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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
CVXChevron Corp New
Recent Activity
Decreased -56.18%
0.13%
$244,584
1,689 shares@ $144.81 avg price
NEENextera Energy Inc
Recent Activity
Decreased -42.23%
0.12%
$224,190
3,127 shares@ $71.7 avg price
RTXRtx Corporation
Recent Activity
Decreased -3.76%
0.12%
$218,561
1,889 shares@ $115.71 avg price
AMGNAmgen Inc
Recent Activity
Decreased -20.62%
0.12%
$217,681
835 shares@ $260.7 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -6.99%
0.12%
$216,680
904 shares@ $239.7 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -60.7%
0.11%
$203,069
448 shares@ $453.28 avg price