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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
BSCTInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.5%
0.16%
$307,054
16,742 shares@ $18.35 avg price
BSMRInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 21.53%
0.14%
$271,534
11,506 shares@ $23.6 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 129.54%
0.14%
$271,270
10,405 shares@ $26.08 avg price
EPDEnterprise Prods Partners L
Recent Activity
Increased 1.38%
0.12%
$227,407
7,251 shares@ $31.37 avg price
ESMLIshares Tr
Recent Activity
Increased 0.41%
0.12%
$226,623
5,389 shares@ $42.06 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.64%
0.11%
$212,886
1,270 shares@ $167.63 avg price
HDVIshares Tr
Recent Activity
Increased 1.02%
0.11%
$211,689
1,886 shares@ $112.25 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 91.43%
0.11%
$210,957
8,685 shares@ $24.29 avg price
BSCVInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.08%
0.11%
$196,967
12,272 shares@ $16.06 avg price
BSCUInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 1.18%
0.1%
$194,878
11,905 shares@ $16.37 avg price