illinois
$230K $0 1 0.08% Maintained
1946
MFWP
Mosaic Family Wealth Partners
Missouri
$229K +$225K 1 0.06% New
1947
WIA
Westbourne Investment Advisors
Maryland
$228K $0 1 0.12% Maintained
1948
DFG
Delta Financial Group
New Jersey
$227K +$232K 1 0.1% New
1949
GIM
Groesbeck Investment Management
New Jersey
$227K $0 1 0.38% Maintained
1950
SMH
Sanders Morris Harris
Texas
$226K $0 1 0.09% Maintained