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
BNDX
Vanguard Total International B

ETFs
-67
- 1.62%
$48.33 - $49.5 $3.24K - $3.32K
4.08K $199M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-220
- 2.57%
$34.23 - $36.9 $7.53K - $8.12K
8.34K $298M
CC
Chemours CO

Basic Materials
-228
- 75.0%
$13.41 - $19.99 $3.06K - $4.56K
76 $1.03M
URI
United Rentals, Inc.

Industrials
-3
- 12.5%
$594.17 - $789.56 $1.78K - $2.37K
21 $13.2M
BA
Boeing CO

Industrials
-17
- 11.11%
$148.15 - $186.25 $2.52K - $3.17K
136 $23.2M
NOK
Nokia Corp

Technology
-841
- 95.57%
$4.43 - $5.42 $3.73K - $4.56K
39 $206K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.63K
- 2.16%
$22.46 - $23.26 $36.6K - $37.9K
73.7K $1.71B
KHC
Kraft Heinz CO

Consumer Defensive
-74
- 33.33%
$28.51 - $32.22 $2.11K - $2.38K
148 $4.5M
CVS
Cvs Health Corp

Healthcare
-151
- 42.78%
$44.22 - $68.64 $6.68K - $10.4K
202 $13.7M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-11
- 47.83%
$157.71 - $180.77 $1.73K - $1.99K
12 $1.93M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-135
- 1.42%
$51.52 - $52.37 $6.96K - $7.07K
9.35K $490M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-11
- 1.25%
$49.06 - $56.82 $540 - $625
870 $47.9M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-37
- 0.55%
$38.22 - $41.19 $1.41K - $1.52K
6.64K $269M
DUK
Duke Energy Corp

Utilities
-40
- 5.17%
$105.87 - $121.97 $4.23K - $4.88K
734 $89.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-642
- 4.44%
$87.68 - $94.52 $56.3K - $60.7K
13.8K $1.29B
IDV
Ishares Tr

ETFs
-1.31K
- 9.31%
$27.0 - $31.7 $35.5K - $41.7K
12.8K $397M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-31
- 0.19%
$25.81 - $28.52 $800 - $884
16.2K $446M
MO
Altria Group, Inc.

Consumer Defensive
-100
- 3.61%
$50.81 - $60.02 $5.08K - $6K
2.67K $160M
IBM
International Business Machines Corp

Technology
-13
- 1.52%
$217.4 - $264.74 $2.83K - $3.44K
841 $209M
IEMG
Ishares Inc

ETFs
-83
- 0.56%
N/A
14.8K $797M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.96K
- 21.98%
$34.58 - $45.97 $102K - $136K
10.5K $483M
DHS
Wisdomtree Tr U.S

ETFs
-283
- 1.61%
$91.55 - $99.74 $25.9K - $28.2K
17.3K $1.72B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-408
- 0.43%
$126.11 - $135.06 $51.5K - $55.1K
93.8K $12.1B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-361
- 0.27%
$77.7 - $78.94 $28K - $28.5K
135K $10.7B
MMM
3 M CO

Industrials
-84
- 1.09%
$129.7 - $155.12 $10.9K - $13K
7.62K $1.12B
DFIV
Dimensional ETF Tr

ETFs
-2
- 0.01%
$35.33 - $40.77 $70.7 - $81.5
32.2K $1.27B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-435
- 0.35%
$42.5 - $46.71 $18.5K - $20.3K
125K $5.64B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.35K
- 3.01%
$68.32 - $75.06 $161K - $177K
75.7K $5.66B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.24K
- 0.67%
$18.36 - $20.51 $22.7K - $25.4K
182K $3.6B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-790
- 0.92%
$58.01 - $64.46 $45.8K - $50.9K
85.1K $5.29B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-951
- 1.06%
$67.08 - $76.14 $63.8K - $72.4K
88.6K $6.53B
VEU
Vanguard Ftse All World Ex Us

ETFs
-45
- 0.03%
$56.51 - $62.98 $2.54K - $2.83K
147K $8.91B
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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