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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
NYFIshares Tr
Recent Activity
Increased 0.26%
0.45%
$861,709
16,191 shares@ $53.23 avg price
SHYGIshares Tr
Recent Activity
New Position
0.45%
$861,006
20,207 shares@ $42.61 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
BNDXVanguard Charlotte Fds
Recent Activity
New Position
0.43%
$831,623
16,955 shares@ $49.05 avg price
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
IBMPIshares Tr
Recent Activity
Increased 67.67%
0.38%
$732,272
29,128 shares@ $25.14 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