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CIK: 0001957259
Total reported value
$195.4M
$195.4M
94 檔
28.8%
The Q3 2024 SEC filing reveals that Kades & Cheifetz LLC held a total portfolio value of $195.4M, covering 94 public equity positions.
During Q3 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, VIG, HNDL) accounted for 28.8% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.57% | — | +1.43% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.28% | — | +11.04% | |
| 3 | HNDL | Nasdaq 7 Handl Index ETF | ETF-Tech | 5.85% | — | +4.85% | |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 5.39% | — | -0.75% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.18% | — | -0.74% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 3.62% | — | -0.04% | |
| 7 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.35% | — | +2.80% | |
| 8 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 3.10% | — | +3.73% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.95% | — | +4.10% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 2.80% | — | +4.37% | |
| 11 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.65% | — | +5.43% | |
| 12 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 2.45% | — | +3.20% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 2.21% | — | +5.61% | |
| 14 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 2.16% | — | +2.20% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.93% | — | +20.44% | |
| 16 | PGX | Invesco Preferred ETF | ETF-Other | 1.88% | — | +1.78% | |
| 17 | DWX | State Street Spdr S&p Intern | ETF-Other | 1.51% | — | +0.36% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.41% | — | +2.50% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | — | +0.09% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.30% | — | -0.25% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.27% | — | -2.67% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | — | -4.20% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.20% | — | -4.17% | |
| 24 | BAR | Graniteshares Gold Trust | ETF-Commodities | 1.15% | — | -0.83% | |
| 25 | JFR | Nuveen Floating Rate Income | Stock-Other | 1.10% | — | +3.66% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.03% | — | +6.27% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.02% | — | +0.27% | |
| 28 | MEMX | Matthews Em Ex China Active | ETF-Emerging Markets | 1.02% | — | +0.10% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.01% | — | -10.91% | |
| 30 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 0.94% | — | +2.12% | |
| 31 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.93% | — | +0.05% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 0.74% | — | -0.22% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | — | +0.40% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | — | -1.59% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | — | +1.03% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | — | +903.36% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.64% | — | +1.03% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.64% | — | +4.65% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | — | -1.69% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.62% | — | +0.32% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.61% | — | +197.31% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.61% | — | +4.88% | |
| 43 | SCHH | Schwab US Reit ETF | ETF-Other | 0.60% | — | +8.21% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.56% | — | +12.73% | |
| 45 | XFRAX | Blackrock Fltng Rt Inc Strat | Stock-Other | 0.56% | — | +1.28% | |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.51% | — | +9.58% | |
| 47 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.51% | — | -2.45% | |
| 48 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.50% | — | +0.27% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.49% | — | -2.46% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | — | -1.04% |
According to official SEC Form 13F filings, Kades & Cheifetz LLC reported a total U.S. public equity portfolio value of $195.4M across 94 disclosed positions in Q3 2024.
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During Q3 2024, Kades & Cheifetz LLC's top holdings by market value included SCHD (9.6%)、VIG (6.3%)、HNDL (5.8%). The largest single position, SCHD, represented 9.6% of total portfolio value.
In Q3 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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