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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
1951
GWS
Glassman Wealth Services
Virginia
$119K +$39.2K 13 0.05% Increased
1952
BCA
Bray Capital Advisors
Florida
$115K -$6.57K 2 0.04% Reduced
1953
FCM
Firestone Capital Management
Florida
$113K +$111K 2 0.05% New
1954
TCWM
Total Clarity Wealth Management
Illinois
$113K +$117K 3 0.08% New
1955
OAJ
Ogorek Anthony Joseph
New York
$112K -$5.44K 4 0.05% Reduced
1956
SP
Successful Portfolios
Florida
$112K +$24.6K 1 0.1% Increased
1957
KWM
Keebeck Wealth Management
Illinois
$111K +$116K 3 0.04% New
1958
SBWM
Sunflower Bank Wealth Management
Arizona
$108K +$106K 1 0.03% New
1959
ICM
Islay Capital Management
Texas
$107K +$92.6K 2 0.1% New
1960
LWA
Lenox Wealth Advisors
New York
$107K -$21.6K 6 0.02% Reduced
1961
CQS
Credential Qtrade Securities
$107K +$4.12K 1 0.01% Increased
1962
HWM
Howard Wealth Management
Connecticut
$106K +$108K 4 0.09% New
1963
EWA
Evolution Wealth Advisors
Florida
$105K +$64.9K 5 0.03% Increased
1964
LS
Leelyn Smith
Illinois
$104K +$106K 2 0.05% New
1965
ADL
Asset Dedication LLC
California
$103K +$23.5K 8 0.03% Increased
1966
PCA
Peddock Capital Advisors
Massachusetts
$102K +$99.6K 3 0.05% New
1967
GFPC
Global Financial Private Client
Florida
$100K +$106K 2 0.08% New
1968
Loews Corp
Loews Corp
New York
$97K $0 1 0% Maintained
1969
Summit Trail Advisors
Summit Trail Advisors
New York
$97K $0 1 0.06% Maintained
1970
II
Ibex Investors
Colorado
$95K +$88.1K 1 0% New
1971
TFO
Tarbox Family Office
California
$94K +$7.83K 12 0.03% Increased
1972
MIM
Macroview Investment Management
Maryland
$91K -$60.4K 2 0.19% Reduced
1973
OFS
OneAscent Financial Services
Alabama
$91K +$92.7K 1 0.05% New
1974
SAMC
Spectrum Asset Management (California)
California
$90K +$98.6K 1 0.05% New
1975
EI
Ellevest Inc
New York
$88K +$43.4K 7 0.02% Increased