Kades--Cheifetz

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GOOGL",
  "JFR",
  "SCHH",
  "AVGO",
  null,
  null,
  "CMI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FRA",
  null,
  null,
  "ISRG",
  null,
  "ABUS",
  "EMXC",
  null,
  "MUB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "VGSH",
  "AAPL",
  null,
  "NVDA",
  null,
  "PG",
  "AMGN",
  null,
  null,
  null,
  "RTX",
  "GLD",
  "IBM",
  null,
  "VCIT",
  null,
  "VIG",
  "VYM",
  null,
  "WM",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "ESGV",
  "VEA",
  null,
  "VBK",
  "BNDX",
  "BSV",
  "VOO",
  "WMT",
  null,
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  "SCHF",
  null,
  null,
  "SCHA",
  null,
  null,
  "MTUM",
  "MCK",
  "BRK-B",
  "CVX",
  "COST",
  null,
  "DFAC",
  null,
  null,
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  null,
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-01-13
Total Holdings: 108
Total Value: 195377201
Accession Number: 0001941040-25-000012
Form Type: 13F-HR
CIK: kades--cheifetz
Manager Name: Kades--Cheifetz

Data Enrichment

46% identified

50 identified58 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

108 positions • $195.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PROCTER & GAMBLE Co

PG|742718109

Shares:1.3K

Value:$212.9K

% of Portfolio:0.1% ($212.9K/$195.4M)

46429B663

Shares:1.9K

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$195.4M)

808524854

Shares:8.7K

Value:$211.0K

% of Portfolio:0.1% ($211.0K/$195.4M)

46436E726

Shares:9.6K

Value:$205.7K

% of Portfolio:0.1% ($205.7K/$195.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:448

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$195.4M)

46138J429

Shares:12.3K

Value:$197.0K

% of Portfolio:0.1% ($197.0K/$195.4M)

46138J460

Shares:11.9K

Value:$194.9K

% of Portfolio:0.1% ($194.9K/$195.4M)

Arbutus Biopharma Corp

ABUS|03879J100

Shares:20.0K

Value:$65.4K

% of Portfolio:0.0% ($65.4K/$195.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	1.3K	QoQ +0.63% (-8) YoY-	All Managers (Combined)	$212.9K	0.1% ($212.9K/$195.4M)	QoQ -2.62% (-$5.7K) YoY-
(cusip46429B663)✕	1.9K	QoQ +1.01% (-19) YoY-	All Managers (Combined)	$211.7K	0.1% ($211.7K/$195.4M)	QoQ -3.59% (-$7.9K) YoY-
(cusip808524854)✕	8.7K	QoQ +91.42% (-4.1K) YoY-	All Managers (Combined)	$211.0K	0.1% ($211.0K/$195.4M)	QoQ -8.11% (-$18.6K) YoY-
(cusip46436E726)✕	9.6K	QoQ NEW(+9.6K) YoY-	All Managers (Combined)	$205.7K	0.1% ($205.7K/$195.4M)	QoQ NEW(+$205.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	448	QoQ -60.70% (-692) YoY-	All Managers (Combined)	$203.1K	0.1% ($203.1K/$195.4M)	QoQ -61.29% (-$321.6K) YoY-
(cusip46138J429)✕	12.3K	QoQ +1.07% (-131) YoY-	All Managers (Combined)	$197.0K	0.1% ($197.0K/$195.4M)	QoQ -2.67% (-$5.4K) YoY-
(cusip46138J460)✕	11.9K	QoQ +1.17% (-138) YoY-	All Managers (Combined)	$194.9K	0.1% ($194.9K/$195.4M)	QoQ -2.28% (-$4.6K) YoY-
Arbutus Biopharma Corp(ABUScusip03879J100)	20.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$65.4K	0.0% ($65.4K/$195.4M)	QoQ -15.06% (-$11.6K) YoY-