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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
EMXC +32,774+$1,887
BSCQ +15,717+$302
SCHR +4,660+$229
MRK +1,681+$222
COST +290+$212
EPD +7,201+$210
PHO +3,160+$210
PG +1,247+$202
GLD +976+$201
HDV +1,819+$200
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ABUS -20,000-$50
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
HNDL +209,183+$4,555
MEMX +36,318+$1,085
VTES +17,906+$1,790
SCHJ +9,694+$465
JFR +7,143+$169
WMT +6,506+$77
SCHD +4,573+$1,234
SCHG +3,252+$484
IBMO +3,178+$79
MUB +2,871+$286
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SHM -39,310-$1,902
SCHE -22,712-$542
F -9,959-$110
DWX -8,666-$338
DES -5,213-$111
SHYD -3,561-$57
PFF -2,717+$61
VRP -2,634-$33
PGX -1,835+$91
Kades & Cheifetz LLC Info
Size ($ in 1000's)
At 03/31/2024: $156,209
At 12/31/2023: $141,076

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

All Stocks Held By Kades & Cheifetz LLC
As of  03/31/2024, we find all stocks held by Kades & Cheifetz LLC to be as follows, presented in the table below with each row detailing each Kades & Cheifetz LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Kades & Cheifetz LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Kades & Cheifetz LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 196,875 +4,573 $15,874
     SCHD196,875+4,573$15,874
VANGUARD SPECIALIZED FUNDS (VIG) 50,195 +1,735 $9,166
     VIG50,195+1,735$9,166
STRATEGY SHS 431,236 +209,183 $9,147
     HNDL431,236+209,183$9,147
SPDR SER TR (SLYG) 101,956 +478 $8,894
     SLYG101,956+478$8,894
APPLE INC 39,347 -610 $6,747
     AAPL39,347-610$6,747
ISHARES GOLD TR (IAU) 129,752 +1,394 $5,451
     IAU129,752+1,394$5,451
SPDR SER TR (SLYV) 64,349 +189 $5,339
     SLYV64,349+189$5,339
ISHARES TR (ICVT) 61,353 +1,014 $4,898
     ICVT61,353+1,014$4,898
SCHWAB STRATEGIC TR 100,099 +1,623 $4,826
     SCHO100,099+1,623$4,826
ISHARES TR (PFF) 140,126 -2,717 $4,516
     PFF140,126-2,717$4,516
SCHWAB STRATEGIC TR 84,190 +9,694 $4,069
     SCHJ84,190+9,694$4,069
VANGUARD WELLINGTON FD (VTES) 37,424 +17,906 $3,769
     VTES37,424+17,906$3,769
WISDOMTREE TR 110,267 -5,213 $3,604
     DES110,267-5,213$3,604
ISHARES TR (MUB) 31,920 +2,871 $3,435
     MUB31,920+2,871$3,435
INVESCO EXCH TRADED FD TR II (PGX) 273,846 -1,835 $3,253
     PGX273,846-1,835$3,253
SPDR SER TR (SHM) 66,882 -39,310 $3,173
     SHM66,882-39,310$3,173
SPDR INDEX SHS FDS (DWX) 76,035 -8,666 $2,673
     DWX76,035-8,666$2,673
SCHWAB STRATEGIC TR 64,257 +501 $2,507
     SCHF64,257+501$2,507
SCHWAB STRATEGIC TR 49,333 +434 $2,269
     SCHZ49,333+434$2,269
MICROSOFT CORP 5,377 -47 $2,262
     MSFT5,377-47$2,262
SCHWAB STRATEGIC TR 21,868 +3,252 $2,028
     SCHG21,868+3,252$2,028
SCHWAB STRATEGIC TR 36,961 -196 $1,928
     SCHP36,961-196$1,928
NUVEEN FLOATING RATE INCOME 217,805 +7,143 $1,901
     JFR217,805+7,143$1,901
ISHARES INC (EMXC) 32,774 +32,774 $1,887
     EMXC32,774+32,774$1,887
VANECK ETF TRUST (SHYD) 78,155 -3,561 $1,751
     SHYD78,155-3,561$1,751
NVIDIA CORPORATION 1,921 -250 $1,736
     NVDA1,921-250$1,736
VANGUARD INDEX FDS (VBK) 6,655 +11 $1,735
     VBK6,655+11$1,735
GRANITESHARES GOLD TR (BAR) 77,928 +955 $1,711
     BAR77,928+955$1,711
ISHARES TR (FLOT) 32,722 +130 $1,671
     FLOT32,722+130$1,671
MATTHEWS ASIA FDS 57,212 +36,318 $1,665
     MEMX57,212+36,318$1,665
WISDOMTREE TR 36,290 -898 $1,518
     DEM36,290-898$1,518
CUMMINS INC 4,022 +9 $1,185
     CMI4,022+9$1,185
SCHWAB STRATEGIC TR 45,893 -22,712 $1,159
     SCHE45,893-22,712$1,159
INVESCO QQQ TR 2,471 -177 $1,097
     QQQ2,471-177$1,097
VANGUARD WHITEHALL FDS (VYM) 8,743 +44 $1,058
     VYM8,743+44$1,058
SPDR SER TR (CWB) 14,143 +1,675 $1,033
     CWB14,143+1,675$1,033
INTERNATIONAL BUSINESS MACHS 5,379 -19 $1,027
     IBM5,379-19$1,027
ALPHABET INC 6,723 -14 $1,024
     GOOG6,723-14$1,024
ISHARES TR (IWB) 3,440 -255 $991
     IWB3,440-255$991
INVESCO EXCH TRADED FD TR II (VRP) 39,970 -2,634 $950
     VRP39,970-2,634$950
SCHWAB STRATEGIC TR 18,712 +1,094 $921
     SCHA18,712+1,094$921
BLACKROCK FLOATING RATE INCO 70,763 +2,418 $914
     FRA70,763+2,418$914
ISHARES TR (NYF) 16,006 +70 $861
     NYF16,006+70$861
BROADCOM INC 647 +3 $857
     AVGO647+3$857
SCHWAB STRATEGIC TR 40,388 +1,556 $820
     SCHH40,388+1,556$820
MEDTRONIC PLC 9,337 +980 $814
     MDT9,337+980$814
ISHARES TR (DVY) 6,464 +186 $796
     DVY6,464+186$796
ISHARES TR (SUB) 7,495 -1,453 $785
     SUB7,495-1,453$785
WASTE MGMT INC DEL 3,340 +38 $712
     WM3,340+38$712
CHEVRON CORP NEW 3,828 +118 $604
     CVX3,828+118$604
WALMART INC 9,727 +6,506 $585
     WMT9,727+6,506$585
INVESCO EXCH TRD SLF IDX FD 27,862 +811 $584
     BSCO27,862+811$584
ISHARES TR (IBMN) 21,254 +70 $562
     IBMN21,254+70$562
ALPHABET INC 3,438 -26 $519
     GOOGL3,438-26$519
SELECT SECTOR SPDR TR (XLU) 7,912 +98 $519
     XLU7,912+98$519
BERKSHIRE HATHAWAY INC DEL      $504
     BRK.B1,198-68$504
SCHWAB STRATEGIC TR 8,241 +26 $503
     SCHB8,241+26$503
DIMENSIONAL ETF TRUST (DFUV) 10,347 +37 $423
     DFUV10,347+37$423
INVESCO EXCH TRD SLF IDX FD 20,357 +2,653 $393
     BSCR20,357+2,653$393
ISHARES TR (IBMO) 15,330 +3,178 $389
     IBMO15,330+3,178$389
UNITED PARCEL SERVICE INC 2,558 -10 $380
     UPS2,558-10$380
INVESCO EXCH TRADED FD TR II (PZT) 15,781 +36 $364
     PZT15,781+36$364
SPDR SER TR (SJNK) 14,258 +165 $360
     SJNK14,258+165$360
SCHWAB STRATEGIC TR 6,903 +38 $359
     SCMB6,903+38$359
SCHWAB STRATEGIC TR 4,482 -1,811 $341
     SCHV4,482-1,811$341
VANGUARD SCOTTSDALE FDS (VCIT) 4,229 -308 $341
     VCIT4,229-308$341
MCKESSON CORP 633 -22 $340
     MCK633-22$340
ISHARES TR (IBDR) 14,095 +91 $336
     IBDR14,095+91$336
ISHARES TR (IBMP) 13,227 +38 $333
     IBMP13,227+38$333
INVESCO EXCH TRD SLF IDX FD 16,240 +2,350 $332
     BSCP16,240+2,350$332
NEXTERA ENERGY INC 5,201 +344 $332
     NEE5,201+344$332
ISHARES TR (IWM) 1,569 +91 $330
     IWM1,569+91$330
INVESCO EXCH TRD SLF IDX FD 15,717 +15,717 $302
     BSCQ15,717+15,717$302
HOLOGIC INC 3,825 -166 $298
     HOLX3,825-166$298
INVESCO EXCH TRD SLF IDX FD 14,522 +749 $291
     BSCS14,522+749$291
AMGEN INC 1,010 +201 $287
     AMGN1,010+201$287
LISTED FD TR 9,094 +643 $284
     OVLH9,094+643$284
INTUITIVE SURGICAL INC 669 -12 $267
     ISRG669-12$267
VANGUARD WORLD FD (ESGV) 2,655 UNCH $247
     ESGV2,655UNCH$247
SCHWAB STRATEGIC TR 4,660 +4,660 $229
     SCHR4,660+4,660$229
MERCK & CO INC 1,681 +1,681 $222
     MRK1,681+1,681$222
ISHARES TR (ESML) 5,336 +14 $215
     ESML5,336+14$215
COSTCO WHSL CORP NEW 290 +290 $212
     COST290+290$212
ENTERPRISE PRODS PARTNERS L 7,201 +7,201 $210
     EPD7,201+7,201$210
INVESCO EXCHANGE TRADED FD T (PHO) 3,160 +3,160 $210
     PHO3,160+3,160$210
PROCTER AND GAMBLE CO 1,247 +1,247 $202
     PG1,247+1,247$202
SPDR GOLD TR (GLD) 976 +976 $201
     GLD976+976$201
ISHARES TR (HDV) 1,819 +1,819 $200
     HDV1,819+1,819$200
FORD MTR CO DEL 10,522 -9,959 $140
     F10,522-9,959$140
ARBUTUS BIOPHARMA CORP 20,000 +0 $52
     ABUS20,000UNCH$52

See Summary: Kades & Cheifetz LLC Top Holdings
See Details: Top 10 Stocks Held By Kades & Cheifetz LLC

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