Kades & Cheifetz

Kades & Cheifetz as of Dec. 31, 2023

Portfolio Holdings for Kades & Cheifetz

Kades & Cheifetz holds 80 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.4 $15M 192k 76.13
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 6.0 $8.5M 102k 83.63
Vanguard Specialized Funds Div App Etf (VIG) 5.9 $8.3M 49k 170.40
Apple (AAPL) 5.5 $7.7M 40k 192.53
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.8 $5.3M 64k 83.31
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 3.6 $5.1M 106k 47.79
Ishares Gold Tr Ishares New (IAU) 3.6 $5.0M 128k 39.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.4 $4.8M 99k 48.45
Ishares Tr Conv Bd Etf (ICVT) 3.4 $4.7M 60k 78.59
Strategy Ns 7handl Idx (HNDL) 3.3 $4.6M 222k 20.68
Ishares Tr Pfd And Incm Sec (PFF) 3.2 $4.5M 143k 31.19
Wisdomtree Tr Us Smallcap Divd (DES) 2.6 $3.7M 116k 32.17
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 2.6 $3.6M 75k 48.38
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 2.2 $3.2M 276k 11.47
Ishares Tr National Mun Etf (MUB) 2.2 $3.1M 29k 108.41
Spdr Index Shs Fds S&p Intl Etf (DWX) 2.1 $3.0M 85k 35.55
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.7 $2.4M 64k 36.96
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.6 $2.3M 49k 46.62
Microsoft Corporation (MSFT) 1.4 $2.0M 5.4k 376.03
Vanguard Wellington Short Trm Tax Ex (VTES) 1.4 $2.0M 20k 101.41
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.9M 37k 52.20
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 1.3 $1.8M 82k 22.13
Nuveen Floating Rate Income Fund (JFR) 1.2 $1.7M 211k 8.22
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 1.2 $1.7M 69k 24.79
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $1.6M 33k 50.62
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.6M 6.6k 241.79
Graniteshares Gold Tr Shs Ben Int (BAR) 1.1 $1.6M 77k 20.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.1 $1.5M 19k 82.96
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.1 $1.5M 37k 40.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.1M 2.6k 409.46
NVIDIA Corporation (NVDA) 0.8 $1.1M 2.2k 495.27
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.7 $983k 43k 23.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $971k 8.7k 111.63
Ishares Tr Rus 1000 Etf (IWB) 0.7 $969k 3.7k 262.25
Cummins (CMI) 0.7 $962k 4.0k 239.59
Alphabet Cap Stk Cl C (GOOG) 0.7 $949k 6.7k 140.93
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $943k 8.9k 105.43
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.6 $900k 13k 72.15
International Business Machines (IBM) 0.6 $883k 5.4k 163.54
BlackRock Floating Rate Income Strat. Fn (FRA) 0.6 $865k 68k 12.66
Ishares Tr New York Mun Etf (NYF) 0.6 $862k 16k 54.09
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $832k 18k 47.24
Schwab Strategic Tr Us Reit Etf (SCHH) 0.6 $804k 39k 20.71
Ishares Tr Select Divid Etf (DVY) 0.5 $736k 6.3k 117.23
Broadcom (AVGO) 0.5 $719k 644.00 1115.61
Medtronic SHS (MDT) 0.5 $688k 8.4k 82.38
Waste Management (WM) 0.4 $591k 3.3k 179.08
Matthews Asia Fds Emerging Markets (MEMX) 0.4 $580k 21k 27.74
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.4 $565k 27k 20.88
Ishares Tr Ibonds Dec 25 (IBMN) 0.4 $562k 21k 26.55
Chevron Corporation (CVX) 0.4 $553k 3.7k 149.14
Wal-Mart Stores (WMT) 0.4 $508k 3.2k 157.67
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $495k 7.8k 63.33
Alphabet Cap Stk Cl A (GOOGL) 0.3 $484k 3.5k 139.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $457k 8.2k 55.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $452k 1.3k 356.66
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $441k 6.3k 70.11
United Parcel Service CL B (UPS) 0.3 $404k 2.6k 157.24
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $384k 10k 37.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $369k 4.5k 81.27
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.3 $364k 16k 23.12
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.3 $361k 6.9k 52.61
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.3 $354k 14k 25.14
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $344k 18k 19.45
Ishares Tr Ibonds Dec 27 (IBMP) 0.2 $335k 13k 25.42
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $335k 14k 23.90
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $310k 12k 25.51
McKesson Corporation (MCK) 0.2 $303k 655.00 462.87
Ishares Tr Russell 2000 Etf (IWM) 0.2 $297k 1.5k 200.72
Nextera Energy (NEE) 0.2 $295k 4.9k 60.74
Hologic (HOLX) 0.2 $285k 4.0k 71.45
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $284k 14k 20.45
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $279k 14k 20.28
Ford Motor Company (F) 0.2 $250k 21k 12.19
Listed Fd Tr Overlay (OVLH) 0.2 $244k 8.5k 28.91
Amgen (AMGN) 0.2 $233k 809.00 287.94
Intuitive Surgical Com New (ISRG) 0.2 $230k 681.00 337.36
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $226k 2.7k 85.08
Ishares Tr Esg Aware Msci (ESML) 0.1 $202k 5.3k 38.01
Arbutus Biopharma (ABUS) 0.0 $50k 20k 2.50