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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
MDTMedtronic Plc
Recent Activity
Exited
0%
$847,722
9,416 shares@ $90.03 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$586,624
27,776 shares@ $21.12 avg price
IJHIshares Tr
Recent Activity
Exited
0%
$212,610
3,412 shares@ $62.32 avg price
PHOInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$209,222
2,966 shares@ $70.55 avg price