Cherrydale Wealth Management, LLC Portfolio Holdings

Cherrydale Wealth Management, LLC

  • $244 Million
  • Q3 2024

Cherrydale Wealth Management, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $244 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $64.8M, Dimensional ETF Tr U S Core Eq with a value of $39.6M, Ishares Core S&P Total U.S. St with a value of $22.5M, Vanguard Star Fd Vanguard Tota with a value of $17.8M, and Dimensional ETF Tr with a value of $16.8M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $228M to 244M.

Below you can find more details about Cherrydale Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $244 Million
ETFs: $201 Million
Technology: $10.3 Million
Communication Services: $5.15 Million
Consumer Cyclical: $3.76 Million
Financial Services: $2.78 Million
Healthcare: $2.59 Million
Consumer Defensive: $1.03 Million
Energy: $493,000
Other: $226,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $244 Million
  • Prior Value $228 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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