Cherry Tree Wealth Management, LLC New Holdings in Q2 2024

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
Solventum Corp
2.03K
New
N/A
2.03K $107M
XJR
Ishares Tresg Screened S&P Sma

ETFs
2.13K
New
$36.08 - $39.37 $76.7K - $83.7K
2.13K $80.5M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.59K
New
$18.86 - $19.38 $30K - $30.9K
1.59K $30.7M
UBER
Uber Technologies, Inc

Technology
219
New
$63.52 - $77.16 $13.9K - $16.9K
219 $15.9M
CTAS
Cintas Corp

Industrials
22
New
$658.34 - $714.93 $14.5K - $15.7K
22 $15.4M
URI
United Rentals, Inc.

Industrials
21
New
$616.21 - $712.69 $12.9K - $15K
21 $13.6M
ADSK
Autodesk, Inc.

Technology
53
New
$199.93 - $259.44 $10.6K - $13.8K
53 $13.1M
DELL
Dell Technologies Inc.

Technology
89
New
$114.87 - $179.21 $10.2K - $15.9K
89 $12.3M
CSGP
Costar Group, Inc.

Real Estate
147
New
$72.73 - $95.69 $10.7K - $14.1K
147 $10.9M
GNRC
Generac Holdings Inc.

Industrials
80
New
$127.41 - $154.23 $10.2K - $12.3K
80 $10.6M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
47
New
$183.74 - $229.78 $8.64K - $10.8K
47 $10.1M
SHEL
Shell PLC

Energy
135
New
$67.92 - $74.17 $9.17K - $10K
135 $9.75M
HCA
Hca Healthcare, Inc.

Healthcare
30
New
$297.0 - $343.29 $8.91K - $10.3K
30 $9.64M
FITB
Fifth Third Bancorp

Financial Services
244
New
$34.09 - $38.98 $8.32K - $9.51K
244 $8.9M
APO
Apollo Global Management, Inc.

Financial Services
75
New
$107.3 - $118.77 $8.05K - $8.91K
75 $8.86M
RIO
Rio Tinto PLC

Basic Materials
128
New
$63.0 - $73.61 $8.06K - $9.42K
128 $8.44M
NXPI
Nxp Semiconductors N.V.

Technology
31
New
$215.12 - $282.99 $6.67K - $8.77K
31 $8.34M
FISV
Fiserv Inc

Technology
55
New
N/A
55 $8.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
31
New
$237.63 - $258.31 $7.37K - $8.01K
31 $7.76M
NVR
Nvr Inc

Consumer Cyclical
1
New
$7335.26 - $8026.27 $7.34K - $8.03K
1 $7.59M
VEEV
Veeva Systems Inc

Healthcare
40
New
$171.41 - $230.39 $6.86K - $9.22K
40 $7.32M
JBL
Jabil Inc

Technology
63
New
$107.92 - $140.47 $6.8K - $8.85K
63 $6.85M
MAS
Masco Corp

Industrials
97
New
$65.48 - $77.9 $6.35K - $7.56K
97 $6.47M
ON
On Semiconductor Corp

Technology
89
New
$60.65 - $76.29 $5.4K - $6.79K
89 $6.1M
EQNR
Equinor Asa

Energy
132
New
$26.45 - $29.14 $3.49K - $3.85K
132 $3.77M
Ge Vernova Inc
21
New
N/A
21 $3.6M
ED
Consolidated Edison Inc

Utilities
33
New
$87.42 - $98.12 $2.88K - $3.24K
33 $2.95M
FSLR
First Solar, Inc.

Technology
13
New
$166.73 - $300.71 $2.17K - $3.91K
13 $2.93M
SJM
J M Smucker CO

Consumer Defensive
20
New
$107.47 - $124.73 $2.15K - $2.49K
20 $2.18M
NEE
Nextera Energy Inc

Utilities
16
New
$61.7 - $80.02 $987 - $1.28K
16 $1.13M
GILD
Gilead Sciences, Inc.

Healthcare
9
New
$63.15 - $72.88 $568 - $656
9 $618K
Activity Summary
Buys All Purchases 156 New Holdings 32 Increased Positions 124 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email