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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 $195,377,201
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 589,033 $16,092,390 8.23%
2.
Vanguard Specialized Funds
 57,053 $11,172,772 5.71%
3.
Strategy Shs
 452,030 $9,641,808 4.93%
4.
Spdr Series Trust
 99,730 $9,010,640 4.61%
5.
Apple Inc.
 AAPL 33,373 $8,357,153 4.27%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)