StockDrifts LogoStockDrifts

Kades & Cheifetz Llc

Portfolio Manager
Kades & Cheifetz Llc
Performance
0% (N/A)
AUM (13F)
$195.38M
# of Holdings
108
Performance Rank
N/A
Allocation (Top 20)
N/A

Kades & Cheifetz Llc Holdings Map

Top 50 Kades & Cheifetz Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHD
SCHWAB STRATEGIC TR
8.24%589.0K$16.1M
+198.00%(+391.37K)
2023-Q4: 192.3K shares2024-Q1: 196.9K shares2024-Q2: 194.9K shares2024-Q3: 197.7K shares2024-Q4: 589.0K shares2024-12-31
VIG
VANGUARD SPECIALIZED FUNDS
5.72%57.1K$11.2M
+3.14%(+1.74K)
2023-Q4: 48.5K shares2024-Q1: 50.2K shares2024-Q2: 49.8K shares2024-Q3: 55.3K shares2024-Q4: 57.1K shares2024-12-31
HNDL
STRATEGY SHS
4.93%452.0K$9.6M
-1.52%(-6.98K)
2023-Q4: 222.1K shares2024-Q1: 431.2K shares2024-Q2: 437.8K shares2024-Q3: 459.0K shares2024-Q4: 452.0K shares2024-12-31
SLYG
SPDR SER TR
4.61%99.7K$9.0M
-1.33%(-1.34K)
2023-Q4: 101.5K shares2024-Q1: 102.0K shares2024-Q2: 101.8K shares2024-Q3: 101.1K shares2024-Q4: 99.7K shares2024-12-31
AAPL
APPLE INC
4.28%33.4K$8.4M
-14.05%(-5.46K)
2023-Q4: 40.0K shares2024-Q1: 39.3K shares2024-Q2: 39.1K shares2024-Q3: 38.8K shares2024-Q4: 33.4K shares2024-12-31
IAU
ISHARES GOLD TR
3.23%127.6K$6.3M
+0.41%(+518)
2023-Q4: 128.4K shares2024-Q1: 129.8K shares2024-Q2: 127.2K shares2024-Q3: 127.1K shares2024-Q4: 127.6K shares2024-12-31
SLYV
SPDR SER TR
3.11%69.7K$6.1M
+3.38%(+2.28K)
2023-Q4: 64.2K shares2024-Q1: 64.3K shares2024-Q2: 65.6K shares2024-Q3: 67.5K shares2024-Q4: 69.7K shares2024-12-31
DES
WISDOMTREE TR
2.79%158.7K$5.5M
+44.96%(+49.23K)
2023-Q4: 115.5K shares2024-Q1: 110.3K shares2024-Q2: 107.1K shares2024-Q3: 109.5K shares2024-Q4: 158.7K shares2024-12-31
ICVT
ISHARES TR
2.74%63.1K$5.4M
-2.47%(-1.60K)
2023-Q4: 60.3K shares2024-Q1: 61.4K shares2024-Q2: 62.4K shares2024-Q3: 64.7K shares2024-Q4: 63.1K shares2024-12-31
AGG
ISHARES TR
2.59%52.2K$5.1Mnew2024-Q4: 52.2K shares2024-12-31

Unlock alerts, watchlists & AI chat

Sign up free to track Kades & Cheifetz Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all