Cherrydale Wealth Management, LLC Purchases in Q4 2024

Cherrydale Wealth Management, LLC

  • $256 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONE
Vanguard Russell 1000 ETF

ETFs
25.4K
+ 68.81%
$257.18 - $277.76 $6.54M - $7.07M
62.4K $16.6M
VTI
Vanguard Total Stock Market Et

ETFs
18.5K
+ 8.06%
$280.04 - $302.45 $5.17M - $5.58M
247K $71.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.59K
+ 111.16%
$481.22 - $538.17 $3.17M - $3.54M
12.5K $6.39M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.07K
+ 1.16%
$124.26 - $134.12 $257K - $277K
181K $23.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
6.14K
New
$95.27 - $107.82 $585K - $662K
6.14K $633K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.87K
+ 0.42%
$33.92 - $36.6 $165K - $178K
1.16M $40.2M
AMZN
Amazon Com Inc

Consumer Cyclical
959
+ 12.8%
$180.88 - $232.93 $173K - $223K
8.45K $1.85M
AAPL
Apple Inc.

Technology
745
+ 6.0%
$221.69 - $259.02 $165K - $193K
13.2K $3.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.91K
New
$125.36 - $147.37 $365K - $429K
2.91K $382K
AVGO
Broadcom Inc.

Technology
564
+ 15.67%
$159.67 - $250.0 $90.1K - $141K
4.16K $965K
NVDA
Nvidia Corp

Technology
162
+ 0.76%
$117.0 - $148.88 $19K - $24.1K
21.6K $2.89M
DUHP
Dimensional ETF Tr Dimensional

ETFs
8.77K
+ 26.81%
$33.62 - $35.69 $295K - $313K
41.5K $1.4M
DFAU
Dimensional ETF Tr

ETFs
913
+ 0.38%
$39.27 - $42.38 $35.9K - $38.7K
244K $9.88M
CRM
Salesforce, Inc.

Technology
678
New
$270.87 - $367.87 $184K - $249K
678 $226K
CSCO
Cisco Systems, Inc.

Technology
3.77K
New
$52.45 - $60.02 $198K - $227K
3.77K $223K
ACN
Accenture PLC

Technology
570
New
$343.9 - $376.86 $196K - $215K
570 $200K
NOW
Service Now, Inc.

Technology
189
New
$867.18 - $1148.42 $164K - $217K
189 $200K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.47K
+ 75.14%
$61.68 - $67.87 $152K - $168K
5.76K $358K
JPM
Jpmorgan Chase & CO

Financial Services
317
+ 11.91%
$205.18 - $250.29 $65K - $79.3K
2.98K $713K
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 0.3%
$567.81 - $607.81 $14.2K - $15.2K
8.24K $4.83M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.06%
$163.08 - $198.16 $489 - $594
4.65K $884K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
747
+ 11.02%
$100.18 - $109.1 $74.8K - $81.5K
7.53K $789K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.22K
+ 13.14%
$22.39 - $23.45 $94.4K - $98.9K
36.3K $833K
V
Visa Inc.

Financial Services
10
+ 0.66%
$273.87 - $320.91 $2.74K - $3.21K
1.53K $484K
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 18.21%
$873.59 - $994.69 $48K - $54.7K
357 $327K
MSFT
Microsoft Corp

Technology
270
+ 4.27%
$406.35 - $454.46 $110K - $123K
6.59K $2.78M
BAC
Bank Of America Corp

Financial Services
399
+ 4.14%
$39.22 - $47.77 $15.6K - $19.1K
10K $440K
VOT
Vanguard Mid Cap Growth Index

ETFs
8
+ 0.19%
$241.48 - $274.89 $1.93K - $2.2K
4.3K $1.09M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.22%
$486.1 - $608.57 $486 - $609
451 $258K
MA
Mastercard Inc

Financial Services
6
+ 0.78%
$491.3 - $536.15 $2.95K - $3.22K
772 $406K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.16%
$264.18 - $304.19 $793 - $913
1.86K $520K
VB
Vanguard Small Cap ETF

ETFs
32
+ 0.66%
$233.76 - $261.58 $7.48K - $8.37K
4.91K $1.18M
PG
Procter & Gamble CO

Consumer Defensive
132
+ 7.27%
$161.05 - $179.7 $21.3K - $23.7K
1.95K $326K
WIT
Wipro LTD

Technology
20.6K
+ 100.0%
$3.54 - $7.24 $72.9K - $149K
41.2K $145K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.4%
$311.11 - $335.64 $933 - $1.01K
761 $245K
IBM
International Business Machines Corp

Technology
14
+ 1.55%
$204.9 - $238.04 $2.87K - $3.33K
919 $202K
Multisensor Ai Holdings Inc
75.2K
New
N/A
75.2K $0
Pimco ETF Tr
59.3K
+ 563.09%
N/A
69.8K $0
Life360 Inc
8.24K
New
N/A
8.24K $0
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 1.38%
$385.02 - $431.37 $3.08K - $3.45K
586 $227K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
101
+ 0.55%
$75.44 - $80.53 $7.62K - $8.13K
18.5K $1.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.41%
$442.29 - $483.08 $3.1K - $3.38K
1.7K $769K
ACWI
Ishares Msci Acwi ETF

ETFs
94
+ 0.91%
$117.05 - $123.03 $11K - $11.6K
10.5K $1.23M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
74
+ 0.41%
$40.38 - $44.35 $2.99K - $3.28K
18K $736K
ABBV
Abb Vie Inc.

Healthcare
24
+ 1.54%
$164.99 - $203.87 $3.96K - $4.89K
1.59K $281K
DNL
Wiswisdomtree Tr

ETFs
38
+ 0.38%
$35.98 - $39.39 $1.37K - $1.5K
10.1K $364K
DHR
Danaher Corp

Healthcare
33
+ 2.81%
$226.16 - $274.52 $7.46K - $9.06K
1.21K $277K
UNH
Unitedhealth Group Inc

Healthcare
9
+ 1.1%
$485.52 - $625.25 $4.37K - $5.63K
829 $419K
LLY
Eli Lilly & CO

Healthcare
3
+ 0.41%
$727.2 - $932.06 $2.18K - $2.8K
741 $572K
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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