Jordan Szekely

@Cherrydale Wealth Management, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$258.487M

Total holdings73

Assets growth rate5.68%

Assets growth rate (2-Q avg)6.47%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Cherrydale Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of Cherrydale Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 258.487M in assets, with a quarterly growth rate of 5.68% and a 2-quarter average growth rate of 6.47%. The portfolio is managed by Jordan Szekely, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VONGVanguard Scottsdale Fds Recent Activity New Position	0.25%	$633,944 6,137 shares@ $103.3 avg price	New Position
ABNBAirbnb Inc Recent Activity New Position	0.15%	$382,140 2,908 shares@ $131.41 avg price	New Position
LIFLife360 Inc Recent Activity New Position	0.14%	$339,858 8,235 shares@ $41.27 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.09%	$226,676 678 shares@ $334.34 avg price	New Position
CSCOCisco Sys Inc Recent Activity New Position	0.09%	$223,450 3,774 shares@ $59.21 avg price	New Position
ACNAccenture Plc Ireland Recent Activity New Position	0.08%	$200,374 570 shares@ $351.54 avg price	New Position
NOWServicenow Inc Recent Activity New Position	0.08%	$200,363 189 shares@ $1060.13 avg price	New Position
MSAIMultisensor Ai Holdings Inc Recent Activity New Position	0.06%	$138,392 75,213 shares@ $1.85 avg price	New Position