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Home > Institutional Investor > Kades & Cheifetz Llc > Profile

Instuitional Investor - Kades & Cheifetz Llc

Fund Profile
Filing Period:
Fund Name: Kades & Cheifetz Llc
Portfolio Value $141,079,705
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 192,302 $14,639,972 10.37%
2.
Spdr Series Trust
 101,478 $8,486,586 6.01%
3.
Vanguard Specialized Funds
 48,460 $8,257,542 5.85%
4.
Apple Inc.
 AAPL 39,957 $7,692,867 5.45%
5.
Spdr Series Trust
 64,160 $5,345,192 3.78%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)