Kades & Cheifetz LLC

CIK

1957259

Location

BERWYN, PA

Portfolio Value

Small $194,109,983

Diversification

Diversified

Filing Date

Global Rank

#5,644 / 8,182 ▲ 124 · as of Dec 2024

Top Industry

Consumer Electronics 29.3%

Period ended 1 year ago

Filed Jan 13, 2025 · 1y

9 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2024, never from the firm's own description.

Style

Concentrated

The top 10 positions are 73.9% of the book (60%+)

Turnover

Low turnover

11.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 7.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 80.8%; sector active share 72.7% against the combined 13F book's sector weights.

Over time 9 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

106 tracked positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024

Top Position

19.8%

−3.1 pts

Top 5

57.8%

+0.4 pts

Top 10

73.9%

−0.9 pts

HHI

961

Diversified+18

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024

Sector	% Portfolio	Value	Positions
Unclassified	85.3%	$165,623,944	78
Technology	7.7%	$15,007,662	5
Financial Services	3.7%	$7,196,041	7
Communication Services	0.8%	$1,605,966	2
Industrials	0.8%	$1,558,382	3
Consumer Defensive	0.6%	$1,214,546	3
Healthcare	0.5%	$987,853	4
Energy	0.2%	$472,025	2
Utilities	0.1%	$224,174	1
Consumer Cyclical	0.1%	$219,390	1

Last Quarter's Activity

Export CSV

Dec 31, 2024 vs Sep 30, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+391,368	589,033	$16,092,381
SCHJ	Schwab 1-5 Year Corporate Bond ETF	+100,187	186,286	$4,540,721
SCHP	Schwab U.S. TIPS ETF	+70,577	103,539	$2,674,412
SCHG	Schwab U.S. Large-Cap Growth ETF	+65,060	86,798	$2,419,060
SCHF	Schwab International Equity ETF	+58,126	118,043	$2,183,795
SCHO	Schwab Short-Term U.S. Treasury ETF	+56,207	161,308	$3,881,070
SCHZ	Schwab U.S. Aggregate Bond ETF	+54,032	100,804	$2,288,250
DES	WisdomTree U.S. SmallCap Dividend Fund	+49,228	158,726	$5,452,238
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+43,430	51,780	$4,001,040
SUB	iShares Short-Term National Muni Bond ETF	+25,737	35,024	$3,694,331
SCHB	Schwab U.S. Broad Market ETF	+16,899	25,321	$574,786
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	+16,680	25,567	$3,262,093
SCHA	Schwab U.S. Small-Cap ETF	+16,679	37,282	$964,112
IBMP	iShares iBonds Dec 2027 Term Muni Bond ETF	+11,755	29,128	$732,277
MUB	iShares National Muni Bond ETF	+11,078	46,619	$4,967,254
IBMO	iShares iBonds Dec 2026 Term Muni Bond ETF	+9,675	33,529	$853,648
SCMB	Schwab Municipal Bond ETF	+7,169	14,189	$364,373
SCHV	Schwab U.S. Large-Cap Value ETF	+5,872	10,405	$271,258
PZT	Invesco Ltd.	+4,383	20,760	$471,252
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+4,148	8,685	$210,958
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	+3,351	17,743	$427,074
DEM	WisdomTree Emerging Markets High Dividend Fund	+3,141	40,069	$1,622,393
EMXC	iShares MSCI Emerging Markets ex China ETF	+2,382	57,533	$3,190,204
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	+2,279	69,739	$6,084,727
DFUV	Dimensional U.S. Marketwide Value ETF	+2,142	11,835	$484,288
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PGX	Invesco Ltd.	−24,370	241,109	$2,779,986
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	−14,640	30,924	$3,100,131
DWX	State Street(R) SPDR(R) S&P(R) International Dividend ETF	−9,895	58,966	$2,061,451
JFR	Nuveen Floating Rate Income Fund	−7,677	209,283	$1,866,804
HNDL	Strategy Shares NASDAQ 7HANDL Index ETF	−6,982	452,030	$9,641,799
VRP	Invesco Ltd.	−6,480	29,798	$720,813
FRA	Blackrock Floating Rate Income Strategies Fund, Inc.	−5,605	68,176	$937,420
AAPL	Apple Inc.	−5,455	33,373	$8,357,266
PFF	iShares Preferred and Income Securities ETF	−2,943	143,991	$4,527,077
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
ICVT	iShares Convertible Bond ETF	−1,601	63,096	$5,361,267
WMT	Walmart Inc.	−1,525	8,135	$734,997
SCHH	Schwab U.S. REIT ETF	−1,475	43,397	$913,940
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	−1,341	99,730	$9,010,605
FLOT	iShares Floating Rate Bond ETF	−981	34,249	$1,742,589
SHYD	VanEck Short High Yield Muni ETF	−977	71,252	$1,601,744
GOOGL	Alphabet Inc.	−901	2,351	$445,044
BRK-B	Berkshire Hathaway Inc	−692	448	$203,069
WM	Waste Management Inc	−647	2,699	$544,631
—		−602	13,386	$337,996
MSFT	Microsoft Corp	−554	4,802	$2,024,043
GOOG	Alphabet Inc.	−488	6,096	$1,160,922
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	52,214	$5,059,536
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	65,231	$3,795,139
MTUM	iShares MSCI USA Momentum Factor ETF	11,891	$2,460,485
DFAC	Dimensional U.S. Core Equity 2 ETF	28,565	$988,063
VEA	Vanguard FTSE Developed Markets ETF	18,253	$872,858
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	20,207	$861,020
BNDX	Vanguard Total International Bond ETF	16,955	$831,642
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	17,370	$432,513
VOO	VANGUARD 500 INDEX FUND	792	$426,737
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	17,582	$421,264
AGGY	WisdomTree Trust	9,070	$389,284
IBMR	iShares iBonds Dec 2029 Term Muni Bond ETF	15,356	$383,592
IBMQ	iShares iBonds Dec 2028 Term Muni Bond ETF	13,743	$346,048
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	14,441	$329,254
BGRN	iShares USD Green Bond ETF	6,970	$324,941
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	4,812	$223,469
AMZN	Amazon Com Inc	1,000	$219,390
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	9,631	$205,718
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MDT	Medtronic plc	9,416	$847,722
IJH	iShares Core S&P Mid-Cap ETF	3,412	$212,635
PHO	Victory Portfolios II	2,966	$209,221
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

106 tracked positions · $194,109,983 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 106 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SCHD	Schwab U.S. Dividend Equity ETF	Added	589,033	+391,368	$16,092,381	−3.7%	9	before history	8.29%
VIG	Vanguard Specialized Funds	Added	57,053	+1,737	$11,172,688	+2.0%	9	before history	5.76%
HNDL	Strategy Shares NASDAQ 7HANDL Index ETF	Reduced	452,030	-6,982	$9,641,799	−5.6%	9	before history	4.97%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Reduced	99,730	-1,341	$9,010,605	−4.3%	9	before history	4.64%
AAPL	Apple Inc. Technology	Reduced	33,373	-5,455	$8,357,266	−7.6%	9	before history	4.31%
IAU	Ishares Gold Trust	Added	127,620	+518	$6,318,466	+0.0%	9	before history	3.26%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Added	69,739	+2,279	$6,084,727	+3.9%	9	before history	3.13%
DES	WisdomTree U.S. SmallCap Dividend Fund	Added	158,726	+49,228	$5,452,238	+44.4%	9	before history	2.81%
ICVT	iShares Convertible Bond ETF	Reduced	63,096	-1,601	$5,361,267	−1.0%	9	before history	2.76%
AGG	iShares Core U.S. Aggregate Bond ETF	NEW	52,214	NEW	$5,059,536	NEW	1	unpriced	2.61%
MUB	iShares National Muni Bond ETF	Added	46,619	+11,078	$4,967,254	+28.7%	9	before history	2.56%
SCHJ	Schwab 1-5 Year Corporate Bond ETF	Added	186,286	+100,187	$4,540,721	+6.3%	9	before history	2.34%
PFF	iShares Preferred and Income Securities ETF	Reduced	143,991	-2,943	$4,527,077	−7.3%	9	before history	2.33%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	51,780	+43,430	$4,001,040	+508.9%	3	$77.55	2.06%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	161,308	+56,207	$3,881,070	−24.6%	9	before history	2.00%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	NEW	65,231	NEW	$3,795,139	NEW	1	$58.36	1.96%
SUB	iShares Short-Term National Muni Bond ETF	Added	35,024	+25,737	$3,694,331	+274.6%	9	before history	1.90%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	25,567	+16,680	$3,262,093	+186.3%	9	before history	1.68%
EMXC	iShares MSCI Emerging Markets ex China ETF	Added	57,533	+2,382	$3,190,204	−5.3%	4	$56.92	1.64%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	Reduced	30,924	-14,640	$3,100,131	−32.9%	5	$100.30	1.60%
PGX	Invesco Ltd. Financial Services	Reduced	241,109	-24,370	$2,779,986	−15.2%	9	before history	1.43%
SCHP	Schwab U.S. TIPS ETF	Added	103,539	+70,577	$2,674,412	+51.3%	9	before history	1.38%
MTUM	iShares MSCI USA Momentum Factor ETF	NEW	11,891	NEW	$2,460,485	NEW	1	unpriced	1.27%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	86,798	+65,060	$2,419,060	+6.8%	9	before history	1.25%
NVDA	Nvidia Corp Technology	Reduced	17,729	-352	$2,380,827	+8.4%	9	before history	1.23%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	100,804	+54,032	$2,288,250	+3.0%	9	before history	1.18%
SCHF	Schwab International Equity ETF	Added	118,043	+58,126	$2,183,795	−11.4%	9	before history	1.13%
		Added	44,248	+798	$2,096,912	+0.2%	6	$46.85	1.08%
DWX	State Street(R) SPDR(R) S&P(R) International Dividend ETF	Reduced	58,966	-9,895	$2,061,451	−22.0%	9	before history	1.06%
MSFT	Microsoft Corp Technology	Reduced	4,802	-554	$2,024,043	−12.2%	9	before history	1.04%
BAR	GraniteShares Gold Trust	Reduced	77,163	-167	$1,997,750	−0.5%	9	before history	1.03%
JFR	Nuveen Floating Rate Income Fund Financial Services	Reduced	209,283	-7,677	$1,866,804	−2.4%	9	before history	0.96%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	6,653	-20	$1,863,239	+4.4%	9	before history	0.96%
FLOT	iShares Floating Rate Bond ETF	Reduced	34,249	-981	$1,742,589	−3.1%	9	before history	0.90%
MEMX	Matthews Emerging Markets ex China Active ETF	Added	58,126	+385	$1,684,898	−5.2%	5	$27.33	0.87%
DEM	WisdomTree Emerging Markets High Dividend Fund	Added	40,069	+3,141	$1,622,393	−0.2%	9	before history	0.84%
SHYD	VanEck Short High Yield Muni ETF	Reduced	71,252	-977	$1,601,744	−2.4%	9	before history	0.83%
AVGO	Broadcom Inc. Technology	Added	6,623	+51	$1,535,476	+35.4%	9	before history	0.79%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,359	-121	$1,205,991	−0.4%	9	before history	0.62%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	14,751	+2,035	$1,184,062	+11.2%	9	before history	0.61%
GOOG	Alphabet Inc. Communication Services	Reduced	6,096	-488	$1,160,922	+5.5%	9	before history	0.60%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	Reduced	14,657	-44	$1,141,633	+1.4%	5	$68.49	0.59%
IWB	iShares Russell 1000 ETF	Added	3,471	+11	$1,118,217	+2.8%	9	before history	0.58%
SCHE	Schwab Emerging Markets Equity ETF	Added	39,353	+887	$1,047,970	−6.6%	9	before history	0.54%
DFAC	Dimensional U.S. Core Equity 2 ETF	NEW	28,565	NEW	$988,063	NEW	1	$35.22	0.51%
SCHA	Schwab U.S. Small-Cap ETF	Added	37,282	+16,679	$964,112	−9.1%	9	before history	0.50%
FRA	Blackrock Floating Rate Income Strategies Fund, Inc. Financial Services	Reduced	68,176	-5,605	$937,420	−3.7%	9	before history	0.48%
SCHH	Schwab U.S. REIT ETF	Reduced	43,397	-1,475	$913,940	−12.1%	9	before history	0.47%
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	Added	43,830	+171	$882,297	−1.7%	8	$19.94	0.45%
VEA	Vanguard FTSE Developed Markets ETF	NEW	18,253	NEW	$872,858	NEW	1	$50.22	0.45%

Showing the top 50 of 106 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.