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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
VYMVanguard Whitehall Fds
Recent Activity
Increased 187.69%
1.67%
$3.262M
25,567 shares@ $127.59 avg price
EMXCIshares Inc
Recent Activity
Increased 4.32%
1.64%
$3.19M
57,533 shares@ $55.45 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 214.12%
1.37%
$2.674M
103,539 shares@ $25.83 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 299.3%
1.24%
$2.419M
86,798 shares@ $27.87 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 115.53%
1.18%
$2.288M
100,804 shares@ $22.7 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 97.02%
1.12%
$2.184M
118,043 shares@ $18.5 avg price
SHMSpdr Ser Tr
Recent Activity
Increased 1.84%
1.08%
$2.097M
44,248 shares@ $47.4 avg price
MEMXMatthews Asia Fds
Recent Activity
Increased 0.67%
0.87%
$1.685M
58,126 shares@ $28.99 avg price
DEMWisdomtree Tr
Recent Activity
Increased 8.51%
0.84%
$1.622M
40,069 shares@ $40.5 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.78%
0.79%
$1.536M
6,623 shares@ $231.86 avg price