Kades & Cheifetz LLC Portfolio Holdings

Kades & Cheifetz LLC

  • $156 Billion
  • Q1 2024

Kades & Cheifetz LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 90 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 $15.9B, Vanguard Dividend Appreciation with a value of $9.17B, Strategy Shs with a value of $9.15B, Spdr S&P 600 Small Cap Growth with a value of $8.89B, and Apple Inc. with a value of $6.75B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $141B to 156B.

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 $156 Billion
ETFs: $126 Billion
Technology: $12.6 Billion
Financial Services: $3.32 Billion
Healthcare: $2.28 Billion
Industrials: $2.28 Billion
Communication Services: $1.54 Billion
Consumer Defensive: $1 Billion
Energy: $814 Million
Other: $472 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.9 Billion 10.16% of portfolio
196,875
Q1 2024 Added 2.38%
$0
$9.17 Billion 5.87% of portfolio
50,195
Q1 2024 Added 3.58%
$0
$9.15 Billion 5.86% of portfolio
431,236
Q1 2024 Added 94.2%
$0
$8.89 Billion 5.69% of portfolio
101,956
Q1 2024 Added 0.47%
$3.38T
$6.75 Billion 4.32% of portfolio
39,347
Q1 2024 Reduced 1.53%
$37.3B
$5.45 Billion 3.49% of portfolio
129,752
Q1 2024 Added 1.09%
$0
$5.34 Billion 3.42% of portfolio
64,349
Q1 2024 Added 0.29%
$0
$4.9 Billion 3.14% of portfolio
61,353
Q1 2024 Added 1.68%
$0
$4.83 Billion 3.09% of portfolio
100,099
Q1 2024 Added 1.65%
$0
$4.52 Billion 2.89% of portfolio
140,126
Q1 2024 Reduced 1.9%
$0
$4.07 Billion 2.6% of portfolio
84,190
Q1 2024 Added 13.01%
Vanguard Wellington Fd
-
$3.77 Billion 2.41% of portfolio
-
Q1 2024 Added 91.74%
$0
$3.6 Billion 2.31% of portfolio
110,267
Q1 2024 Reduced 4.51%
$0
$3.43 Billion 2.2% of portfolio
31,920
Q1 2024 Added 9.88%
$0
$3.25 Billion 2.08% of portfolio
273,846
Q1 2024 Reduced 0.67%
$0
$3.17 Billion 2.03% of portfolio
66,882
Q1 2024 Reduced 37.02%
$0
$2.51 Billion 1.61% of portfolio
64,257
Q1 2024 Added 0.79%
$3.33T
$2.26 Billion 1.45% of portfolio
5,377
Q1 2024 Reduced 0.87%
$0
$2.27 Billion 1.45% of portfolio
49,333
Q1 2024 Added 0.89%
$0
$2.03 Billion 1.3% of portfolio
21,868
Q1 2024 Added 17.47%
$0
$1.93 Billion 1.23% of portfolio
36,961
Q1 2024 Reduced 0.53%
$0
$1.9 Billion 1.22% of portfolio
217,805
Q1 2024 Added 3.39%
$0
$1.89 Billion 1.21% of portfolio
32,774
Q1 2024 New
$0
$1.75 Billion 1.12% of portfolio
78,155
Q1 2024 Reduced 4.36%
$0
$1.74 Billion 1.11% of portfolio
6,655
Q1 2024 Added 0.17%
$308B
$1.74 Billion 1.11% of portfolio
1,921
Q1 2024 Reduced 11.52%
$1.27B
$1.71 Billion 1.1% of portfolio
77,928
Q1 2024 Added 1.24%
Matthews Asia Fds
-
$1.66 Billion 1.07% of portfolio
-
Q1 2024 Added 173.82%
$0
$1.67 Billion 1.07% of portfolio
32,722
Q1 2024 Added 0.4%
$0
$1.52 Billion 0.97% of portfolio
36,290
Q1 2024 Reduced 2.41%
$39B
$1.18 Billion 0.76% of portfolio
4,022
Q1 2024 Added 0.22%
$0
$1.16 Billion 0.74% of portfolio
45,893
Q1 2024 Reduced 33.11%
$0
$1.1 Billion 0.7% of portfolio
2,471
Q1 2024 Reduced 6.68%
$0
$1.06 Billion 0.68% of portfolio
8,743
Q1 2024 Added 0.51%
$0
$1.03 Billion 0.66% of portfolio
14,143
Q1 2024 Added 13.43%
$155B
$1.03 Billion 0.66% of portfolio
5,379
Q1 2024 Reduced 0.35%
$1.12T
$1.02 Billion 0.66% of portfolio
6,723
Q1 2024 Reduced 0.21%
$0
$991 Million 0.63% of portfolio
3,440
Q1 2024 Reduced 6.9%
$0
$950 Million 0.61% of portfolio
39,970
Q1 2024 Reduced 6.18%
$0
$914 Million 0.59% of portfolio
70,763
Q1 2024 Added 3.54%
$0
$921 Million 0.59% of portfolio
18,712
Q1 2024 Added 6.21%
$650B
$857 Million 0.55% of portfolio
647
Q1 2024 Added 0.47%
$0
$861 Million 0.55% of portfolio
16,006
Q1 2024 Added 0.44%
$105B
$814 Million 0.52% of portfolio
9,337
Q1 2024 Added 11.73%
$0
$820 Million 0.52% of portfolio
40,388
Q1 2024 Added 4.01%
$0
$796 Million 0.51% of portfolio
6,464
Q1 2024 Added 2.96%
$0
$785 Million 0.5% of portfolio
7,495
Q1 2024 Reduced 16.24%
$87.6B
$712 Million 0.46% of portfolio
3,340
Q1 2024 Added 1.15%
$306B
$604 Million 0.39% of portfolio
3,828
Q1 2024 Added 3.18%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $156 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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