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Kades & Cheifetz

Latest statistics and disclosures from Kades & Cheifetz's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, VIG, HNDL, SLYG, AAPL, and represent 32.27% of Kades & Cheifetz's stock portfolio.
Added to shares of these 10 stocks: VIG, AVGO, VCIT, EMXC, HNDL, BSV, VTES, RTX, SCHD, BSMR.
Started 5 new stock positions in RTX, JPM, BSMR, PHO, IJH.
Reduced shares in these 10 stocks: UPS, HOLX, SCHP, , NVDA, SHM, SLYG, AAPL, SCHZ, DFUV.
Sold out of its positions in HOLX, MRK, UPS.
Kades & Cheifetz was a net buyer of stock by $6.6M.
Kades & Cheifetz has $175M in assets under management (AUM), dropping by 9.78%.
Central Index Key (CIK): 0001957259

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Portfolio Holdings for Kades & Cheifetz

Kades & Cheifetz holds 94 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.6	$17M		198k	84.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.3	$11M	+11%	55k	198.06	View chart
Strategy Ns 7handl Idx (HNDL)	5.8	$10M	+4%	459k	22.25	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	5.4	$9.4M		101k	93.11	View chart
Apple (AAPL)	5.2	$9.0M		39k	233.00	View chart
Ishares Gold Tr Ishares New (IAU)	3.6	$6.3M		127k	49.70	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.4	$5.9M	+2%	68k	86.82	View chart
Ishares Tr Conv Bd Etf (ICVT)	3.1	$5.4M	+3%	65k	83.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.9	$5.1M	+4%	105k	48.98	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.8	$4.9M	+4%	147k	33.23	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	2.6	$4.6M	+5%	46k	101.42	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	2.4	$4.3M	+3%	86k	49.61	View chart
Ishares Tr National Mun Etf (MUB)	2.2	$3.9M	+5%	36k	108.63	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.2	$3.8M	+2%	110k	34.49	View chart
Ishares Msci Emrg Chn (EMXC)	1.9	$3.4M	+20%	55k	61.11	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.9	$3.3M		266k	12.35	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	1.5	$2.6M		69k	38.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$2.5M	+2%	60k	41.12	View chart
Microsoft Corporation (MSFT)	1.3	$2.3M		5.4k	430.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$2.3M		22k	104.18	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.3	$2.2M	-2%	47k	47.52	View chart
NVIDIA Corporation (NVDA)	1.3	$2.2M	-4%	18k	121.44	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.2	$2.1M	-4%	44k	48.14	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.2	$2.0M		77k	25.97	View chart
Nuveen Floating Rate Income Fund (JFR)	1.1	$1.9M	+3%	217k	8.82	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.0	$1.8M	+6%	35k	51.04	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$1.8M		6.7k	267.37	View chart
Matthews Asia Fds Emerging Markets (MEMX)	1.0	$1.8M		58k	30.77	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.0	$1.8M	-10%	33k	53.63	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.9	$1.6M	+2%	72k	22.72	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.9	$1.6M		37k	44.01	View chart
Cummins (CMI)	0.7	$1.3M		4.0k	323.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.2M		2.5k	487.99	View chart
International Business Machines (IBM)	0.7	$1.2M		5.3k	221.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.1M		8.9k	128.20	View chart
Broadcom (AVGO)	0.6	$1.1M	+903%	6.6k	172.50	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.6	$1.1M		15k	76.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.6	$1.1M	+4%	39k	29.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.1M		6.6k	167.19	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.1M		3.5k	314.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.1M	+197%	13k	83.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$1.1M	+4%	21k	51.50	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.6	$1.0M	+8%	45k	23.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$986k	+12%	9.3k	106.19	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.6	$974k		74k	13.20	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$898k	+9%	44k	20.56	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.5	$887k	-2%	36k	24.46	View chart
Ishares Tr New York Mun Etf (NYF)	0.5	$877k		16k	54.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$857k	-2%	6.3k	135.07	View chart
Medtronic SHS (MDT)	0.5	$848k		9.4k	90.03	View chart
Wal-Mart Stores (WMT)	0.4	$780k		9.7k	80.75	View chart
Waste Management (WM)	0.4	$695k		3.3k	207.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$660k		8.2k	80.78	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$657k	+131%	8.4k	78.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$624k		30k	20.65	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.4	$612k	+17%	24k	25.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.3	$587k		28k	21.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$569k	+25%	29k	19.72	View chart
Chevron Corporation (CVX)	0.3	$568k		3.9k	147.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$560k		8.4k	66.52	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.3	$548k	+7%	21k	26.66	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$539k	-4%	3.3k	165.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$525k	-2%	1.1k	460.26	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$510k	+11%	26k	19.56	View chart
Nextera Energy (NEE)	0.3	$458k		5.4k	84.53	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.3	$442k	+30%	17k	25.45	View chart
Listed Fd Tr Overlay (OVLH)	0.2	$432k	+3%	13k	33.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$404k	-6%	9.7k	41.69	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.2	$382k	+2%	16k	23.35	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$369k		7.0k	52.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$364k		4.5k	80.37	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$360k	-3%	14k	25.75	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$350k		14k	24.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$349k		1.6k	220.86	View chart
Amgen (AMGN)	0.2	$339k	+3%	1.1k	322.08	View chart
Intuitive Surgical Com New (ISRG)	0.2	$323k		657.00	491.27	View chart
McKesson Corporation (MCK)	0.2	$313k		634.00	494.37	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$313k	+32%	17k	18.81	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$275k		2.7k	101.64	View chart
Costco Wholesale Corporation (COST)	0.1	$258k		291.00	885.87	View chart
Raytheon Technologies Corp (RTX)	0.1	$238k	NEW	2.0k	121.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$237k		976.00	243.06	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$230k		4.5k	50.61	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$224k		5.4k	41.82	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$224k	NEW	9.5k	23.70	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$220k		1.9k	117.61	View chart
Procter & Gamble Company (PG)	0.1	$219k		1.3k	173.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$213k	NEW	3.4k	62.31	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$209k	NEW	3.0k	70.54	View chart
Enterprise Products Partners (EPD)	0.1	$208k		7.2k	29.11	View chart
JPMorgan Chase & Co. (JPM)	0.1	$205k	NEW	972.00	210.88	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$202k		12k	16.67	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$199k		12k	16.95	View chart
Arbutus Biopharma (ABUS)	0.0	$77k		20k	3.85	View chart

Past Filings by Kades & Cheifetz

SEC 13F filings are viewable for Kades & Cheifetz going back to 2022

Kades & Cheifetz 2024 Q3 filed Oct. 2, 2024
Kades & Cheifetz 2024 Q2 filed Aug. 12, 2024
Kades & Cheifetz 2024 Q1 filed May 6, 2024
Kades & Cheifetz 2023 Q4 filed Jan. 30, 2024
Kades & Cheifetz 2023 Q3 filed Oct. 30, 2023
Kades & Cheifetz 2023 Q2 filed Aug. 7, 2023
Kades & Cheifetz 2023 Q1 filed May 8, 2023
Kades & Cheifetz 2022 Q4 filed Feb. 3, 2023

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