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Dave Reichert

@Kieckhefer Group Llc

Latest period2024 - Q4ReportedManaged Assets$166.043MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABBVAbbvie Inc
Recent Activity
New Position
0.2%
$319,860
1,800 shares@ $177.7 avg price
MCKMckesson Corp
Recent Activity
New Position
0.19%
$313,451
550 shares@ $569.92 avg price
RCATRed Cat Hldgs Inc
Recent Activity
New Position
0.18%
$295,550
23,000 shares@ $12.85 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.17%
$274,778
1,900 shares@ $144.62 avg price
IWCIshares Micro Cap Etf
Recent Activity
New Position
0.16%
$260,760
2,000 shares@ $130.38 avg price
UMACUnusual Machs Inc Nev
Recent Activity
New Position
0.15%
$242,208
14,400 shares@ $16.82 avg price
IVOOVanguard S&p Mid Cap 400
Recent Activity
New Position
0.15%
$238,443
2,260 shares@ $105.51 avg price
PGProcter & Gamble Co
Recent Activity
New Position
0.15%
$234,710
1,400 shares@ $167.65 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.14%
$221,060
2,000 shares@ $110.53 avg price
LNGCheniere Energy Inc
Recent Activity
New Position
0.13%
$208,424
970 shares@ $214.88 avg price