Kades & Cheifetz LLC Last Quarter Change: USA Stocks, Added

Kades & Cheifetz LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Kades & Cheifetz LLC opened 1 positions, added to 6, reduced 16, sold out of 1 and left 4 unchanged. The largest increase in value was AVGO (+$401,861); the largest decrease was MDT (-$847,722).

AVGO: Country of operation United States; Class COM; Shares 2024-09-30 6,572; Shares 2024-12-31 6,623.
MEMX: Country of operation —; Class EMERGING MARKETS; Shares 2024-09-30 57,741; Shares 2024-12-31 58,126.
MCK: Country of operation United States; Class COM; Shares 2024-09-30 634; Shares 2024-12-31 635.
EPD: Country of operation United States; Class COM; Shares 2024-09-30 7,153; Shares 2024-12-31 7,251.

Two Form 13F-HR filings compared (SEC CIK 1957259): 2024-09-30 (filed 2024-10-02) and 2024-12-31 (filed 2025-01-13). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2024-09-30	Shares 2024-12-31	Share change	Value 2024-09-30	Value 2024-12-31	Value change
AVGO BROADCOM INC	United States	COM	6,572	6,623	+51	$1,133,689	$1,535,550	+$401,861
MEMX MATTHEWS ASIA FDS		EMERGING MARKETS	57,741	58,126	+385	$1,776,973	$1,684,895	-$92,078
MCK MCKESSON CORP	United States	COM	634	635	+1	$313,429	$361,762	+$48,333
EPD ENTERPRISE PRODS PARTNERS L	United States	COM	7,153	7,251	+98	$208,232	$227,407	+$19,175
PG PROCTER AND GAMBLE CO	United States	COM	1,262	1,270	+8	$218,632	$212,886	-$5,746
IAU ISHARES GOLD TR	United States	ISHARES NEW	127,102	127,620	+518	$6,316,969	$6,318,466	+$1,497

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