Kades & Cheifetz is based out of Berwyn. Kades & Cheifetz is a large advisory firm with 237 clients and discretionary assets under management (AUM) of $407,217,044 (Form ADV from 2024-01-23). Their last reported 13F filing for Q4 2023 included $141,079,705 in managed 13F securities
and a top 10 holdings concentration of 48.63%. Kades & Cheifetz's largest holding is Schwab U.S. Dividend Equity ETF- with shares held of 192,302. Whalewisdom has at least 5 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
VTES VANGUARD SHORT-TERM | 1.4% |
HNDL Strategy Shares Nasd | 0.86% |
PGX Invesco Preferred ET | 0.71% |
CWB SPDR(R) Bloomberg Co | 0.64% |
MEMX Matthews Emerging Ma | 0.41% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
SHM SPDR(R) Nuveen Bloom | 1.48% |
PFF iShares Preferred an | 0.76% |
BSCN Invesco BulletShares | 0.69% |
ICVT iShares Convertible | 0.57% |
SCHO Schwab Short-Term U. | 0.46% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
SCHD Schwab U.S. Dividend | 10.38% |
SLYG SPDR(R) S & P 600 Sm | 6.02% |
VIG Vanguard Dividend Ap | 5.85% |
AAPL Apple Inc | 5.45% |
SLYV SPDR(R) S & P 600 Sm | 3.79% |
2023-12-31
13F Activity
Market Value | $141m, Prior: $126m |
New Purchases | 9 stocks |
Added To | 36 stocks |
Sold out of | 3 stocks |
Reduced holdings in | 33 stocks |
Top 10 Holdings % | 48.63% |
Turnover %[1] | 15% |
Turnover Alt %[2] | 4.3% |
Time Held Top 20 | 3.3 quarters |
Time Held Top 10 | 3.6 quarters |
Time Held All | 3.46 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31