Kades & Cheifetz LLC Portfolio Holdings by Sector
Kades & Cheifetz LLC
- $156 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHD VIG HNDL SLYG IAU SLYV ICVT SCHO 60 stocks |
$126 Million
83.82% of portfolio
|
  44  
|
  15  
|
  6  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.75 Million
4.49% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
JFR FRA 2 stocks |
$2.82 Million
1.87% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.59 Million
1.72% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2.26 Million
1.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG GOOGL 2 stocks |
$1.54 Million
1.03% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
CMI 1 stocks |
$1.18 Million
0.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$1.03 Million
0.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT 1 stocks |
$813,720
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$797,686
0.53% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$711,987
0.47% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$603,897
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
HOLX ISRG 2 stocks |
$565,188
0.38% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN MRK 2 stocks |
$509,038
0.34% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$503,783
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$380,224
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$339,623
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$332,416
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$210,115
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$202,360
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$139,739
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
ABUS 1 stocks |
$51,600
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|