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CIK: 0001957259
Total reported value
$195.4M
$195.4M
90 檔
25.5%
During the Q1 2024 filing period, Kades & Cheifetz LLC (CIK: 0001957259) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $195.4M across 90 reported positions.
During Q1 2024, Kades & Cheifetz LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.16% | — | +2.38% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.87% | — | +3.58% | |
| 3 | HNDL | Nasdaq 7 Handl Index ETF | ETF-Tech | 5.86% | — | +94.20% | |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 5.69% | — | +0.47% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.32% | — | -1.53% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.49% | — | +1.09% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.42% | — | +0.29% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.14% | — | +1.68% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.09% | — | +1.65% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 2.89% | — | -1.90% | |
| 11 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 2.60% | — | +13.01% | |
| 12 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.41% | — | +91.74% | |
| 13 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 2.31% | — | -4.51% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.20% | — | +9.88% | |
| 15 | PGX | Invesco Preferred ETF | ETF-Other | 2.08% | — | -0.67% | |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 2.03% | — | -37.02% | |
| 17 | DWX | State Street Spdr S&p Intern | ETF-Other | 1.71% | — | -10.23% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.61% | — | +0.79% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.45% | — | +0.89% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | — | -0.87% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.30% | — | +17.47% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.23% | — | -0.53% | |
| 23 | JFR | Nuveen Floating Rate Income | Stock-Other | 1.22% | — | +3.39% | |
| 24 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.21% | — | — | |
| 25 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 1.12% | — | -4.36% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | — | -11.52% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.11% | — | +0.17% | |
| 28 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.10% | — | +1.24% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.07% | — | +0.40% | |
| 30 | MEMX | Matthews Em Ex China Active | ETF-Emerging Markets | 1.07% | — | +173.82% | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.97% | — | -2.41% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 0.76% | — | +0.22% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.74% | — | -33.11% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | — | -6.68% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | — | +0.51% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.66% | — | +13.43% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.66% | — | -0.35% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | — | -0.21% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.63% | — | -6.90% | |
| 40 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.61% | — | -6.18% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.59% | — | +6.21% | |
| 42 | XFRAX | Blackrock Fltng Rt Inc Strat | Stock-Other | 0.59% | — | +3.54% | |
| 43 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.55% | — | +0.44% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | — | +0.47% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-Other | 0.52% | — | +4.01% | |
| 46 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | — | +11.73% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.51% | — | +2.96% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.50% | — | -16.24% | |
| 49 | WM | Waste Management Inc | Stock-Industrials | 0.46% | — | +1.15% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.39% | — | +3.18% |
According to official SEC Form 13F filings, Kades & Cheifetz LLC reported a total U.S. public equity portfolio value of $195.4M across 90 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHD, VIG, HNDL) accounted for 25.5% of total reported equity market value during Q1 2024.
During Q1 2024, Kades & Cheifetz LLC's top holdings by market value included SCHD (10.2%)、VIG (5.9%)、HNDL (5.9%). The largest single position, SCHD, represented 10.2% of total portfolio value.
In Q1 2024, Kades & Cheifetz LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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