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Jordan Szekely

@Cherrydale Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$258.487MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VNQVanguard Index Fds
Recent Activity
Increased 5.15%
1.63%
$4.195M
47,087 shares@ $89.09 avg price
AAPLApple Inc
Recent Activity
Increased 6%
1.28%
$3.298M
13,169 shares@ $250.42 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.76%
1.12%
$2.895M
21,556 shares@ $134.29 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.28%
1.08%
$2.777M
6,589 shares@ $421.5 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 12.81%
0.72%
$1.854M
8,451 shares@ $219.4 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 563.1%
0.7%
$1.809M
69,804 shares@ $25.92 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -15.67%
0.67%
$1.709M
9,030 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -27.51%
0.64%
$1.63M
2,784 shares@ $585.44 avg price
VOOVanguard Index Fds
Recent Activity
Increased 23.37%
0.62%
$1.582M
2,936 shares@ $538.9 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 26.82%
0.55%
$1.402M
41,496 shares@ $33.8 avg price