Kades & Cheifetz LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Kades & Cheifetz LLC opened 8 positions, added to 40, reduced 52 and sold out of 5.
- Q4 2024: Stock AVGO; Country of operation United States; Class COM; Shares before 6,572.
- Q4 2024: Stock MEMX; Country of operation —; Class EMERGING MARKETS; Shares before 57,741.
- Q4 2024: Stock MCK; Country of operation United States; Class COM; Shares before 634.
- Q4 2024: Stock EPD; Country of operation United States; Class COM; Shares before 7,153.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1957259), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | AVGO
BROADCOM INC | United States | COM | 6,572 | 6,623 | +51 | $1,133,689 | $1,535,550 | +$401,861 | 2025-01-13 |
|---|
| Q4 2024 | MEMX
MATTHEWS ASIA FDS | | EMERGING MARKETS | 57,741 | 58,126 | +385 | $1,776,973 | $1,684,895 | -$92,078 | 2025-01-13 |
|---|
| Q4 2024 | MCK
MCKESSON CORP | United States | COM | 634 | 635 | +1 | $313,429 | $361,762 | +$48,333 | 2025-01-13 |
|---|
| Q4 2024 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 7,153 | 7,251 | +98 | $208,232 | $227,407 | +$19,175 | 2025-01-13 |
|---|
| Q4 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,262 | 1,270 | +8 | $218,632 | $212,886 | -$5,746 | 2025-01-13 |
|---|
| Q4 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 127,102 | 127,620 | +518 | $6,316,969 | $6,318,466 | +$1,497 | 2025-01-13 |
|---|
| Q3 2024 | WMT
WALMART INC | United States | COM | 9,624 | 9,660 | +36 | $651,671 | $780,049 | +$128,378 | 2024-10-02 |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 5,351 | 5,356 | +5 | $2,391,682 | $2,304,659 | -$87,023 | 2024-10-02 |
|---|
| Q3 2024 | AVGO
BROADCOM INC | United States | COM | 655 | 6,572 | +5,917 | $1,052,117 | $1,133,689 | +$81,572 | 2024-10-02 |
|---|
| Q3 2024 | NEE
NEXTERA ENERGY INC | United States | COM | 5,389 | 5,413 | +24 | $381,615 | $457,574 | +$75,959 | 2024-10-02 |
|---|
| Q3 2024 | MCK
MCKESSON CORP | United States | COM | 633 | 634 | +1 | $369,886 | $313,429 | -$56,457 | 2024-10-02 |
|---|
| Q3 2024 | MEMX
MATTHEWS ASIA FDS | | EMERGING MARKETS | 57,684 | 57,741 | +57 | $1,745,811 | $1,776,973 | +$31,162 | 2024-10-02 |
|---|
| Q3 2024 | CVX
CHEVRON CORP NEW | United States | COM | 3,782 | 3,855 | +73 | $591,552 | $567,770 | -$23,782 | 2024-10-02 |
|---|
| Q3 2024 | AMGN
AMGEN INC | United States | COM | 1,017 | 1,052 | +35 | $317,786 | $338,830 | +$21,044 | 2024-10-02 |
|---|
| Q3 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,255 | 1,262 | +7 | $206,937 | $218,632 | +$11,695 | 2024-10-02 |
|---|
| Q3 2024 | COST
COSTCO WHSL CORP NEW | United States | COM | 290 | 291 | +1 | $246,828 | $257,788 | +$10,960 | 2024-10-02 |
|---|
| Q3 2024 | EPD
ENTERPRISE PRODS PARTNERS L | United States | COM | 7,051 | 7,153 | +102 | $204,324 | $208,232 | +$3,908 | 2024-10-02 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 1,921 | 18,874 | +16,953 | $1,735,988 | $2,331,728 | +$595,740 | 2024-08-12 |
|---|
| Q2 2024 | AVGO
BROADCOM INC | United States | COM | 647 | 655 | +8 | $857,095 | $1,052,117 | +$195,022 | 2024-08-12 |
|---|
| Q2 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 5,379 | 5,398 | +19 | $1,027,100 | $933,499 | -$93,601 | 2024-08-12 |
|---|
| Q2 2024 | MEMX
MATTHEWS ASIA FDS | | EMERGING MARKETS | 57,212 | 57,684 | +472 | $1,664,988 | $1,745,811 | +$80,823 | 2024-08-12 |
|---|
| Q2 2024 | BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 77,928 | 77,975 | +47 | $1,711,299 | $1,790,306 | +$79,007 | 2024-08-12 |
|---|
| Q2 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 9,337 | 9,515 | +178 | $813,720 | $748,926 | -$64,794 | 2024-08-12 |
|---|
| Q2 2024 | NEE
NEXTERA ENERGY INC | United States | COM | 5,201 | 5,389 | +188 | $332,416 | $381,615 | +$49,199 | 2024-08-12 |
|---|
| Q2 2024 | AMGN
AMGEN INC | United States | COM | 1,010 | 1,017 | +7 | $287,295 | $317,786 | +$30,491 | 2024-08-12 |
|---|
| Q2 2024 | UPS
UNITED PARCEL SERVICE INC | United States | CL B | 2,558 | 2,606 | +48 | $380,224 | $356,613 | -$23,611 | 2024-08-12 |
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| Q2 2024 | MRK
MERCK & CO INC | United States | COM | 1,681 | 1,689 | +8 | $221,743 | $209,125 | -$12,618 | 2024-08-12 |
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| Q2 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,247 | 1,255 | +8 | $202,360 | $206,937 | +$4,577 | 2024-08-12 |
|---|
| Q2 2024 | WM
WASTE MGMT INC DEL | United States | COM | 3,340 | 3,351 | +11 | $711,987 | $714,972 | +$2,985 | 2024-08-12 |
|---|
| Q1 2024 | MEMX
MATTHEWS ASIA FDS | | EMERGING MARKETS | 20,894 | 57,212 | +36,318 | $579,642 | $1,664,988 | +$1,085,346 | 2024-05-06 |
|---|
| Q1 2024 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 128,358 | 129,752 | +1,394 | $5,009,813 | $5,450,882 | +$441,069 | 2024-05-06 |
|---|
| Q1 2024 | CMI
CUMMINS INC | United States | COM | 4,013 | 4,022 | +9 | $961,460 | $1,184,967 | +$223,507 | 2024-05-06 |
|---|
| Q1 2024 | BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 76,973 | 77,928 | +955 | $1,569,479 | $1,711,299 | +$141,820 | 2024-05-06 |
|---|
| Q1 2024 | AVGO
BROADCOM INC | United States | COM | 644 | 647 | +3 | $718,455 | $857,095 | +$138,640 | 2024-05-06 |
|---|
| Q1 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 8,357 | 9,337 | +980 | $688,450 | $813,720 | +$125,270 | 2024-05-06 |
|---|
| Q1 2024 | WM
WASTE MGMT INC DEL | United States | COM | 3,302 | 3,340 | +38 | $591,308 | $711,987 | +$120,679 | 2024-05-06 |
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| Q1 2024 | WMT
WALMART INC | United States | COM | 3,221 | 9,727 | +6,506 | $507,869 | $585,253 | +$77,384 | 2024-05-06 |
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| Q1 2024 | AMGN
AMGEN INC | United States | COM | 809 | 1,010 | +201 | $232,944 | $287,295 | +$54,351 | 2024-05-06 |
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| Q1 2024 | CVX
CHEVRON CORP NEW | United States | COM | 3,710 | 3,828 | +118 | $553,312 | $603,897 | +$50,585 | 2024-05-06 |
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| Q1 2024 | NEE
NEXTERA ENERGY INC | United States | COM | 4,857 | 5,201 | +344 | $294,994 | $332,416 | +$37,422 | 2024-05-06 |
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