Cherry Tree Wealth Management, LLC Purchases in Q4 2024

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.1K
+ 18.06%
$24.82 - $25.48 $797K - $818K
210K $5.23B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
28.7K
+ 19.89%
$22.71 - $23.47 $652K - $674K
173K $3.94B
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.58K
+ 13.42%
$174.22 - $187.62 $624K - $672K
30.3K $5.3B
AAPL
Apple Inc.

Technology
255
+ 1.82%
$221.69 - $259.02 $56.5K - $66.1K
14.2K $3.57B
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.41K
+ 16.12%
$33.62 - $35.69 $216K - $229K
46.2K $1.56B
CHK
Chesapeake Energy Corp

Energy
1.9K
New
$81.46 - $87.57 $154K - $166K
1.9K $189M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.98K
+ 6.58%
$23.88 - $24.32 $238K - $243K
162K $3.87B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.31K
+ 5.69%
$49.79 - $51.14 $215K - $220K
80.1K $4.01B
DIHP
Dimensional ETF Tr Dimensional

ETFs
4.46K
+ 589.7%
$25.15 - $27.57 $112K - $123K
5.22K $132M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.11K
+ 11.47%
$50.37 - $50.6 $106K - $107K
20.5K $1.03B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
867
+ 19.0%
$113.92 - $127.38 $98.8K - $110K
5.43K $626M
IBDV
Ishares Tr

Technology
6.15K
+ 11.84%
$21.24 - $22.15 $131K - $136K
58K $1.24B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5K
+ 13.69%
$20.28 - $21.2 $101K - $106K
41.5K $844M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.86%
$180.88 - $232.93 $2.89K - $3.73K
1.87K $410M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
82K
+ 197.55%
$22.01 - $66.82 $1.81M - $5.48M
124K $2.8B
GOOGL
Alphabet Inc.

Communication Services
18
+ 1.11%
$161.86 - $196.66 $2.91K - $3.54K
1.63K $309M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
805
+ 7.4%
$52.19 - $52.87 $42K - $42.6K
11.7K $611M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.5K
+ 6.27%
$23.25 - $23.37 $34.9K - $35.1K
25.4K $593M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
959
New
$32.55 - $36.44 $31.2K - $34.9K
959 $32.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
203
+ 5.71%
$176.42 - $186.91 $35.8K - $37.9K
3.76K $669M
SCHX
Schwab Strategic Tr Us Large C

ETFs
42.3K
+ 198.99%
$22.4 - $68.28 $948K - $2.89M
63.6K $1.47B
AVUV
American Centy ETF Tr Avantis

ETFs
140
+ 0.49%
$94.37 - $106.41 $13.2K - $14.9K
28.8K $2.78B
VST
Vistra Corp.

Utilities
203
+ 2030.0%
$115.74 - $166.61 $23.5K - $33.8K
213 $29.4M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
1.32K
+ 8.21%
$23.55 - $24.04 $31.2K - $31.8K
17.5K $412M
DFAS
Dimensional ETF Tr U S Small C

ETFs
220
+ 0.89%
$63.58 - $71.15 $14K - $15.7K
25K $1.62B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
174
New
$100.22 - $100.73 $17.4K - $17.5K
174 $17.5M
AVDV
American Centy ETF Tr Avantis

ETFs
535
+ 16.24%
$63.85 - $70.4 $34.2K - $37.7K
3.83K $249M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
631
New
$23.22 - $23.84 $14.7K - $15K
631 $14.8M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
809
+ 22.6%
$21.25 - $22.07 $17.2K - $17.9K
4.39K $93.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
657
+ 17.27%
$22.72 - $23.0 $14.9K - $15.1K
4.46K $102M
LII
Lennox International Inc

Industrials
17
+ 2.33%
$589.36 - $678.43 $10K - $11.5K
746 $455M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
972
+ 2.08%
N/A
47.7K $1.15B
Ishares Tr
510
+ 43.22%
N/A
1.69K $43M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
350
+ 78.48%
$34.04 - $35.66 $11.9K - $12.5K
796 $27.4M
Ishares Tr
476
+ 96.55%
N/A
969 $24.3M
AVGO
Broadcom Inc.

Technology
11
+ 8.15%
$159.67 - $250.0 $1.76K - $2.75K
146 $33.8M
SPOT
Spotify Technology S.A.

Communication Services
22
New
$362.95 - $502.38 $7.98K - $11.1K
22 $9.78M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
86
+ 78.9%
$115.08 - $119.55 $9.9K - $10.3K
195 $22.5M
MCHI
Ishares Msci China ETF

ETFs
215
+ 78.18%
$46.1 - $59.67 $9.91K - $12.8K
490 $23M
SNPS
Synopsys Inc

Technology
18
+ 26.47%
$485.36 - $588.0 $8.74K - $10.6K
86 $41.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
142
New
$51.33 - $53.74 $7.29K - $7.63K
142 $7.32M
XEL
Xcel Energy Inc

Utilities
9
+ 0.34%
$62.16 - $72.92 $559 - $656
2.69K $182M
XLE
Energy Sector Spdr

ETFs
75
New
$83.32 - $97.27 $6.25K - $7.3K
75 $6.43M
META
Meta Platforms, Inc.

Communication Services
5
+ 2.23%
$554.08 - $632.68 $2.77K - $3.16K
229 $134M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.12K
+ 5.3%
$41.17 - $43.34 $46.2K - $48.6K
22.3K $921M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
132
+ 27.05%
$42.33 - $43.3 $5.59K - $5.72K
620 $26.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
58
+ 20.21%
$73.49 - $86.09 $4.26K - $4.99K
345 $26.6M
VO
Vanguard Mid Cap ETF

ETFs
18
+ 4.09%
$261.5 - $284.63 $4.71K - $5.12K
458 $121M
APP
App Lovin Corp

Technology
15
New
$130.67 - $401.5 $1.96K - $6.02K
15 $4.86M
Activity Summary
Buys All Purchases 153 New Holdings 44 Increased Positions 109 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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