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Size ($ in 1000's)
At 12/31/2023: $141,076 At 09/30/2023: $126,303
Kades & Cheifetz LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kades & Cheifetz LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Kades & Cheifetz LLC top holdings by largest position size, as per the latest 13f filing made by Kades & Cheifetz LLC.
In the Kades & Cheifetz LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kades & Cheifetz LLC in that top holding, then the share count change between reporting periods, and finally the Kades & Cheifetz LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
SCHWAB STRATEGIC TR |
192,302 |
+114 |
$14,640 | SCHD | 192,302 | +114 | $14,640 | SPDR SER TR (SLYG) |
101,478 |
-1,261 |
$8,487 | SLYG | 101,478 | -1,261 | $8,487 | VANGUARD SPECIALIZED FUNDS (VIG) |
48,460 |
+1,358 |
$8,258 | VIG | 48,460 | +1,358 | $8,258 | APPLE INC |
39,957 |
-1,361 |
$7,693 | AAPL | 39,957 | -1,361 | $7,693 | SPDR SER TR (SLYV) |
64,160 |
+1,629 |
$5,345 | SLYV | 64,160 | +1,629 | $5,345 | SPDR SER TR (SHM) |
106,192 |
-32,631 |
$5,075 | SHM | 106,192 | -32,631 | $5,075 | ISHARES GOLD TR (IAU) |
128,358 |
-490 |
$5,010 | IAU | 128,358 | -490 | $5,010 | SCHWAB STRATEGIC TR |
98,476 |
-2,906 |
$4,771 | SCHO | 98,476 | -2,906 | $4,771 | ISHARES TR (ICVT) |
60,339 |
-6,547 |
$4,742 | ICVT | 60,339 | -6,547 | $4,742 | STRATEGY SHS |
222,053 |
+63,529 |
$4,592 | HNDL | 222,053 | +63,529 | $4,592 | ISHARES TR (PFF) |
142,843 |
-21,330 |
$4,455 | PFF | 142,843 | -21,330 | $4,455 | WISDOMTREE TR |
115,480 |
+2,788 |
$3,715 | DES | 115,480 | +2,788 | $3,715 | SCHWAB STRATEGIC TR |
74,496 |
+12,947 |
$3,604 | SCHJ | 74,496 | +12,947 | $3,604 | INVESCO EXCH TRADED FD TR II (PGX) |
275,681 |
+98,757 |
$3,162 | PGX | 275,681 | +98,757 | $3,162 | ISHARES TR (MUB) |
29,049 |
+4,085 |
$3,149 | MUB | 29,049 | +4,085 | $3,149 | SPDR INDEX SHS FDS (DWX) |
84,701 |
-4,217 |
$3,011 | DWX | 84,701 | -4,217 | $3,011 | SCHWAB STRATEGIC TR |
63,756 |
+2,422 |
$2,356 | SCHF | 63,756 | +2,422 | $2,356 | SCHWAB STRATEGIC TR |
48,899 |
-1,362 |
$2,280 | SCHZ | 48,899 | -1,362 | $2,280 | MICROSOFT CORP |
5,424 |
-175 |
$2,040 | MSFT | 5,424 | -175 | $2,040 | VANGUARD WELLINGTON FD (VTES) |
19,518 |
+19,518 |
$1,979 | VTES | 19,518 | +19,518 | $1,979 | SCHWAB STRATEGIC TR |
37,157 |
+171 |
$1,940 | SCHP | 37,157 | +171 | $1,940 | VANECK ETF TRUST (SHYD) |
81,716 |
-6,664 |
$1,808 | SHYD | 81,716 | -6,664 | $1,808 | NUVEEN FLOATING RATE INCOME |
210,662 |
-905 |
$1,732 | JFR | 210,662 | -905 | $1,732 | SCHWAB STRATEGIC TR |
68,605 |
+5,877 |
$1,701 | SCHE | 68,605 | +5,877 | $1,701 | ISHARES TR (FLOT) |
32,592 |
+594 |
$1,650 | FLOT | 32,592 | +594 | $1,650 | VANGUARD INDEX FDS (VBK) |
6,644 |
+16 |
$1,606 | VBK | 6,644 | +16 | $1,606 | GRANITESHARES GOLD TR (BAR) |
76,973 |
+3,680 |
$1,569 | BAR | 76,973 | +3,680 | $1,569 | SCHWAB STRATEGIC TR |
18,616 |
-409 |
$1,544 | SCHG | 18,616 | -409 | $1,544 | WISDOMTREE TR |
37,188 |
+1,623 |
$1,513 | DEM | 37,188 | +1,623 | $1,513 | INVESCO QQQ TR |
2,648 |
+615 |
$1,084 | QQQ | 2,648 | +615 | $1,084 | NVIDIA CORPORATION |
2,171 |
-138 |
$1,075 | NVDA | 2,171 | -138 | $1,075 | INVESCO EXCH TRADED FD TR II (VRP) |
42,604 |
-19,598 |
$983 | VRP | 42,604 | -19,598 | $983 | VANGUARD WHITEHALL FDS (VYM) |
8,699 |
-625 |
$971 | VYM | 8,699 | -625 | $971 | ISHARES TR (IWB) |
3,695 |
-115 |
$969 | IWB | 3,695 | -115 | $969 | CUMMINS INC |
4,013 |
-99 |
$961 | CMI | 4,013 | -99 | $961 | ALPHABET INC |
6,737 |
-80 |
$949 | GOOG | 6,737 | -80 | $949 | ISHARES TR (SUB) |
8,948 |
+519 |
$943 | SUB | 8,948 | +519 | $943 | SPDR SER TR (CWB) |
12,468 |
+12,468 |
$900 | CWB | 12,468 | +12,468 | $900 | INTERNATIONAL BUSINESS MACHS |
5,398 |
-330 |
$883 | IBM | 5,398 | -330 | $883 | BLACKROCK FLOATING RATE INCO |
68,345 |
+7,686 |
$865 | FRA | 68,345 | +7,686 | $865 | ISHARES TR (NYF) |
15,936 |
+5,490 |
$862 | NYF | 15,936 | +5,490 | $862 | SCHWAB STRATEGIC TR |
17,618 |
+170 |
$832 | SCHA | 17,618 | +170 | $832 | SCHWAB STRATEGIC TR |
38,832 |
+6,716 |
$804 | SCHH | 38,832 | +6,716 | $804 | ISHARES TR (DVY) |
6,278 |
-152 |
$736 | DVY | 6,278 | -152 | $736 | BROADCOM INC |
644 |
+4 |
$718 | AVGO | 644 | +4 | $718 | MEDTRONIC PLC |
8,357 |
+16 |
$688 | MDT | 8,357 | +16 | $688 | WASTE MGMT INC DEL |
3,302 |
-151 |
$591 | WM | 3,302 | -151 | $591 | MATTHEWS ASIA FDS |
20,894 |
+20,894 |
$580 | MEMX | 20,894 | +20,894 | $580 | INVESCO EXCH TRD SLF IDX FD |
27,051 |
+15,962 |
$565 | BSCO | 27,051 | +15,962 | $565 | ISHARES TR (IBMN) |
21,184 |
+132 |
$562 | IBMN | 21,184 | +132 | $562 |
See Full List: All Stocks Held By Kades & Cheifetz LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Kades & Cheifetz LLC
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