Kades & Cheifetz LLC Top Holdings and 13F Report (2023) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About Kades & Cheifetz LLCInvestment ActivityKades & Cheifetz LLC has $141.08 million in total holdings as of June 30, 2023.Kades & Cheifetz LLC owns shares of 80 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 7.86% of the portfolio was purchased this quarter.About 4.47% of the portfolio was sold this quarter.This quarter, Kades & Cheifetz LLC has purchased 74 new stocks and bought additional shares in 36 stocks.Kades & Cheifetz LLC sold shares of 33 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $14,639,972SPDR S&P 600 Small Cap Growth ETF $8,486,586Vanguard Dividend Appreciation ETF $8,257,542Apple $7,692,867SPDR S&P 600 Small CapValue ETF $5,345,192 Largest New Holdings this Quarter Vanguard Short-Term Tax-Exempt Bond ETF $1,979,370 HoldingSPDR Bloomberg Convertible Securities ETF $899,554 HoldingMatthews Emerging Markets ex China Active ETF $579,642 HoldingSchwab Municipal Bond ETF $361,146 HoldingSPDR Bloomberg Short Term High Yield Bond ETF $354,303 Holding Largest Purchases this Quarter Vanguard Short-Term Tax-Exempt Bond ETF 19,518 shares (about $1.98M)Strategy Shares NASDAQ 7 HANDL ETF 63,529 shares (about $1.31M)Invesco Preferred ETF 98,757 shares (about $1.13M)SPDR Bloomberg Convertible Securities ETF 12,468 shares (about $899.55K)Schwab 1-5 Year Corporate Bond ETF 12,947 shares (about $626.38K) Largest Sales this Quarter SPDR Nuveen Barclays Short Term Municipal Bond ETF 32,631 shares (about $1.56M)iShares Preferred and Income Securities ETF 21,330 shares (about $665.28K)iShares Convertible Bond ETF 6,547 shares (about $514.53K)Invesco Variable Rate Preferred ETF 19,598 shares (about $452.32K)Apple 1,361 shares (about $262.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKades & Cheifetz LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$14,639,972$8,679 ▲0.1%192,30210.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$8,486,586$105,457 ▼-1.2%101,4786.0%ETFVIGVanguard Dividend Appreciation ETF$8,257,542$231,402 ▲2.9%48,4605.9%ETFAAPLApple$7,692,867$262,031 ▼-3.3%39,9575.5%Computer and TechnologySLYVSPDR S&P 600 Small CapValue ETF$5,345,192$135,713 ▲2.6%64,1603.8%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$5,074,938$1,559,442 ▼-23.5%106,1923.6%FinanceIAUiShares Gold Trust$5,009,813$19,125 ▼-0.4%128,3583.6%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$4,771,153$140,795 ▼-2.9%98,4763.4%ETFICVTiShares Convertible Bond ETF$4,742,036$514,528 ▼-9.8%60,3393.4%ETFHNDLStrategy Shares NASDAQ 7 HANDL ETF$4,592,052$1,313,779 ▲40.1%222,0533.3%ManufacturingPFFiShares Preferred and Income Securities ETF$4,455,267$665,282 ▼-13.0%142,8433.2%ETFDESWisdomTree U.S. SmallCap Dividend Fund$3,715,000$89,690 ▲2.5%115,4802.6%FinanceSCHJSchwab 1-5 Year Corporate Bond ETF$3,604,119$626,376 ▲21.0%74,4962.6%ETFPGXInvesco Preferred ETF$3,162,059$1,132,742 ▲55.8%275,6812.2%ETFMUBiShares National Muni Bond ETF$3,149,153$442,848 ▲16.4%29,0492.2%ETFDWXSPDR S&P International Dividend ETF$3,011,120$149,914 ▼-4.7%84,7012.1%ETFSCHFSchwab International Equity ETF$2,356,412$89,517 ▲3.9%63,7561.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,279,694$63,497 ▼-2.7%48,8991.6%ETFMSFTMicrosoft$2,039,609$65,806 ▼-3.1%5,4241.4%Computer and TechnologyVTESVanguard Short-Term Tax-Exempt Bond ETF$1,979,370$1,979,370 ▲New Holding19,5181.4%ETFSCHPSchwab U.S. TIPS ETF$1,939,602$8,926 ▲0.5%37,1571.4%ETFSHYDVanEck Short High Yield Muni ETF$1,808,381$147,475 ▼-7.5%81,7161.3%ETFJFRNuveen Floating Rate Income Fund$1,731,639$7,439 ▼-0.4%210,6621.2%Financial ServicesSCHESchwab Emerging Markets Equity ETF$1,700,720$145,691 ▲9.4%68,6051.2%ETFFLOTiShares Floating Rate Bond ETF$1,649,796$30,068 ▲1.9%32,5921.2%ETFVBKVanguard Small-Cap Growth ETF$1,606,425$3,869 ▲0.2%6,6441.1%ETFBARGraniteshares Gold Trust$1,569,479$75,035 ▲5.0%76,9731.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,544,378$33,931 ▼-2.1%18,6161.1%ETFDEMWisdomTree Emerging Markets High Dividend Fund$1,512,807$66,024 ▲4.6%37,1881.1%FinanceQQQInvesco QQQ$1,084,239$251,815 ▲30.3%2,6480.8%FinanceNVDANVIDIA$1,075,231$68,347 ▼-6.0%2,1710.8%Computer and TechnologyVRPInvesco Variable Rate Preferred ETF$983,297$452,320 ▼-31.5%42,6040.7%ETFVYMVanguard High Dividend Yield ETF$971,033$69,766 ▼-6.7%8,6990.7%ETFIWBiShares Russell 1000 ETF$969,006$30,159 ▼-3.0%3,6950.7%ETFCMICummins$961,460$23,719 ▼-2.4%4,0130.7%Auto/Tires/TrucksGOOGAlphabet$949,445$11,274 ▼-1.2%6,7370.7%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$943,409$54,719 ▲6.2%8,9480.7%ETFCWBSPDR Bloomberg Convertible Securities ETF$899,554$899,554 ▲New Holding12,4680.6%ETFIBMInternational Business Machines$882,773$53,967 ▼-5.8%5,3980.6%Computer and TechnologyFRABlackRock Floating Rate Income Strategies Fund$865,245$97,304 ▲12.7%68,3450.6%Financial ServicesNYFiShares New York Muni Bond ETF$861,986$296,957 ▲52.6%15,9360.6%ETFSCHASchwab US Small-Cap ETF$832,262$8,031 ▲1.0%17,6180.6%ETFSCHHSchwab U.S. REIT ETF$804,220$139,090 ▲20.9%38,8320.6%ETFDVYiShares Select Dividend ETF$735,954$17,819 ▼-2.4%6,2780.5%ETFAVGOBroadcom$718,455$4,462 ▲0.6%6440.5%Computer and TechnologyMDTMedtronic$688,450$1,318 ▲0.2%8,3570.5%MedicalWMWaste Management$591,308$27,040 ▼-4.4%3,3020.4%Business ServicesMEMXMatthews Emerging Markets ex China Active ETF$579,642$579,642 ▲New Holding20,8940.4%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$564,957$333,365 ▲143.9%27,0510.4%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$562,331$3,504 ▲0.6%21,1840.4%ETFCVXChevron$553,312$27,293 ▼-4.7%3,7100.4%Oils/EnergyWMTWalmart$507,869$40,838 ▼-7.4%3,2210.4%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$494,838$58,134 ▲13.3%7,8140.4%ETFGOOGLAlphabet$483,886$49,730 ▼-9.3%3,4640.3%Communication ServicesSCHBSchwab US Broad Market ETF$457,353$12,248 ▲2.8%8,2150.3%ETFBRK.BBerkshire Hathaway$451,532$44,939 ▼-9.1%1,2660.3%FinanceSCHVSchwab U.S. Large-Cap Value ETF$441,172$25,799 ▼-5.5%6,2930.3%ETFUPSUnited Parcel Service$403,803$15,882 ▼-3.8%2,5680.3%TransportationDFUVDimensional US Marketwide Value ETF$383,722$1,489 ▲0.4%10,3100.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$368,740$9,753 ▼-2.6%4,5370.3%ETFPZTInvesco New York AMT-Free Municipal Bond ETF$364,021$2,751 ▲0.8%15,7450.3%ETFSCMBSchwab Municipal Bond ETF$361,146$361,146 ▲New Holding6,8650.3%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$354,303$354,303 ▲New Holding14,0930.3%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$344,426$344,426 ▲New Holding17,7040.2%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$335,206$55,660 ▲19.9%13,1890.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$334,688$106,257 ▲46.5%14,0040.2%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$310,016$46,763 ▲17.8%12,1520.2%ETFMCKMcKesson$303,183$463 ▲0.2%6550.2%MedicalIWMiShares Russell 2000 ETF$296,663$2,409 ▲0.8%1,4780.2%FinanceNEENextEra Energy$294,994$92,865 ▼-23.9%4,8570.2%UtilitiesHOLXHologic$285,157$170,122 ▼-37.4%3,9910.2%MedicalBSCPInvesco BulletShares 2025 Corporate Bond ETF$284,111$18,736 ▲7.1%13,8900.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$279,321$13,446 ▲5.1%13,7730.2%ETFFFord Motor$249,668$6,351 ▼-2.5%20,4810.2%Auto/Tires/TrucksOVLHOverlay Shares Hedged Large Cap Equity ETF$244,2790.0%8,4510.2%ETFAMGNAmgen$232,944$21,596 ▼-8.5%8090.2%MedicalISRGIntuitive Surgical$229,742$229,742 ▲New Holding6810.2%MedicalESGVVanguard ESG US Stock ETF$225,876$225,876 ▲New Holding2,6550.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$202,296$202,296 ▲New Holding5,3220.1%ETFABUSArbutus Biopharma$50,0000.0%20,0000.0%MedicalBSCNInvesco BulletShares 2023 Corporate Bond ETF$0$867,877 ▼-100.0%00.0%ETFCOSTCostco Wholesale$0$225,709 ▼-100.0%00.0%Retail/WholesaleSCHRSchwab Intermediate-Term U.S. Treasury ETF$0$223,788 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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