Cherry Tree Wealth Management, LLC Reduced Holdings in Q1 2025

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-365K
- 73.56%
$11.22 - $11.8 $4.09M - $4.3M
131K $1.47B
AAPL
Apple Inc.

Technology
-463
- 3.25%
$209.68 - $247.1 $97.1K - $114K
13.8K $3.06B
PFF
Ishares Trust Ishares Pfd And

ETFs
-13.9K
- 48.39%
$30.73 - $32.26 $428K - $449K
14.9K $457M
DFAT
Dimensional ETF Tr U S Target

ETFs
-618
- 0.62%
$50.44 - $58.1 $31.2K - $35.9K
99.2K $5.11B
DNP
Dnp Select Income Fund Inc

Financial Services
-44.6K
- 62.5%
$8.93 - $9.92 $398K - $442K
26.8K $265M
NVDA
Nvidia Corp

Technology
-731
- 7.98%
$106.98 - $149.43 $78.2K - $109K
8.43K $914M
KMI
Kinder Morgan, Inc.

Energy
-9.5K
- 55.44%
$26.1 - $31.22 $248K - $297K
7.64K $218M
EMR
Emerson Electric CO

Industrials
-403
- 2.98%
$108.64 - $131.17 $43.8K - $52.9K
13.1K $1.44B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-11.6K
- 80.07%
$19.04 - $20.15 $221K - $234K
2.9K $55.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.77K
- 2.24%
$21.23 - $23.75 $58.8K - $65.8K
121K $2.6B
USB
Us Bancorp \De\

Financial Services
-2.3K
- 16.24%
$40.92 - $50.9 $94.1K - $117K
11.9K $501M
FPI
Farmland Partners Inc.

Real Estate
-13K
- 54.17%
$10.72 - $12.51 $139K - $163K
11K $123M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.08K
- 53.0%
$74.85 - $84.89 $156K - $176K
1.84K $151M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-185
- 1.1%
$120.29 - $134.6 $22.3K - $24.9K
16.7K $2.03B
GOOG
Alphabet Inc.

Communication Services
-53
- 1.76%
$156.06 - $207.71 $8.27K - $11K
2.96K $463M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-938
- 90.72%
$101.98 - $115.66 $95.7K - $108K
96 $9.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.14K
- 1.8%
$21.75 - $24.28 $24.8K - $27.7K
62.4K $1.38B
CHK
Chesapeake Energy Corp

Energy
-1.05K
- 55.25%
N/A
848 $94.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-180
- 9.64%
$190.26 - $242.06 $34.2K - $43.6K
1.69K $321M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.54K
- 13.9%
$23.29 - $23.38 $82.4K - $82.7K
21.9K $512M
MUB
Ishares National Muni Bond ETF

ETFs
-655
- 6.61%
$104.71 - $107.69 $68.6K - $70.5K
9.26K $976M
PSLV
Sprott Physical Silver Trust

Financial Services
-10K
- 34.48%
$9.86 - $11.68 $98.6K - $117K
19K $220M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-1.05K
- 24.64%
$61.2 - $68.24 $64.3K - $71.7K
3.21K $212M
IP
International Paper CO

Consumer Cyclical
-1K
- 50.0%
$49.38 - $60.09 $49.4K - $60.1K
1K $53.4M
TGT
Target Corp

Consumer Defensive
-49
- 3.13%
$103.65 - $142.5 $5.08K - $6.98K
1.52K $158M
NAT
Nordic American Tankers LTD

Industrials
-18.6K
- 66.19%
N/A
9.5K $23.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.57K
- 45.37%
$23.16 - $27.04 $36.3K - $42.3K
1.89K $44.2M
WMT
Walmart Inc.

Consumer Defensive
-375
- 9.27%
$84.5 - $105.05 $31.7K - $39.4K
3.67K $322M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-791
- 10.12%
$50.87 - $51.09 $40.2K - $40.4K
7.02K $359M
T
At&T Inc.

Communication Services
-3.8K
- 28.43%
$21.56 - $28.28 $81.8K - $107K
9.55K $270M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-197
- 1.86%
$31.63 - $35.22 $6.23K - $6.94K
10.4K $332M
CRM
Salesforce, Inc.

Technology
-63
- 37.5%
$268.36 - $359.95 $16.9K - $22.7K
105 $28.2M
SAND
Sandstorm Gold LTD

Basic Materials
-12.5K
- 34.72%
$5.54 - $7.65 $69.3K - $95.6K
23.5K $177M
OKE
Oneok Inc

Energy
-198
- 19.28%
$89.57 - $109.85 $17.7K - $21.8K
829 $82.3M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-488
- 78.71%
$42.38 - $43.28 $20.7K - $21.1K
132 $5.61M
VST
Vistra Corp.

Utilities
-93
- 43.66%
$108.49 - $191.89 $10.1K - $17.8K
120 $14.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-37
- 15.74%
$165.25 - $224.62 $6.11K - $8.31K
198 $32.8M
SNPS
Synopsys Inc

Technology
-18
- 20.93%
$428.58 - $551.54 $7.71K - $9.93K
68 $28.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-248
- 32.46%
$56.12 - $68.15 $13.9K - $16.9K
516 $35M
VIG
Vanguard Dividend Appreciation

ETFs
-20
- 0.8%
N/A
2.47K $480M
SLVM
Sylvamo Corp

Basic Materials
-90
- 50.0%
$63.64 - $81.86 $5.73K - $7.37K
90 $6.04M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-41
- 2.61%
$67.03 - $74.61 $2.75K - $3.06K
1.53K $104M
DD
Du Pont De Nemours, Inc.

Basic Materials
-88
- 34.11%
$72.7 - $84.32 $6.4K - $7.42K
170 $12.7M
KRE
Spdr S&P Regional Banking ETF

ETFs
-100
- 27.78%
$55.11 - $65.5 $5.51K - $6.55K
260 $14.8M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-168
- 1.35%
$110.75 - $119.78 $18.6K - $20.1K
12.3K $1.42B
DOW
Dow Inc.

Basic Materials
-106
- 39.41%
$34.36 - $41.92 $3.64K - $4.44K
163 $5.69M
XLF
Financial Sector Spdr

ETFs
-100
- 45.25%
$47.32 - $52.19 $4.73K - $5.22K
121 $6.03M
DVYE
Ishares Emerging Markets Divid

ETFs
-188
- 40.09%
$25.08 - $27.99 $4.72K - $5.26K
281 $7.67M
CTVA
Corteva, Inc.

Basic Materials
-91
- 36.25%
$55.94 - $66.15 $5.09K - $6.02K
160 $10.1M
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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