Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KADES & CHEIFETZ LLC | 05-06-2024 | 03-31-2024 | 90 | 156,208,901 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $15,874,070 | 196,875 | 0.01 | 0.01 | 4,687 | 2.44 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2 | $9,166,078 | 50,195 | 0.01 | 0.01 | 3,093 | 6.57 | 03-31-2024 |
| STRATEGY SHS | NS 7HANDL IDX | 3 | $9,146,521 | 431,236 | 0.01 | 0.00 | 272,712 | 172.03 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP GRW | 4 | $8,893,646 | 101,956 | 0.01 | 0.01 | -783 | -0.76 | 03-31-2024 |
