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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
DTDWisdomtree Tr
Recent Activity
Increased 0.56%
0.55%
$1.4M
18,456 shares@ $75.87 avg price
ACWIIshares Tr
Recent Activity
Increased 0.91%
0.48%
$1.231M
10,475 shares@ $117.5 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.66%
0.46%
$1.179M
4,905 shares@ $240.3 avg price
VOTVanguard Index Fds
Recent Activity
Increased 0.19%
0.43%
$1.092M
4,302 shares@ $253.77 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
0.39%
$1.002M
13,531 shares@ $74.03 avg price
AVGOBroadcom Inc
Recent Activity
Increased 15.67%
0.38%
$965,307
4,164 shares@ $231.83 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.07%
0.35%
$884,921
4,647 shares@ $190.43 avg price
GOVTIshares Tr
Recent Activity
Increased 13.15%
0.33%
$833,986
36,292 shares@ $22.98 avg price
ESGVVanguard World Fd
Recent Activity
Increased 11.02%
0.31%
$789,649
7,528 shares@ $104.9 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.42%
0.3%
$769,669
1,698 shares@ $453.28 avg price