Kades & Cheifetz LLC
CIK 1957259 · Ver em SEC EDGAR ↗
- Valor do portfólio
- $195.4M
- Posições
- 108
- Em
- 31 de Dezembro de 2024 Dados em Q4 2024
#6.529 de 9.443 por valor 13F · top 69.1%
- Peso das 10 principais posições
- 42,25%
- Peso das 25 principais posições
- 68,70%
- Posições acima de 1%
- 31
- Número efetivo de posições
- 36,4
Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)
- Novas posições
- 108
- Aumentou
- 0
- Diminuído
- 0
- Fechado
- 0
Nesta página
Distribuição setorial
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%
Outros/Não mapeado
89,0%
Portfólio completo 108 posições
| Tipo | Sequência | Tendência de 8T | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $16.092.390 | 8,24% | 589.033 | Alta ×1 | |||
| VIG | $11.172.772 | 5,72% | 57.053 | Alta ×1 | |||
| HNDL Strategy Shares Nasdaq 7HANDL Index ETF | $9.641.808 | 4,93% | 452.030 | Alta ×1 | |||
| SLYG | $9.010.640 | 4,61% | 99.730 | Alta ×1 | |||
| AAPL Apple Inc. - Common Stock | $8.357.153 | 4,28% | 33.373 | Alta ×1 | |||
| IAU | $6.318.466 | 3,23% | 127.620 | Alta ×1 | |||
| SLYV | $6.084.756 | 3,11% | 69.739 | Alta ×1 | |||
| DES | $5.452.250 | 2,79% | 158.726 | Alta ×1 | |||
| ICVT | $5.361.253 | 2,74% | 63.096 | Alta ×1 | |||
| AGG | $5.059.493 | 2,59% | 52.214 | Alta ×1 | |||
| MUB | $4.967.274 | 2,54% | 46.619 | Alta ×1 | |||
| SCHJ | $4.540.714 | 2,32% | 186.286 | Alta ×1 | |||
| PFF iShares Preferred and Income Securities ETF | $4.527.064 | 2,32% | 143.991 | Alta ×1 | |||
| BSV | $4.001.045 | 2,05% | 51.780 | Alta ×1 | |||
| SCHO | $3.881.066 | 1,99% | 161.308 | Alta ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $3.795.129 | 1,94% | 65.231 | Alta ×1 | |||
| SUB | $3.694.308 | 1,89% | 35.024 | Alta ×1 | |||
| VYM | $3.262.063 | 1,67% | 25.567 | Alta ×1 | |||
| EMXC iShares MSCI Emerging Markets ex China ETF | $3.190.197 | 1,63% | 57.533 | Alta ×1 | |||
| VTES | $3.100.170 | 1,59% | 30.924 | Alta ×1 | |||
| PGX | $2.779.991 | 1,42% | 241.109 | Alta ×1 | |||
| SCHP | $2.674.401 | 1,37% | 103.539 | Alta ×1 | |||
| MTUM | $2.460.423 | 1,26% | 11.891 | Alta ×1 | |||
| SCHG | $2.419.054 | 1,24% | 86.798 | Alta ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $2.380.836 | 1,22% | 17.729 | Alta ×1 | |||
| SCHZ | $2.288.243 | 1,17% | 100.804 | Alta ×1 | |||
| SCHF | $2.183.788 | 1,12% | 118.043 | Alta ×1 | |||
| SHM | $2.096.927 | 1,07% | 44.248 | Alta ×1 | |||
| DWX | $2.061.447 | 1,06% | 58.966 | Alta ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2.024.064 | 1,04% | 4.802 | Alta ×1 | |||
| BAR | $1.997.750 | 1,02% | 77.163 | Alta ×1 | |||
| JFR Nuveen Floating Rate Income Fund Common Stock | $1.866.808 | 0,96% | 209.283 | Alta ×1 | |||
| VBK | $1.863.325 | 0,95% | 6.653 | Alta ×1 | |||
| FLOT | $1.742.614 | 0,89% | 34.249 | Alta ×1 | |||
| MEMX | $1.684.895 | 0,86% | 58.126 | Alta ×1 | |||
| DEM | $1.622.394 | 0,83% | 40.069 | Alta ×1 | |||
| SHYD | $1.601.747 | 0,82% | 71.252 | Alta ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $1.535.550 | 0,79% | 6.623 | Alta ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $1.206.125 | 0,62% | 2.359 | Alta ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1.184.064 | 0,61% | 14.751 | Alta ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.160.853 | 0,59% | 6.096 | Alta ×1 | |||
| CWB | $1.141.620 | 0,58% | 14.657 | Alta ×1 | |||
| IWB | $1.118.325 | 0,57% | 3.471 | Alta ×1 | |||
| SCHE | $1.047.967 | 0,54% | 39.353 | Alta ×1 | |||
| DFAC | $988.069 | 0,51% | 28.565 | Alta ×1 | |||
| SCHA | $964.118 | 0,49% | 37.282 | Alta ×1 | |||
| FRA Blackrock Floating Rate Income Strategies Fund Inc Common Stock | $937.425 | 0,48% | 68.176 | Alta ×1 | |||
| SCHH | $913.946 | 0,47% | 43.397 | Alta ×1 | |||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $882.292 | 0,45% | 43.830 | Alta ×1 | |||
| VEA | $872.880 | 0,45% | 18.253 | Alta ×1 | |||
| NYF | $861.709 | 0,44% | 16.191 | Alta ×1 | |||
| SHYG | $861.006 | 0,44% | 20.207 | Alta ×1 | |||
| IBMO | $853.651 | 0,44% | 33.529 | Alta ×1 | |||
| DVY iShares Select Dividend ETF | $847.182 | 0,43% | 6.453 | Alta ×1 | |||
| BNDX Vanguard Total International Bond ETF | $831.623 | 0,43% | 16.955 | Alta ×1 | |||
| CMI Cummins Inc. Common Stock | $795.019 | 0,41% | 2.281 | Alta ×1 | |||
| WMT Walmart Inc. - Common Stock | $734.996 | 0,38% | 8.135 | Alta ×1 | |||
| IBMP | $732.272 | 0,37% | 29.128 | Alta ×1 | |||
| VRP | $720.808 | 0,37% | 29.798 | Alta ×1 | |||
| IBM International Business Machines Corporation Common Stock | $710.053 | 0,36% | 3.230 | Alta ×1 | |||
| XLU XLU | $604.579 | 0,31% | 7.988 | Alta ×1 | |||
| IBMN | $576.679 | 0,30% | 21.667 | Alta ×1 | |||
| SCHB | $574.788 | 0,29% | 25.321 | Alta ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $568.062 | 0,29% | 29.161 | Alta ×1 | |||
| WM Waste Management, Inc. Common Stock | $544.674 | 0,28% | 2.699 | Alta ×1 | |||
| BSCP Invesco BulletShares 2025 Corporate Bond ETF | $520.833 | 0,27% | 25.222 | Alta ×1 | |||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $520.491 | 0,27% | 26.788 | Alta ×1 | |||
| DFUV | $484.299 | 0,25% | 11.835 | Alta ×1 | |||
| PZT | $471.250 | 0,24% | 20.760 | Alta ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $445.013 | 0,23% | 2.351 | Alta ×1 | |||
| IBDT | $432.515 | 0,22% | 17.370 | Alta ×1 | |||
| IBDR | $427.075 | 0,22% | 17.743 | Alta ×1 | |||
| VOO | $426.999 | 0,22% | 792 | Alta ×1 | |||
| OVLH | $425.838 | 0,22% | 12.478 | Alta ×1 | |||
| IBDS | $421.265 | 0,22% | 17.582 | Alta ×1 | |||
| AGGY | $389.284 | 0,20% | 9.070 | Alta ×1 | |||
| IBMR | $383.604 | 0,20% | 15.356 | Alta ×1 | |||
| ESGV | $369.311 | 0,19% | 3.521 | Alta ×1 | |||
| SCMB | $364.378 | 0,19% | 14.189 | Alta ×1 | |||
| MCK McKesson Corporation Common Stock | $361.762 | 0,19% | 635 | Alta ×1 | |||
| IWM | $349.939 | 0,18% | 1.584 | Alta ×1 | |||
| IBMQ | $346.049 | 0,18% | 13.743 | Alta ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $342.928 | 0,18% | 657 | Alta ×1 | |||
| SJNK | $338.008 | 0,17% | 13.386 | Alta ×1 | |||
| IBDU | $329.250 | 0,17% | 14.441 | Alta ×1 | |||
| BGRN iShares USD Green Bond ETF | $324.947 | 0,17% | 6.970 | Alta ×1 | |||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $307.054 | 0,16% | 16.742 | Alta ×1 | |||
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | $271.534 | 0,14% | 11.506 | Alta ×1 | |||
| SCHV | $271.270 | 0,14% | 10.405 | Alta ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $266.775 | 0,14% | 291 | Alta ×1 | |||
| CVX Chevron Corporation Common Stock | $244.584 | 0,13% | 1.689 | Alta ×1 | |||
| GLD | $236.319 | 0,12% | 976 | Alta ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $227.407 | 0,12% | 7.251 | Alta ×1 | |||
| ESML | $226.623 | 0,12% | 5.389 | Alta ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $224.190 | 0,11% | 3.127 | Alta ×1 | |||
| EAGG | $223.469 | 0,11% | 4.812 | Alta ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $219.390 | 0,11% | 1.000 | Alta ×1 | |||
| RTX RTX Corporation Common Stock | $218.561 | 0,11% | 1.889 | Alta ×1 | |||
| AMGN Amgen Inc. - Common Stock | $217.681 | 0,11% | 835 | Alta ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $216.680 | 0,11% | 904 | Alta ×1 | |||
| Sem correspondências | |||||||
Maiores novas apostas
Novas posições abertas neste trimestre, maiores primeiro.
| Título | Valor | Ações | % do portfólio |
|---|---|---|---|
| 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% |