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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
CMICummins Inc
Recent Activity
Decreased -43.03%
0.41%
$795,019
2,281 shares@ $348.54 avg price
WMTWalmart Inc
Recent Activity
Decreased -15.78%
0.38%
$734,996
8,135 shares@ $90.35 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -17.86%
0.37%
$720,808
29,798 shares@ $24.19 avg price
IBMInternational Business Machs
Recent Activity
Decreased -39.19%
0.37%
$710,053
3,230 shares@ $219.84 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -2.22%
0.31%
$604,579
7,988 shares@ $75.69 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -19.33%
0.28%
$544,674
2,699 shares@ $201.81 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -16.55%
0.27%
$520,833
25,222 shares@ $20.65 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -27.7%
0.23%
$445,013
2,351 shares@ $189.29 avg price
OVLHListed Fd Tr
Recent Activity
Decreased -2.5%
0.22%
$425,838
12,478 shares@ $34.13 avg price
SJNKSpdr Ser Tr
Recent Activity
Decreased -4.3%
0.18%
$338,008
13,386 shares@ $25.26 avg price