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