Cherry Tree Wealth Management, LLC Purchases in Q3 2024

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
867
+ 29.52%
$22.55 - $23.1 $19.6K - $20K
3.8K $87.7M
DIHP
Dimensional ETF Tr Dimensional

ETFs
757
New
$25.23 - $27.94 $19.1K - $21.2K
757 $21M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
692
+ 2.98%
$23.13 - $23.43 $16K - $16.2K
23.9K $561M
BWX
Spdr Bloomberg International T

ETFs
884
New
$21.34 - $23.47 $18.9K - $20.7K
884 $20.6M
DFAI
Dimensional ETF Tr

ETFs
20
+ 0.22%
$28.69 - $32.06 $574 - $641
9.19K $292M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
824
+ 51.76%
$19.11 - $20.18 $15.7K - $16.6K
2.42K $48.4M
SUB
Ishares Short Term National Mu

ETFs
96
+ 2.13%
$104.3 - $106.3 $10K - $10.2K
4.6K $488M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
446
New
$32.7 - $36.14 $14.6K - $16.1K
446 $16M
VBK
Vanguard Small Cap Growth ETF

ETFs
57
+ 183.87%
$240.48 - $267.94 $13.7K - $15.3K
88 $23.5M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
10
+ 0.09%
$51.45 - $52.96 $515 - $530
10.9K $574M
Ishares Tr
493
New
N/A
493 $13M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
454
New
$25.73 - $28.81 $11.7K - $13.1K
454 $12.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
458
+ 11.58%
$21.96 - $22.69 $10.1K - $10.4K
4.41K $99.9M
TGT
Target Corp

Consumer Defensive
1
+ 0.06%
$133.47 - $159.25 $133 - $159
1.56K $244M
DUK
Duke Energy Corp

Utilities
4
+ 0.52%
$99.35 - $117.71 $397 - $471
768 $88.6M
IDEV
Ishares Core Msci Intl Develop

ETFs
167
New
$63.46 - $71.43 $10.6K - $11.9K
167 $11.8M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
460
+ 24.77%
$21.7 - $22.6 $9.98K - $10.4K
2.32K $52.1M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
364
+ 11.32%
$21.22 - $22.22 $7.72K - $8.09K
3.58K $79.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8
+ 0.74%
$175.46 - $203.3 $1.4K - $1.63K
1.09K $220M
PFE
Pfizer Inc

Healthcare
17
+ 0.19%
$27.7 - $31.39 $471 - $534
9.06K $262M
AVIV
American Centy ETF Tr Avantis
89
+ 8.26%
$50.37 - $56.43 $4.48K - $5.02K
1.17K $65.5M
AVRE
American Centy ETF Tr Avantis
110
+ 17.66%
$40.95 - $48.28 $4.5K - $5.31K
733 $34.6M
Ishares Tr
326
New
N/A
326 $8.76M
IBHE
Ishares Ibonds 2025 Term High

ETFs
368
+ 16.18%
$23.03 - $23.3 $8.48K - $8.57K
2.64K $61.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
182
+ 3.08%
$49.7 - $56.11 $9.05K - $10.2K
6.1K $335M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.26%
$64.35 - $75.71 $129 - $151
762 $56.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
66
+ 29.86%
$66.56 - $75.11 $4.39K - $4.96K
287 $21.4M
APPS
Digital Turbine, Inc.

Technology
1.5K
+ 300.0%
$1.67 - $4.18 $2.51K - $6.27K
2K $6.14M
VOX
Vanguard Communication Service

ETFs
36
+ 514.29%
$129.82 - $145.39 $4.67K - $5.23K
43 $6.25M
TDIV
First Trust Nasdaq Technology

ETFs
65
New
$70.51 - $81.07 $4.58K - $5.27K
65 $5.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.18%
$434.77 - $502.96 $435 - $503
550 $268M
VDE
Vanguard Energy ETF

ETFs
38
New
$117.44 - $131.06 $4.46K - $4.98K
38 $4.65M
ICLN
Ishares

ETFs
18
+ 0.56%
$13.26 - $14.77 $239 - $266
3.21K $47.2M
MPW
Medical Properties Trust Inc

Real Estate
639
New
$4.03 - $6.38 $2.58K - $4.08K
639 $3.74M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
16
+ 0.49%
$19.77 - $20.99 $316 - $336
3.31K $68.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
93
+ 33.57%
$24.86 - $26.33 $2.31K - $2.45K
370 $9.67M
CTAS
Cintas Corp

Industrials
66
+ 300.0%
$201.38 - $819.83 $13.3K - $54.1K
88 $18.1M
Amentum Holdings Inc
75
New
N/A
75 $2.42M
Siriusxm Holdings Inc
92
New
N/A
92 $2.18M
PSTG
Pure Storage, Inc.

Technology
43
New
$45.73 - $67.71 $1.97K - $2.91K
43 $2.16M
VTRS
Viatris Inc

Healthcare
18
+ 1.02%
$10.32 - $12.13 $186 - $218
1.78K $20.7M
FCX
Freeport Mcmoran Inc

Basic Materials
23
+ 4.31%
$39.52 - $51.92 $909 - $1.19K
557 $27.8M
AVGO
Broadcom Inc.

Technology
121
+ 864.29%
$136.27 - $1745.86 $16.5K - $211K
135 $23.3M
ANET
Arista Networks, Inc.

Technology
4
New
$311.42 - $388.21 $1.25K - $1.55K
4 $1.54M
VST
Vistra Corp.

Utilities
10
New
$69.0 - $119.06 $690 - $1.19K
10 $1.19M
EMB
Ishares Tr

ETFs
2
+ 1.22%
$87.75 - $93.74 $176 - $187
166 $15.6M
NRG
Nrg Energy, Inc.

Utilities
11
New
$68.89 - $91.22 $758 - $1K
11 $1M
KHC
Kraft Heinz CO

Consumer Defensive
2
+ 0.91%
$31.86 - $36.13 $63.7 - $72.3
221 $7.75M
WRB
Berkley W R Corp

Financial Services
36
+ 50.0%
$51.54 - $79.62 $1.86K - $2.87K
108 $6.13M
Activity Summary
Buys All Purchases 107 New Holdings 24 Increased Positions 83 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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