Dave Reichert

@Kieckhefer Group Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$166.043M

Total holdings137

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kieckhefer Group Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Kieckhefer Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 166.043M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Dave Reichert, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AAPLApple Inc Recent Activity New Position	0.56%	$929,559 3,712 shares@ $250.42 avg price	New Position
VIOOVanguard S&p Small Cap Recent Activity New Position	0.51%	$838,560 7,908 shares@ $106.04 avg price	New Position
DVNDevon Energy Corp New Recent Activity New Position	0.49%	$800,609 24,461 shares@ $32.74 avg price	New Position
VOVanguard Mid Cap Etf Recent Activity New Position	0.49%	$797,937 3,021 shares@ $264.14 avg price	New Position
FERGFerguson Enterprises Inc Recent Activity New Position	0.42%	$694,280 4,000 shares@ $173.57 avg price	New Position
VOOVanguard S&p 500 Etf Recent Activity New Position	0.4%	$648,994 1,204 shares@ $539.04 avg price	New Position
UNGUnited States Natural Recent Activity New Position	0.39%	$641,402 38,156 shares@ $16.81 avg price	New Position
AMZNAmazon.com Inc Recent Activity New Position	0.35%	$567,343 2,586 shares@ $219.4 avg price	New Position
DPRODraganfly Inc F Recent Activity New Position	0.29%	$466,592 116,357 shares@ $4.02 avg price	New Position
GLDSpdr Gold Shares Etf Recent Activity New Position	0.23%	$369,248 1,525 shares@ $242.13 avg price	New Position