Cherry Tree Wealth Management, LLC Incresed Positions in Q1 2025

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 1.21%
$279.74 - $321.29 $3.64K - $4.18K
1.08K $339M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
631
+ 4.16%
$27.01 - $28.54 $17K - $18K
15.8K $441M
AMGN
Amgen Inc

Healthcare
10
+ 2.11%
$258.59 - $327.36 $2.59K - $3.27K
485 $151M
UNH
Unitedhealth Group Inc

Healthcare
21
+ 2.41%
$461.52 - $548.18 $9.69K - $11.5K
892 $467M
V
Visa Inc.

Financial Services
29
+ 6.74%
$306.92 - $362.71 $8.9K - $10.5K
459 $161M
IVV
Ishares Core S&P 500 ETF

ETFs
1.09K
+ 4.95%
$554.06 - $615.85 $604K - $671K
23.1K $13B
CMCSA
Comcast Corp

Communication Services
597
+ 79.39%
$33.19 - $38.23 $19.8K - $22.8K
1.35K $49.8M
KO
Coca Cola CO

Consumer Defensive
56
+ 3.01%
$60.81 - $72.32 $3.41K - $4.05K
1.91K $137M
CVX
Chevron Corp

Energy
36
+ 5.76%
$146.71 - $167.97 $5.28K - $6.05K
661 $111M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
48
+ 0.22%
$40.79 - $42.32 $1.96K - $2.03K
22.4K $940M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
673
+ 15.2%
$22.11 - $22.43 $14.9K - $15.1K
5.1K $114M
PM
Philip Morris International Inc.

Consumer Defensive
31
+ 11.52%
$117.15 - $158.79 $3.63K - $4.92K
300 $47.6M
CB
Chubb LTD

Financial Services
43
+ 56.58%
$257.71 - $301.99 $11.1K - $13K
119 $35.9M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
45
+ 0.88%
$55.47 - $61.45 $2.5K - $2.77K
5.14K $303M
WFC
Wells Fargo & Company

Financial Services
120
+ 3.47%
$66.78 - $81.42 $8.01K - $9.77K
3.58K $257M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
539
+ 12.28%
$21.16 - $21.77 $11.4K - $11.7K
4.93K $107M
PH
Parker Hannifin Corp

Industrials
26
+ 34.21%
$591.65 - $707.05 $15.4K - $18.4K
102 $62M
VZ
Verizon Communications Inc

Communication Services
244
+ 71.76%
$37.81 - $46.49 $9.23K - $11.3K
584 $26.5M
NFLX
Netflix Inc

Communication Services
7
+ 4.79%
$828.4 - $1058.6 $5.8K - $7.41K
153 $142M
APPS
Digital Turbine, Inc.

Technology
3.5K
+ 233.33%
$1.7 - $6.52 $5.95K - $22.8K
5K $13.6M
ELV
Elevance Health, Inc.

Healthcare
20
+ 60.61%
$365.9 - $436.25 $7.32K - $8.73K
53 $23.1M
Ishares Tr
394
+ 23.31%
N/A
2.08K $53.7M
Linde PLC
21
+ 175.0%
N/A
33 $15.1M
Blackrock Inc
11
+ 550.0%
N/A
13 $12.3M
ADP
Automatic Data Processing Inc

Industrials
13
+ 2.83%
$286.85 - $318.64 $3.73K - $4.14K
472 $144M
NEE
Nextera Energy Inc

Utilities
137
+ 856.25%
$66.96 - $76.16 $9.17K - $10.4K
153 $10.8M
GE
General Electric CO

Industrials
34
+ 39.53%
$168.59 - $212.13 $5.73K - $7.21K
120 $24M
CHKP
Check Point Software Technologies LTD

Technology
41
+ 820.0%
$179.88 - $231.31 $7.38K - $9.48K
46 $10.5M
SO
Southern CO

Utilities
91
+ 75.21%
$80.96 - $92.96 $7.37K - $8.46K
212 $19.5M
META
Meta Platforms, Inc.

Communication Services
20
+ 8.73%
$576.36 - $736.67 $11.5K - $14.7K
249 $143M
MCK
Mckesson Corp

Healthcare
10
+ 43.48%
$566.21 - $672.99 $5.66K - $6.73K
33 $22.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
41
+ 8.97%
$182.82 - $196.21 $7.5K - $8.04K
498 $93.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
995
+ 1.24%
$49.25 - $50.66 $49K - $50.4K
81K $4.02B
WM
Waste Management Inc

Industrials
12
+ 6.38%
$200.54 - $233.78 $2.41K - $2.81K
200 $46.4M
FISV
Fiserv Inc

Technology
34
+ 61.82%
N/A
89 $19.7M
MS
Morgan Stanley

Financial Services
78
+ 69.64%
$111.68 - $141.08 $8.71K - $11K
190 $22.2M
CSCO
Cisco Systems, Inc.

Technology
65
+ 4.36%
$58.74 - $64.87 $3.82K - $4.22K
1.56K $96M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
44
+ 93.62%
$186.55 - $250.04 $8.21K - $11K
91 $18.3M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 60.0%
$524.81 - $672.19 $7.87K - $10.1K
40 $21.9M
PLD
Prologis, Inc.

Real Estate
66
+ 412.5%
$103.59 - $124.04 $6.84K - $8.19K
82 $9.17M
CTAS
Cintas Corp

Industrials
26
+ 29.55%
$182.09 - $208.14 $4.73K - $5.41K
114 $23.4M
Gsk PLC
136
+ 33.17%
N/A
546 $21.2M
ACGL
Arch Capital Group Ltd.

Financial Services
75
+ 468.75%
$88.13 - $96.94 $6.61K - $7.27K
91 $8.75M
UTHR
United Therapeutics Corp

Healthcare
24
+ 600.0%
$304.42 - $380.78 $7.31K - $9.14K
28 $8.63M
AMT
American Tower Corp

Real Estate
23
+ 37.1%
$173.46 - $217.6 $3.99K - $5K
85 $18.5M
AVIV
American Centy ETF Tr Avantis
27
+ 2.31%
$51.51 - $58.54 $1.39K - $1.58K
1.19K $67.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 500.0%
$80.53 - $147.57 $4.03K - $7.38K
60 $7.93M
NVS
Novartis Ag

Healthcare
60
+ 666.67%
$97.14 - $115.57 $5.83K - $6.93K
69 $7.69M
FITB
Fifth Third Bancorp

Financial Services
192
+ 78.69%
$37.48 - $44.96 $7.2K - $8.63K
436 $17.1M
Activity Summary
Buys All Purchases 281 New Holdings 121 Increased Positions 160 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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