Data as of Q4 2025 (Dec 31, 2025)
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Showing Q4 2024 data
Kades & Cheifetz LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Kades & Cheifetz LLC

โ€ขCIK: 1957259โ€ขFiling: Q4 2024

**Kades & Cheifetz LLC** manages $195M across a diversified portfolio of 108 positions. The strategy exhibits a clear tilt toward income-generating and quality equity exposure, evidenced by top holdings such as SCHD ($16.1M) and VIG ($11.2M). Significant allocations are also directed toward specific sectors and asset classes, including HNDL ($9.6M) and IAU* ($6.3M). This structure suggests a disciplined, multi-asset approach focused on tangible value generation.

Total AUM
$195.4M
QoQ Performance
+11.9%
Positions
51
Top 10 Concentration
42.3%
Latest Filing
Q4 2024

Top Holdings Allocation

SCHD
VIG
SCHD8.2%
VIG5.7%
HNDL4.9%
SLYG4.6%
AAPL4.3%
IAU*3.2%
SLYV3.1%
DES2.8%

๐Ÿ“ˆ Biggest Buys

SCHD
SCHWAB STRATEGIC TR
+198.0%
8.2% of portfolio
AGG
ISHARES TR
NEW
2.6% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
NEW
1.9% of portfolio
BSV
VANGUARD BD INDEX FDS
+520.1%
2.0% of portfolio
SUB
ISHARES TR
+277.1%
1.9% of portfolio

๐Ÿ“‰ Biggest Sells

VTES
VANGUARD WELLINGTON FD
-32.1%
1.6% of portfolio
AAPL
APPLE INC
-14.0%
4.3% of portfolio
CMI
CUMMINS INC
-43.0%
0.4% of portfolio
IBM
INTERNATIONAL BUSINESS MACHS
-39.2%
0.4% of portfolio
DWX
SPDR INDEX SHS FDS
-14.4%
1.1% of portfolio

Sector Breakdown

Other90.1%
Technology8.5%
Consumer0.6%
ETF0.2%
Financial0.2%
Utilities0.1%
Industrial0.1%
Healthcare0.1%

๐Ÿšช Exited Positionssold since Q3 2024

MDT
MEDTRONIC PLC
SOLD
$847.7K
BSCO
INVESCO EXCH TRD SLF IDX FD
SOLD
$586.6K
IJH
ISHARES TR
SOLD
$212.6K
PHO
INVESCO EXCHANGE TRADED FD T
SOLD
$209.2K

Changes from Q3 2024

NEW18 new positions
โ†‘50 increased
โ†“36 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023