S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Peace, music and memories: As the 1960s fade, historians scramble to capture Woodstock's voices
Sports analytics may be outnumbered when it comes to artificial intelligence
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
In Senegal's capital, Nicaragua is a hot ticket among travel agents as migrants try to reach US
California authorizes expansion of Waymo's driverless car services to LA, SF peninsula
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
College athletes will need school approval for NIL deals under bill passed by Utah Legislature

Kades & Cheifetz LLC Top Holdings and 13F Report (2023)

About Kades & Cheifetz LLC

Investment Activity

  • Kades & 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 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

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 Time

Map of 500 Largest Holdings ofKades & Cheifetz LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$14,639,972$8,679 0.1%192,30210.4%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$8,486,586$105,457 -1.2%101,4786.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,257,542$231,402 2.9%48,4605.9%ETF
Apple Inc. stock logo
AAPL
Apple
$7,692,867$262,031 -3.3%39,9575.5%Computer and Technology
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$5,345,192$135,713 2.6%64,1603.8%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$5,074,938$1,559,442 -23.5%106,1923.6%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,009,813$19,125 -0.4%128,3583.6%Finance
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$4,771,153$140,795 -2.9%98,4763.4%ETF
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$4,742,036$514,528 -9.8%60,3393.4%ETF
Strategy Shares NASDAQ 7 HANDL ETF stock logo
HNDL
Strategy Shares NASDAQ 7 HANDL ETF
$4,592,052$1,313,779 40.1%222,0533.3%Manufacturing
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$4,455,267$665,282 -13.0%142,8433.2%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$3,715,000$89,690 2.5%115,4802.6%Finance
Schwab 1-5 Year Corporate Bond ETF stock logo
SCHJ
Schwab 1-5 Year Corporate Bond ETF
$3,604,119$626,376 21.0%74,4962.6%ETF
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$3,162,059$1,132,742 55.8%275,6812.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$3,149,153$442,848 16.4%29,0492.2%ETF
SPDR S&P International Dividend ETF stock logo
DWX
SPDR S&P International Dividend ETF
$3,011,120$149,914 -4.7%84,7012.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,356,412$89,517 3.9%63,7561.7%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$2,279,694$63,497 -2.7%48,8991.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,039,609$65,806 -3.1%5,4241.4%Computer and Technology
VTES
Vanguard Short-Term Tax-Exempt Bond ETF
$1,979,370$1,979,370 New Holding19,5181.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,939,602$8,926 0.5%37,1571.4%ETF
SHYD
VanEck Short High Yield Muni ETF
$1,808,381$147,475 -7.5%81,7161.3%ETF
Nuveen Floating Rate Income Fund stock logo
JFR
Nuveen Floating Rate Income Fund
$1,731,639$7,439 -0.4%210,6621.2%Financial Services
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$1,700,720$145,691 9.4%68,6051.2%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$1,649,796$30,068 1.9%32,5921.2%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,606,425$3,869 0.2%6,6441.1%ETF
Graniteshares Gold Trust stock logo
BAR
Graniteshares Gold Trust
$1,569,479$75,035 5.0%76,9731.1%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,544,378$33,931 -2.1%18,6161.1%ETF
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$1,512,807$66,024 4.6%37,1881.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,084,239$251,815 30.3%2,6480.8%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,075,231$68,347 -6.0%2,1710.8%Computer and Technology
Invesco Variable Rate Preferred ETF stock logo
VRP
Invesco Variable Rate Preferred ETF
$983,297$452,320 -31.5%42,6040.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$971,033$69,766 -6.7%8,6990.7%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$969,006$30,159 -3.0%3,6950.7%ETF
Cummins Inc. stock logo
CMI
Cummins
$961,460$23,719 -2.4%4,0130.7%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$949,445$11,274 -1.2%6,7370.7%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$943,409$54,719 6.2%8,9480.7%ETF
SPDR Bloomberg Convertible Securities ETF stock logo
CWB
SPDR Bloomberg Convertible Securities ETF
$899,554$899,554 New Holding12,4680.6%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$882,773$53,967 -5.8%5,3980.6%Computer and Technology
BlackRock Floating Rate Income Strategies Fund, Inc. stock logo
FRA
BlackRock Floating Rate Income Strategies Fund
$865,245$97,304 12.7%68,3450.6%Financial Services
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$861,986$296,957 52.6%15,9360.6%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$832,262$8,031 1.0%17,6180.6%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$804,220$139,090 20.9%38,8320.6%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$735,954$17,819 -2.4%6,2780.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$718,455$4,462 0.6%6440.5%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$688,450$1,318 0.2%8,3570.5%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$591,308$27,040 -4.4%3,3020.4%Business Services
MEMX
Matthews Emerging Markets ex China Active ETF
$579,642$579,642 New Holding20,8940.4%ETF
Invesco BulletShares 2024 Corporate Bond ETF stock logo
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
$564,957$333,365 143.9%27,0510.4%ETF
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
$562,331$3,504 0.6%21,1840.4%ETF
Chevron Co. stock logo
CVX
Chevron
$553,312$27,293 -4.7%3,7100.4%Oils/Energy
Walmart Inc. stock logo
WMT
Walmart
$507,869$40,838 -7.4%3,2210.4%Retail/Wholesale
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$494,838$58,134 13.3%7,8140.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$483,886$49,730 -9.3%3,4640.3%Computer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$457,353$12,248 2.8%8,2150.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$451,532$44,939 -9.1%1,2660.3%Finance
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$441,172$25,799 -5.5%6,2930.3%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$403,803$15,882 -3.8%2,5680.3%Transportation
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$383,722$1,489 0.4%10,3100.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$368,740$9,753 -2.6%4,5370.3%ETF
PZT
Invesco New York AMT-Free Municipal Bond ETF
$364,021$2,751 0.8%15,7450.3%ETF
SCMB
Schwab Municipal Bond ETF
$361,146$361,146 New Holding6,8650.3%ETF
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$354,303$354,303 New Holding14,0930.3%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$344,426$344,426 New Holding17,7040.2%ETF
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
$335,206$55,660 19.9%13,1890.2%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$334,688$106,257 46.5%14,0040.2%ETF
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
$310,016$46,763 17.8%12,1520.2%ETF
McKesson Co. stock logo
MCK
McKesson
$303,183$463 0.2%6550.2%Medical
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$296,663$2,409 0.8%1,4780.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$294,994$92,865 -23.9%4,8570.2%Utilities
Hologic, Inc. stock logo
HOLX
Hologic
$285,157$170,122 -37.4%3,9910.2%Medical
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$284,111$18,736 7.1%13,8900.2%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$279,321$13,446 5.1%13,7730.2%ETF
Ford Motor stock logo
F
Ford Motor
$249,668$6,351 -2.5%20,4810.2%Auto/Tires/Trucks
Overlay Shares Hedged Large Cap Equity ETF stock logo
OVLH
Overlay Shares Hedged Large Cap Equity ETF
$244,2790.0%8,4510.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$232,944$21,596 -8.5%8090.2%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$229,742$229,742 New Holding6810.2%Medical
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$225,876$225,876 New Holding2,6550.2%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$202,296$202,296 New Holding5,3220.1%ETF
Arbutus Biopharma Co. stock logo
ABUS
Arbutus Biopharma
$50,0000.0%20,0000.0%Medical
Invesco BulletShares 2023 Corporate Bond ETF stock logo
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
$0$867,877 -100.0%00.0%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$0$225,709 -100.0%00.0%Retail/Wholesale
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$0$223,788 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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