Cherry Tree Wealth Management, LLC Purchases in Q4 2024

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
36
New
$125.5 - $148.67 $4.52K - $5.35K
36 $4.77M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
230
+ 84.56%
$20.55 - $23.26 $4.73K - $5.35K
502 $10.6M
PCG
Pg&E Corp

Utilities
204
New
$19.2 - $21.63 $3.92K - $4.41K
204 $4.12M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
109
+ 4.89%
$80.93 - $85.66 $8.82K - $9.34K
2.34K $189M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
395
+ 6.56%
$24.5 - $25.72 $9.68K - $10.2K
6.41K $158M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
28
New
$99.04 - $109.59 $2.77K - $3.07K
28 $2.79M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
212
+ 3.71%
$23.18 - $23.74 $4.91K - $5.03K
5.93K $139M
BAC
Bank Of America Corp

Financial Services
13
+ 3.4%
$39.22 - $47.77 $510 - $621
395 $17.4M
FNB
Fnb Corp

Financial Services
146
New
$13.56 - $17.29 $1.98K - $2.52K
146 $2.16M
XAR
Spdr S&P Aerospace & Defense E

ETFs
12
+ 109.09%
$153.8 - $176.52 $1.85K - $2.12K
23 $3.81M
SONY
Sony Group Corp

Technology
685
+ 415.15%
$17.53 - $96.8 $12K - $66.3K
850 $18M
PCAR
Paccar Inc

Industrials
18
+ 300.0%
$97.92 - $118.41 $1.76K - $2.13K
24 $2.5M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
14
New
$110.69 - $154.48 $1.55K - $2.16K
14 $1.78M
VTRS
Viatris Inc

Healthcare
17
+ 0.95%
$11.32 - $13.37 $192 - $227
1.8K $22.4M
CDNS
Cadence Design Systems Inc

Technology
5
+ 166.67%
$249.1 - $324.54 $1.25K - $1.62K
8 $2.4M
GILD
Gilead Sciences, Inc.

Healthcare
16
+ 177.78%
$83.95 - $97.9 $1.34K - $1.57K
25 $2.31M
ACGL
Arch Capital Group Ltd.

Financial Services
16
New
$88.71 - $114.86 $1.42K - $1.84K
16 $1.48M
UTHR
United Therapeutics Corp

Healthcare
4
New
$348.66 - $410.0 $1.39K - $1.64K
4 $1.41M
TOL
Toll Brothers, Inc.

Consumer Cyclical
11
New
$123.8 - $167.8 $1.36K - $1.85K
11 $1.39M
NVO
Novo Nordisk A S

Healthcare
15
New
$85.0 - $120.04 $1.28K - $1.8K
15 $1.29M
MFC
Manulife Financial Corp

Financial Services
40
New
$29.21 - $32.87 $1.17K - $1.31K
40 $1.23M
MUSA
Murphy Usa Inc.

Consumer Cyclical
2
New
$473.11 - $555.48 $946 - $1.11K
2 $1M
RNR
Renaissancere Holdings LTD

Financial Services
4
New
$241.97 - $287.47 $968 - $1.15K
4 $996K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
56
+ 15.14%
$24.94 - $26.14 $1.4K - $1.46K
426 $10.6M
STLA
Stellantis N.V.

Consumer Cyclical
73
New
$12.37 - $13.99 $903 - $1.02K
73 $953K
CHKP
Check Point Software Technologies LTD

Technology
5
New
$170.18 - $209.01 $851 - $1.05K
5 $934K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4
New
$173.13 - $258.09 $693 - $1.03K
4 $923K
TS
Tenaris Sa

Energy
24
New
$31.3 - $39.08 $751 - $938
24 $907K
Arista Networks Inc
8
New
N/A
8 $885K
NVS
Novartis Ag

Healthcare
9
New
$96.78 - $117.18 $871 - $1.05K
9 $876K
Thomson Reuters Corp
5
New
N/A
5 $802K
Labcorp Holdings Inc
3
New
N/A
3 $688K
CTSH
Cognizant Technology Solutions Corp

Technology
8
New
$74.37 - $82.32 $595 - $659
8 $616K
FOXA
Fox Corp

Communication Services
12
New
$41.35 - $49.99 $496 - $600
12 $583K
ALL
Allstate Corp

Financial Services
3
New
$181.25 - $208.2 $544 - $625
3 $579K
BLDR
Builders First Source, Inc.

Industrials
4
New
$142.93 - $198.25 $572 - $793
4 $572K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
42
New
$12.61 - $15.33 $530 - $644
42 $541K
LSTR
Landstar System Inc

Industrials
3
New
$171.86 - $192.81 $516 - $578
3 $516K
NXST
Nexstar Media Group, Inc.

Communication Services
3
New
$157.01 - $188.5 $471 - $566
3 $474K
STLD
Steel Dynamics Inc

Basic Materials
4
New
N/A
4 $457K
ETR
Entergy Corp

Utilities
22
+ 100.0%
$73.19 - $156.4 $1.61K - $3.44K
44 $3.34M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
8
New
$43.37 - $51.46 $347 - $412
8 $386K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.73K
+ 100.0%
$25.33 - $51.16 $43.7K - $88.3K
3.45K $89.3M
AMG
Affiliated Managers Group, Inc.

Financial Services
2
New
$175.77 - $196.52 $352 - $393
2 $370K
ADM
Archer Daniels Midland CO

Consumer Defensive
7
New
$49.38 - $59.52 $346 - $417
7 $354K
BLD
Top Build Corp

Industrials
1
New
$308.96 - $414.77 $309 - $415
1 $312K
PANW
Palo Alto Networks Inc

Technology
14
+ 100.0%
$181.96 - $405.9 $2.55K - $5.68K
28 $5.1M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
21
New
$13.9 - $17.11 $292 - $359
21 $301K
TXN
Texas Instruments Inc

Technology
10
+ 11.9%
N/A
94 $17.5M
Activity Summary
Buys All Purchases 153 New Holdings 44 Increased Positions 109 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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