Kades & Cheifetz LLC Portfolio Holdings

Kades & Cheifetz LLC

  • $195 Billion
  • Q4 2024

Kades & Cheifetz LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $16.1B, Vanguard Dividend Appreciation with a value of $11.2B, Strategy Shs with a value of $9.64B, Spdr S&P 600 Small Cap Growth with a value of $9.01B, and Apple Inc. with a value of $8.36B.

Examining the 13F form we can see an increase of $20.8B in the current position value, from $175B to 195B.

Kades & Cheifetz LLC is based out at Berwyn, PA

Below you can find more details about Kades & Cheifetz LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Billion
ETFs: $165 Billion
Technology: $15 Billion
Financial Services: $3.22 Billion
Communication Services: $1.61 Billion
Industrials: $1.56 Billion
Consumer Defensive: $1.21 Billion
Healthcare: $988 Million
Energy: $472 Million
Other: $444 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91B
$1.54 Billion 0.79% of portfolio
6,623
Q4 2024 Added 0.78%
$51.4B
$795 Million 0.41% of portfolio
2,281
Q4 2024 Reduced 43.03%
$195B
$710 Million 0.36% of portfolio
3,230
Q4 2024 Reduced 39.19%
$85B
$545 Million 0.28% of portfolio
2,699
Q4 2024 Reduced 19.34%
$85.3B
$362 Million 0.19% of portfolio
635
Q4 2024 Added 0.16%
$190B
$343 Million 0.18% of portfolio
657
Q3 2024 Reduced 0.45%
$72.8B
$227 Million 0.12% of portfolio
7,251
Q4 2024 Added 1.37%
$176B
$219 Million 0.11% of portfolio
1,889
Q4 2024 Reduced 3.77%
$143B
$218 Million 0.11% of portfolio
835
Q4 2024 Reduced 20.63%
$134B
$224 Million 0.11% of portfolio
3,127
Q4 2024 Reduced 42.23%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $195 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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