Cherry Tree Wealth Management, LLC Reduced Holdings in Q3 2025

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-39K
- 31.62%
$11.15 - $11.87 $435K - $463K
84.4K $979M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-12.8K
- 14.25%
$24.39 - $24.93 $313K - $320K
77.2K $1.91B
MUB
Ishares National Muni Bond ETF

ETFs
-2.63K
- 41.71%
$103.24 - $106.68 $272K - $281K
3.68K $392M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-6.43K
- 28.33%
$41.8 - $43.15 $269K - $277K
16.3K $695M
HD
Home Depot, Inc.

Consumer Cyclical
-499
- 54.71%
$357.4 - $423.42 $178K - $211K
413 $167M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.76K
- 1.74%
$72.57 - $74.72 $346K - $356K
269K $20B
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.88K
- 32.55%
$30.67 - $32.13 $119K - $125K
8.03K $254M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.03K
- 2.77%
$72.01 - $74.44 $146K - $151K
71.2K $5.24B
CMF
Ishares California Muni Bond E

ETFs
-1.65K
- 26.19%
$55.16 - $57.13 $91.2K - $94.4K
4.66K $266M
VPU
Vanguard Utilities ETF

ETFs
-651
- 20.71%
$175.25 - $189.41 $114K - $123K
2.49K $472M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.23K
- 24.41%
$50.82 - $51.09 $62.5K - $62.8K
3.81K $195M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.31K
- 4.88%
$25.09 - $25.19 $58K - $58.3K
45K $1.13B
DIS
Walt Disney CO

Communication Services
-404
- 49.57%
$112.25 - $124.0 $45.3K - $50.1K
411 $47.1M
SAND
Sandstorm Gold LTD

Basic Materials
-9.5K
- 44.19%
$9.36 - $12.52 $88.9K - $119K
12K $150M
MCD
Mcdonalds Corp

Consumer Cyclical
-180
- 16.81%
$291.67 - $316.99 $52.5K - $57.1K
891 $271M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.7K
- 4.43%
N/A
36.6K $889M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.86K
- 12.57%
$21.91 - $22.57 $40.8K - $42K
13K $291M
VGIT
Vanguard Intermediate Term Tre

ETFs
-742
- 2.51%
$58.97 - $60.36 $43.8K - $44.8K
28.8K $1.73B
KO
Coca Cola CO

Consumer Defensive
-420
- 26.85%
$65.67 - $71.67 $27.6K - $30.1K
1.14K $75.9M
IBM
International Business Machines Corp

Technology
-84
- 10.67%
$234.77 - $292.47 $19.7K - $24.6K
703 $198M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-770
- 14.99%
$64.58 - $69.94 $49.7K - $53.9K
4.37K $303M
SMB
Vaneck Short Muni ETF

ETFs
-2.02K
- 19.01%
$17.24 - $17.48 $34.8K - $35.3K
8.61K $150M
XLP
Consumer Staples Sector Spdr

ETFs
-256
- 7.87%
N/A
3K $235M
AMP
Ameriprise Financial Inc

Financial Services
-15
- 3.07%
$486.13 - $544.55 $7.29K - $8.17K
474 $233M
FPI
Farmland Partners Inc.

Real Estate
-2K
- 20.0%
$10.47 - $11.59 $20.9K - $23.2K
8K $87M
XEL
Xcel Energy Inc

Utilities
-721
- 28.26%
$67.56 - $80.65 $48.7K - $58.1K
1.83K $148M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-341
- 5.61%
$81.76 - $86.36 $27.9K - $29.4K
5.74K $487M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.49K
- 0.86%
$24.14 - $24.34 $35.9K - $36.2K
172K $4.18B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-120
- 65.93%
$224.68 - $282.71 $27K - $33.9K
62 $17.3M
V
Visa Inc.

Financial Services
-50
- 11.21%
$332.09 - $358.86 $16.6K - $17.9K
396 $135M
XLV
Select Sector Spdr Fund Health

ETFs
-187
- 21.87%
$129.01 - $139.72 $24.1K - $26.1K
668 $93M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.18K
- 43.62%
$18.82 - $19.8 $22.2K - $23.3K
1.52K $29.6M
OKE
Oneok Inc

Energy
-197
- 27.29%
$71.36 - $83.47 $14.1K - $16.4K
525 $38.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-860
- 4.0%
$23.29 - $23.38 $20K - $20.1K
20.6K $482M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-798
- 7.07%
$25.0 - $25.33 $20K - $20.2K
10.5K $266M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-397
- 12.45%
$74.73 - $80.82 $29.7K - $32.1K
2.79K $222M
BSX
Boston Scientific Corp

Healthcare
-150
- 70.42%
$97.03 - $108.14 $14.6K - $16.2K
63 $6.15M
VFH
Vanguard Financial ETF

ETFs
-155
- 14.05%
$125.23 - $132.78 $19.4K - $20.6K
948 $124M
MRK
Merck & Co., Inc.

Healthcare
-240
- 25.61%
$77.6 - $87.37 $18.6K - $21K
697 $58.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-296
- 3.18%
$52.39 - $53.11 $15.5K - $15.7K
9K $477M
BA
Boeing CO

Industrials
-57
- 44.88%
$209.79 - $237.38 $12K - $13.5K
70 $15.1M
MMM
3 M CO

Industrials
-218
- 2.82%
$144.41 - $160.2 $31.5K - $34.9K
7.51K $1.16B
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-434
- 5.42%
$37.98 - $39.81 $16.5K - $17.3K
7.58K $294M
AMZN
Amazon Com Inc

Consumer Cyclical
-50
- 3.36%
$211.65 - $238.24 $10.6K - $11.9K
1.44K $316M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-155
- 6.43%
$101.12 - $106.18 $15.7K - $16.5K
2.26K $233M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-446
- 9.77%
$22.19 - $22.44 $9.9K - $10K
4.12K $92.2M
XJR
Ishares Tresg Screened S&P Sma

ETFs
-355
- 16.71%
$39.17 - $43.37 $13.9K - $15.4K
1.77K $75.3M
GS
Goldman Sachs Group Inc

Financial Services
-15
- 37.5%
$696.56 - $806.32 $10.4K - $12.1K
25 $19.9M
VT
Vanguard Total World Stk Index

ETFs
-112
- 13.61%
$128.41 - $138.03 $14.4K - $15.5K
711 $98M
Activity Summary
Buys All Purchases 77 New Holdings 7 Increased Positions 70 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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