Kades & Cheifetz LLC Portfolio Holdings

Kades & Cheifetz LLC

  • $175 Billion
  • Q3 2024

Kades & Cheifetz LLC has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $175 Billion distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $16.7B, Vanguard Dividend Appreciation with a value of $11B, Strategy Shs with a value of $10.2B, Spdr S&P 600 Small Cap Growth with a value of $9.41B, and Apple Inc. with a value of $9.05B.

Examining the 13F form we can see an increase of $15.5B in the current position value, from $159B to 175B.

Kades & Cheifetz LLC is based out at Berwyn, PA

Below you can find more details about Kades & Cheifetz LLC portfolio as well as his latest detailed transactions.

Portfolio value $175 Billion
ETFs: $140 Billion
Technology: $15.9 Billion
Financial Services: $3.62 Billion
Industrials: $2.23 Billion
Healthcare: $1.9 Billion
Communication Services: $1.64 Billion
Consumer Defensive: $1.26 Billion
Energy: $776 Million
Other: $458 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$9.05 Billion 5.18% of portfolio
38,828
Q3 2024 Reduced 0.74%
$3.08T
$2.3 Billion 1.32% of portfolio
5,356
Q3 2024 Added 0.09%
$366B
$2.2 Billion 1.26% of portfolio
18,081
Q3 2024 Reduced 4.2%
$1.03T
$1.1 Billion 0.63% of portfolio
6,584
Q3 2024 Reduced 1.69%
$240B
$780 Million 0.45% of portfolio
9,660
Q3 2024 Added 0.37%
$316B
$568 Million 0.33% of portfolio
3,855
Q3 2024 Added 1.93%
$1T
$539 Million 0.31% of portfolio
3,252
Q3 2024 Reduced 4.07%
$614B
$525 Million 0.3% of portfolio
1,140
Q3 2024 Reduced 2.73%
$423B
$258 Million 0.15% of portfolio
291
Q3 2024 Added 0.34%
$409B
$219 Million 0.13% of portfolio
1,262
Q3 2024 Added 0.56%
$718B
$205 Million 0.12% of portfolio
972
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $175 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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