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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 27.78% of Kades & Cheifetz's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$11M), AGG (+$5.1M), VGSH, BSV, SUB, MTUM, SCHJ, VYM, SCHP, SCHG.
Started 18 new stock positions in IBDS, VGSH, EAGG, VOO, MTUM, IBDV, BNDX, DFAC, BGRN, IBDT. AGGY, AGG, IBMQ, VEA, IBMR, AMZN, IBDU, SHYG.
Reduced shares in these 10 stocks: VTES, AAPL, MDT, CMI, Bsco etf, IBM, DWX, BRK.B, CVX, PGX.
Sold out of its positions in PHO, Bsco etf, IJH, MDT.
Kades & Cheifetz was a net buyer of stock by $44M.
Kades & Cheifetz has $195M in assets under management (AUM), dropping by 11.91%.
Central Index Key (CIK): 0001957259

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Portfolio Holdings for Kades & Cheifetz

Kades & Cheifetz holds 108 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.2	$16M	+197%	589k	27.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.7	$11M	+3%	57k	195.83	View chart
Strategy Ns 7handl Idx (HNDL)	4.9	$9.6M		452k	21.33	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	4.6	$9.0M		100k	90.35	View chart
Apple (AAPL)	4.3	$8.4M	-14%	33k	250.42	View chart
Ishares Gold Tr Ishares New (IAU)	3.2	$6.3M		128k	49.51	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.1	$6.1M	+3%	70k	87.25	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.8	$5.5M	+44%	159k	34.35	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.7	$5.4M	-2%	63k	84.97	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$5.1M	NEW	52k	96.90	View chart
Ishares Tr National Mun Etf (MUB)	2.5	$5.0M	+31%	47k	106.55	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	2.3	$4.5M	+116%	186k	24.38	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.3	$4.5M	-2%	144k	31.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.0	$4.0M	+520%	52k	77.27	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	2.0	$3.9M	+53%	161k	24.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.9	$3.8M	NEW	65k	58.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.9	$3.7M	+277%	35k	105.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$3.3M	+187%	26k	127.59	View chart
Ishares Msci Emrg Chn (EMXC)	1.6	$3.2M	+4%	58k	55.45	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.6	$3.1M	-32%	31k	100.25	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.4	$2.8M	-9%	241k	11.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.4	$2.7M	+214%	104k	25.83	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.3	$2.5M	NEW	12k	206.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$2.4M	+299%	87k	27.87	View chart
NVIDIA Corporation (NVDA)	1.2	$2.4M		18k	134.29	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$2.3M	+115%	101k	22.70	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$2.2M	+97%	118k	18.50	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.1	$2.1M		44k	47.39	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	1.1	$2.1M	-14%	59k	34.96	View chart
Microsoft Corporation (MSFT)	1.0	$2.0M	-10%	4.8k	421.50	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.0	$2.0M		77k	25.89	View chart
Nuveen Floating Rate Income Fund (JFR)	1.0	$1.9M	-3%	209k	8.92	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$1.9M		6.7k	280.07	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.9	$1.7M	-2%	34k	50.88	View chart
Matthews Asia Fds Emerging Markets (MEMX)	0.9	$1.7M		58k	28.99	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.8	$1.6M	+8%	40k	40.49	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.8	$1.6M		71k	22.48	View chart
Broadcom (AVGO)	0.8	$1.5M		6.6k	231.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.2M	-4%	2.4k	511.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.2M	+16%	15k	80.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.2M	-7%	6.1k	190.43	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.6	$1.1M		15k	77.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$1.1M		3.5k	322.19	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.5	$1.0M	+2%	39k	26.63	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$988k	NEW	29k	34.59	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$964k	+80%	37k	25.86	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.5	$937k	-7%	68k	13.75	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.5	$914k	-3%	43k	21.06	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$882k		44k	20.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$873k	NEW	18k	47.82	View chart
Ishares Tr New York Mun Etf (NYF)	0.4	$862k		16k	53.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.4	$861k	NEW	20k	42.61	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.4	$854k	+40%	34k	25.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$847k		6.5k	131.28	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.4	$832k	NEW	17k	49.05	View chart
Cummins (CMI)	0.4	$795k	-43%	2.3k	348.54	View chart
Wal-Mart Stores (WMT)	0.4	$735k	-15%	8.1k	90.35	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.4	$732k	+67%	29k	25.14	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.4	$721k	-17%	30k	24.19	View chart
International Business Machines (IBM)	0.4	$710k	-39%	3.2k	219.83	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$605k	-2%	8.0k	75.69	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.3	$577k	+5%	22k	26.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$575k	+200%	25k	22.70	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$568k		29k	19.48	View chart
Waste Management (WM)	0.3	$545k	-19%	2.7k	201.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$521k	-16%	25k	20.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$521k	+2%	27k	19.43	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$484k	+22%	12k	40.92	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.2	$471k	+26%	21k	22.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$445k	-27%	2.4k	189.29	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.2	$433k	NEW	17k	24.90	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$427k	+23%	18k	24.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$427k	NEW	792.00	539.14	View chart
Listed Fd Tr Overlay Shares (OVLH)	0.2	$426k	-2%	13k	34.13	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.2	$421k	NEW	18k	23.96	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.2	$389k	NEW	9.1k	42.92	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.2	$384k	NEW	15k	24.98	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$369k	+29%	3.5k	104.89	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$364k	+102%	14k	25.68	View chart
McKesson Corporation (MCK)	0.2	$362k		635.00	569.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$350k		1.6k	220.92	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.2	$346k	NEW	14k	25.18	View chart
Intuitive Surgical Com New (ISRG)	0.2	$343k		657.00	521.96	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$338k	-4%	13k	25.25	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$329k	NEW	14k	22.80	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.2	$325k	NEW	7.0k	46.62	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$307k		17k	18.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$272k	+21%	12k	23.60	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$271k	+129%	10k	26.07	View chart
Costco Wholesale Corporation (COST)	0.1	$267k		291.00	916.75	View chart
Chevron Corporation (CVX)	0.1	$245k	-56%	1.7k	144.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$236k		976.00	242.13	View chart
Enterprise Products Partners (EPD)	0.1	$227k		7.3k	31.36	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$227k		5.4k	42.05	View chart
Nextera Energy (NEE)	0.1	$224k	-42%	3.1k	71.69	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$224k	NEW	4.8k	46.44	View chart
Amazon (AMZN)	0.1	$219k	NEW	1.0k	219.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$219k	-3%	1.9k	115.70	View chart
Amgen (AMGN)	0.1	$218k	-20%	835.00	260.70	View chart
JPMorgan Chase & Co. (JPM)	0.1	$217k	-6%	904.00	239.69	View chart
Procter & Gamble Company (PG)	0.1	$213k		1.3k	167.63	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$212k		1.9k	112.24	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$211k	+91%	8.7k	24.29	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$206k	NEW	9.6k	21.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$203k	-60%	448.00	453.28	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$197k		12k	16.05	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$195k		12k	16.37	View chart
Arbutus Biopharma (ABUS)	0.0	$65k		20k	3.27	View chart

Past Filings by Kades & Cheifetz

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

Kades & Cheifetz 2024 Q4 filed Jan. 13, 2025
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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