13F Filings History of Kades & Cheifetz LLC

Latest 13F report
Q4 2024 - 13 Jan 2025
Value $
$195,377,201
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 108 stock holdings with total value $195,377,201 as of Q4 2024. Top holdings included SCHD, VIG, HNDL, SLYG, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 108 $195,377,201 +$53,421,664 -$9,182,651 +$44,239,013 SCHD, VIG, HNDL, SLYG, AAPL 13F-HR 13 Jan 2025, 14:09
Q3 2024 94 $174,588,250 +$8,306,451 -$1,660,136 +$6,646,315 SCHD, VIG, HNDL, SLYG, AAPL 13F-HR 02 Oct 2024, 15:30
Q2 2024 92 $159,039,630 +$6,512,739 -$3,270,006 +$3,242,733 SCHD, HNDL, VIG, SLYG, AAPL 13F-HR 12 Aug 2024, 12:46
Q1 2024 90 $156,208,901 +$14,477,902 -$4,231,355 +$10,246,547 SCHD, VIG, HNDL, SLYG, AAPL 13F-HR 06 May 2024, 17:24
Q4 2023 80 $141,079,705 +$11,085,634 -$6,311,675 +$4,773,959 SCHD, SLYG, VIG, AAPL, SLYV 13F-HR 29 Jan 2024, 17:55
Q3 2023 74 $126,302,920 +$17,891,760 -$17,684,359 +$207,401 SCHD, SLYG, VIG, AAPL, SHM 13F-HR 30 Oct 2023, 15:34
Q2 2023 75 $130,434,904 +$1,403,771 -$1,185,155 +$218,616 SCHD, AAPL, SLYG, VIG, SHM 13F-HR 07 Aug 2023, 14:08
Q1 2023 76 $126,847,592 +$4,527,806 -$1,733,512 +$2,794,294 SCHD, SLYG, AAPL, VIG, SHM 13F-HR 08 May 2023, 16:53
Q4 2022 74 $119,639,813 $0 $0 $0 SCHD, SLYG, SHM, VIG, AAPL 13F-HR 02 Feb 2023, 19:15