Kades & Cheifetz LLC

Berwyn, PA · CIK 1957259 · 13F filing filed 2025-01-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBerwyn, PA

$195.4m reported value +11.9% vs Q3 2024

108positions

42.3%in top 10

18 new 43 added 43 reduced 4 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	589,033	$16.1m8.24%	8.24%	Reduced -4.0k	-3,962 -0.7%
2	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	57,053	$11.2m5.72%	5.72%	Added +1.7k	+1,737 3.1%
3	STRATEGY SHS NS 7HANDL IDX HNDL	HNDL	452,030	$9.6m4.93%	4.93%	Reduced -7.0k	-6,982 -1.5%
4	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	99,730	$9.0m4.61%	4.61%	Reduced -1.3k	-1,341 -1.3%
5	APPLE INC COM AAPL	AAPL	33,373	$8.4m4.28%	4.28%	Reduced -5.5k	-5,455 -14.1%
6	ISHARES GOLD TR ISHARES NEW IAU	IAU	127,620	$6.3m3.23%	3.23%	Added +518	+518 0.4%
7	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	69,739	$6.1m3.11%	3.11%	Added +2.3k	+2,279 3.4%
8	WISDOMTREE TR US SMALLCAP DIVD DES	DES	158,726	$5.5m2.79%	2.79%	Added +49.2k	+49,228 45.0%
9	ISHARES TR CONV BD ETF ICVT	ICVT	63,096	$5.4m2.74%	2.74%	Reduced -1.6k	-1,601 -2.5%
10	ISHARES TR CORE US AGGBD ET AGG	AGG	52,214	$5.1m2.59%	2.59%	New
11	ISHARES TR NATIONAL MUN ETF MUB	MUB	46,619	$5.0m2.54%	2.54%	Added +11.1k	+11,078 31.2%
12	SCHWAB STRATEGIC TR 1 5YR CORP BD SCHJ	SCHJ	186,286	$4.5m2.32%	2.32%	Added +14.1k	+14,088 8.2%
13	ISHARES TR PFD AND INCM SEC PFF	PFF	143,991	$4.5m2.32%	2.32%	Reduced -2.9k	-2,943 -2.0%
14	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	51,780	$4.0m2.05%	2.05%	Added +43.4k	+43,430 520.1%
15	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	161,308	$3.9m1.99%	1.99%	Reduced -48.9k	-48,894 -23.3%
16	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	65,231	$3.8m1.94%	1.94%	New
17	ISHARES TR SHRT NAT MUN ETF SUB	SUB	35,024	$3.7m1.89%	1.89%	Added +25.7k	+25,737 277.1%
18	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	25,567	$3.3m1.67%	1.67%	Added +16.7k	+16,680 187.7%
19	ISHARES INC MSCI EMRG CHN EMXC	EMXC	57,533	$3.2m1.63%	1.63%	Added +2.4k	+2,382 4.3%
20	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	30,924	$3.1m1.59%	1.59%	Reduced -14.6k	-14,640 -32.1%
21	INVESCO EXCH TRADED FD TR II PFD ETF PGX	PGX	241,109	$2.8m1.42%	1.42%	Reduced -24.4k	-24,370 -9.2%
22	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	103,539	$2.7m1.37%	1.37%	Added +37.6k	+37,615 57.1%
23	ISHARES TR MSCI USA MMENTM MTUM	MTUM	11,891	$2.5m1.26%	1.26%	New
24	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	86,798	$2.4m1.24%	1.24%	Reduced -154	-154 -0.2%
25	NVIDIA CORPORATION COM NVDA	NVDA	17,729	$2.4m1.22%	1.22%	Reduced -352	-352 -1.9%
26	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	100,804	$2.3m1.17%	1.17%	Added +7.3k	+7,260 7.8%
27	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	118,043	$2.2m1.12%	1.12%	Reduced -1.8k	-1,791 -1.5%
28	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	44,248	$2.1m1.07%	1.07%	Added +798	+798 1.8%
29	SPDR INDEX SHS FDS S&P INTL ETF DWX	DWX	58,966	$2.1m1.06%	1.06%	Reduced -9.9k	-9,895 -14.4%
30	MICROSOFT CORP COM MSFT	MSFT	4,802	$2.0m1.04%	1.04%	Reduced -554	-554 -10.3%
31	GRANITESHARES GOLD TR SHS BEN INT BAR	BAR	77,163	$2.0m1.02%	1.02%	Reduced -167	-167 -0.2%
32	NUVEEN FLOATING RATE INCOME COM JFR	JFR	209,283	$1.9m0.96%	0.96%	Reduced -7.7k	-7,677 -3.5%
33	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	6,653	$1.9m0.95%	0.95%	Reduced -20	-20 -0.3%
34	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	34,249	$1.7m0.89%	0.89%	Reduced -981	-981 -2.8%
35	MATTHEWS ASIA FDS EMERGING MARKETS MEMX	MEMX	58,126	$1.7m0.86%	0.86%	Added +385	+385 0.7%
36	WISDOMTREE TR EMER MKT HIGH FD DEM	DEM	40,069	$1.6m0.83%	0.83%	Added +3.1k	+3,141 8.5%
37	VANECK ETF TRUST SHRT HGH YLD MUN SHYD	SHYD	71,252	$1.6m0.82%	0.82%	Reduced -977	-977 -1.4%
38	BROADCOM INC COM AVGO	AVGO	6,623	$1.5m0.79%	0.79%	Added +51	+51 0.8%
39	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,359	$1.2m0.62%	0.62%	Reduced -121	-121 -4.9%
40	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	14,751	$1.2m0.61%	0.61%	Added +2.0k	+2,035 16.0%
41	ALPHABET INC CAP STK CL C GOOG	GOOG	6,096	$1.2m0.59%	0.59%	Reduced -488	-488 -7.4%
42	SPDR SER TR BBG CONV SEC ETF CWB	CWB	14,657	$1.1m0.58%	0.58%	Reduced -44	-44 -0.3%
43	ISHARES TR RUS 1000 ETF IWB	IWB	3,471	$1.1m0.57%	0.57%	Added +11	+11 0.3%
44	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	39,353	$1.0m0.54%	0.54%	Added +887	+887 2.3%
45	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	28,565	$988.1k0.51%	0.51%	New
46	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	37,282	$964.1k0.49%	0.49%	Reduced -3.9k	-3,924 -9.5%
47	BLACKROCK FLOATING RATE INCO COM XFRAX	XFRAX	68,176	$937.4k0.48%	0.48%	Reduced -5.6k	-5,605 -7.6%
48	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	43,397	$913.9k0.47%	0.47%	Reduced -1.5k	-1,475 -3.3%
49	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	43,830	$882.3k0.45%	0.45%	Added +171	+171 0.4%
50	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	18,253	$872.9k0.45%	0.45%	New
51	ISHARES TR NEW YORK MUN ETF NYF	NYF	16,191	$861.7k0.44%	0.44%	Added +41	+41 0.2%
52	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	20,207	$861.0k0.44%	0.44%	New
53	ISHARES TR IBONDS DEC 26 IBMO	IBMO	33,529	$853.7k0.44%	0.44%	Added +9.7k	+9,675 40.6%
54	ISHARES TR SELECT DIVID ETF DVY	DVY	6,453	$847.2k0.43%	0.43%	Added +109	+109 1.7%
55	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	16,955	$831.6k0.43%	0.43%	New
56	CUMMINS INC COM CMI	CMI	2,281	$795.0k0.41%	0.41%	Reduced -1.7k	-1,723 -43.0%
57	WALMART INC COM WMT	WMT	8,135	$735.0k0.38%	0.38%	Reduced -1.5k	-1,525 -15.8%
58	ISHARES TR IBONDS DEC 27 IBMP	IBMP	29,128	$732.3k0.37%	0.37%	Added +11.8k	+11,755 67.7%
59	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	29,798	$720.8k0.37%	0.37%	Reduced -6.5k	-6,480 -17.9%
60	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,230	$710.1k0.36%	0.36%	Reduced -2.1k	-2,082 -39.2%
61	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	7,988	$604.6k0.31%	0.31%	Reduced -182	-182 -2.2%
62	ISHARES TR IBONDS DEC 25 IBONDS DEC 25		21,667	$576.7k0.30%	0.30%	Added +1.1k	+1,111 5.4%
63	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	25,321	$574.8k0.29%	0.29%	Added +55	+55 0.2%
64	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	29,161	$568.1k0.29%	0.29%	Added +312	+312 1.1%
65	WASTE MGMT INC DEL COM WM	WM	2,699	$544.7k0.28%	0.28%	Reduced -647	-647 -19.3%
66	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	25,222	$520.8k0.27%	0.27%	Reduced -5.0k	-5,004 -16.6%
67	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	26,788	$520.5k0.27%	0.27%	Added +731	+731 2.8%
68	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	11,835	$484.3k0.25%	0.25%	Added +2.1k	+2,142 22.1%
69	INVESCO EXCH TRADED FD TR II NY AMT FRE MUN PZT	PZT	20,760	$471.2k0.24%	0.24%	Added +4.4k	+4,383 26.8%
70	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,351	$445.0k0.23%	0.23%	Reduced -901	-901 -27.7%
71	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	17,370	$432.5k0.22%	0.22%	New
72	ISHARES TR IBONDS DEC2026 IBDR	IBDR	17,743	$427.1k0.22%	0.22%	Added +3.4k	+3,351 23.3%
73	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	792	$427.0k0.22%	0.22%	New
74	LISTED FDS TR OVERLAY SHARES OVLH	OVLH	12,478	$425.8k0.22%	0.22%	Reduced -321	-321 -2.5%
75	ISHARES TR IBONDS 27 ETF IBDS	IBDS	17,582	$421.3k0.22%	0.22%	New
76	WISDOMTREE TR YIELD ENHANCD US AGGY	AGGY	9,070	$389.3k0.20%	0.20%	New
77	ISHARES TR IBONDS DEC 2029 IBMR	IBMR	15,356	$383.6k0.20%	0.20%	New
78	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	3,521	$369.3k0.19%	0.19%	Added +812	+812 30.0%
79	SCHWAB STRATEGIC TR MUN BD ETF SCMB	SCMB	14,189	$364.4k0.19%	0.19%	Added +7.2k	+7,169 102.1%
80	MCKESSON CORP COM MCK	MCK	635	$361.8k0.19%	0.19%	Added +1	+1 0.2%
81	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,584	$349.9k0.18%	0.18%	Added +5	+5 0.3%
82	ISHARES TR IBONDS DEC 28 IBMQ	IBMQ	13,743	$346.0k0.18%	0.18%	New
83	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	657	$342.9k0.18%	0.18%	Unchanged
84	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	13,386	$338.0k0.17%	0.17%	Reduced -602	-602 -4.3%
85	ISHARES TR IBONDS DEC 29 IBDU	IBDU	14,441	$329.2k0.17%	0.17%	New
86	ISHARES TR USD GRN BOND ETF BGRN	BGRN	6,970	$324.9k0.17%	0.17%	New
87	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	16,742	$307.1k0.16%	0.16%	Added +82	+82 0.5%
88	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 MUNI BSMR	BSMR	11,506	$271.5k0.14%	0.14%	Added +2.0k	+2,038 21.5%
89	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	10,405	$271.3k0.14%	0.14%	Reduced -3.2k	-3,194 -23.5%
90	COSTCO WHSL CORP NEW COM COST	COST	291	$266.8k0.14%	0.14%	Unchanged
91	CHEVRON CORP NEW COM CVX	CVX	1,689	$244.6k0.13%	0.13%	Reduced -2.2k	-2,166 -56.2%
92	SPDR GOLD TR GOLD SHS GLD	GLD	976	$236.3k0.12%	0.12%	Unchanged
93	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	7,251	$227.4k0.12%	0.12%	Added +98	+98 1.4%
94	ISHARES TR ESG AWARE MSCI ESML	ESML	5,389	$226.6k0.12%	0.12%	Added +22	+22 0.4%
95	NEXTERA ENERGY INC COM NEE	NEE	3,127	$224.2k0.11%	0.11%	Reduced -2.3k	-2,286 -42.2%
96	ISHARES TR ESG AWR US AGRGT EAGG	EAGG	4,812	$223.5k0.11%	0.11%	New
97	AMAZON COM INC COM AMZN	AMZN	1,000	$219.4k0.11%	0.11%	New
98	RTX CORPORATION COM RTX	RTX	1,889	$218.6k0.11%	0.11%	Reduced -74	-74 -3.8%
99	AMGEN INC COM AMGN	AMGN	835	$217.7k0.11%	0.11%	Reduced -217	-217 -20.6%
100	JPMORGAN CHASE & CO COM JPM	JPM	904	$216.7k0.11%	0.11%	Reduced -68	-68 -7.0%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
MEDTRONIC PLC MDT	MDT	9,416	$847.7k9.4k shares
INVESCO EXCH TRD SLF IDX FD BSCO	BSCO	27,776	$586.6k27.8k shares
ISHARES TR IJH	IJH	3,412	$212.6k3.4k shares
INVESCO EXCHANGE TRADED FD T PHO	PHO	2,966	$209.2k3.0k shares