Cherry Tree Wealth Management, LLC Purchases in Q2 2024

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.72K
+ 25.92%
$159.21 - $168.37 $752K - $795K
22.9K $3.77B
IBDV
Ishares Tr

Technology
31.3K
+ 280.15%
$20.82 - $21.38 $652K - $669K
42.5K $903M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.5K
+ 21.87%
$49.55 - $50.44 $670K - $682K
75.3K $3.77B
NVDA
Nvidia Corp

Technology
9.26K
+ 1409.74%
$118.11 - $1224.4 $1.09M - $11.3M
9.92K $1.23B
IVV
Ishares Core S&P 500 ETF

ETFs
215
+ 0.94%
$497.53 - $549.64 $107K - $118K
23.2K $12.7B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
25.7K
+ 25.7%
$22.29 - $22.77 $572K - $585K
126K $2.85B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.5K
+ 13.3%
$24.4 - $24.86 $451K - $459K
157K $3.9B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17.3K
+ 15.66%
$23.48 - $23.77 $407K - $412K
128K $3.04B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.27K
+ 2.67%
$40.83 - $44.89 $134K - $147K
126K $5.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.52K
+ 3.91%
$75.81 - $76.76 $343K - $347K
120K $9.21B
AVEM
American Centy ETF Tr Avantis

ETFs
1.96K
+ 3.1%
$56.42 - $62.42 $111K - $122K
65.3K $3.99B
MUB
Ishares National Muni Bond ETF

ETFs
2.76K
+ 32.59%
$105.37 - $107.16 $291K - $296K
11.2K $1.2B
IBDW
Ishares Tr Ibonds Dec 2031 Ter
11.5K
+ 83.93%
$19.84 - $20.44 $227K - $234K
25.1K $509M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9.71K
+ 71.7%
$23.1 - $23.22 $224K - $225K
23.3K $540M
LLY
Eli Lilly & CO

Healthcare
10
+ 0.66%
$724.87 - $909.04 $7.25K - $9.09K
1.53K $1.39B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.29K
+ 13.09%
$24.69 - $24.86 $131K - $131K
45.7K $1.14B
GOOG
Alphabet Inc.

Communication Services
281
+ 11.47%
$151.94 - $186.86 $42.7K - $52.5K
2.73K $501M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.67K
+ 1.25%
$76.35 - $77.35 $127K - $129K
135K $10.4B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
910
+ 8.0%
$112.27 - $120.96 $102K - $110K
12.3K $1.44B
VEA
Vanguard Ftse Developed Market

ETFs
6.14K
+ 2.38%
$47.83 - $51.21 $293K - $314K
264K $13B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.84K
+ 45.05%
$50.84 - $55.56 $93.4K - $102K
5.92K $328M
Solventum Corp
2.03K
New
N/A
2.03K $107M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
4.27K
+ 955.93%
$22.68 - $22.96 $96.9K - $98.1K
4.72K $108M
Dimensional ETF Trust
5.46K
+ 6.71%
N/A
86.8K $2.17B
AVUV
American Centy ETF Tr Avantis

ETFs
2.36K
+ 7.65%
$86.93 - $93.77 $205K - $222K
33.2K $2.98B
XJR
Ishares Tresg Screened S&P Sma

ETFs
2.13K
New
$36.08 - $39.37 $76.7K - $83.7K
2.13K $80.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
111
+ 0.65%
$108.78 - $119.23 $12.1K - $13.2K
17.3K $2.05B
COST
Costco Wholesale Corp

Consumer Defensive
64
+ 64.0%
$704.88 - $870.75 $45.1K - $55.7K
164 $139M
QUAL
Ishares Msci Usa Quality Facto

ETFs
262
+ 7.89%
$154.56 - $173.19 $40.5K - $45.4K
3.58K $612M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
313
+ 130.42%
$127.7 - $179.69 $40K - $56.2K
553 $96.1M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.59K
+ 412.92%
$21.0 - $21.44 $54.4K - $55.5K
3.22K $68.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.02%
$58.7 - $64.78 $294 - $324
22.2K $1.43B
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
2.44K
+ 286.38%
$19.5 - $20.11 $47.6K - $49.1K
3.29K $65.7M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.88K
+ 2.87%
$23.85 - $23.98 $44.9K - $45.2K
67.5K $1.62B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.25K
+ 6.18%
$40.79 - $41.97 $50.8K - $52.3K
21.4K $888M
AVDV
American Centy ETF Tr Avantis

ETFs
668
+ 25.43%
$63.81 - $68.36 $42.6K - $45.7K
3.3K $214M
DFAE
Dimensional ETF Tr

ETFs
716
+ 4.32%
$24.03 - $26.3 $17.2K - $18.8K
17.3K $447M
IEMG
Ishares Inc

ETFs
92
+ 0.55%
$50.02 - $54.95 $4.6K - $5.06K
16.9K $904M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.68K
+ 73.89%
$21.83 - $22.09 $36.7K - $37.1K
3.96K $87.3M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.6K
+ 119.84%
$22.46 - $22.66 $36K - $36.3K
2.94K $66.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.22K
+ 3.89%
$55.45 - $57.39 $67.8K - $70.1K
32.6K $1.85B
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.27%
$58.85 - $68.9 $647 - $758
4.05K $274M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.59K
New
$18.86 - $19.38 $30K - $30.9K
1.59K $30.7M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.4K
+ 306.35%
$21.51 - $21.88 $30.1K - $30.6K
1.86K $40.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.07K
+ 2.41%
$37.19 - $39.82 $77K - $82.4K
88.1K $3.39B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
91
+ 0.57%
$24.67 - $27.2 $2.24K - $2.48K
16.1K $427M
PGR
Progressive Corp

Financial Services
108
+ 122.73%
$202.26 - $215.9 $21.8K - $23.3K
196 $40.7M
META
Meta Platforms, Inc.

Communication Services
34
+ 17.89%
$430.17 - $527.34 $14.6K - $17.9K
224 $113M
AXP
American Express CO

Financial Services
44
+ 1.64%
$217.5 - $243.08 $9.57K - $10.7K
2.72K $629M
Activity Summary
Buys All Purchases 156 New Holdings 32 Increased Positions 124 Sells All Sells 102 Reductions 102 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