Cherrydale Wealth Management, LLC New Holdings in Q3 2024

Cherrydale Wealth Management, LLC

  • $244 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
2K
New
$145.48 - $167.38 $291K - $335K
2K $324K
ABBV
Abb Vie Inc.

Healthcare
1.56K
New
$163.84 - $199.33 $256K - $311K
1.56K $308K
WMT
Walmart Inc.

Consumer Defensive
2.87K
New
$66.91 - $81.4 $192K - $234K
2.87K $232K
CAT
Caterpillar Inc

Industrials
579
New
$316.8 - $391.12 $183K - $226K
579 $226K
KO
Coca Cola CO

Consumer Defensive
3.02K
New
$62.69 - $73.01 $189K - $220K
3.02K $216K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.29K
New
$57.32 - $62.65 $188K - $206K
3.29K $204K
IBM
International Business Machines Corp

Technology
905
New
$175.1 - $223.38 $158K - $202K
905 $200K
UMC
United Microelectronics Corp

Technology
12.4K
New
$7.43 - $8.89 $92.1K - $110K
12.4K $104K
Grayscale Bitcoin Mini Tr Bt
13.5K
New
N/A
13.5K $0
Pimco ETF Tr
10.5K
New
N/A
10.5K $0
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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