Kades & Cheifetz LLC has disclosed 108 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-12-31. The current portfolio value is calculated to be $195.00 Mil. The turnover rate is 27%.
In Kades & Cheifetz LLC's current portfolio as of 2024-12-31, the top 5 holdings are
Schwab US Dividend Equity ETF (SCHD), Vanguard Dividend Appreciation FTF (VIG), Strategy Shares Nasdaq 7HANDL Index ETF (HNDL), SPDR S&P 600 Small Cap Growth ETF (SLYG), Apple Inc (AAPL), not including call and put options.
Kades & Cheifetz LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Kades & Cheifetz LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Kades & Cheifetz LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Kades & Cheifetz LLC.