StockDriftsStockDriftsTop 50 Kades & Cheifetz Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 8.24% | 589.0K | $16.1M | +198.00%(+391.37K) | — | 2024-12-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.72% | 57.1K | $11.2M | +3.14%(+1.74K) | — | 2024-12-31 | |
| HNDL | STRATEGY SHS | 4.93% | 452.0K | $9.6M | -1.52%(-6.98K) | — | 2024-12-31 | |
| SLYG | SPDR SER TR | 4.61% | 99.7K | $9.0M | -1.33%(-1.34K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 4.28% | 33.4K | $8.4M | -14.05%(-5.46K) | — | 2024-12-31 | |
| IAU | ISHARES GOLD TR | 3.23% | 127.6K | $6.3M | +0.41%(+518) | — | 2024-12-31 | |
| SLYV | SPDR SER TR | 3.11% | 69.7K | $6.1M | +3.38%(+2.28K) | — | 2024-12-31 | |
| DES | WISDOMTREE TR | 2.79% | 158.7K | $5.5M | +44.96%(+49.23K) | — | 2024-12-31 | |
| ICVT | ISHARES TR | 2.74% | 63.1K | $5.4M | -2.47%(-1.60K) | — | 2024-12-31 | |
| AGG | ISHARES TR | 2.59% | 52.2K | $5.1M | new | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kades & Cheifetz Llc reports $195.38M in US-listed equity holdings across 108 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (8.2%), VIG (5.7%) and HNDL (4.9%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kades & Cheifetz Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1957259). View Kades & Cheifetz Llc’s 13F filings on SEC