Portfolio (Quarterly)
Guide ↗
CHERRYDALE WEALTH MANAGEMENT, LLC
· CIK 0001907327| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | IEFA | ISHARES TR | — | 2,783.0 | $252K | 0.08% | +110.0 | +4.1% | $90.53 | +8.2% |
| 62 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,720.0 | $252K | 0.08% | -88.0 | -4.9% | $146.28 | -9.4% |
| 63 | VB | VANGUARD INDEX FDS | — | 921.0 | $241K | 0.07% | — | — | $261.97 | +11.7% |
| 64 | CSCO | CISCO SYS INC | Technology | 2,987.0 | $232K | 0.07% | -645.0 | -17.8% | $77.60 | +54.2% |
| 65 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 856.0 | $232K | 0.07% | +90.0 | +11.8% | $270.48 | +42.0% |
| 66 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 911.0 | $221K | 0.07% | — | — | $242.32 | +5.4% |
| 67 | ORCL | ORACLE CORP | Technology | 1,494.0 | $220K | 0.07% | -27.0 | -1.8% | $147.10 | +29.7% |
| 68 | KO | COCA COLA CO | Consumer Defensive | 2,888.0 | $220K | 0.07% | +25.0 | +0.9% | $76.04 | +7.4% |
| 69 | T | AT&T INC | Communication Services | 7,548.0 | $219K | 0.07% | NEW | — | $28.99 | -14.1% |
| 70 | RTX | RTX CORPORATION | Industrials | 1,130.0 | $218K | 0.07% | -69.0 | -5.8% | $192.85 | -8.4% |
| 71 | LRCX | LAM RESEARCH CORP | Technology | 1,014.0 | $217K | 0.07% | NEW | — | $213.66 | +49.3% |
| 72 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 463.0 | $213K | 0.07% | -10.0 | -2.1% | $460.99 | -9.2% |
| 73 | WFC | WELLS FARGO & CO | Financial Services | 2,677.0 | $213K | 0.07% | -92.0 | -3.3% | $79.62 | -4.4% |
| 74 | GE | GE AEROSPACE | Industrials | 718.0 | $204K | 0.06% | +7.0 | +1.0% | $283.89 | +11.8% |
| 75 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,598.0 | $200K | 0.06% | — | — | $125.46 | +1.8% |
| 76 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 10,694.0 | $54K | 0.02% | — | — | $5.03 | +9.4% |
| 77 | WIT | WIPRO LTD | Technology | 14,764.0 | $31K | 0.01% | -15K | -50.0% | $2.12 | -2.4% |
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%