Kades & Cheifetz LLC
Q4 2024 13F Holdings
- Locationberwyn, PA
- Num holdings
108
- Value ($000)
$195,377
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001957259
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $16.09M | 8 % | 589,033 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $11.17M | 6 % | 57,053 | ||
STRATEGY SHS | NS 7HANDL IDX | 86280R506 | $9.64M | 5 % | 452,030 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | $9.01M | 5 % | 99,730 | ||
APPLE INC | COM | 037833100 | $8.36M | 4 % | 33,373 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $6.32M | 3 % | 127,620 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | $6.08M | 3 % | 69,739 | ||
WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $5.45M | 3 % | 158,726 | ||
ISHARES TR | CONV BD ETF | 46435G102 | $5.36M | 3 % | 63,096 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $5.06M | 3 % | 52,214 |
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