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Kades & Cheifetz

Latest statistics and disclosures from Kades & Cheifetz's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHD, VIG, HNDL, SLYG, AAPL, and represent 31.90% of Kades & Cheifetz's stock portfolio.
Added to shares of these 10 stocks: HNDL, EMXC, VTES, MEMX, SCHJ, WMT, SCHD, VIG, MUB, BSCQ.
Started 10 new stock positions in GLD, BSCQ, SCHR, HDV, COST, PG, EPD, EMXC, PHO, MRK.
Reduced shares in these 10 stocks: SHM, SCHE, DWX, NVDA, DES, SUB, SCHV, F, AAPL, PFF.
Kades & Cheifetz was a net buyer of stock by $10M.
Kades & Cheifetz has $156M in assets under management (AUM), dropping by 10.72%.
Central Index Key (CIK): 0001957259

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Portfolio Holdings for Kades & Cheifetz

Kades & Cheifetz holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.2	$16M	+2%	197k	80.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.9	$9.2M	+3%	50k	182.61	View chart
Strategy Ns 7handl Idx (HNDL)	5.9	$9.1M	+94%	431k	21.21	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	5.7	$8.9M		102k	87.23	View chart
Apple (AAPL)	4.3	$6.7M		39k	171.48	View chart
Ishares Gold Tr Ishares New (IAU)	3.5	$5.5M		130k	42.01	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	3.4	$5.3M		64k	82.97	View chart
Ishares Tr Conv Bd Etf (ICVT)	3.1	$4.9M		61k	79.83	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	3.1	$4.8M		100k	48.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.9	$4.5M		140k	32.23	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	2.6	$4.1M	+13%	84k	48.33	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	2.4	$3.8M	+91%	37k	100.70	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	2.3	$3.6M	-4%	110k	32.68	View chart
Ishares Tr National Mun Etf (MUB)	2.2	$3.4M	+9%	32k	107.60	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	2.1	$3.3M		274k	11.88	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	2.0	$3.2M	-37%	67k	47.44	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	1.7	$2.7M	-10%	76k	35.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.6	$2.5M		64k	39.02	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.5	$2.3M		49k	46.00	View chart
Microsoft Corporation (MSFT)	1.4	$2.3M		5.4k	420.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$2.0M	+17%	22k	92.72	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.2	$1.9M		37k	52.16	View chart
Nuveen Floating Rate Income Fund (JFR)	1.2	$1.9M	+3%	218k	8.73	View chart
Ishares Msci Emrg Chn (EMXC)	1.2	$1.9M	NEW	33k	57.57	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	1.1	$1.8M	-4%	78k	22.41	View chart
NVIDIA Corporation (NVDA)	1.1	$1.7M	-11%	1.9k	903.69	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$1.7M		6.7k	260.71	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.1	$1.7M		78k	21.96	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$1.7M		33k	51.06	View chart
Matthews Asia Fds Emerging Markets (MEMX)	1.1	$1.7M	+173%	57k	29.10	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	1.0	$1.5M	-2%	36k	41.84	View chart
Cummins (CMI)	0.8	$1.2M		4.0k	294.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.7	$1.2M	-33%	46k	25.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.1M	-6%	2.5k	443.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.1M		8.7k	120.98	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.7	$1.0M	+13%	14k	73.04	View chart
International Business Machines (IBM)	0.7	$1.0M		5.4k	190.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.0M		6.7k	152.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$991k	-6%	3.4k	288.05	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.6	$950k	-6%	40k	23.77	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$921k	+6%	19k	49.24	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.6	$914k	+3%	71k	12.92	View chart
Ishares Tr New York Mun Etf (NYF)	0.6	$861k		16k	53.81	View chart
Broadcom (AVGO)	0.5	$857k		647.00	1324.72	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.5	$820k	+4%	40k	20.30	View chart
Medtronic SHS (MDT)	0.5	$814k	+11%	9.3k	87.15	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$796k	+2%	6.5k	123.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$785k	-16%	7.5k	104.73	View chart
Waste Management (WM)	0.5	$712k		3.3k	213.17	View chart
Chevron Corporation (CVX)	0.4	$604k	+3%	3.8k	157.76	View chart
Wal-Mart Stores (WMT)	0.4	$585k	+201%	9.7k	60.17	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.4	$584k	+2%	28k	20.97	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.4	$562k		21k	26.46	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$519k		7.9k	65.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$519k		3.4k	150.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$504k	-5%	1.2k	420.52	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$503k		8.2k	61.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$423k		10k	40.90	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$393k	+14%	20k	19.29	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.2	$389k	+26%	15k	25.35	View chart
United Parcel Service CL B (UPS)	0.2	$380k		2.6k	148.64	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.2	$364k		16k	23.04	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.2	$360k		14k	25.22	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.2	$359k		6.9k	52.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$341k	-28%	4.5k	75.98	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$341k	-6%	4.2k	80.52	View chart
McKesson Corporation (MCK)	0.2	$340k	-3%	633.00	536.53	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$336k		14k	23.85	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$333k		13k	25.17	View chart
Nextera Energy (NEE)	0.2	$332k	+7%	5.2k	63.91	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$332k	+16%	16k	20.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$330k	+6%	1.6k	210.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$302k	NEW	16k	19.21	View chart
Hologic (HOLX)	0.2	$298k	-4%	3.8k	77.96	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$292k	+5%	15k	20.07	View chart
Amgen (AMGN)	0.2	$287k	+24%	1.0k	284.45	View chart
Listed Fd Tr Overlay (OVLH)	0.2	$284k	+7%	9.1k	31.25	View chart
Intuitive Surgical Com New (ISRG)	0.2	$267k		669.00	399.09	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$247k		2.7k	93.18	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$229k	NEW	4.7k	49.05	View chart
Merck & Co (MRK)	0.1	$222k	NEW	1.7k	131.91	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$215k		5.3k	40.27	View chart
Costco Wholesale Corporation (COST)	0.1	$212k	NEW	290.00	732.53	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.1	$210k	NEW	3.2k	66.58	View chart
Enterprise Products Partners (EPD)	0.1	$210k	NEW	7.2k	29.18	View chart
Procter & Gamble Company (PG)	0.1	$202k	NEW	1.2k	162.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$201k	NEW	976.00	205.72	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$201k	NEW	1.8k	110.22	View chart
Ford Motor Company (F)	0.1	$140k	-48%	11k	13.28	View chart
Arbutus Biopharma (ABUS)	0.0	$52k		20k	2.58	View chart

Past Filings by Kades & Cheifetz

SEC 13F filings are viewable for Kades & Cheifetz going back to 2022

Kades & Cheifetz 2024 Q1 filed May 6, 2024
Kades & Cheifetz 2023 Q4 filed Jan. 30, 2024
Kades & Cheifetz 2023 Q3 filed Oct. 30, 2023
Kades & Cheifetz 2023 Q2 filed Aug. 7, 2023
Kades & Cheifetz 2023 Q1 filed May 8, 2023
Kades & Cheifetz 2022 Q4 filed Feb. 3, 2023

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