$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrus 1000 etf | $894,933 | -3.6% | 3,810 | 0.0% | 0.71% | -0.4% | |
| HOLX | HOLOGIC INC | $442,217 | -14.3% | 6,372 | 0.0% | 0.35% | -11.6% | |
| MCK | MCKESSON CORP | $284,392 | +1.8% | 654 | 0.0% | 0.22% | +5.1% | |
| IWM | ISHARES TRrussell 2000 etf | $259,050 | -5.6% | 1,466 | 0.0% | 0.20% | -2.4% |
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.