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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
2101
RDFA
Ritter Daniher Financial Advisory
Ohio
$87K $0 3 0.06% Maintained
2102
HPWA
Hall Private Wealth Advisors
North Carolina
$86K +$89.1K 1 0.06% New
2103
IAS
IMA Advisory Services
Colorado
$86K $0 2 0.02% Maintained
2104
ATC
Adirondack Trust Company
New York
$84K $0 1 0.04% Maintained
2105
MCA
Mercer Capital Advisers
New Jersey
$83K $0 1 0.04% Maintained
2106
HFA
Hoover Financial Advisors
Pennsylvania
$82K +$20.7K 5 0.01% Increased
2107
MWA
Moser Wealth Advisors
Washington
$75K $0 1 0.05% Maintained
2108
AWMF
Arbor Wealth Management (Florida)
Florida
$74K -$47.6K 1 0.02% Reduced
2109
HFA
HC Financial Advisors
California
$74K $0 3 0.04% Maintained
2110
BHWM
Bay Harbor Wealth Management
Maryland
$73K +$648 2 0.03% Increased
2111
PMFA
Plante Moran Financial Advisors
Michigan
$73K -$2.78K 6 0.02% Reduced
2112
SWA
SOA Wealth Advisors
New York
$73K +$35.8K 4 0.02% Increased
2113
LWP
Lumature Wealth Partners
Georgia
$71K +$7.27K 1 0.03% Increased
2114
PA
Perennial Advisors
New York
$71K -$6.48K 1 0.02% Reduced
2115
IRAG
Investment Research & Advisory Group
Georgia
$70K $0 2 0.05% Maintained
2116
TCM
Tradewinds Capital Management
Washington
$70K +$4.73K 5 0.01% Increased
2117
APWA
Atlas Private Wealth Advisors
New Jersey
$69K -$14.1K 6 0.04% Reduced
2118
CSPIA
Cary Street Partners Investment Advisory
Virginia
$68K $0 2 0.02% Maintained
2119
GM
GeoWealth Management
Illinois
$68K +$70.1K 1 0.01% New
2120
IWP
IAG Wealth Partners
Wisconsin
$68K +$1.07K 3 0.02% Increased
2121
Larson Financial Group
Larson Financial Group
Missouri
$68K $0 2 0.02% Maintained
2122
DI
Disciplined Investments
Oklahoma
$66K $0 2 0.03% Maintained
2123
TIM
Tortoise Investment Management
New York
$66K $0 3 0.01% Maintained
2124
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$64K -$1.82K 5 0% Reduced
2125
AW
Avion Wealth
Texas
$63K +$35.7K 5 0.02% Increased