Kades & Cheifetz LLC quarter change: USA Stocks, Reduced
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).
- AAPL: Country of operation United States; Class COM; Shares 2024-09-30 38,828; Shares 2024-12-31 33,373.
- CMI: Country of operation United States; Class COM; Shares 2024-09-30 4,004; Shares 2024-12-31 2,281.
- IBM: Country of operation United States; Class COM; Shares 2024-09-30 5,312; Shares 2024-12-31 3,230.
- CVX: Country of operation United States; Class COM; Shares 2024-09-30 3,855; Shares 2024-12-31 1,689.
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 |
|---|
AAPL
APPLE INC | United States | COM | 38,828 | 33,373 | -5,455 | $9,046,934 | $8,357,153 | -$689,781 |
|---|
CMI
CUMMINS INC | United States | COM | 4,004 | 2,281 | -1,723 | $1,296,439 | $795,019 | -$501,420 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 5,312 | 3,230 | -2,082 | $1,174,285 | $710,053 | -$464,232 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 3,855 | 1,689 | -2,166 | $567,770 | $244,584 | -$323,186 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,140 | 448 | -692 | $524,696 | $203,069 | -$321,627 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 5,356 | 4,802 | -554 | $2,304,659 | $2,024,064 | -$280,595 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 5,413 | 3,127 | -2,286 | $457,574 | $224,190 | -$233,384 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 18,081 | 17,729 | -352 | $2,195,791 | $2,380,836 | +$185,045 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 3,346 | 2,699 | -647 | $694,701 | $544,674 | -$150,027 |
|---|
AMGN
AMGEN INC | United States | COM | 1,052 | 835 | -217 | $338,830 | $217,681 | -$121,149 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 3,252 | 2,351 | -901 | $539,300 | $445,013 | -$94,287 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 6,584 | 6,096 | -488 | $1,100,757 | $1,160,853 | +$60,096 |
|---|
WMT
WALMART INC | United States | COM | 9,660 | 8,135 | -1,525 | $780,049 | $734,996 | -$45,053 |
|---|
RTX
RTX CORPORATION | United States | COM | 1,963 | 1,889 | -74 | $237,802 | $218,561 | -$19,241 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 972 | 904 | -68 | $204,978 | $216,680 | +$11,702 |
|---|
BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 77,330 | 77,163 | -167 | $2,008,260 | $1,997,750 | -$10,510 |
|---|
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