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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Billion 8.24% of portfolio
589,033
Q4 2024 Added 198.0%
$0
$11.2 Billion 5.72% of portfolio
57,053
Q4 2024 Added 3.14%
$0
$9.64 Billion 4.93% of portfolio
452,030
Q4 2024 Reduced 1.52%
$0
$9.01 Billion 4.61% of portfolio
99,730
Q4 2024 Reduced 1.33%
$3.58T
$8.36 Billion 4.28% of portfolio
33,373
Q4 2024 Reduced 14.05%
$43.9B
$6.32 Billion 3.23% of portfolio
127,620
Q4 2024 Added 0.41%
$0
$6.08 Billion 3.11% of portfolio
69,739
Q4 2024 Added 3.38%
$0
$5.45 Billion 2.79% of portfolio
158,726
Q4 2024 Added 44.96%
$0
$5.36 Billion 2.74% of portfolio
63,096
Q4 2024 Reduced 2.47%
$0
$5.06 Billion 2.59% of portfolio
52,214
Q4 2024 New
$0
$4.97 Billion 2.54% of portfolio
46,619
Q4 2024 Added 31.17%
$0
$4.53 Billion 2.32% of portfolio
143,991
Q4 2024 Reduced 2.0%
$0
$4.54 Billion 2.32% of portfolio
186,286
Q4 2024 Added 116.36%
$0
$4 Billion 2.05% of portfolio
51,780
Q4 2024 Added 520.12%
$0
$3.88 Billion 1.99% of portfolio
161,308
Q4 2024 Added 53.48%
$0
$3.8 Billion 1.94% of portfolio
65,231
Q4 2024 New
$0
$3.26 Billion 1.67% of portfolio
25,567
Q4 2024 Added 187.69%
$0
$3.19 Billion 1.63% of portfolio
57,533
Q4 2024 Added 4.32%
Vanguard Wellington Fd
-
$3.1 Billion 1.59% of portfolio
-
Q4 2024 Reduced 32.13%
$0
$2.78 Billion 1.42% of portfolio
241,109
Q4 2024 Reduced 9.18%
$0
$2.67 Billion 1.37% of portfolio
103,539
Q4 2024 Added 214.12%
$0
$2.46 Billion 1.26% of portfolio
11,891
Q4 2024 New
$0
$2.42 Billion 1.24% of portfolio
86,798
Q4 2024 Added 299.29%
$351B
$2.38 Billion 1.22% of portfolio
17,729
Q4 2024 Reduced 1.95%
$0
$2.29 Billion 1.17% of portfolio
100,804
Q4 2024 Added 115.52%
$0
$2.18 Billion 1.12% of portfolio
118,043
Q4 2024 Added 97.01%
$0
$2.1 Billion 1.07% of portfolio
44,248
Q4 2024 Added 1.84%
$0
$2.06 Billion 1.06% of portfolio
58,966
Q4 2024 Reduced 14.37%
$3.19T
$2.02 Billion 1.04% of portfolio
4,802
Q4 2024 Reduced 10.34%
$1.5B
$2 Billion 1.02% of portfolio
77,163
Q4 2024 Reduced 0.22%
$0
$1.87 Billion 0.96% of portfolio
209,283
Q4 2024 Reduced 3.54%
$0
$1.86 Billion 0.95% of portfolio
6,653
Q4 2024 Reduced 0.3%
$0
$1.74 Billion 0.89% of portfolio
34,249
Q4 2024 Reduced 2.78%
Matthews Asia Fds
-
$1.68 Billion 0.86% of portfolio
-
Q4 2024 Added 0.67%
$0
$1.62 Billion 0.83% of portfolio
40,069
Q4 2024 Added 8.51%
$0
$1.6 Billion 0.82% of portfolio
71,252
Q4 2024 Reduced 1.35%
$97.3B
$1.54 Billion 0.79% of portfolio
6,623
Q4 2024 Added 0.78%
$0
$1.21 Billion 0.62% of portfolio
2,359
Q4 2024 Reduced 4.88%
$0
$1.18 Billion 0.61% of portfolio
14,751
Q4 2024 Added 16.0%
$1.21T
$1.16 Billion 0.59% of portfolio
6,096
Q4 2024 Reduced 7.41%
$0
$1.14 Billion 0.58% of portfolio
14,657
Q4 2024 Reduced 0.3%
$0
$1.12 Billion 0.57% of portfolio
3,471
Q4 2024 Added 0.32%
$0
$1.05 Billion 0.54% of portfolio
39,353
Q4 2024 Added 2.31%
$0
$988 Million 0.51% of portfolio
28,565
Q4 2024 New
$0
$964 Million 0.49% of portfolio
37,282
Q4 2024 Added 80.95%
$0
$937 Million 0.48% of portfolio
68,176
Q4 2024 Reduced 7.6%
$0
$914 Million 0.47% of portfolio
43,397
Q4 2024 Reduced 3.29%
$0
$873 Million 0.45% of portfolio
18,253
Q4 2024 New
$0
$882 Million 0.45% of portfolio
43,830
Q4 2024 Added 0.39%

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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