KC

Kades & Cheifetz LLC

13F
Kades & Cheifetz LLC
Last update 2025-01-14 108 Stocks (18 new)
Value $195.00 Mil Turnover 27 %
Countries:
Top Holdings: SCHD(8.24%)VIG(5.72%)HNDL(4.93%)SLYG(4.61%)AAPL(4.28%)
Summary Stock Picks Current Portfolio
Kades & Cheifetz LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHD
Schwab US Dividend Equity ETF
589,033
16,092.4
+198.00%
8.240
+5.47%
0.020
+7.34%
+0.77%
70,469.5
 
VIG
Vanguard Dividend Appreciation FTF
57,053
11,172.8
+3.14%
5.720
+0.17%
0.010
+12.58%
+6.21%
89,349.2
 
HNDL
Strategy Shares Nasdaq 7HANDL Index ETF
Strategy Shares Nasdaq 7HANDL Index ETF
452,030
9,641.8
-1.52%
4.930
-0.09%
1.300
+8.89%
+5.32%
686.1
 
SLYG
SPDR S&P 600 Small Cap Growth ETF
99,730
9,010.6
-1.33%
4.610
-0.07%
0.250
+16.14%
+0.38%
3,455.0
 
AAPL
Apple Inc
33,373
8,357.1
-14.05%
4.280
-0.73%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
IAU
iShares Gold Trust
127,620
6,318.5
+0.41%
3.230
+0.01%
0.020
+0.80%
+27.51%
47,693.5
 
SLYV
SPDR S&P 600 Small Cap Value ETF
69,739
6,084.8
+3.38%
3.110
+0.10%
0.150
+16.76%
-4.99%
3,750.3
 
DES
WisdomTree U.S. SmallCap Dividend Fund
WisdomTree U.S. SmallCap Dividend Fund
158,726
5,452.3
+44.96%
2.790
+0.87%
0.270
+10.79%
-4.29%
1,858.9
 
ICVT
iShares Convertible Bond ETF
63,096
5,361.3
-2.47%
2.740
-0.08%
0.210
+14.02%
+10.15%
2,765.6
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
52,214
5,059.5
New Holding
2.590
+2.59%
0.000
+1.23%
+3.24%
127,979.5
 

Kades & Cheifetz LLC's Historical Top Holdings Breakdowns

Kades & Cheifetz LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHD
Schwab US Dividend Equity ETF
2024-12-31
Add
Add
+5.47%
●
26.93 ($28.43) 29.53
$27.02
-4.96%
Add 198%
589,033
391,368
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2024-12-31
New Buy
New Buy
+2.59%
●
96.64 ($98.45) 101.02
$98.11
-0.35%
New holding
52,214
52,214
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2024-12-31
New Buy
New Buy
+1.94%
●
58.02 ($58.35) 58.86
$58.55
0.34%
New holding
65,231
65,231
BSV
Vanguard Short-Term Bond ETF
2024-12-31
Add
Add
+1.72%
●
77.02 ($77.6) 78.56
$78.35
0.97%
Add 520.12%
51,780
43,430
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2024-12-31
Add
Add
+1.39%
●
104.94 ($105.61) 106.25
$106.43
0.78%
Add 277.13%
35,024
25,737
MTUM
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
2024-12-31
New Buy
New Buy
+1.26%
●
201.32 ($209.63) 217.55
$239.07
14.04%
New holding
11,891
11,891
SCHJ
Schwab 1-5 Year Corporate Bond ETF
2024-12-31
Add
Add
+1.25%
●
24.31 ($24.5) 24.75
$24.73
0.94%
Add 116.36%
186,286
100,187
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2024-12-31
Add
Add
+1.09%
●
126.68 ($130.43) 134.74
$134.69
3.27%
Add 187.69%
25,567
16,680
SCHG
Schwab U.S. Large-Cap Growth ETF
2024-12-31
Add
Add
+0.93%
●
25.71 ($27.37) 29.1
$29.74
8.66%
Add 299.29%
86,798
65,060
SCHP
Schwab U.S. Tips ETF
2024-12-31
Add
Add
+0.93%
●
25.74 ($26.27) 26.86
$26.58
1.18%
Add 214.12%
103,539
70,577

Kades & Cheifetz LLC Total Holding History ($B)

To

Kades & Cheifetz LLC's Asset Allocation

To

Kades & Cheifetz LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kades & Cheifetz LLC's Hypothetical Growth since 2024-12-31

Kades & Cheifetz LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kades & Cheifetz LLC's Holdings Heat Map

Size field:

Kades & Cheifetz LLC's Holdings Bubble Chart

Kades & Cheifetz LLC News

  • 1

Discussions on Kades & Cheifetz LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.