Kades & Cheifetz LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 2, 2024
Value $
$175M
Signature - Title
Stephen Cheifetz - Chief Compliance Officer
Location
Berwyn, PA
Summary
This page shows a list of all the recent 13F filings made by Kades & Cheifetz LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kades & Cheifetz LLC reported 94 stock holdings with total value $175M as of Q3 2024. Top holdings included SCHD, VIG, HNDL, SLYG, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 94 $175M +$8.31M -$1.66M +$6.65M SCHD, VIG, HNDL, SLYG, AAPL 13F-HR 10/2/2024, 03:30 PM
Q2 2024 92 $159M +$6.51M -$3.27M +$3.24M SCHD, HNDL, VIG, SLYG, AAPL 13F-HR 8/12/2024, 12:46 PM
Q1 2024 90 $156M +$14.5M -$4.23M +$10.2M SCHD, VIG, HNDL, SLYG, AAPL 13F-HR 5/6/2024, 05:24 PM
Q4 2023 80 $141M +$11.1M -$6.31M +$4.77M SCHD, SLYG, VIG, AAPL, SLYV 13F-HR 1/29/2024, 05:55 PM
Q3 2023 74 $126M +$17.9M -$17.7M +$207K SCHD, SLYG, VIG, AAPL, SHM 13F-HR 10/30/2023, 03:34 PM
Q2 2023 75 $130M +$1.4M -$1.19M +$219K SCHD, AAPL, SLYG, VIG, SHM 13F-HR 8/7/2023, 02:08 PM
Q1 2023 76 $127M +$4.53M -$1.73M +$2.79M SCHD, SLYG, AAPL, VIG, SHM 13F-HR 5/8/2023, 04:53 PM
Q4 2022 74 $120M $0 $0 SCHD, SLYG, SHM, VIG, AAPL 13F-HR 2/2/2023, 07:15 PM