Stephen Cheifetz

@Kades & Cheifetz Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$195.377M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AGGYWisdomtree Tr Recent Activity New Position	0.2%	$389,284 9,070 shares@ $42.92 avg price	New Position
IBMRIshares Tr Recent Activity New Position	0.2%	$383,604 15,356 shares@ $24.99 avg price	New Position
IBMQIshares Tr Recent Activity New Position	0.18%	$346,049 13,743 shares@ $25.19 avg price	New Position
IBDUIshares Tr Recent Activity New Position	0.17%	$329,250 14,441 shares@ $22.8 avg price	New Position
BGRNIshares Tr Recent Activity New Position	0.17%	$324,947 6,970 shares@ $46.63 avg price	New Position
EAGGIshares Tr Recent Activity New Position	0.12%	$223,469 4,812 shares@ $46.44 avg price	New Position
AMZNAmazon Com Inc Recent Activity New Position	0.12%	$219,390 1,000 shares@ $219.39 avg price	New Position
IBDVIshares Tr Recent Activity New Position	0.11%	$205,727 9,631 shares@ $21.37 avg price	New Position