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CIK: 0001957259
Total reported value
$195.4M
$195.4M
92 檔
25.8%
As reported in its official Q2 2024 Form 13F filing, Kades & Cheifetz LLC's tracked investment portfolio stood at $195.4M with 92 total positions.
During Q2 2024, Kades & Cheifetz LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, HNDL, VIG) accounted for 25.8% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.53% | — | -1.02% | |
| 2 | HNDL | Nasdaq 7 Handl Index ETF | ETF-Tech | 5.81% | — | +1.52% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.72% | — | -0.75% | |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 5.50% | — | -0.12% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.18% | — | -0.58% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.51% | — | -2.01% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.23% | — | +1.98% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.08% | — | +1.66% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.06% | — | +0.86% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 2.79% | — | +0.46% | |
| 11 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.72% | — | +15.48% | |
| 12 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 2.53% | — | -0.91% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.25% | — | +5.43% | |
| 14 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 2.10% | — | -2.84% | |
| 15 | PGX | Invesco Preferred ETF | ETF-Other | 1.89% | — | -4.75% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.70% | — | +39.72% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | — | -0.48% | |
| 18 | DWX | State Street Spdr S&p Intern | ETF-Other | 1.49% | — | -9.76% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | — | +882.51% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.41% | — | -9.03% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.38% | — | -0.34% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.38% | — | -2.59% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.35% | — | -32.20% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.21% | — | +0.10% | |
| 25 | JFR | Nuveen Floating Rate Income | Stock-Other | 1.14% | — | -3.91% | |
| 26 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.13% | — | +0.06% | |
| 27 | MEMX | Matthews Em Ex China Active | ETF-Emerging Markets | 1.10% | — | +0.82% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.06% | — | +1.31% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.05% | — | — | |
| 30 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.01% | — | +1.71% | |
| 31 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 0.99% | — | -9.50% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | — | -0.39% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | — | -0.04% | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 0.70% | — | -0.22% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | — | +1.24% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.66% | — | +2.88% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.66% | — | +0.61% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.65% | — | +0.26% | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.61% | — | -19.91% | |
| 40 | XFRAX | Blackrock Fltng Rt Inc Strat | Stock-Other | 0.59% | — | +2.95% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | — | +0.35% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.59% | — | +4.99% | |
| 43 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.56% | — | -6.96% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.54% | — | +9.91% | |
| 45 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.54% | — | +0.62% | |
| 46 | SCHH | Schwab US Reit ETF | ETF-Other | 0.52% | — | +2.67% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.50% | — | +174.36% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.49% | — | +0.62% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.47% | — | +1.91% | |
| 50 | WM | Waste Management Inc | Stock-Industrials | 0.45% | — | +0.33% |
According to official SEC Form 13F filings, Kades & Cheifetz LLC reported a total U.S. public equity portfolio value of $195.4M across 92 disclosed positions in Q2 2024.
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During Q2 2024, Kades & Cheifetz LLC's top holdings by market value included SCHD (9.5%)、HNDL (5.8%)、VIG (5.7%). The largest single position, SCHD, represented 9.5% of total portfolio value.
In Q2 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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