Kades & Cheifetz LLC Portfolio Holdings

Kades & Cheifetz LLC

  • $159 Billion
  • Q2 2024

Kades & Cheifetz LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $159 Billion distributed in 92 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 $15.2B, Strategy Shs with a value of $9.25B, Vanguard Dividend Appreciation with a value of $9.09B, Spdr S&P 600 Small Cap Growth with a value of $8.74B, and Apple Inc. with a value of $8.24B.

Examining the 13F form we can see an increase of $2.83B in the current position value, from $156B to 159B.

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 $159 Billion
ETFs: $126 Billion
Technology: $14.9 Billion
Financial Services: $3.23 Billion
Healthcare: $2.28 Billion
Industrials: $2.18 Billion
Communication Services: $1.85 Billion
Consumer Defensive: $1.11 Billion
Energy: $796 Million
Other: $382 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Billion 9.53% of portfolio
194,876
Q2 2024 Reduced 1.02%
$0
$9.25 Billion 5.81% of portfolio
437,773
Q2 2024 Added 1.52%
$0
$9.09 Billion 5.72% of portfolio
49,817
Q2 2024 Reduced 0.75%
$0
$8.74 Billion 5.5% of portfolio
101,831
Q2 2024 Reduced 0.12%
$42.2B
$5.59 Billion 3.51% of portfolio
127,150
Q2 2024 Reduced 2.01%
$0
$5.14 Billion 3.23% of portfolio
65,620
Q2 2024 Added 1.98%
$0
$4.9 Billion 3.08% of portfolio
62,369
Q2 2024 Added 1.66%
$0
$4.86 Billion 3.06% of portfolio
100,960
Q2 2024 Added 0.86%
$0
$4.44 Billion 2.79% of portfolio
140,776
Q2 2024 Added 0.46%
$0
$4.03 Billion 2.53% of portfolio
83,427
Q2 2024 Reduced 0.91%
$0
$3.59 Billion 2.25% of portfolio
33,654
Q2 2024 Added 5.43%
$0
$3.34 Billion 2.1% of portfolio
107,138
Q2 2024 Reduced 2.84%
$0
$3.01 Billion 1.89% of portfolio
260,830
Q2 2024 Reduced 4.75%
$0
$2.71 Billion 1.7% of portfolio
45,792
Q2 2024 Added 39.72%
$0
$2.36 Billion 1.49% of portfolio
68,616
Q2 2024 Reduced 9.76%
$0
$2.25 Billion 1.41% of portfolio
58,453
Q2 2024 Reduced 9.03%
$0
$2.2 Billion 1.38% of portfolio
21,793
Q2 2024 Reduced 0.34%
$0
$2.14 Billion 1.35% of portfolio
45,343
Q2 2024 Reduced 32.2%
$0
$1.92 Billion 1.21% of portfolio
36,999
Q2 2024 Added 0.1%
$1.45B
$1.79 Billion 1.13% of portfolio
77,975
Q2 2024 Added 0.06%
$0
$1.69 Billion 1.06% of portfolio
33,150
Q2 2024 Added 1.31%
$0
$1.66 Billion 1.05% of portfolio
6,655
Q1 2024 Added 0.17%
$0
$1.6 Billion 1.01% of portfolio
36,910
Q2 2024 Added 1.71%
$0
$1.58 Billion 0.99% of portfolio
70,732
Q2 2024 Reduced 9.5%
$0
$1.18 Billion 0.74% of portfolio
2,470
Q2 2024 Reduced 0.04%
$0
$1.05 Billion 0.66% of portfolio
14,551
Q2 2024 Added 2.88%
$0
$1.04 Billion 0.66% of portfolio
8,796
Q2 2024 Added 0.61%
$0
$1.03 Billion 0.65% of portfolio
3,449
Q2 2024 Added 0.26%
$0
$976 Million 0.61% of portfolio
36,757
Q2 2024 Reduced 19.91%
$0
$932 Million 0.59% of portfolio
19,645
Q2 2024 Added 4.99%
$0
$891 Million 0.56% of portfolio
37,189
Q2 2024 Reduced 6.96%
$0
$861 Million 0.54% of portfolio
8,238
Q2 2024 Added 9.91%
$0
$860 Million 0.54% of portfolio
16,106
Q2 2024 Added 0.62%
$0
$828 Million 0.52% of portfolio
41,468
Q2 2024 Added 2.67%
$0
$795 Million 0.5% of portfolio
39,843
Q2 2024 Added 174.36%
$0
$787 Million 0.49% of portfolio
6,504
Q2 2024 Added 0.62%
$0
$612 Million 0.39% of portfolio
29,944
Q2 2024 Added 84.38%
$0
$592 Million 0.37% of portfolio
28,096
Q2 2024 Added 0.84%
$0
$552 Million 0.35% of portfolio
8,096
Q2 2024 Added 2.33%
$0
$531 Million 0.33% of portfolio
8,446
Q2 2024 Added 2.49%
$0
$508 Million 0.32% of portfolio
19,186
Q2 2024 Reduced 9.73%
$0
$512 Million 0.32% of portfolio
20,221
Q2 2024 Added 31.9%
$0
$446 Million 0.28% of portfolio
23,282
Q2 2024 Added 48.13%
$0
$441 Million 0.28% of portfolio
22,953
Q2 2024 Added 12.75%
$0
$408 Million 0.26% of portfolio
10,393
Q2 2024 Added 0.44%
$0
$398 Million 0.25% of portfolio
12,384
Q2 2024 Added 36.18%
$0
$366 Million 0.23% of portfolio
15,927
Q2 2024 Added 0.93%
$0
$362 Million 0.23% of portfolio
14,513
Q2 2024 Added 1.79%
$0
$332 Million 0.21% of portfolio
4,482
Q1 2024 Reduced 28.78%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $159 Billion
  • Prior Value $156 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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