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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
โขCIK: 1957259โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other90.1%
Technology8.5%
Consumer0.6%
ETF0.2%
Financial0.2%
Utilities0.1%
Industrial0.1%
Healthcare0.1%
๐ช Exited Positionssold since Q3 2024
Changes from Q3 2024
NEW18 new positions
โ50 increased
โ36 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023