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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
VCITVanguard Scottsdale Fds
Recent Activity
Increased 16.01%
0.61%
$1.184M
14,751 shares@ $80.28 avg price
IWBIshares Tr
Recent Activity
Increased 0.32%
0.58%
$1.118M
3,471 shares@ $322.2 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 2.31%
0.54%
$1.048M
39,353 shares@ $26.63 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 80.96%
0.5%
$964,118
37,282 shares@ $25.87 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.4%
0.46%
$882,292
43,830 shares@ $20.13 avg price
NYFIshares Tr
Recent Activity
Increased 0.26%
0.45%
$861,709
16,191 shares@ $53.23 avg price
IBMOIshares Tr
Recent Activity
Increased 40.56%
0.44%
$853,651
33,529 shares@ $25.47 avg price
DVYIshares Tr
Recent Activity
Increased 1.72%
0.44%
$847,182
6,453 shares@ $131.29 avg price
IBMPIshares Tr
Recent Activity
Increased 67.67%
0.38%
$732,272
29,128 shares@ $25.14 avg price
IBMNIshares Tr
Recent Activity
Increased 5.41%
0.3%
$576,679
21,667 shares@ $26.62 avg price