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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
1976
MF
Manchester Financial
California
$13K +$2.1K 4 0.01% Increased
1977
LS
Leelyn Smith
Illinois
$12K $0 2 0% Maintained
1978
JWA
JFS Wealth Advisors
Pennsylvania
$11K +$2.74K 2 0% Increased
1979
WIM
Westside Investment Management
California
$10.7K +$40.4K 5 0% Increased
1980
FWM
Filbrandt Wealth Management
Wisconsin
$10K -$4K 1 0.01% Reduced
1981
FCB
First Command Bank
Texas
$10K +$8.62K 2 0% Increased
1982
FCFS
First Command Financial Services
Texas
$10K +$8.62K 2 0% Increased
1983
PR
Payden & Rygel
California
$10K $0 1 0% Maintained
1984
PP
PrairieView Partners
Minnesota
$10K $0 2 0% Maintained
1985
PFA
Professional Financial Advisors
Nebraska
$10K +$10.6K 2 0.01% New
1986
TF
TimeScale Financial
Massachusetts
$10K +$95 3 0% Increased
1987
PWM
Provident Wealth Management
Tennessee
$9K +$8.85K 1 0.01% New
1988
APC
Aspire Private Capital
North Carolina
$8K +$2.65K 3 0% Increased
1989
BAMG
Brand Asset Management Group
Missouri
$8K $0 1 0.01% Maintained
1990
CMO
Covenant Multifamily Offices
Texas
$7K $0 1 0% Maintained
1991
HMS
Hanseatic Management Services
New Mexico
$7K -$680K 1 0.02% Reduced
1992
IWP
IAG Wealth Partners
Wisconsin
$7K -$4.23K 2 0% Reduced
1993
SIM
Spark Investment Management
New York
$7K -$7.74K 1 0.01% Reduced
1994
AWA
Artemis Wealth Advisors
New York
$6.66K $0 1 0% Maintained
1995
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$6K -$7.75K 2 0% Reduced
1996
PG
Proffitt & Goodson
Tennessee
$6K -$8K 1 0% Reduced
1997
TJHA
Thomas J. Herzfeld Advisors
Florida
$6K $0 1 0% Maintained
1998
WSC
Wellington Shields & Co
New York
$6K $0 1 0% Maintained
1999
GFPC
Global Financial Private Client
Florida
$5.22K -$3.6K 1 0% Reduced
2000
CWA
Carolina Wealth Advisors
South Carolina
$5K $0 2 0% Maintained