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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.91 Billion 1.1% of portfolio
216,960
Q3 2024 Added 3.66%
$0
$974 Million 0.56% of portfolio
73,781
Q3 2024 Added 1.28%

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
Track This Portfolio

Track Kades & Cheifetz LLC Portfolio

Follow Kades & Cheifetz LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kades & Cheifetz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kades & Cheifetz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email