Kades & Cheifetz LLC - Portfolio overview

Kades & Cheifetz LLC has 108 reported holdings in this dataset, with the latest filing dated 2025-01-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 8.24%
2. VIG - VANGUARD SPECIALIZED FUNDS, 5.72%
3. HNDL - STRATEGY SHS, 4.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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