Cherrydale Wealth Management, LLC Incresed Positions in Q3 2025

Cherrydale Wealth Management, LLC

  • $312 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9.15K
+ 3.54%
$303.93 - $329.86 $2.78M - $3.02M
267K $87.8M
VONE
Vanguard Russell 1000 ETF

ETFs
3.62K
+ 6.25%
$280.68 - $303.97 $1.02M - $1.1M
61.5K $18.6M
DFAX
Dimensional ETF Tr
27.6K
+ 4.46%
$29.25 - $31.56 $808K - $872K
648K $20.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
550
+ 0.3%
$135.0 - $146.02 $74.3K - $80.3K
185K $26.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9K
+ 3.96%
$68.24 - $73.73 $614K - $664K
236K $17.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.08K
+ 8.4%
$546.99 - $602.2 $591K - $650K
13.9K $8.37M
AAPL
Apple Inc.

Technology
1.27K
+ 8.65%
$202.38 - $256.87 $257K - $326K
15.9K $4.06M
NVDA
Nvidia Corp

Technology
18
+ 0.08%
$153.3 - $186.58 $2.76K - $3.36K
21.3K $3.97M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.01%
$174.36 - $254.72 $174 - $255
8.89K $2.16M
GOOG
Alphabet Inc.

Communication Services
603
+ 12.96%
$175.16 - $255.24 $106K - $154K
5.26K $1.28M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.17%
$293.94 - $444.72 $882 - $1.33K
1.73K $768K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.64K
+ 5.09%
$35.76 - $37.93 $94.5K - $100K
54.6K $2.06M
META
Meta Platforms, Inc.

Communication Services
300
+ 11.85%
$695.21 - $791.73 $209K - $238K
2.83K $2.08M
AVGO
Broadcom Inc.

Technology
12
+ 0.32%
$264.74 - $369.57 $3.18K - $4.43K
3.77K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
300
+ 17.84%
$459.11 - $506.91 $138K - $152K
1.98K $996K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.31%
$567.77 - $614.76 $6.25K - $6.76K
3.61K $2.21M
AMZN
Amazon Com Inc

Consumer Cyclical
600
+ 5.31%
$211.65 - $238.24 $127K - $143K
11.9K $2.61M
JNJ
Johnson & Johnson

Healthcare
344
+ 21.99%
$155.17 - $185.42 $53.4K - $63.8K
1.91K $353K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
16
+ 0.68%
$393.18 - $439.39 $6.29K - $7.03K
2.39K $1.04M
PLTR
Palantir Technologies Inc.

Technology
37
+ 2.19%
$130.68 - $186.97 $4.84K - $6.92K
1.72K $314K
VONG
Vanguard Russell 1000 Growth E

ETFs
7
+ 0.11%
$108.08 - $121.73 $757 - $852
6.16K $742K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
18
+ 0.24%
$109.47 - $119.06 $1.97K - $2.14K
7.59K $898K
VCIT
Vanguard Intermediate Term Cor

ETFs
355
+ 1.2%
$81.75 - $84.54 $29K - $30K
30K $2.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
9
+ 0.15%
$282.75 - $294.19 $2.54K - $2.65K
6.01K $1.77M
BAC
Bank Of America Corp

Financial Services
14
+ 0.15%
$44.92 - $52.42 $629 - $734
9.48K $489K
XOM
Exxon Mobil Corp

Energy
162
+ 4.29%
$105.83 - $117.22 $17.1K - $19K
3.93K $443K
VEU
Vanguard Ftse All World Ex Us

ETFs
28
+ 0.49%
$66.38 - $71.68 $1.86K - $2.01K
5.77K $411K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18
+ 0.32%
$62.09 - $66.51 $1.12K - $1.2K
5.63K $367K
DNL
Wiswisdomtree Tr

ETFs
43
+ 0.42%
$38.31 - $41.06 $1.65K - $1.77K
10.3K $417K
Pimco ETF Tr
20.6K
+ 15.12%
N/A
157K $0
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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