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  Name: CHERRYDALE WEALTH MANAGEMENT LLC
  City: NEW ROCHELLE
  State: NY
  Zip: 10801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $213,837,000
  Total Value Change : $22,203,000
  Securities Held Change : 12
   
All Securities Held : 62
  New Positions : 12
  Closed Positions : 2
  Increased Positions : 31
  Unchanged Positions : 4
  Decreased Positions : 15

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 13 New $114.69 $1,951,000 16,844 0.91% 1,951,000 16,844 0.014    Closed - End Fund - E...
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 26 New $0.00 $1,023,000 44,923 0.48% 1,023,000 44,923 0.001    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 48 New $161.24 $261,000 1,436 0.12% 261,000 1,436 0    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 50 New $164.54 $245,000 1,509 0.11% 245,000 1,509 0    Cleaning Products
   (CPRT)1 Year Chart         CPRT Copart Inc 51 New $53.06 $241,000 4,158 0.11% 241,000 4,158 0    Auto Dealerships
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 52 New $0.00 $236,000 243 0.11% 236,000 243 0    Semiconductor Equipme...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 53 New $166.90 $225,000 1,247 0.11% 225,000 1,247 0    Semiconductor- Broad...
   (CVX)1 Year Chart         CVX Chevron Corp 54 New $162.30 $223,000 1,414 0.1% 223,000 1,414 0    Integrated Oil & Gas
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 55 New $288.86 $217,000 754 0.1% 217,000 754 0.001    Closed - End Fund - E...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 56 New $234.44 $206,000 684 0.1% 206,000 684 0    Internet Software & S...
   (SQ)1 Year Chart         SQ Square Inc 57 New $64.08 $203,000 2,398 0.09% 203,000 2,398 0    N/A
   (MFG)1 Year Chart         MFG Mizuho Financial Group Inc 61 New $4.10 $55,000 13,855 0.03% 55,000 13,855 0.001    Foreign Money Center ...

      12 Records Found
  1    
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