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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 : 4     View All Holdings Currently Viewing:  Unchanged 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
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 24 - $111.08 $1,134,000 10,294 0.53% 86,000 0 0.006    Closed - End Fund - E...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 29 - $173.96 $706,000 4,638 0.33% 52,000 0 0    Search Engines & Info...
   (MRK)1 Year Chart         MRK Merck & Co Inc 49 - $131.20 $255,000 1,936 0.12% 44,000 0 0    Drug Manufacturers - ...
   (COMP)1 Year Chart         COMP Compass, Inc. 60 - $0.00 $75,000 20,803 0.04% -3,000 0 0    N/A

      4 Records Found
  1    
Page 1 of 1
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