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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
2001
LGWM
Litman Gregory Wealth Management
California
$5K $0 1 0% Maintained
2002
ACM
AUA Capital Management
Pennsylvania
$4K +$2.94K 2 0% Increased
2003
CAL
Capital Advisors Ltd
Ohio
$4K $0 1 0% Maintained
2004
CHC
City Holding Co
West Virginia
$4K -$4.12K 2 0% Reduced
2005
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K $0 2 0% Maintained
2006
MFT
Moisand Fitzgerald Tamayo
Florida
$4K $0 1 0% Maintained
2007
RWG
Regal Wealth Group
California
$4K +$55 2 0% Increased
2008
SC
Steph & Co
Wisconsin
$4K $0 1 0% Maintained
2009
TFA
Transamerica Financial Advisors
Florida
$4K +$902 2 0.07% Increased
2010
EWM
Edge Wealth Management
New York
$3K -$15.8K 1 0% Reduced
2011
EWM
Elmwood Wealth Management
California
$3K $0 2 0% Maintained
2012
HI
Human Investing
Oregon
$3K $0 1 0% Maintained
2013
KIG
Kessler Investment Group
Indiana
$3K $0 1 0% Maintained
2014
LB
Legacy Bridge
Iowa
$3K -$529 1 0% Reduced
2015
MLFP
MPS Loria Financial Planners
Illinois
$3K +$6.33K 1 0% New
2016
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2.41K 1 0% New
2017
BCM
Blume Capital Management
California
$2K $0 1 0% Maintained
2018
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$2K $0 2 0% Maintained
2019
LWA
Lenox Wealth Advisors
New York
$2K -$83K 1 0% Reduced
2020
LAS
Lloyd Advisory Services
Georgia
$2K -$1.83K 1 0% Reduced
2021
MAWCM
Mine & Arao Wealth Creation & Management
California
$2K $0 1 0% Maintained
2022
RBC
Roble Belko & Company
Pennsylvania
$2K +$1.33K 1 0% Increased
2023
WB
West Bancorporation
Iowa
$2K $0 1 0% Maintained
2024
AIA
Arcadia Investment Advisors
Idaho
$1.77K +$1.7K 1 0% New
2025
KFS
Kelly Financial Services
Massachusetts
$1.02K -$1.04K 2 0% Reduced