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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
SCHDSchwab Strategic Tr
Recent Activity
Increased 198%
8.24%
$16.092M
589,033 shares@ $27.33 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 3.15%
5.72%
$11.173M
57,053 shares@ $195.84 avg price
HNDLStrategy Shs
Recent Activity
Decreased -1.52%
4.94%
$9.642M
452,030 shares@ $21.34 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -1.32%
4.62%
$9.011M
99,730 shares@ $90.36 avg price
AAPLApple Inc
Recent Activity
Decreased -14.04%
4.28%
$8.357M
33,373 shares@ $250.42 avg price
IAUIshares Gold Tr
Recent Activity
Increased 0.41%
3.24%
$6.318M
127,620 shares@ $49.51 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 3.38%
3.12%
$6.085M
69,739 shares@ $87.26 avg price
DESWisdomtree Tr
Recent Activity
Increased 44.96%
2.8%
$5.452M
158,726 shares@ $34.36 avg price
ICVTIshares Tr
Recent Activity
Decreased -2.47%
2.75%
$5.361M
63,096 shares@ $84.97 avg price
AGGIshares Tr
Recent Activity
New Position
2.59%
$5.059M
52,214 shares@ $96.9 avg price