HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
192,302 | +114 | $14,640 |
| SCHD | 192,302 | +114 | $14,640 |
| SPDR SER TR (SLYG) |
101,478 | -1,261 | $8,487 |
| SLYG | 101,478 | -1,261 | $8,487 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
48,460 | +1,358 | $8,258 |
| VIG | 48,460 | +1,358 | $8,258 |
| APPLE INC |
39,957 | -1,361 | $7,693 |
| AAPL | 39,957 | -1,361 | $7,693 |
| SPDR SER TR (SLYV) |
64,160 | +1,629 | $5,345 |
| SLYV | 64,160 | +1,629 | $5,345 |
| SPDR SER TR (SHM) |
106,192 | -32,631 | $5,075 |
| SHM | 106,192 | -32,631 | $5,075 |
| ISHARES GOLD TR (IAU) |
128,358 | -490 | $5,010 |
| IAU | 128,358 | -490 | $5,010 |
| SCHWAB STRATEGIC TR |
98,476 | -2,906 | $4,771 |
| SCHO | 98,476 | -2,906 | $4,771 |
| ISHARES TR (ICVT) |
60,339 | -6,547 | $4,742 |
| ICVT | 60,339 | -6,547 | $4,742 |
| STRATEGY SHS |
222,053 | +63,529 | $4,592 |
| HNDL | 222,053 | +63,529 | $4,592 |
| ISHARES TR (PFF) |
142,843 | -21,330 | $4,455 |
| PFF | 142,843 | -21,330 | $4,455 |
| WISDOMTREE TR |
115,480 | +2,788 | $3,715 |
| DES | 115,480 | +2,788 | $3,715 |
| SCHWAB STRATEGIC TR |
74,496 | +12,947 | $3,604 |
| SCHJ | 74,496 | +12,947 | $3,604 |
| INVESCO EXCH TRADED FD TR II (PGX) |
275,681 | +98,757 | $3,162 |
| PGX | 275,681 | +98,757 | $3,162 |
| ISHARES TR (MUB) |
29,049 | +4,085 | $3,149 |
| MUB | 29,049 | +4,085 | $3,149 |
| SPDR INDEX SHS FDS (DWX) |
84,701 | -4,217 | $3,011 |
| DWX | 84,701 | -4,217 | $3,011 |
| SCHWAB STRATEGIC TR |
63,756 | +2,422 | $2,356 |
| SCHF | 63,756 | +2,422 | $2,356 |
| SCHWAB STRATEGIC TR |
48,899 | -1,362 | $2,280 |
| SCHZ | 48,899 | -1,362 | $2,280 |
| MICROSOFT CORP |
5,424 | -175 | $2,040 |
| MSFT | 5,424 | -175 | $2,040 |
| VANGUARD WELLINGTON FD (VTES) |
19,518 | +19,518 | $1,979 |
| VTES | 19,518 | +19,518 | $1,979 |
| SCHWAB STRATEGIC TR |
37,157 | +171 | $1,940 |
| SCHP | 37,157 | +171 | $1,940 |
| VANECK ETF TRUST (SHYD) |
81,716 | -6,664 | $1,808 |
| SHYD | 81,716 | -6,664 | $1,808 |
| NUVEEN FLOATING RATE INCOME |
210,662 | -905 | $1,732 |
| JFR | 210,662 | -905 | $1,732 |
| SCHWAB STRATEGIC TR |
68,605 | +5,877 | $1,701 |
| SCHE | 68,605 | +5,877 | $1,701 |
| ISHARES TR (FLOT) |
32,592 | +594 | $1,650 |
| FLOT | 32,592 | +594 | $1,650 |
| VANGUARD INDEX FDS (VBK) |
6,644 | +16 | $1,606 |
| VBK | 6,644 | +16 | $1,606 |
| GRANITESHARES GOLD TR (BAR) |
76,973 | +3,680 | $1,569 |
| BAR | 76,973 | +3,680 | $1,569 |
| SCHWAB STRATEGIC TR |
18,616 | -409 | $1,544 |
| SCHG | 18,616 | -409 | $1,544 |
| WISDOMTREE TR |
37,188 | +1,623 | $1,513 |
| DEM | 37,188 | +1,623 | $1,513 |
| INVESCO QQQ TR |
2,648 | +615 | $1,084 |
| QQQ | 2,648 | +615 | $1,084 |
| NVIDIA CORPORATION |
2,171 | -138 | $1,075 |
| NVDA | 2,171 | -138 | $1,075 |
| INVESCO EXCH TRADED FD TR II (VRP) |
42,604 | -19,598 | $983 |
| VRP | 42,604 | -19,598 | $983 |
| VANGUARD WHITEHALL FDS (VYM) |
8,699 | -625 | $971 |
| VYM | 8,699 | -625 | $971 |
| ISHARES TR (IWB) |
3,695 | -115 | $969 |
| IWB | 3,695 | -115 | $969 |
| CUMMINS INC |
4,013 | -99 | $961 |
| CMI | 4,013 | -99 | $961 |
| ALPHABET INC |
6,737 | -80 | $949 |
| GOOG | 6,737 | -80 | $949 |
| ISHARES TR (SUB) |
8,948 | +519 | $943 |
| SUB | 8,948 | +519 | $943 |
| SPDR SER TR (CWB) |
12,468 | +12,468 | $900 |
| CWB | 12,468 | +12,468 | $900 |
| INTERNATIONAL BUSINESS MACHS |
5,398 | -330 | $883 |
| IBM | 5,398 | -330 | $883 |
| BLACKROCK FLOATING RATE INCO |
68,345 | +7,686 | $865 |
| FRA | 68,345 | +7,686 | $865 |
| ISHARES TR (NYF) |
15,936 | +5,490 | $862 |
| NYF | 15,936 | +5,490 | $862 |
| SCHWAB STRATEGIC TR |
17,618 | +170 | $832 |
| SCHA | 17,618 | +170 | $832 |
| SCHWAB STRATEGIC TR |
38,832 | +6,716 | $804 |
| SCHH | 38,832 | +6,716 | $804 |
| ISHARES TR (DVY) |
6,278 | -152 | $736 |
| DVY | 6,278 | -152 | $736 |
| BROADCOM INC |
644 | +4 | $718 |
| AVGO | 644 | +4 | $718 |
| MEDTRONIC PLC |
8,357 | +16 | $688 |
| MDT | 8,357 | +16 | $688 |
| WASTE MGMT INC DEL |
3,302 | -151 | $591 |
| WM | 3,302 | -151 | $591 |
| MATTHEWS ASIA FDS |
20,894 | +20,894 | $580 |
| MEMX | 20,894 | +20,894 | $580 |
| INVESCO EXCH TRD SLF IDX FD |
27,051 | +15,962 | $565 |
| BSCO | 27,051 | +15,962 | $565 |
| ISHARES TR (IBMN) |
21,184 | +132 | $562 |
| IBMN | 21,184 | +132 | $562 |
See Full List: All Stocks Held By Kades & Cheifetz LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kades & Cheifetz LLC
|
Size ($ in 1000's)
At 12/31/2023: $141,076 At 09/30/2023: $126,303 Kades & Cheifetz LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kades & Cheifetz LLC 13F filings. Link to 13F filings: SEC filings |
