test

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
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -2.22%
0.31%
$604,579
7,988 shares@ $75.69 avg price
IBMNIshares Tr
Recent Activity
Increased 5.41%
0.3%
$576,679
21,667 shares@ $26.62 avg price
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
WMWaste Mgmt Inc Del
Recent Activity
Decreased -19.33%
0.28%
$544,674
2,699 shares@ $201.81 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -16.55%
0.27%
$520,833
25,222 shares@ $20.65 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
GOOGLAlphabet Inc
Recent Activity
Decreased -27.7%
0.23%
$445,013
2,351 shares@ $189.29 avg price