All Stocks Held By Kades & Cheifetz LLC

As of 12/31/2023, we find all stocks held by Kades & Cheifetz LLC to be as follows, presented in the table below with each row detailing each Kades & Cheifetz LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Kades & Cheifetz LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Kades & Cheifetz LLC as of the latest filing.

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
CHEVRON CORP NEW	3,710	-183	$553
CVX	3,710	-183	$553
WALMART INC	3,221	-259	$508
WMT	3,221	-259	$508
SELECT SECTOR SPDR TR (XLU)	7,814	+918	$495
XLU	7,814	+918	$495
ALPHABET INC	3,464	-356	$484
GOOGL	3,464	-356	$484
SCHWAB STRATEGIC TR	8,215	+220	$457
SCHB	8,215	+220	$457
BERKSHIRE HATHAWAY INC DEL			$452
BRK.B	1,266	-126	$452
SCHWAB STRATEGIC TR	6,293	-368	$441
SCHV	6,293	-368	$441
UNITED PARCEL SERVICE INC	2,568	-101	$404
UPS	2,568	-101	$404
DIMENSIONAL ETF TRUST (DFUV)	10,310	+40	$384
DFUV	10,310	+40	$384
VANGUARD SCOTTSDALE FDS (VCIT)	4,537	-120	$369
VCIT	4,537	-120	$369
INVESCO EXCH TRADED FD TR II (PZT)	15,745	+119	$364
PZT	15,745	+119	$364
SCHWAB STRATEGIC TR	6,865	+6,865	$361
SCMB	6,865	+6,865	$361
SPDR SER TR (SJNK)	14,093	+14,093	$354
SJNK	14,093	+14,093	$354
INVESCO EXCH TRD SLF IDX FD	17,704	+17,704	$344
BSCR	17,704	+17,704	$344
ISHARES TR (IBDR)	14,004	+4,446	$335
IBDR	14,004	+4,446	$335
ISHARES TR (IBMP)	13,189	+2,190	$335
IBMP	13,189	+2,190	$335
ISHARES TR (IBMO)	12,152	+1,833	$310
IBMO	12,152	+1,833	$310
MCKESSON CORP	655	+1	$303
MCK	655	+1	$303
ISHARES TR (IWM)	1,478	+12	$297
IWM	1,478	+12	$297
NEXTERA ENERGY INC	4,857	-1,529	$295
NEE	4,857	-1,529	$295
HOLOGIC INC	3,991	-2,381	$285
HOLX	3,991	-2,381	$285
INVESCO EXCH TRD SLF IDX FD	13,890	+916	$284
BSCP	13,890	+916	$284
INVESCO EXCH TRD SLF IDX FD	13,773	+663	$279
BSCS	13,773	+663	$279
FORD MTR CO DEL	20,481	-521	$250
F	20,481	-521	$250
LISTED FD TR	8,451	UNCH	$244
OVLH	8,451	UNCH	$244
AMGEN INC	809	-75	$233
AMGN	809	-75	$233
INTUITIVE SURGICAL INC	681	+681	$230
ISRG	681	+681	$230
VANGUARD WORLD FD (ESGV)	2,655	+2,655	$226
ESGV	2,655	+2,655	$226
ISHARES TR (ESML)	5,322	+5,322	$202
ESML	5,322	+5,322	$202
ARBUTUS BIOPHARMA CORP	20,000	+0	$50
ABUS	20,000	UNCH	$50
INVESCO EXCH TRD SLF IDX FD			$0 (exited)
BSCN	0	-40,880	$0
COSTCO WHSL CORP NEW			$0 (exited)
COST	0	-400	$0
SCHWAB STRATEGIC TR	0	-4,668	$0 (exited)
SCHR	0	-4,668	$0

See Summary: Kades & Cheifetz LLC Top Holdings
See Details: Top 10 Stocks Held By Kades & Cheifetz LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
VTES	+19,518	+$1,979
CWB	+12,468	+$900
MEMX	+20,894	+$580
SCMB	+6,865	+$361
SJNK	+14,093	+$354
BSCR	+17,704	+$344
ISRG	+681	+$230
ESGV	+2,655	+$226
ESML	+5,322	+$202

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
BSCN	-40,880	-$868
COST	-400	-$226
SCHR	-4,668	-$224

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
PGX	+98,757	+$1,225
HNDL	+63,529	+$1,563
BSCO	+15,962	+$336
SCHJ	+12,947	+$713
FRA	+7,686	+$99
SCHH	+6,716	+$234
SCHE	+5,877	+$199
NYF	+5,490	+$329
IBDR	+4,446	+$112
MUB	+4,085	+$589

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
SHM	-32,631	-$1,343
PFF	-21,330	-$495
VRP	-19,598	-$408
SHYD	-6,664	-$103
ICVT	-6,547	-$222
DWX	-4,217	+$86
SCHO	-2,906	-$84
HOLX	-2,381	-$157
NEE	-1,529	-$71

Kades & Cheifetz LLC Info

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

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