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| Name: |
Kades & Cheifetz LLC |
| City: |
BERWYN |
| State: |
PA |
| Zip: |
19312 |
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data |
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| Holdings
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27 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
5 |
- |
$192.25 |
$6,747,000 |
39,347 |
4.32% |
-946,000 |
-610 |
0 |
Personal Computers |
|
|
PFF |
iShares S&P U.S. Preferred ... |
10 |
- |
$31.75 |
$4,516,000 |
140,126 |
2.89% |
61,000 |
-2,717 |
0.029 |
Closed - End Fund - E... |
|
|
DES |
WisdomTree SmallCap Dividend |
13 |
- |
$31.91 |
$3,604,000 |
110,267 |
2.31% |
-111,000 |
-5,213 |
0.185 |
Closed - End Fund - E... |
|
|
PGX |
Invesco Preferred ETF |
15 |
- |
$11.56 |
$3,253,000 |
273,846 |
2.08% |
91,000 |
-1,835 |
0.063 |
Closed - End Fund - Debt |
|
|
SHM |
Spdr Brcly Cap Shrt Trm Mu |
16 |
- |
$46.90 |
$3,173,000 |
66,882 |
2.03% |
-1,902,000 |
-39,310 |
0.064 |
Closed - End Fund - E... |
|
|
DWX |
Spdr S&P Intl Divd |
17 |
- |
$35.36 |
$2,673,000 |
76,035 |
1.71% |
-338,000 |
-8,666 |
0.469 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
20 |
- |
$415.13 |
$2,262,000 |
5,377 |
1.45% |
222,000 |
-47 |
0 |
Application Software |
|
|
SCHP |
Schwab U.S. Tips Etf |
22 |
- |
$51.92 |
$1,928,000 |
36,961 |
1.23% |
-12,000 |
-196 |
0.012 |
N/A |
|
|
SHYD |
VanEck Vectors Short High-Y... |
25 |
- |
$0.00 |
$1,751,000 |
78,155 |
1.12% |
-57,000 |
-3,561 |
0.087 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
26 |
- |
$1,096.33 |
$1,736,000 |
1,921 |
1.11% |
661,000 |
-250 |
0 |
Semiconductor - Speci... |
|
|
DEM |
WisdomTree Emerging Markets... |
30 |
- |
$43.53 |
$1,518,000 |
36,290 |
0.97% |
5,000 |
-898 |
0.079 |
Closed - End Fund - E... |
|
|
SCHE |
Schwab Emerging Markets Equ... |
32 |
- |
$26.06 |
$1,159,000 |
45,893 |
0.74% |
-542,000 |
-22,712 |
0.017 |
N/A |
|
|
QQQ |
Invesco QQQ Trust Series I |
33 |
- |
$450.71 |
$1,097,000 |
2,471 |
0.7% |
13,000 |
-177 |
0.001 |
Closed - End Fund - Debt |
|
|
IBM |
International Business Mach... |
36 |
- |
$166.85 |
$1,027,000 |
5,379 |
0.66% |
144,000 |
-19 |
0.001 |
Diversified Computer ... |
|
|
GOOG |
Alphabet Inc |
37 |
- |
$173.96 |
$1,024,000 |
6,723 |
0.66% |
75,000 |
-14 |
0 |
Search Engines & Info... |
|
|
IWB |
ishares trust Russell 1000 |
38 |
- |
$288.86 |
$991,000 |
3,440 |
0.63% |
22,000 |
-255 |
0.003 |
Closed - End Fund - E... |
|
|
VRP |
Invesco Variable Rate Prefe... |
39 |
- |
$23.85 |
$950,000 |
39,970 |
0.61% |
-33,000 |
-2,634 |
0.069 |
N/A |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
47 |
- |
$104.16 |
$785,000 |
7,495 |
0.5% |
-158,000 |
-1,453 |
0.008 |
Closed - End Fund - Debt |
|
|
GOOGL |
Alphabet Inc |
54 |
- |
$172.50 |
$519,000 |
3,438 |
0.33% |
35,000 |
-26 |
0 |
Search Engines & Info... |
|
|
BRK.B |
Berkshire Hathaway B |
55 |
- |
$414.40 |
$504,000 |
1,198 |
0.32% |
52,000 |
-68 |
0 |
Property & Casualty I... |
|
|
UPS |
United Parcel Service Inc |
60 |
- |
$138.93 |
$380,000 |
2,558 |
0.24% |
-24,000 |
-10 |
0 |
AirDelivery & Freight... |
|
|
SCHV |
Schwab Strategic Trust |
64 |
- |
$74.88 |
$341,000 |
4,482 |
0.22% |
-100,000 |
-1,811 |
0.004 |
Closed - End Fund - Debt |
|
|
VCIT |
Vanguard Intermediate-Term |
65 |
- |
$79.65 |
$341,000 |
4,229 |
0.22% |
-28,000 |
-308 |
0 |
Closed - End Fund - Debt |
|
|
MCK |
McKesson Corp |
66 |
- |
$531.10 |
$340,000 |
633 |
0.22% |
37,000 |
-22 |
0 |
Drugs Wholesale |
|
|
HOLX |
Hologic Inc |
73 |
- |
$73.78 |
$298,000 |
3,825 |
0.19% |
13,000 |
-166 |
0.001 |
Medical Appliances & ... |
|
|
ISRG |
Intuitive Surgical Inc |
77 |
- |
$372.63 |
$267,000 |
669 |
0.17% |
37,000 |
-12 |
0 |
Medical Appliances & ... |
|
|
F |
Ford Motor Co |
88 |
- |
$12.50 |
$140,000 |
10,522 |
0.09% |
-110,000 |
-9,959 |
0 |
Auto Manufacturers |
|
