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KADES & CHEIFETZ LLC

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BERWYN PA Investment Advisor
13F Summary
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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance