Kades & Cheifetz

Kades & Cheifetz as of March 31, 2024

Portfolio Holdings for Kades & Cheifetz

Kades & Cheifetz holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.2 $16M 197k 80.63
Vanguard Specialized Funds Div App Etf (VIG) 5.9 $9.2M 50k 182.61
Strategy Ns 7handl Idx (HNDL) 5.9 $9.1M 431k 21.21
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 5.7 $8.9M 102k 87.23
Apple (AAPL) 4.3 $6.7M 39k 171.48
Ishares Gold Tr Ishares New (IAU) 3.5 $5.5M 130k 42.01
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 3.4 $5.3M 64k 82.97
Ishares Tr Conv Bd Etf (ICVT) 3.1 $4.9M 61k 79.83
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.1 $4.8M 100k 48.21
Ishares Tr Pfd And Incm Sec (PFF) 2.9 $4.5M 140k 32.23
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 2.6 $4.1M 84k 48.33
Vanguard Wellington Short Trm Tax Ex (VTES) 2.4 $3.8M 37k 100.70
Wisdomtree Tr Us Smallcap Divd (DES) 2.3 $3.6M 110k 32.68
Ishares Tr National Mun Etf (MUB) 2.2 $3.4M 32k 107.60
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 2.1 $3.3M 274k 11.88
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.0 $3.2M 67k 47.44
Spdr Index Shs Fds S&p Intl Etf (DWX) 1.7 $2.7M 76k 35.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.6 $2.5M 64k 39.02
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.5 $2.3M 49k 46.00
Microsoft Corporation (MSFT) 1.4 $2.3M 5.4k 420.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.3 $2.0M 22k 92.72
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $1.9M 37k 52.16
Nuveen Floating Rate Income Fund (JFR) 1.2 $1.9M 218k 8.73
Ishares Msci Emrg Chn (EMXC) 1.2 $1.9M 33k 57.57
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 1.1 $1.8M 78k 22.41
NVIDIA Corporation (NVDA) 1.1 $1.7M 1.9k 903.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $1.7M 6.7k 260.71
Graniteshares Gold Tr Shs Ben Int (BAR) 1.1 $1.7M 78k 21.96
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.1 $1.7M 33k 51.06
Matthews Asia Fds Emerging Markets (MEMX) 1.1 $1.7M 57k 29.10
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.0 $1.5M 36k 41.84
Cummins (CMI) 0.8 $1.2M 4.0k 294.62
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.7 $1.2M 46k 25.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.1M 2.5k 443.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.1M 8.7k 120.98
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.7 $1.0M 14k 73.04
International Business Machines (IBM) 0.7 $1.0M 5.4k 190.95
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.0M 6.7k 152.26
Ishares Tr Rus 1000 Etf (IWB) 0.6 $991k 3.4k 288.05
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.6 $950k 40k 23.77
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $921k 19k 49.24
BlackRock Floating Rate Income Strat. Fn (FRA) 0.6 $914k 71k 12.92
Ishares Tr New York Mun Etf (NYF) 0.6 $861k 16k 53.81
Broadcom (AVGO) 0.5 $857k 647.00 1324.72
Schwab Strategic Tr Us Reit Etf (SCHH) 0.5 $820k 40k 20.30
Medtronic SHS (MDT) 0.5 $814k 9.3k 87.15
Ishares Tr Select Divid Etf (DVY) 0.5 $796k 6.5k 123.19
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $785k 7.5k 104.73
Waste Management (WM) 0.5 $712k 3.3k 213.17
Chevron Corporation (CVX) 0.4 $604k 3.8k 157.76
Wal-Mart Stores (WMT) 0.4 $585k 9.7k 60.17
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.4 $584k 28k 20.97
Ishares Tr Ibonds Dec 25 (IBMN) 0.4 $562k 21k 26.46
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $519k 7.9k 65.65
Alphabet Cap Stk Cl A (GOOGL) 0.3 $519k 3.4k 150.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $504k 1.2k 420.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $503k 8.2k 61.05
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $423k 10k 40.90
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.3 $393k 20k 19.29
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $389k 15k 25.35
United Parcel Service CL B (UPS) 0.2 $380k 2.6k 148.64
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.2 $364k 16k 23.04
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.2 $360k 14k 25.22
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.2 $359k 6.9k 52.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $341k 4.5k 75.98
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $341k 4.2k 80.52
McKesson Corporation (MCK) 0.2 $340k 633.00 536.53
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $336k 14k 23.85
Ishares Tr Ibonds Dec 27 (IBMP) 0.2 $333k 13k 25.17
Nextera Energy (NEE) 0.2 $332k 5.2k 63.91
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $332k 16k 20.43
Ishares Tr Russell 2000 Etf (IWM) 0.2 $330k 1.6k 210.29
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $302k 16k 19.21
Hologic (HOLX) 0.2 $298k 3.8k 77.96
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $292k 15k 20.07
Amgen (AMGN) 0.2 $287k 1.0k 284.45
Listed Fd Tr Overlay (OVLH) 0.2 $284k 9.1k 31.25
Intuitive Surgical Com New (ISRG) 0.2 $267k 669.00 399.09
Vanguard World Esg Us Stk Etf (ESGV) 0.2 $247k 2.7k 93.18
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $229k 4.7k 49.05
Merck & Co (MRK) 0.1 $222k 1.7k 131.91
Ishares Tr Esg Aware Msci (ESML) 0.1 $215k 5.3k 40.27
Costco Wholesale Corporation (COST) 0.1 $212k 290.00 732.53
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.1 $210k 3.2k 66.58
Enterprise Products Partners (EPD) 0.1 $210k 7.2k 29.18
Procter & Gamble Company (PG) 0.1 $202k 1.2k 162.28
Spdr Gold Tr Gold Shs (GLD) 0.1 $201k 976.00 205.72
Ishares Tr Core High Dv Etf (HDV) 0.1 $201k 1.8k 110.22
Ford Motor Company (F) 0.1 $140k 11k 13.28
Arbutus Biopharma (ABUS) 0.0 $52k 20k 2.58