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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
IBDTIshares Tr
Recent Activity
New Position
0.23%
$432,515
17,370 shares@ $24.91 avg price
IBDRIshares Tr
Recent Activity
Increased 23.29%
0.22%
$427,075
17,743 shares@ $24.08 avg price
VOOVanguard Index Fds
Recent Activity
New Position
0.22%
$426,999
792 shares@ $539.15 avg price
OVLHListed Fd Tr
Recent Activity
Decreased -2.5%
0.22%
$425,838
12,478 shares@ $34.13 avg price
IBDSIshares Tr
Recent Activity
New Position
0.22%
$421,265
17,582 shares@ $23.97 avg price
AGGYWisdomtree Tr
Recent Activity
New Position
0.2%
$389,284
9,070 shares@ $42.92 avg price
IBMRIshares Tr
Recent Activity
New Position
0.2%
$383,604
15,356 shares@ $24.99 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