Portfolio (Quarterly)
Guide ↗
CHERRYDALE WEALTH MANAGEMENT, LLC
· CIK 0001907327| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | — | 6,549.0 | $714K | 0.22% | NEW | — | $108.99 | -0.1% |
| 2 | AMAT | APPLIED MATLS INC | Technology | 762.0 | $261K | 0.08% | NEW | — | $341.99 | +31.1% |
| 3 | T | AT&T INC | Communication Services | 7,548.0 | $219K | 0.07% | NEW | — | $28.99 | -14.1% |
| 4 | LRCX | LAM RESEARCH CORP | Technology | 1,014.0 | $217K | 0.07% | NEW | — | $213.66 | +49.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.0%
Technology
28.8%
Communication Services
13.7%
Consumer Cyclical
6.0%
Healthcare
4.8%
Energy
2.0%
Consumer Defensive
1.9%
Industrials
1.7%