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Stephen Cheifetz

@Kades & Cheifetz Llc

Latest period2024 - Q4ReportedManaged Assets$195.377MTotal holdings108
Assets growth rate11.91%Assets growth rate (2-Q avg)10.85%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kades & Cheifetz Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Kades & Cheifetz Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 195.377M in assets, with a quarterly growth rate of 11.91% and a 2-quarter average growth rate of 10.85%. The portfolio is managed by Stephen Cheifetz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HNDLStrategy Shs
Recent Activity
Decreased -1.52%
4.94%
$9.642M
452,030 shares@ $21.34 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -1.32%
4.62%
$9.011M
99,730 shares@ $90.36 avg price
AAPLApple Inc
Recent Activity
Decreased -14.04%
4.28%
$8.357M
33,373 shares@ $250.42 avg price
ICVTIshares Tr
Recent Activity
Decreased -2.47%
2.75%
$5.361M
63,096 shares@ $84.97 avg price
PFFIshares Tr
Recent Activity
Decreased -2%
2.32%
$4.527M
143,991 shares@ $31.44 avg price
VTESVanguard Wellington Fd
Recent Activity
Decreased -32.13%
1.59%
$3.1M
30,924 shares@ $100.26 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -9.17%
1.43%
$2.78M
241,109 shares@ $11.54 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.94%
1.22%
$2.381M
17,729 shares@ $134.3 avg price
DWXSpdr Index Shs Fds
Recent Activity
Decreased -14.36%
1.06%
$2.061M
58,966 shares@ $34.96 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -10.34%
1.04%
$2.024M
4,802 shares@ $421.51 avg price