Cherry Tree Wealth Management, LLC Reduced Holdings in Q3 2024

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-17.4K
- 17.26%
$64.57 - $71.76 $1.12M - $1.25M
83.4K $5.98B
MSFT
Microsoft Corp

Technology
-500
- 5.95%
$395.15 - $467.56 $198K - $234K
7.9K $3.4B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-9.83K
- 5.64%
$48.06 - $49.39 $472K - $485K
164K $8.1B
FLRN
Spdr Bloomberg Investment Grad

ETFs
-7.71K
- 2.08%
$30.55 - $30.85 $235K - $238K
363K $11.2B
AVUV
American Centy ETF Tr Avantis

ETFs
-4.62K
- 13.9%
$88.24 - $99.7 $408K - $461K
28.6K $2.75B
MUB
Ishares National Muni Bond ETF

ETFs
-1.31K
- 11.63%
$106.13 - $108.7 $138K - $142K
9.92K $1.08B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.31K
- 3.59%
$76.38 - $78.87 $329K - $340K
116K $9.11B
NVDA
Nvidia Corp

Technology
-499
- 5.03%
$98.91 - $134.91 $49.4K - $67.3K
9.42K $1.14B
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-2.93K
- 4.34%
$23.88 - $24.01 $69.9K - $70.3K
64.6K $1.55B
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.61K
- 6.0%
$57.8 - $60.8 $151K - $159K
40.9K $2.47B
FNDA
Schwab Fundamental U S Small C

ETFs
-967
- 20.85%
$54.26 - $60.01 $52.5K - $58K
3.67K $219M
QDEF
Flexshares Quality Div Defensi

ETFs
-566
- 33.65%
$65.13 - $71.51 $36.9K - $40.5K
1.12K $79.8M
SMB
Vaneck Short Muni ETF

ETFs
-1.52K
- 10.34%
$16.96 - $17.29 $25.7K - $26.2K
13.1K $227M
VUG
Vanguard Growth ETF

ETFs
-156
- 4.03%
$341.08 - $391.94 $53.2K - $61.1K
3.72K $1.43B
SKOR
Flexshares Tr Credit Scored Us

ETFs
-1.25K
- 5.09%
$47.19 - $49.21 $59.2K - $61.7K
23.4K $1.15B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-523
- 36.32%
$36.02 - $41.68 $18.8K - $21.8K
917 $37.9M
VZ
Verizon Communications Inc

Communication Services
-380
- 53.6%
$38.89 - $45.0 $14.8K - $17.1K
329 $14.8M
VT
Vanguard Total World Stk Index

ETFs
-172
- 17.37%
$107.72 - $119.96 $18.5K - $20.6K
818 $97.9M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.93K
- 6.41%
$31.18 - $33.5 $60.1K - $64.6K
28.2K $936M
BSX
Boston Scientific Corp

Healthcare
-199
- 34.85%
$72.96 - $84.0 $14.5K - $16.7K
372 $31.2M
VGT
Vanguard Information Technolog

ETFs
-22
- 9.28%
$514.43 - $606.85 $11.3K - $13.4K
215 $126M
IWM
Ishares Russell 2000 ETF

ETFs
-276
- 9.61%
$200.87 - $224.6 $55.4K - $62K
2.6K $573M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.22K
- 7.97%
$19.48 - $20.97 $23.8K - $25.6K
14.1K $293M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-278
- 13.87%
$46.9 - $51.96 $13K - $14.4K
1.73K $88.9M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-824
- 10.91%
$24.06 - $26.97 $19.8K - $22.2K
6.73K $181M
CARR
Carrier Global Corp

Industrials
-319
- 26.26%
$61.9 - $80.88 $19.7K - $25.8K
896 $72.1M
VDC
Vanguard Consumer Staples ETF

ETFs
-23
- 18.4%
$201.77 - $221.32 $4.64K - $5.09K
102 $22.3M
American Lithium Corp
-5K
- 14.16%
N/A
30.3K $17.1M
PSLV
Sprott Physical Silver Trust

Financial Services
-2K
- 5.56%
$9.17 - $10.84 $18.3K - $21.7K
34K $355M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-319
- 0.41%
$25.04 - $25.21 $7.99K - $8.04K
77.2K $1.95B
KD
Kyndryl Holdings, Inc.

Technology
-28
- 23.53%
$21.78 - $27.63 $610 - $774
91 $2.09M
UNM
Unum Group

Financial Services
-52
- 18.31%
$49.81 - $59.44 $2.59K - $3.09K
232 $13.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1
- 4.76%
$178.94 - $207.0 $179 - $207
20 $4.02M
NOK
Nokia Corp

Technology
-39
- 4.24%
$3.62 - $4.48 $141 - $175
880 $3.85M
WOOD
Ishares Global Timber & Forest
-73
- 6.88%
N/A
988 $85.1M
IWN
Ishares Russell2000 Val ETF

ETFs
-86
- 7.62%
$150.05 - $171.34 $12.9K - $14.7K
1.04K $174M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-509
- 5.61%
$33.62 - $38.33 $17.1K - $19.5K
8.56K $322M
FXI
Ishares Tr

ETFs
-476
- 13.77%
$24.78 - $32.17 $11.8K - $15.3K
2.98K $94.7M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-259
- 4.81%
$55.06 - $62.25 $14.3K - $16.1K
5.13K $315M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-71
- 3.28%
$119.93 - $131.26 $8.52K - $9.32K
2.09K $273M
EEMV
Ishares Msci Emerging Markets

ETFs
-566
- 6.89%
$56.77 - $63.31 $32.1K - $35.8K
7.65K $479M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-905
- 11.02%
$40.45 - $47.24 $36.6K - $42.8K
7.31K $343M
T
At&T Inc.

Communication Services
-1.25K
- 8.53%
$18.21 - $22.28 $22.7K - $27.7K
13.3K $294M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-960
- 4.32%
$61.11 - $67.85 $58.7K - $65.1K
21.3K $1.44B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-151
- 3.11%
$61.97 - $69.37 $9.36K - $10.5K
4.7K $324M
DISV
Dimensional ETF Tr Dimensional

ETFs
-349
- 2.63%
$26.06 - $29.18 $9.09K - $10.2K
12.9K $375M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-28
- 0.78%
$162.64 - $179.3 $4.55K - $5.02K
3.55K $637M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-201
- 0.94%
$41.34 - $43.55 $8.31K - $8.75K
21.2K $915M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-572
- 4.65%
$112.99 - $126.45 $64.6K - $72.3K
11.7K $1.48B
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
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