Kades & Cheifetz LLC 13F Holdings · last filed Q4 2024
Kades & Cheifetz LLC reported 108 securities worth $195.38M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: SCHD (8.24%), VIG (5.72%), HNDL (4.93%). Among its top 25 positions this quarter: 3 new, 14 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $16.1M | 8.24% | 589,033 | Added |
| 2 | VIG | VANGUARD SPECIALIZED FUNDS | $11.2M | 5.72% | 57,053 | Added |
| 3 | HNDL | STRATEGY SHS | $9.6M | 4.93% | 452,030 | Trimmed |
| 4 | SLYG | SPDR SER TR | $9.0M | 4.61% | 99,730 | Trimmed |
| 5 | AAPL | APPLE INC | $8.4M | 4.28% | 33,373 | Trimmed |
| 6 | IAU | ISHARES GOLD TR | $6.3M | 3.23% | 127,620 | Added |
| 7 | SLYV | SPDR SER TR | $6.1M | 3.11% | 69,739 | Added |
| 8 | DES | WISDOMTREE TR | $5.5M | 2.79% | 158,726 | Added |
| 9 | ICVT | ISHARES TR | $5.4M | 2.74% | 63,096 | Trimmed |
| 10 | AGG | ISHARES TR | $5.1M | 2.59% | 52,214 | New |
| 11 | MUB | ISHARES TR | $5.0M | 2.54% | 46,619 | Added |
| 12 | PFF | ISHARES TR | $4.5M | 2.32% | 143,991 | Trimmed |
| 13 | SCHJ | SCHWAB STRATEGIC TR | $4.5M | 2.32% | 186,286 | Added |
| 14 | BSV | VANGUARD BD INDEX FDS | $4.0M | 2.05% | 51,780 | Added |
| 15 | SCHO | SCHWAB STRATEGIC TR | $3.9M | 1.99% | 161,308 | Added |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | $3.8M | 1.94% | 65,231 | New |
| 17 | SUB | ISHARES TR | $3.7M | 1.89% | 35,024 | Added |
| 18 | VYM | VANGUARD WHITEHALL FDS | $3.3M | 1.67% | 25,567 | Added |
| 19 | EMXC | ISHARES INC | $3.2M | 1.63% | 57,533 | Added |
| 20 | VTES | VANGUARD WELLINGTON FD | $3.1M | 1.59% | 30,924 | Trimmed |
| 21 | PGX | INVESCO EXCH TRADED FD TR II | $2.8M | 1.42% | 241,109 | Trimmed |
| 22 | SCHP | SCHWAB STRATEGIC TR | $2.7M | 1.37% | 103,539 | Added |
| 23 | MTUM | ISHARES TR | $2.5M | 1.26% | 11,891 | New |
| 24 | SCHG | SCHWAB STRATEGIC TR | $2.4M | 1.24% | 86,798 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $2.4M | 1.22% | 17,729 | Trimmed |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR