Kades & Cheifetz LLC
Filing Date
Global Rank
#5,516
/ 8,163
▲ 755
· as of Dec 2024
Top Industry
Consumer Electronics
29.3%
3Y Alpha vs SPY
+9.9%
Period ended 1 year ago
Filed Jan 13, 2025 · 1y
9 quarters · since Dec 2022
Clone Performance
Sep 2023–Jul 2025 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+52.6%
SPY
+40.0%
Annualised alpha
+5.7%
Max drawdown
−11.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 7 quarters.Kades & Cheifetz LLC has stopped filing, so the simulation ends in Jul 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
53 tracked positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024Top Position
19.8%
+3.3 pts
Top 5
57.9%
+6.3 pts
Top 10
74.0%
+4.0 pts
HHI
964
Diversified+258
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.3% | $165,321,638 |
| Technology | 7.7% | $15,007,662 |
| Financial Services | 3.7% | $7,196,041 |
| Communication Services | 0.8% | $1,605,966 |
| Industrials | 0.8% | $1,558,382 |
| Consumer Defensive | 0.6% | $1,214,546 |
| Healthcare | 0.5% | $987,853 |
| Energy | 0.2% | $472,025 |
| Utilities | 0.1% | $224,174 |
| Consumer Cyclical | 0.1% | $219,390 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | +845,736 | 1,524,443 | $38,427,086 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +237,064 | 620,684 | $36,757,080 | |
| BNDW | Vanguard Total World Bond ETF | +67,266 | 79,982 | $4,979,201 | |
| AGGY | WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | +61,439 | 207,865 | $7,463,915 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +43,430 | 51,780 | $4,001,040 | |
| DCOR | Dimensional US Core Equity 1 ETF | +30,707 | 40,400 | $1,472,351 | |
| VIGI | Vanguard International Dividend Appreciation ETF | +16,680 | 25,567 | $3,262,093 | |
| BSCA | Invesco BulletShares 2036 Corporate Bond ETF | +3,603 | 152,204 | $2,941,281 | |
| BKF | iShares MSCI BIC ETF | +2,382 | 57,533 | $3,190,204 | |
| VIG | Vanguard Dividend Appreciation ETF | +1,737 | 57,053 | $11,172,688 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | +894 | 184,126 | $16,236,965 | |
| EDV | Vanguard World Funds Extended Duration ETF | +812 | 3,521 | $369,317 | |
| VB | Vanguard Morningstar Small-Cap ETF | +772 | 7,445 | $2,289,976 | |
| IAU | Ishares Gold Trust | +518 | 127,620 | $6,318,466 | |
| ADVE | Matthews Asia Dividend Active ETF | +385 | 58,126 | $1,684,898 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | +196 | 57,634 | $2,434,908 | |
| EPD | Enterprise Products Partners L.P. | +98 | 7,251 | $227,391 | |
| AVGO | Broadcom Inc. | +51 | 6,623 | $1,535,476 | |
| ECNS | iShares MSCI China Small-Cap ETF | +19 | 1,886 | $42,344 | |
| PG | PROCTER & GAMBLE Co | +8 | 1,270 | $212,915 | |
| MCK | Mckesson Corp | +1 | 635 | $361,892 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IVZ | Invesco Ltd. | −26,467 | 291,667 | $3,972,051 | |
| VFMF | Vanguard U.S. Multifactor ETF | −14,640 | 30,924 | $3,100,131 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | −9,895 | 58,966 | $2,061,451 | |
| JFR | Nuveen Floating Rate Income Fund | −7,677 | 209,283 | $1,866,804 | |
| DHSB | Day Hagan Smart Buffer ETF | −6,982 | 452,030 | $9,641,799 | |
| FRA | Blackrock Floating Rate Income Strategies Fund, Inc. | −5,605 | 68,176 | $937,420 | |
| AAPL | Apple Inc. | −5,455 | 33,373 | $8,357,266 | |
| NEE | Nextera Energy Inc | −2,286 | 3,127 | $224,174 | |
| CVX | Chevron Corp | −2,166 | 1,689 | $244,634 | |
| IBM | International Business Machines Corp | −2,082 | 3,230 | $710,050 | |
| CMI | Cummins Inc | −1,723 | 2,281 | $795,156 | |
| WMT | Walmart Inc. | −1,525 | 8,135 | $734,997 | |
| GOOGL | Alphabet Inc. | −1,389 | 8,447 | $1,605,966 | |
| AFK | VanEck Africa Index ETF | −977 | 71,252 | $1,601,744 | |
| BRK-B | Berkshire Hathaway Inc | −692 | 448 | $203,069 | |
| WM | Waste Management Inc | −647 | 2,699 | $544,631 | |
| MSFT | Microsoft Corp | −554 | 4,802 | $2,024,043 | |
| NVDA | Nvidia Corp | −352 | 17,729 | $2,380,827 | |
| AAA | Alternative Access First Priority CLO Bond ETF | −321 | 12,478 | $425,836 | |
| AMGN | Amgen Inc | −217 | 835 | $217,634 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −182 | 7,988 | $302,305 | |
| BAR | GraniteShares Gold Trust | −167 | 77,163 | $1,997,750 | |
| QQQ | Invesco Qqq Trust, Series 1 | −121 | 2,359 | $1,205,991 | |
| RTX | RTX Corp | −74 | 1,889 | $218,595 | |
| JPM | Jpmorgan Chase & Co | −68 | 904 | $216,697 | |
| No positions match the current search. | |||||
53 tracked positions ·
$193,807,677 total
· filing declares
108 positions · $195,377,201
· as of Dec 31, 2024
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 53 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Added | 1,524,443 | $38,427,086 | 19.83% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 620,684 | $36,757,080 | 18.97% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Added | 184,126 | $16,236,965 | 8.38% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 57,053 | $11,172,688 | 5.76% | |
| DHSB |
Day Hagan Smart Buffer ETF
|
Reduced | 452,030 | $9,641,799 | 4.97% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 33,373 | $8,357,266 | 4.31% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Added | 207,865 | $7,463,915 | 3.85% | |
| IAU |
Ishares Gold Trust
|
Added | 127,620 | $6,318,466 | 3.26% | |
| BNDW |
Vanguard Total World Bond ETF
|
Added | 79,982 | $4,979,201 | 2.57% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 51,780 | $4,001,040 | 2.06% | |
| IVZ |
Invesco Ltd.
Financial Services
|
Reduced | 291,667 | $3,972,051 | 2.05% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
Added | 25,567 | $3,262,093 | 1.68% | |
| BKF |
iShares MSCI BIC ETF
|
Added | 57,533 | $3,190,204 | 1.65% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Reduced | 30,924 | $3,100,131 | 1.60% | |
| BSCA |
Invesco BulletShares 2036 Corporate Bond ETF
|
Added | 152,204 | $2,941,281 | 1.52% | |
| BIL |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
|
Added | 57,634 | $2,434,908 | 1.26% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 17,729 | $2,380,827 | 1.23% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 7,445 | $2,289,976 | 1.18% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Reduced | 58,966 | $2,061,451 | 1.06% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,802 | $2,024,043 | 1.04% | |
| BAR |
GraniteShares Gold Trust
|
Reduced | 77,163 | $1,997,750 | 1.03% | |
| JFR |
Nuveen Floating Rate Income Fund
Financial Services
|
Reduced | 209,283 | $1,866,804 | 0.96% | |
| ADVE |
Matthews Asia Dividend Active ETF
|
Added | 58,126 | $1,684,898 | 0.87% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 8,447 | $1,605,966 | 0.83% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 71,252 | $1,601,744 | 0.83% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,623 | $1,535,476 | 0.79% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Added | 40,400 | $1,472,351 | 0.76% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,359 | $1,205,991 | 0.62% | |
| FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
Financial Services
|
Reduced | 68,176 | $937,420 | 0.48% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
NEW | 18,253 | $872,858 | 0.45% | |
| BNDX |
Vanguard Total International Bond ETF
|
NEW | 16,955 | $831,642 | 0.43% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 2,281 | $795,156 | 0.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 8,135 | $734,997 | 0.38% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,230 | $710,050 | 0.37% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 2,699 | $544,631 | 0.28% | |
| AAA |
Alternative Access First Priority CLO Bond ETF
|
Reduced | 12,478 | $425,836 | 0.22% | |
| EDV |
Vanguard World Funds Extended Duration ETF
|
Added | 3,521 | $369,317 | 0.19% | |
| MCK |
Mckesson Corp
Healthcare
|
Added | 635 | $361,892 | 0.19% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 657 | $342,927 | 0.18% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 7,988 | $302,305 | 0.16% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 291 | $266,634 | 0.14% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 1,689 | $244,634 | 0.13% | |
| GLD |
Spdr Gold Trust
|
Held | 976 | $236,318 | 0.12% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 7,251 | $227,391 | 0.12% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 3,127 | $224,174 | 0.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,000 | $219,390 | 0.11% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 1,889 | $218,595 | 0.11% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 835 | $217,634 | 0.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 904 | $216,697 | 0.11% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 1,270 | $212,915 | 0.11% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.