Kades & Cheifetz LLC
CIK 1957259 · View on SEC EDGAR ↗
- Portfolio value
- $195.4M
- Positions
- 108
- As of
- Dec. 31, 2024 Data as of Q4 2024
#6,529 of 9,443 by 13F value · top 69.1%
- Top 10 holdings weight
- 42.25%
- Top 25 holdings weight
- 68.70%
- Positions above 1%
- 31
- Effective number of positions
- 36.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
- New positions
- 108
- Increased
- 0
- Decreased
- 0
- Closed
- 0
On this page
Sector breakdown
Technology
7.7%
Communication Services
0.8%
Industrials
0.8%
Retail
0.6%
Health Care
0.5%
Energy
0.2%
Utilities
0.1%
Financials
0.1%
Consumer products
0.1%
Other/Unmapped
89.0%
Full portfolio 108 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $16,092,390 | 8.24% | 589,033 | Up ×1 | |||
| VIG | $11,172,772 | 5.72% | 57,053 | Up ×1 | |||
| HNDL Strategy Shares Nasdaq 7HANDL Index ETF | $9,641,808 | 4.93% | 452,030 | Up ×1 | |||
| SLYG | $9,010,640 | 4.61% | 99,730 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $8,357,153 | 4.28% | 33,373 | Up ×1 | |||
| IAU | $6,318,466 | 3.23% | 127,620 | Up ×1 | |||
| SLYV | $6,084,756 | 3.11% | 69,739 | Up ×1 | |||
| DES | $5,452,250 | 2.79% | 158,726 | Up ×1 | |||
| ICVT | $5,361,253 | 2.74% | 63,096 | Up ×1 | |||
| AGG | $5,059,493 | 2.59% | 52,214 | Up ×1 | |||
| MUB | $4,967,274 | 2.54% | 46,619 | Up ×1 | |||
| SCHJ | $4,540,714 | 2.32% | 186,286 | Up ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $4,527,064 | 2.32% | 143,991 | Up ×1 | |||
| BSV | $4,001,045 | 2.05% | 51,780 | Up ×1 | |||
| SCHO | $3,881,066 | 1.99% | 161,308 | Up ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $3,795,129 | 1.94% | 65,231 | Up ×1 | |||
| SUB | $3,694,308 | 1.89% | 35,024 | Up ×1 | |||
| VYM | $3,262,063 | 1.67% | 25,567 | Up ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $3,190,197 | 1.63% | 57,533 | Up ×1 | |||
| VTES | $3,100,170 | 1.59% | 30,924 | Up ×1 | |||
| PGX | $2,779,991 | 1.42% | 241,109 | Up ×1 | |||
| SCHP | $2,674,401 | 1.37% | 103,539 | Up ×1 | |||
| MTUM | $2,460,423 | 1.26% | 11,891 | Up ×1 | |||
| SCHG | $2,419,054 | 1.24% | 86,798 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $2,380,836 | 1.22% | 17,729 | Up ×1 | |||
| SCHZ | $2,288,243 | 1.17% | 100,804 | Up ×1 | |||
| SCHF | $2,183,788 | 1.12% | 118,043 | Up ×1 | |||
| SHM | $2,096,927 | 1.07% | 44,248 | Up ×1 | |||
| DWX | $2,061,447 | 1.06% | 58,966 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2,024,064 | 1.04% | 4,802 | Up ×1 | |||
| BAR | $1,997,750 | 1.02% | 77,163 | Up ×1 | |||
| JFR Nuveen Floating Rate Income Fund Common Stock | $1,866,808 | 0.96% | 209,283 | Up ×1 | |||
| VBK | $1,863,325 | 0.95% | 6,653 | Up ×1 | |||
| FLOT | $1,742,614 | 0.89% | 34,249 | Up ×1 | |||
| MEMX | $1,684,895 | 0.86% | 58,126 | Up ×1 | |||
| DEM | $1,622,394 | 0.83% | 40,069 | Up ×1 | |||
| SHYD | $1,601,747 | 0.82% | 71,252 | Up ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1,535,550 | 0.79% | 6,623 | Up ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1,206,125 | 0.62% | 2,359 | Up ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,184,064 | 0.61% | 14,751 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1,160,853 | 0.59% | 6,096 | Up ×1 | |||
| CWB | $1,141,620 | 0.58% | 14,657 | Up ×1 | |||
| IWB | $1,118,325 | 0.57% | 3,471 | Up ×1 | |||
| SCHE | $1,047,967 | 0.54% | 39,353 | Up ×1 | |||
| DFAC | $988,069 | 0.51% | 28,565 | Up ×1 | |||
| SCHA | $964,118 | 0.49% | 37,282 | Up ×1 | |||
| FRA Blackrock Floating Rate Income Strategies Fund Inc Common Stock | $937,425 | 0.48% | 68,176 | Up ×1 | |||
| SCHH | $913,946 | 0.47% | 43,397 | Up ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $882,292 | 0.45% | 43,830 | Up ×1 | |||
| VEA | $872,880 | 0.45% | 18,253 | Up ×1 | |||
| NYF | $861,709 | 0.44% | 16,191 | Up ×1 | |||
| SHYG | $861,006 | 0.44% | 20,207 | Up ×1 | |||
| IBMO | $853,651 | 0.44% | 33,529 | Up ×1 | |||
| DVY iShares Select Dividend ETF | $847,182 | 0.43% | 6,453 | Up ×1 | |||
| BNDX Vanguard Total International Bond ETF | $831,623 | 0.43% | 16,955 | Up ×1 | |||
| CMI Cummins Inc. Common Stock | $795,019 | 0.41% | 2,281 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $734,996 | 0.38% | 8,135 | Up ×1 | |||
| IBMP | $732,272 | 0.37% | 29,128 | Up ×1 | |||
| VRP | $720,808 | 0.37% | 29,798 | Up ×1 | |||
| IBM International Business Machines Corporation Common Stock | $710,053 | 0.36% | 3,230 | Up ×1 | |||
| XLU XLU | $604,579 | 0.31% | 7,988 | Up ×1 | |||
| IBMN | $576,679 | 0.30% | 21,667 | Up ×1 | |||
| SCHB | $574,788 | 0.29% | 25,321 | Up ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $568,062 | 0.29% | 29,161 | Up ×1 | |||
| WM Waste Management, Inc. Common Stock | $544,674 | 0.28% | 2,699 | Up ×1 | |||
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | $520,833 | 0.27% | 25,222 | Up ×1 | |||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $520,491 | 0.27% | 26,788 | Up ×1 | |||
| DFUV | $484,299 | 0.25% | 11,835 | Up ×1 | |||
| PZT | $471,250 | 0.24% | 20,760 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $445,013 | 0.23% | 2,351 | Up ×1 | |||
| IBDT | $432,515 | 0.22% | 17,370 | Up ×1 | |||
| IBDR | $427,075 | 0.22% | 17,743 | Up ×1 | |||
| VOO | $426,999 | 0.22% | 792 | Up ×1 | |||
| OVLH | $425,838 | 0.22% | 12,478 | Up ×1 | |||
| IBDS | $421,265 | 0.22% | 17,582 | Up ×1 | |||
| AGGY | $389,284 | 0.20% | 9,070 | Up ×1 | |||
| IBMR | $383,604 | 0.20% | 15,356 | Up ×1 | |||
| ESGV | $369,311 | 0.19% | 3,521 | Up ×1 | |||
| SCMB | $364,378 | 0.19% | 14,189 | Up ×1 | |||
| MCK McKesson Corporation Common Stock | $361,762 | 0.19% | 635 | Up ×1 | |||
| IWM | $349,939 | 0.18% | 1,584 | Up ×1 | |||
| IBMQ | $346,049 | 0.18% | 13,743 | Up ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $342,928 | 0.18% | 657 | Up ×1 | |||
| SJNK | $338,008 | 0.17% | 13,386 | Up ×1 | |||
| IBDU | $329,250 | 0.17% | 14,441 | Up ×1 | |||
| BGRN iShares USD Green Bond ETF | $324,947 | 0.17% | 6,970 | Up ×1 | |||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $307,054 | 0.16% | 16,742 | Up ×1 | |||
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | $271,534 | 0.14% | 11,506 | Up ×1 | |||
| SCHV | $271,270 | 0.14% | 10,405 | Up ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $266,775 | 0.14% | 291 | Up ×1 | |||
| CVX Chevron Corporation Common Stock | $244,584 | 0.13% | 1,689 | Up ×1 | |||
| GLD | $236,319 | 0.12% | 976 | Up ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $227,407 | 0.12% | 7,251 | Up ×1 | |||
| ESML | $226,623 | 0.12% | 5,389 | Up ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $224,190 | 0.11% | 3,127 | Up ×1 | |||
| EAGG | $223,469 | 0.11% | 4,812 | Up ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $219,390 | 0.11% | 1,000 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $218,561 | 0.11% | 1,889 | Up ×1 | |||
| AMGN Amgen Inc. - Common Stock | $217,681 | 0.11% | 835 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $216,680 | 0.11% | 904 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SCHD | $16,092,390 | 589,033 | 8.24% |
| VIG | $11,172,772 | 57,053 | 5.72% |
| HNDL | $9,641,808 | 452,030 | 4.93% |
| SLYG | $9,010,640 | 99,730 | 4.61% |
| AAPL | $8,357,153 | 33,373 | 4.28% |
| IAU | $6,318,466 | 127,620 | 3.23% |
| SLYV | $6,084,756 | 69,739 | 3.11% |
| DES | $5,452,250 | 158,726 | 2.79% |
| ICVT | $5,361,253 | 63,096 | 2.74% |
| AGG | $5,059,493 | 52,214 | 2.59% |
| MUB | $4,967,274 | 46,619 | 2.54% |
| SCHJ | $4,540,714 | 186,286 | 2.32% |
| PFF | $4,527,064 | 143,991 | 2.32% |
| BSV | $4,001,045 | 51,780 | 2.05% |
| SCHO | $3,881,066 | 161,308 | 1.99% |