Investor

Kades & Cheifetz LLC

Portfolio Total Value

$194,264,000.00

Number of Stocks

108

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SCHD $16,092,000.0 8.36%
Added 198.0%
589,033 $27.32 $31.72
Added 16.11%
$25.16 $29.72
VIG $11,172,000.0 5.81%
Added 3.14%
57,053 $195.83 $229.39
Added 17.14%
$172.3 $205.2
HNDL $9,641,000.0 5.01%
Reduced 1.52%
452,030 $21.33 $22.6
Added 5.95%
$20.01 $22.44
SLYG $9,010,000.0 4.68%
Reduced 1.33%
99,730 $90.35 $105.79
Added 17.09%
$80.42 $101.62
AAPL $8,357,000.0 4.34%
Reduced 14.05%
33,373 $250.42 $300.23
Added 19.89%
$164.08 $260.1
IAU $6,318,000.0 3.28%
Added 0.41%
127,620 $49.51 $85.51
Added 72.71%
$37.53 $52.69
SLYV $6,084,000.0 3.16%
Added 3.38%
69,739 $87.25 $100.26
Added 14.91%
$75.79 $96.14
DES $5,452,000.0 2.83%
Added 44.96%
158,726 $34.35 $37.62
Added 9.52%
$30.0 $38.1
ICVT $5,361,000.0 2.79%
Reduced 2.47%
63,096 $84.97 $117.19
Added 37.92%
$75.97 $89.71
AGG $5,059,000.0 2.63%
No Change
52,214 $96.9 $98.02
Added 1.16%
$94.85 $102.04
MUB $4,967,000.0 2.58%
Added 31.17%
46,619 $106.55 $106.12
Reduced 0.4%
$105.0 $108.81
SCHJ $4,540,000.0 2.36%
Added 116.36%
186,286 $24.37 $24.59
Added 0.9%
$23.85 $49.33
PFF $4,527,000.0 2.35%
Reduced 2.0%
143,991 $31.44 $31.23
Reduced 0.67%
$30.56 $33.59
BSV $4,001,000.0 2.08%
Added 520.12%
51,780 $77.27 $77.79
Added 0.67%
$75.72 $79.02
SCHO $3,881,000.0 2.02%
Added 53.48%
161,308 $24.06 $24.13
Added 0.29%
$23.85 $48.79
VGSH $3,795,000.0 1.97%
No Change
65,231 $58.18 $58.18
No Change
$57.46 $59.13
SUB $3,694,000.0 1.92%
Added 277.13%
35,024 $105.48 $106.14
Added 0.63%
$103.53 $106.3
VYM $3,262,000.0 1.69%
Added 187.69%
25,567 $127.59 $155.76
Added 22.08%
$111.31 $135.07
EMXC $3,190,000.0 1.66%
Added 4.32%
57,533 $55.45 $93.6
Added 68.8%
$53.94 $63.25
$3,100,000.0 1.61%
Reduced 32.13%
30,924 $100.25 $nan
Reduced nan%
$nan $nan
PGX $2,779,000.0 1.44%
Reduced 9.18%
241,109 $11.53 $11.04
Reduced 4.25%
$11.23 $12.54
SCHP $2,674,000.0 1.39%
Added 214.12%
103,539 $25.83 $26.66
Added 3.21%
$25.46 $53.11
MTUM $2,460,000.0 1.28%
No Change
11,891 $206.91 $298.27
Added 44.15%
$165.55 $222.78
SCHG $2,419,000.0 1.26%
Added 299.29%
86,798 $27.87 $34.26
Added 22.93%
$21.28 $29.14
NVDA $2,380,000.0 1.24%
Reduced 1.95%
17,729 $134.29 $225.32
Added 67.79%
$59.94 $153.13
SCHZ $2,288,000.0 1.19%
Added 115.52%
100,804 $22.7 $22.93
Added 1.01%
$22.27 $47.17
SCHF $2,183,000.0 1.13%
Added 97.01%
118,043 $18.5 $26.7
Added 44.32%
$18.08 $40.66
SHM $2,096,000.0 1.09%
Added 1.84%
44,248 $47.39 $47.69
Added 0.63%
$46.76 $48.2
DWX $2,061,000.0 1.07%
Reduced 14.37%
58,966 $34.96 $46.52
Added 33.07%
$33.42 $39.22
MSFT $2,024,000.0 1.05%
Reduced 10.34%
4,802 $421.5 $421.92
Added 0.1%
$385.58 $468.35
BAR $1,997,000.0 1.04%
Reduced 0.22%
77,163 $25.89 $44.75
Added 72.85%
$19.62 $27.55
VBK $1,863,000.0 0.97%
Reduced 0.3%
6,653 $280.07 $337.53
Added 20.52%
$233.0 $304.59
JFR $1,866,000.0 0.97%
Reduced 3.54%
209,283 $8.92 $7.46
Reduced 16.37%
$8.28 $9.24
FLOT $1,742,000.0 0.91%
Reduced 2.78%
34,249 $50.88 $50.95
Added 0.14%
$50.28 $51.16
DEM $1,622,000.0 0.84%
Added 8.51%
40,069 $40.49 $52.89
Added 30.62%
$39.36 $45.47
SHYD $1,601,000.0 0.83%
Reduced 1.35%
71,252 $22.48 $22.59
Added 0.49%
$21.96 $22.93
AVGO $1,535,000.0 0.8%
Added 0.78%
6,623 $231.85 $425.19
Added 83.39%
$117.43 $251.88
QQQ $1,206,000.0 0.63%
Reduced 4.88%
2,359 $511.29 $708.93
Added 38.66%
$413.07 $539.15
VCIT $1,184,000.0 0.62%
Added 16.0%
14,751 $80.27 $82.0
Added 2.16%
$77.8 $84.26
GOOG $1,160,000.0 0.6%
Reduced 7.41%
6,096 $190.43 $393.32
Added 106.54%
$131.55 $203.84
CWB $1,141,000.0 0.59%
Reduced 0.3%
14,657 $77.89 $104.5
Added 34.16%
$69.45 $82.24
IWB $1,118,000.0 0.58%
Added 0.32%
3,471 $322.19 $402.47
Added 24.92%
$265.7 $336.18
SCHE $1,047,000.0 0.54%
Added 2.31%
39,353 $26.63 $35.44
Added 33.08%
$23.73 $30.25
DFAC $988,000.0 0.51%
No Change
28,565 $34.59 $42.98
Added 24.26%
$29.24 $36.66
SCHA $964,000.0 0.5%
Added 80.95%
37,282 $25.86 $32.58
Added 25.99%
$22.41 $50.79
MDT $847,000.0 0.49%
No Change
9,416 $90.03 $76.15
Reduced 15.42%
$75.96 $92.68
FRA $937,000.0 0.49%
Reduced 7.6%
68,176 $13.75 $11.03
Reduced 19.78%
$12.16 $14.5
SCHH $913,000.0 0.47%
Reduced 3.29%
43,397 $21.06 $22.97
Added 9.07%
$18.45 $23.66
BSCS $882,000.0 0.46%
Added 0.39%
43,830 $20.13 $20.41
Added 1.39%
$19.65 $20.7
VEA $872,000.0 0.45%
No Change
18,253 $47.82 $69.08
Added 44.46%
$46.72 $53.4
SHYG $861,000.0 0.45%
No Change
20,207 $42.61 $42.25
Reduced 0.84%
$41.6 $43.45
NYF $861,000.0 0.45%
Added 0.25%
16,191 $53.22 $53.13
Reduced 0.17%
$52.63 $54.4
IBMO $853,000.0 0.44%
Added 40.56%
33,529 $25.46 $25.64
Added 0.71%
$25.12 $25.68
DVY $847,000.0 0.44%
Added 1.72%
6,453 $131.28 $150.96
Added 14.99%
$112.42 $144.09
BNDX $831,000.0 0.43%
No Change
16,955 $49.05 $47.57
Reduced 3.02%
$48.19 $50.7
CMI $795,000.0 0.41%
Reduced 43.03%
2,281 $348.54 $696.53
Added 99.84%
$234.49 $387.9
WMT $734,000.0 0.38%
Reduced 15.79%
8,135 $90.35 $131.45
Added 45.49%
$53.44 $96.18
IBMP $732,000.0 0.38%
Added 67.66%
29,128 $25.14 $25.34
Added 0.8%
$24.81 $25.51
VRP $720,000.0 0.37%
Reduced 17.86%
29,798 $24.19 $24.31
Added 0.5%
$23.28 $24.67
IBM $710,000.0 0.37%
Reduced 39.19%
3,230 $219.83 $219.3
Reduced 0.24%
$162.62 $239.35
BSCO $586,000.0 0.34%
No Change
27,776 $21.12 $21.12
No Change
$20.89 $21.18
XLU $604,000.0 0.31%
Reduced 2.23%
7,988 $75.69 $43.87
Reduced 42.04%
$59.14 $83.41
IBMN $576,000.0 0.3%
Added 5.4%
21,667 $26.62 $26.73
Added 0.41%
$26.33 $26.71
SCHB $574,000.0 0.3%
Added 200.65%
25,321 $22.7 $28.42
Added 25.2%
$18.75 $64.77
BSCR $568,000.0 0.3%
Added 1.08%
29,161 $19.48 $19.67
Added 0.98%
$19.01 $19.84
WM $544,000.0 0.28%
Reduced 19.34%
2,699 $201.81 $219.82
Added 8.92%
$183.0 $230.39
BSCP $520,000.0 0.27%
Reduced 16.56%
25,222 $20.65 $20.68
Added 0.15%
$20.37 $20.72
BSCQ $520,000.0 0.27%
Added 2.81%
26,788 $19.43 $19.58
Added 0.77%
$19.05 $19.64
PZT $471,000.0 0.24%
Added 26.76%
20,760 $22.7 $22.2
Reduced 2.2%
$22.15 $23.89
GOOGL $445,000.0 0.23%
Reduced 27.71%
2,351 $189.29 $396.78
Added 109.61%
$130.67 $202.29
VOO $426,000.0 0.22%
No Change
792 $539.14 $679.44
Added 26.02%
$443.75 $559.96
OVLH $425,000.0 0.22%
Reduced 2.51%
12,478 $34.13 $41.68
Added 22.12%
$29.01 $35.21
IBDT $432,000.0 0.22%
No Change
17,370 $24.9 $25.2
Added 1.2%
$24.36 $25.77
IBDS $421,000.0 0.22%
No Change
17,582 $23.96 $24.18
Added 0.92%
$23.44 $24.68
IBDR $427,000.0 0.22%
Added 23.28%
17,743 $24.07 $24.22
Added 0.62%
$23.61 $24.68
AGGY $389,000.0 0.2%
No Change
9,070 $42.92 $43.19
Added 0.63%
$41.97 $45.22
ESGV $369,000.0 0.19%
Added 29.97%
3,521 $104.89 $129.93
Added 23.87%
$86.2 $109.32
MCK $361,000.0 0.19%
Added 0.16%
635 $569.7 $760.57
Added 33.5%
$464.42 $637.51
ISRG $342,000.0 0.18%
No Change
657 $521.96 $421.12
Reduced 19.32%
$362.14 $613.91
IBMQ $346,000.0 0.18%
No Change
13,743 $25.18 $25.45
Added 1.07%
$24.78 $25.66
SJNK $338,000.0 0.18%
Reduced 4.3%
13,386 $25.25 $24.92
Reduced 1.31%
$24.67 $25.77
IWM $349,000.0 0.18%
Added 0.32%
1,584 $220.92 $277.6
Added 25.66%
$190.06 $244.98
IBDU $329,000.0 0.17%
No Change
14,441 $22.8 $23.1
Added 1.32%
$22.24 $24.9
BGRN $324,000.0 0.17%
No Change
6,970 $46.62 $47.17
Added 1.18%
$45.73 $48.54
BSCT $307,000.0 0.16%
Added 0.49%
16,742 $18.34 $18.6
Added 1.42%
$17.84 $18.96
BSMR $271,000.0 0.14%
Added 21.53%
11,506 $23.6 $23.59
Reduced 0.04%
$23.3 $23.93
COST $266,000.0 0.14%
No Change
291 $916.75 $1,048.95
Added 14.42%
$675.96 $1,008.25
SCHV $271,000.0 0.14%
Added 129.54%
10,405 $26.07 $32.56
Added 24.89%
$23.25 $78.8
CVX $244,000.0 0.13%
Reduced 56.19%
1,689 $144.81 $191.1
Added 31.97%
$135.37 $167.11
EAGG $223,000.0 0.12%
No Change
4,812 $46.44 $46.97
Added 1.14%
$45.55 $48.95
EPD $227,000.0 0.12%
Added 1.37%
7,251 $31.36 $39.23
Added 25.1%
$26.12 $34.63
ESML $226,000.0 0.12%
Added 0.41%
5,389 $42.05 $50.97
Added 21.21%
$36.4 $46.3
IJH $212,000.0 0.12%
No Change
3,412 $62.31 $72.22
Added 15.9%
$54.14 $68.33
PHO $209,000.0 0.12%
No Change
2,966 $70.54 $64.38
Reduced 8.73%
$58.8 $72.59
NEE $224,000.0 0.12%
Reduced 42.23%
3,127 $71.69 $93.36
Added 30.23%
$53.95 $86.1
GLD $236,000.0 0.12%
No Change
976 $242.13 $417.29
Added 72.34%
$183.78 $257.71
AMZN $219,000.0 0.11%
No Change
1,000 $219.39 $264.14
Added 20.4%
$151.61 $235.44
AMGN $217,000.0 0.11%
Reduced 20.63%
835 $260.7 $326.31
Added 25.17%
$253.3 $346.85
BRK.B $203,000.0 0.11%
Reduced 60.7%
448 $453.28 $nan
Reduced nan%
$nan $nan
HDV $211,000.0 0.11%
Added 1.02%
1,886 $112.24 $27.3
Reduced 75.68%
$102.31 $121.7
PG $212,000.0 0.11%
Added 0.63%
1,270 $167.63 $141.57
Reduced 15.55%
$152.06 $180.43
JPM $216,000.0 0.11%
Reduced 7.0%
904 $239.69 $297.81
Added 24.25%
$168.86 $264.25
SCHR $210,000.0 0.11%
Added 91.43%
8,685 $24.29 $24.53
Added 0.99%
$23.89 $50.28
IBDV $205,000.0 0.11%
No Change
9,631 $21.36 $21.71
Added 1.64%
$20.77 $22.43
RTX $218,000.0 0.11%
Reduced 3.77%
1,889 $115.7 $171.18
Added 47.95%
$88.7 $128.7
BSCU $194,000.0 0.1%
Added 1.17%
11,905 $16.37 $16.65
Added 1.71%
$15.89 $17.13
BSCV $196,000.0 0.1%
Added 1.08%
12,272 $16.05 $16.37
Added 1.99%
$15.57 $17.16
ABUS $65,000.0 0.03%
No Change
20,000 $3.27 $4.24
Added 29.66%
$2.27 $4.72