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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
2026
BCFD
Boit C.F. David
$120K +$121K 1 0.08% New
2027
MSFP
Mark Sheptoff Financial Planning
Connecticut
$119K -$1.54K 3 0.07% Reduced
2028
MWC
MBM Wealth Consultants
Missouri
$119K -$296K 1 0.05% Reduced
2029
PO
Private Ocean
California
$118K +$10 4 0.01% Increased
2030
BC
Burleson & Co
California
$116K $0 4 0.02% Maintained
2031
AWM
AllSquare Wealth Management
New York
$112K $0 4 0.07% Maintained
2032
BMD
Better Money Decisions
New Mexico
$112K -$9.83K 5 0.09% Reduced
2033
DOA
D'Orazio & Associates
Virginia
$112K +$36.7K 4 0.03% Increased
2034
FCM
Firestone Capital Management
Florida
$110K $0 4 0.04% Maintained
2035
SouthState Corp
SouthState Corp
Florida
$108K +$54.2K 2 0.01% Increased
2036
TFM
TFC Financial Management
Massachusetts
$108K $0 3 0.04% Maintained
2037
AIM
Arcadia Investment Management
Michigan
$107K $0 1 0.02% Maintained
2038
PSB
Piscataqua Savings Bank
New Hampshire
$106K $0 4 0.09% Maintained
2039
HR
Howe & Rusling
New York
$105K -$8.6K 7 0.01% Reduced
2040
PP
Pacifica Partners
Canada
$105K +$42.1K 7 0.08% Increased
2041
HA
Herold Advisors
New York
$104K +$114K 4 0.04% New
2042
CCA
Column Capital Advisors
Indiana
$103K +$10.6K 3 0.02% Increased
2043
BP
BBR Partners
New York
$102K $0 1 0.01% Maintained
2044
WIM
Westside Investment Management
California
$101K -$17.5K 4 0.23% Reduced
2045
PWMG
Prestige Wealth Management Group
New Jersey
$101K +$10.4K 8 0.03% Increased
2046
ECG
Edge Capital Group
Georgia
$99K +$232K 1 0.01% New
2047
BSAM
Blue Square Asset Management
New York
$97K +$98.3K 1 0.06% New
2048
ME
McIlrath & Eck
Washington
$96K -$19.6K 5 0.03% Reduced
2049
AWM
Activest Wealth Management
Florida
$95K +$107K 1 0.06% New
2050
FWM
Focused Wealth Management
New York
$95K +$1.04K 5 0.02% Increased