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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
995
+ 1.24%
$49.25 - $50.66 $49K - $50.4K
81K $4.02B
WM
Waste Management Inc

Industrials
12
+ 6.38%
$200.54 - $233.78 $2.41K - $2.81K
200 $46.4M
AFL
Aflac Inc

Financial Services
76
New
$100.99 - $111.19 $7.68K - $8.45K
76 $8.45M
FISV
Fiserv Inc

Technology
34
+ 61.82%
N/A
89 $19.7M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
533
New
$14.13 - $16.72 $7.53K - $8.91K
533 $8.24M
PHM
Pultegroup Inc

Consumer Cyclical
80
New
$101.09 - $118.51 $8.09K - $9.48K
80 $8.22M
MS
Morgan Stanley

Financial Services
78
+ 69.64%
$111.68 - $141.08 $8.71K - $11K
190 $22.2M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
578
New
$9.49 - $14.83 $5.49K - $8.57K
578 $7.87M
FRT
Federal Realty Investment Trust

Real Estate
80
New
$94.7 - $111.82 $7.58K - $8.95K
80 $7.83M
OSIS
Osi Systems Inc

Technology
40
New
$153.35 - $219.6 $6.13K - $8.78K
40 $7.77M
ENSG
Ensign Group, Inc

Healthcare
60
New
$125.4 - $148.86 $7.52K - $8.93K
60 $7.76M
CSCO
Cisco Systems, Inc.

Technology
65
+ 4.36%
$58.74 - $64.87 $3.82K - $4.22K
1.56K $96M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
44
+ 93.62%
$186.55 - $250.04 $8.21K - $11K
91 $18.3M
Nebius Group N.V.
359
New
N/A
359 $7.58M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 60.0%
$524.81 - $672.19 $7.87K - $10.1K
40 $21.9M
PLD
Prologis, Inc.

Real Estate
66
+ 412.5%
$103.59 - $124.04 $6.84K - $8.19K
82 $9.17M
CTAS
Cintas Corp

Industrials
26
+ 29.55%
$182.09 - $208.14 $4.73K - $5.41K
114 $23.4M
Gsk PLC
136
+ 33.17%
N/A
546 $21.2M
ACGL
Arch Capital Group Ltd.

Financial Services
75
+ 468.75%
$88.13 - $96.94 $6.61K - $7.27K
91 $8.75M
UTHR
United Therapeutics Corp

Healthcare
24
+ 600.0%
$304.42 - $380.78 $7.31K - $9.14K
28 $8.63M
AMT
American Tower Corp

Real Estate
23
+ 37.1%
$173.46 - $217.6 $3.99K - $5K
85 $18.5M
AVIV
American Centy ETF Tr Avantis
27
+ 2.31%
$51.51 - $58.54 $1.39K - $1.58K
1.19K $67.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 500.0%
$80.53 - $147.57 $4.03K - $7.38K
60 $7.93M
NVS
Novartis Ag

Healthcare
60
+ 666.67%
$97.14 - $115.57 $5.83K - $6.93K
69 $7.69M
FITB
Fifth Third Bancorp

Financial Services
192
+ 78.69%
$37.48 - $44.96 $7.2K - $8.63K
436 $17.1M
RY
Royal Bank Of Canada

Financial Services
59
New
$108.81 - $123.4 $6.42K - $7.28K
59 $6.65M
CW
Curtiss Wright Corp

Industrials
20
New
$304.82 - $384.07 $6.1K - $7.68K
20 $6.35M
WMB
Williams Companies, Inc.

Energy
105
+ 875.0%
$54.02 - $61.09 $5.67K - $6.41K
117 $6.96M
SYK
Stryker Corp

Healthcare
17
New
$355.18 - $399.9 $6.04K - $6.8K
17 $6.33M
NICE
Nice Ltd.

Technology
41
New
$139.18 - $178.5 $5.71K - $7.32K
41 $6.32M
ESI
Element Solutions Inc

Basic Materials
274
New
$22.61 - $27.55 $6.2K - $7.55K
274 $6.2M
Celestica Inc
78
New
N/A
78 $6.15M
VRT
Vertiv Holdings CO

Industrials
84
New
N/A
84 $6.08M
ABC
Amerisourcebergen Corp

Healthcare
16
+ 55.17%
N/A
45 $12.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
91
New
$62.43 - $84.12 $5.68K - $7.65K
91 $5.93M
EWBC
East West Bancorp Inc

Financial Services
66
New
$84.35 - $103.91 $5.57K - $6.86K
66 $5.93M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
96
New
$58.09 - $67.05 $5.58K - $6.44K
96 $5.76M
OC
Owens Corning

Industrials
40
New
$137.83 - $191.19 $5.51K - $7.65K
40 $5.71M
Firefly Neuroscience Inc
1.42K
New
N/A
1.42K $5.56M
AYI
Acuity Brands Inc

Industrials
21
New
$257.8 - $337.07 $5.41K - $7.08K
21 $5.53M
SPGI
S&P Global Inc.

Financial Services
10
+ 22.73%
$478.26 - $543.77 $4.78K - $5.44K
54 $27.2M
JHG
Janus Henderson Group PLC

Financial Services
149
New
$35.98 - $45.94 $5.36K - $6.85K
149 $5.39M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
70
+ 106.06%
$63.07 - $73.5 $4.41K - $5.15K
136 $9.55M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
1.82K
New
$2.86 - $9.78 $5.21K - $17.8K
1.82K $5.21M
FTV
Fortive Corp

Technology
70
New
$71.82 - $82.98 $5.03K - $5.81K
70 $5.12M
NGG
National Grid PLC

Utilities
78
New
$56.13 - $65.61 $4.38K - $5.12K
78 $5.12M
EXP
Eagle Materials Inc

Basic Materials
23
New
$207.49 - $262.13 $4.77K - $6.03K
23 $5.11M
HRB
H&R Block Inc

Consumer Cyclical
74
+ 16.48%
$49.96 - $55.97 $3.7K - $4.14K
523 $28.7M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
57
New
$73.71 - $87.55 $4.2K - $4.99K
57 $4.96M
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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