Cherry Tree Wealth Management, LLC Purchases in Q1 2025

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DDWM
Wisdomtree Tr Currency Hedged

ETFs
970
+ 121.86%
$34.25 - $37.6 $33.2K - $36.5K
1.77K $65M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
1.6K
+ 253.09%
$23.15 - $23.78 $37K - $38K
2.23K $51.7M
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 2.3%
$225.19 - $279.95 $16.4K - $20.4K
3.24K $795M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
106
New
$333.37 - $384.99 $35.3K - $40.8K
106 $35.5M
GLD
Spdr Gold Trust

ETFs
73
+ 23.93%
$243.19 - $288.14 $17.8K - $21K
378 $109M
Tempus Ai Inc
637
New
N/A
637 $30.7M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 1.21%
$279.74 - $321.29 $3.64K - $4.18K
1.08K $339M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
631
+ 4.16%
$27.01 - $28.54 $17K - $18K
15.8K $441M
AMGN
Amgen Inc

Healthcare
10
+ 2.11%
$258.59 - $327.36 $2.59K - $3.27K
485 $151M
UNH
Unitedhealth Group Inc

Healthcare
21
+ 2.41%
$461.52 - $548.18 $9.69K - $11.5K
892 $467M
IVV
Ishares Core S&P 500 ETF

ETFs
1.09K
+ 4.95%
$554.06 - $615.85 $604K - $671K
23.1K $13B
CMCSA
Comcast Corp

Communication Services
597
+ 79.39%
$33.19 - $38.23 $19.8K - $22.8K
1.35K $49.8M
KO
Coca Cola CO

Consumer Defensive
56
+ 3.01%
$60.81 - $72.32 $3.41K - $4.05K
1.91K $137M
PLTR
Palantir Technologies Inc.

Technology
246
New
$64.98 - $124.62 $16K - $30.7K
246 $20.7M
CVX
Chevron Corp

Energy
36
+ 5.76%
$146.71 - $167.97 $5.28K - $6.05K
661 $111M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
48
+ 0.22%
$40.79 - $42.32 $1.96K - $2.03K
22.4K $940M
PG
Procter & Gamble CO

Consumer Defensive
43
+ 1.14%
$158.56 - $176.26 $6.82K - $7.58K
3.8K $647M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
673
+ 15.2%
$22.11 - $22.43 $14.9K - $15.1K
5.1K $114M
PM
Philip Morris International Inc.

Consumer Defensive
31
+ 11.52%
$117.15 - $158.79 $3.63K - $4.92K
300 $47.6M
CB
Chubb LTD

Financial Services
43
+ 56.58%
$257.71 - $301.99 $11.1K - $13K
119 $35.9M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
45
+ 0.88%
$55.47 - $61.45 $2.5K - $2.77K
5.14K $303M
WFC
Wells Fargo & Company

Financial Services
120
+ 3.47%
$66.78 - $81.42 $8.01K - $9.77K
3.58K $257M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
539
+ 12.28%
$21.16 - $21.77 $11.4K - $11.7K
4.93K $107M
PH
Parker Hannifin Corp

Industrials
26
+ 34.21%
$591.65 - $707.05 $15.4K - $18.4K
102 $62M
Reddit Inc
127
New
N/A
127 $13.3M
VZ
Verizon Communications Inc

Communication Services
244
+ 71.76%
$37.81 - $46.49 $9.23K - $11.3K
584 $26.5M
NFLX
Netflix Inc

Communication Services
7
+ 4.79%
$828.4 - $1058.6 $5.8K - $7.41K
153 $142M
PNR
Pentair PLC

Industrials
137
New
$84.0 - $105.35 $11.5K - $14.4K
137 $12M
AIZ
Assurant, Inc.

Financial Services
56
New
$198.92 - $218.67 $11.1K - $12.2K
56 $11.7M
EME
Emcor Group, Inc.

Industrials
30
New
$361.16 - $535.99 $10.8K - $16.1K
30 $11.1M
APPS
Digital Turbine, Inc.

Technology
3.5K
+ 233.33%
$1.7 - $6.52 $5.95K - $22.8K
5K $13.6M
ELV
Elevance Health, Inc.

Healthcare
20
+ 60.61%
$365.9 - $436.25 $7.32K - $8.73K
53 $23.1M
Ishares Tr
394
+ 23.31%
N/A
2.08K $53.7M
Linde PLC
21
+ 175.0%
N/A
33 $15.1M
Blackrock Inc
11
+ 550.0%
N/A
13 $12.3M
ADP
Automatic Data Processing Inc

Industrials
13
+ 2.83%
$286.85 - $318.64 $3.73K - $4.14K
472 $144M
IVW
Ishares S&P 500 Growth ETF

ETFs
105
New
$92.45 - $106.69 $9.71K - $11.2K
105 $9.75M
NEE
Nextera Energy Inc

Utilities
137
+ 856.25%
$66.96 - $76.16 $9.17K - $10.4K
153 $10.8M
NVT
N Vent Electric PLC

Industrials
185
New
$52.42 - $75.4 $9.7K - $13.9K
185 $9.7M
GE
General Electric CO

Industrials
34
+ 39.53%
$168.59 - $212.13 $5.73K - $7.21K
120 $24M
CEG
Constellation Energy Corp

Utilities
47
New
$201.63 - $347.44 $9.48K - $16.3K
47 $9.57M
CHKP
Check Point Software Technologies LTD

Technology
41
+ 820.0%
$179.88 - $231.31 $7.38K - $9.48K
46 $10.5M
SO
Southern CO

Utilities
91
+ 75.21%
$80.96 - $92.96 $7.37K - $8.46K
212 $19.5M
META
Meta Platforms, Inc.

Communication Services
20
+ 8.73%
$576.36 - $736.67 $11.5K - $14.7K
249 $143M
OMC
Omnicom Group Inc.

Communication Services
112
New
$79.43 - $88.34 $8.9K - $9.89K
112 $9.29M
MCK
Mckesson Corp

Healthcare
10
+ 43.48%
$566.21 - $672.99 $5.66K - $6.73K
33 $22.2M
IWD
Ishares Russell 1000 Val ETF

ETFs
41
+ 8.97%
$182.82 - $196.21 $7.5K - $8.04K
498 $93.7M
HOOD
Robinhood Markets, Inc.

Technology
211
New
$35.63 - $65.28 $7.52K - $13.8K
211 $8.78M
CRH.L
Crh PLC

Basic Materials
98
New
N/A
98 $8.62M
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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