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
KOCoca Cola Co Recent Activity Exited	0%	$216,630 3,015 shares@ $71.86 avg price	Exited
ADBEAdobe Inc Recent Activity Exited	0%	$202,452 391 shares@ $517.79 avg price	Exited
UMCUnited Microelectronics Corp Recent Activity Exited	0%	$104,375 12,396 shares@ $8.43 avg price	Exited
3899⤦Grayscale Bitcoin Mini Tr Bt Recent Activity Exited	0%	$76,180 13,531 shares@ $5.64 avg price	Exited