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Kades & Cheifetz LLC
Period ended Dec 31, 2024 · Latest filing Jan 13, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2024: $195,377,201
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2024. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $16,092,390
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $11,172,772
- STRATEGY SHS · NS 7HANDL IDX · 86280R506 · shares: $9,641,808
- SPDR SER TR · S&P 600 SMCP GRW · 78464A201 · shares: $9,010,640
- APPLE INC · COM · 037833100 · shares: $8,357,153
- ISHARES GOLD TR · ISHARES NEW · 464285204 · shares: $6,318,466
- SPDR SER TR · S&P 600 SMCP VAL · 78464A300 · shares: $6,084,756
- WISDOMTREE TR · US SMALLCAP DIVD · 97717W604 · shares: $5,452,250
- ISHARES TR · CONV BD ETF · 46435G102 · shares: $5,361,253
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $5,059,493
Reported holdings
108 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 1,270 shares | $212,886 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 1,886 shares | $211,689 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 8,685 shares | $210,957 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 | — | 9,631 shares | $205,727 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 448 shares | $203,069 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 | — | 12,272 shares | $196,967 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | — | 11,905 shares | $194,878 |
| ARBUTUS BIOPHARMA CORP | COM | 03879J100 | — | 20,000 shares | $65,400 |