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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
2301
OWA
Opal Wealth Advisors
New York
$103K +$580 2 0.03% Increased
2302
HWM
Hemington Wealth Management
Virginia
$102K -$15.3K 13 0.01% Reduced
2303
AAG
Armstrong Advisory Group
Massachusetts
$102K +$2K 7 0.01% Increased
2304
BWAM
Boyd Watterson Asset Management
Ohio
$100K $0 3 0.03% Maintained
2305
TVWM
Tower View Wealth Management
Wisconsin
$99.4K +$89.3K 2 0.05% Increased
2306
RF
Roxbury Financial
New Jersey
$98.5K +$1.05K 2 0.1% Increased
2307
WOSD
WFA of San Diego
California
$98.3K +$102K 3 0.07% New
2308
OWP
ORG Wealth Partners
Texas
$98.1K -$4.48K 2 0.02% Reduced
2309
MTCM
Mint Tower Capital Management
Netherlands
$98K +$94.6K 1 0.01% New
2310
CNBTD
Citizens National Bank Trust Department
Mississippi
$98K $0 3 0.02% Maintained
2311
MWA
Moser Wealth Advisors
Washington
$97.9K +$14.2K 2 0.05% Increased
2312
FFO
Fortitude Family Office
Arizona
$94.4K +$29K 15 0.03% Increased
2313
MSFP
Mark Sheptoff Financial Planning
Connecticut
$91.5K $0 2 0.05% Maintained
2314
NCM
Northwest Capital Management
Oregon
$88.3K -$2.83K 1 0.05% Reduced
2315
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$88K $0 1 0.01% Maintained
2316
SNB
Security National Bank
Nebraska
$86.4K $0 3 0.01% Maintained
2317
GG
Gleason Group
Kentucky
$85.1K +$1.56K 1 0.01% Increased
2318
NECFA
New England Capital Financial Advisors
Connecticut
$84.1K +$25.5K 5 0.04% Increased
2319
MAM
Morse Asset Management
Connecticut
$82.4K -$807K 2 0.02% Reduced
2320
MWM
Mascoma Wealth Management
New Hampshire
$82.3K -$1.93K 4 0.02% Reduced
2321
SO
Sierra Ocean
California
$82.2K -$1.72K 8 0.06% Reduced
2322
KIG
Kessler Investment Group
Indiana
$81.3K $0 3 0.03% Maintained
2323
WCM
WealthBridge Capital Management
Ohio
$80.1K $0 1 0.02% Maintained
2324
ATC
Advantage Trust Company
Kansas
$79.3K $0 2 0.04% Maintained
2325
CCMI
Creative Capital Management Investments
California
$79.1K +$21.6K 3 0.03% Increased