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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
SCHBSchwab Strategic Tr
Recent Activity
Increased 200.66%
0.3%
$574,788
25,321 shares@ $22.71 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.09%
0.3%
$568,062
29,161 shares@ $19.49 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 2.81%
0.27%
$520,491
26,788 shares@ $19.44 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 22.1%
0.25%
$484,299
11,835 shares@ $40.93 avg price
PZTInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 26.77%
0.25%
$471,250
20,760 shares@ $22.7 avg price
IBDRIshares Tr
Recent Activity
Increased 23.29%
0.22%
$427,075
17,743 shares@ $24.08 avg price
ESGVVanguard World Fd
Recent Activity
Increased 29.98%
0.19%
$369,311
3,521 shares@ $104.89 avg price
SCMBSchwab Strategic Tr
Recent Activity
Increased 102.13%
0.19%
$364,378
14,189 shares@ $25.69 avg price
MCKMckesson Corp
Recent Activity
Increased 0.16%
0.19%
$361,762
635 shares@ $569.71 avg price
IWMIshares Tr
Recent Activity
Increased 0.32%
0.18%
$349,939
1,584 shares@ $220.93 avg price