Kades & Cheifetz

Kades & Cheifetz as of Dec. 31, 2024

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