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  Name: Kades & Cheifetz LLC
  City: BERWYN
  State: PA
  Zip: 19312
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $156,209,000
  Total Value Change : $15,133,000
  Securities Held Change : 10
   
All Securities Held : 90
  New Positions : 8
  Closed Positions : 0
  Increased Positions : 53
  Unchanged Positions : 2
  Decreased Positions : 27

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 24 New $0.00 $1,887,000 32,774 1.21% 1,887,000 32,774 0.004    N/A
   (BSCQ)1 Year Chart         BSCQ Invesco Bulletshares 2026 C... 72 New $19.21 $302,000 15,717 0.19% 302,000 15,717 0.006    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 80 New $131.20 $222,000 1,681 0.14% 222,000 1,681 0    Drug Manufacturers - ...
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 83 New $28.61 $210,000 7,201 0.13% 210,000 7,201 0.012    Independent Oil & Gas
   (PHO)1 Year Chart         PHO Invesco Water Resource Port 84 New $68.40 $210,000 3,160 0.13% 210,000 3,160 0    Closed - End Fund - Debt
   (PG)1 Year Chart         PG Procter & Gamble Co 85 New $167.86 $202,000 1,247 0.13% 202,000 1,247 0    Cleaning Products
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 86 New $220.03 $201,000 976 0.13% 201,000 976 0    Closed - End Fund - E...
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 87 New $111.35 $200,000 1,819 0.13% 200,000 1,819 0.002    N/A

      8 Records Found
  1    
Page 1 of 1
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