Cherry Tree Wealth Management, LLC Sells in Q2 2025

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
-24.3K
- 3.82%
$29.82 - $30.19 $725K - $733K
611K $18.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.61K
- 3.39%
$72.02 - $73.82 $692K - $709K
274K $20.2B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-19.7K
- 2.87%
$32.62 - $33.58 $642K - $661K
667K $22.4B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.43K
- 3.21%
$68.13 - $74.77 $166K - $182K
73.3K $5.34B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-13.3K
- 25.82%
N/A
38.3K $928M
MUB
Ishares National Muni Bond ETF

ETFs
-2.95K
- 31.89%
$102.31 - $105.8 $302K - $312K
6.31K $659M
AAPL
Apple Inc.

Technology
-332
- 2.41%
$172.42 - $223.89 $57.2K - $74.3K
13.4K $2.76B
UNH
Unitedhealth Group Inc

Healthcare
-101
- 11.32%
$274.35 - $599.47 $27.7K - $60.5K
791 $247M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-3.93K
- 16.35%
$47.3 - $48.78 $186K - $192K
20.1K $980M
VNQ
Vanguard Specialized Funds Van

ETFs
-883
- 1.73%
$79.79 - $91.42 $70.5K - $80.7K
50.2K $4.47B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.6K
- 29.4%
$90.56 - $109.49 $145K - $175K
3.83K $419M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.37K
- 5.03%
$96.84 - $99.46 $133K - $136K
25.9K $2.57B
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.18K
- 6.88%
$58.63 - $59.9 $128K - $131K
29.5K $1.77B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.98K
- 28.25%
$50.1 - $51.02 $99.4K - $101K
5.04K $257M
T
At&T Inc.

Communication Services
-3.65K
- 38.18%
$26.33 - $28.94 $96K - $106K
5.91K $171M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.18K
- 1.62%
$77.94 - $79.5 $170K - $174K
133K $10.6B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7.74K
- 5.9%
$10.78 - $11.28 $83.4K - $87.3K
123K $1.37B
PFE
Pfizer Inc

Healthcare
-3.49K
- 38.36%
$21.59 - $24.84 $75.3K - $86.6K
5.6K $136M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.95K
- 19.86%
$29.0 - $30.68 $85.6K - $90.5K
11.9K $365M
LLY
Eli Lilly & CO

Healthcare
-13
- 0.84%
$713.71 - $898.95 $9.28K - $11.7K
1.53K $1.19B
LOW
Lowes Companies Inc

Consumer Cyclical
-339
- 90.64%
$210.83 - $235.28 $71.5K - $79.8K
35 $7.77M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.49K
- 1.3%
$77.74 - $78.78 $116K - $117K
113K $8.9B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-2.75K
- 15.65%
$21.71 - $22.3 $59.7K - $61.3K
14.8K $330M
PG
Procter & Gamble CO

Consumer Defensive
-111
- 2.92%
$157.66 - $172.39 $17.5K - $19.1K
3.69K $588M
JNJ
Johnson & Johnson

Healthcare
-193
- 8.57%
$146.36 - $159.82 $28.2K - $30.8K
2.06K $314M
DHS
Wisdomtree Tr U.S

ETFs
-41
- 0.24%
$87.71 - $98.37 $3.6K - $4.03K
17.3K $1.66B
MO
Altria Group, Inc.

Consumer Defensive
-873
- 32.73%
$55.56 - $60.91 $48.5K - $53.2K
1.79K $105M
PEP
Pepsico Inc

Consumer Defensive
-39
- 1.57%
$128.02 - $151.37 $4.99K - $5.9K
2.44K $323M
MRK
Merck & Co., Inc.

Healthcare
-398
- 29.81%
$73.47 - $87.12 $29.2K - $34.7K
937 $74.2M
RTX
Raytheon Technologies Corp

Industrials
-495
- 24.46%
$113.75 - $148.48 $56.3K - $73.5K
1.53K $223M
GIS
General Mills Inc

Consumer Defensive
-7
- 0.14%
$50.37 - $60.97 $353 - $427
4.95K $257M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-3.26K
- 1.68%
$22.7 - $23.33 $74K - $76.1K
191K $4.45B
IP
International Paper CO

Consumer Cyclical
-564
- 56.4%
$43.89 - $54.46 $24.8K - $30.7K
436 $20.4M
PM
Philip Morris International Inc.

Consumer Defensive
-215
- 71.67%
$149.23 - $184.95 $32.1K - $39.8K
85 $15.5M
DUK
Duke Energy Corp

Utilities
-247
- 33.65%
$112.46 - $124.05 $27.8K - $30.6K
487 $57.5M
PGR
Progressive Corp

Financial Services
-108
- 55.1%
$255.27 - $288.74 $27.6K - $31.2K
88 $23.5M
MDT
Medtronic PLC

Healthcare
-8
- 0.07%
$80.68 - $88.86 $645 - $711
11.5K $999M
SMB
Vaneck Short Muni ETF

ETFs
-1.84K
- 14.79%
$16.86 - $17.26 $31.1K - $31.8K
10.6K $183M
XOM
Exxon Mobil Corp

Energy
-97
- 5.76%
$99.93 - $119.04 $9.69K - $11.5K
1.59K $171M
AMGN
Amgen Inc

Healthcare
-48
- 9.9%
$262.28 - $309.85 $12.6K - $14.9K
437 $122M
ZTS
Zoetis Inc.

Healthcare
-100
- 8.01%
$144.41 - $170.3 $14.4K - $17K
1.15K $179M
KO
Coca Cola CO

Consumer Defensive
-350
- 18.29%
$68.37 - $73.9 $23.9K - $25.9K
1.56K $111M
SPGI
S&P Global Inc.

Financial Services
-51
- 94.44%
$438.31 - $527.29 $22.4K - $26.9K
3 $1.32M
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 1.2%
$285.55 - $321.23 $3.71K - $4.18K
1.07K $313M
TGT
Target Corp

Consumer Defensive
-162
- 10.69%
$88.76 - $105.77 $14.4K - $17.1K
1.35K $134M
OXM
Oxford Industries Inc

Consumer Cyclical
-337
- 56.17%
$37.26 - $60.9 $12.6K - $20.5K
263 $10.6M
CMF
Ishares California Muni Bond E

ETFs
-358
- 5.37%
$54.52 - $56.7 $19.5K - $20.3K
6.31K $352M
OKE
Oneok Inc

Energy
-107
- 12.91%
$78.71 - $100.37 $8.42K - $10.7K
722 $58.9M
MA
Mastercard Inc

Financial Services
-42
- 93.33%
$479.92 - $590.74 $20.2K - $24.8K
3 $1.69M
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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