$126 Million is the total value of Kades & Cheifetz LLC's 74 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHM | New | SPDR SER TRnuveen blmbrg sh | $6,417,778 | – | 138,823 | +100.0% | 5.08% | – |
| IAU | New | ISHARES GOLD TRishares new | $4,508,392 | – | 128,848 | +100.0% | 3.57% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $867,877 | – | 40,880 | +100.0% | 0.69% | – |
| MDT | New | MEDTRONIC PLC | $653,601 | – | 8,341 | +100.0% | 0.52% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $260,906 | – | 12,974 | +100.0% | 0.21% | – |
| AMGN | New | AMGEN INC | $237,492 | – | 884 | +100.0% | 0.19% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $229,212 | – | 11,089 | +100.0% | 0.18% | – |
| OVLH | New | LISTED FD TRoverlay | $226,424 | – | 8,451 | +100.0% | 0.18% | – |
| COST | New | COSTCO WHSL CORP NEW | $225,709 | – | 400 | +100.0% | 0.18% | – |
| ABUS | New | ARBUTUS BIOPHARMA CORP | $40,600 | – | 20,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Schwab US Dividend Equity | 4 | Q3 2023 | 12.4% |
| SPDR S&P 600 Small Cap Growth | 4 | Q3 2023 | 6.3% |
| APPLE INC | 4 | Q3 2023 | 6.2% |
| VANGUARD SPECIALIZED FUNDS | 4 | Q3 2023 | 5.8% |
| iShares US Preferred Stock | 4 | Q3 2023 | 4.3% |
| ISHARES TR | 4 | Q3 2023 | 3.9% |
| Schwab S-T US Treasury | 4 | Q3 2023 | 4.0% |
| SPDR S&P 600 Small Cap Value | 4 | Q3 2023 | 3.8% |
| WISDOMTREE TR | 4 | Q3 2023 | 2.6% |
| SPDR S&P International Dividend | 4 | Q3 2023 | 2.4% |
View Kades & Cheifetz LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-03 |
View Kades & Cheifetz LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.