Kades & Cheifetz Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$5.14M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$3.81M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$3.37M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$2.72M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$2.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
+$1.47M |
| 2 |
Apple
AAPL
|
+$1.29M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.18M |
| 4 |
Medtronic
MDT
|
+$848K |
| 5 |
Cummins
CMI
|
+$605K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.68% |
| 2 | Communication Services | 0.82% |
| 3 | Industrials | 0.8% |
| 4 | Consumer Staples | 0.62% |
| 5 | Healthcare | 0.51% |
Similar funds
Kades & Cheifetz's Q4 2024 Portfolio in Review
As of Q4 2024, Kades & Cheifetz held 112 positions worth $195M, up 12% from $175M the previous quarter. Its ten largest holdings account for 42% of the portfolio.
Kades & Cheifetz deployed $22.9M of net new capital in Q4 2024, opening 18 new positions and adding to 43 existing holdings. Its largest new stake was iShares Core US Aggregate Bond ETF: 52,214 shares worth $5.06M.
By sector, the portfolio is most concentrated in Technology at 7.7% of assets, down from 9.1% a quarter earlier, followed by Communication Services and Industrials.
On the sell side, the largest reduction was Vanguard Short-Term Tax-Exempt Bond ETF, an estimated $1.47M trimmed.
- Kades & Cheifetz's largest Q4 2024 buy was iShares Core US Aggregate Bond ETF: 52,214 shares worth $5.06M.
- Kades & Cheifetz added most to Vanguard Short-Term Bond ETF in Q4 2024, an estimated $3.37M increase.
- Kades & Cheifetz's biggest Q4 2024 reduction was Vanguard Short-Term Tax-Exempt Bond ETF, cutting an estimated $1.47M.
- Kades & Cheifetz fully exited Medtronic in Q4 2024, selling an estimated $848K.
- Kades & Cheifetz's ten largest holdings make up 42% of its $195M portfolio in Q4 2024.
- Kades & Cheifetz opened 18 new positions and closed 4 in Q4 2024.
- Kades & Cheifetz's portfolio value rose 12% quarter-over-quarter to $195M.
Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.