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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 198%
8.24%
$16.092M
589,033 shares@ $27.33 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 3.15%
5.72%
$11.173M
57,053 shares@ $195.84 avg price
IAUIshares Gold Tr
Recent Activity
Increased 0.41%
3.24%
$6.318M
127,620 shares@ $49.51 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 3.38%
3.12%
$6.085M
69,739 shares@ $87.26 avg price
DESWisdomtree Tr
Recent Activity
Increased 44.96%
2.8%
$5.452M
158,726 shares@ $34.36 avg price
MUBIshares Tr
Recent Activity
Increased 31.17%
2.55%
$4.967M
46,619 shares@ $106.56 avg price
SCHJSchwab Strategic Tr
Recent Activity
Increased 116.37%
2.33%
$4.541M
186,286 shares@ $24.38 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 520.12%
2.05%
$4.001M
51,780 shares@ $77.28 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 53.48%
1.99%
$3.881M
161,308 shares@ $24.06 avg price
SUBIshares Tr
Recent Activity
Increased 277.13%
1.9%
$3.694M
35,024 shares@ $105.48 avg price