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
HMC
Honda Motor CO LTD

Consumer Cyclical
9
New
$23.7 - $32.62 $213 - $294
9 $257K
DINO
Hf Sinclair Corp

Energy
7
New
$33.69 - $47.67 $236 - $334
7 $246K
URI
United Rentals, Inc.

Industrials
3
+ 14.29%
$704.44 - $880.32 $2.11K - $2.64K
24 $17.2M
ED
Consolidated Edison Inc

Utilities
7
+ 21.21%
$88.87 - $107.38 $622 - $752
40 $3.57M
VHT
Vanguard Health Care ETF

ETFs
4
+ 12.5%
$250.81 - $283.3 $1K - $1.13K
36 $9.13M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
2
+ 1.47%
$31.62 - $38.2 $63.2 - $76.4
138 $4.54M
EMB
Ishares Tr

ETFs
3
+ 1.81%
$88.94 - $93.46 $267 - $280
169 $15.1M
ON
On Semiconductor Corp

Technology
4
+ 4.49%
$63.05 - $74.7 $252 - $299
93 $5.86M
FNDA
Schwab Fundamental U S Small C

ETFs
3.67K
+ 100.0%
$29.26 - $59.11 $107K - $217K
7.34K $218M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3
+ 2.33%
$209.89 - $233.24 $630 - $700
132 $28M
WM
Waste Management Inc

Industrials
1
+ 0.53%
$201.79 - $228.46 $202 - $228
188 $37.9M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
14
+ 0.6%
$21.81 - $22.48 $305 - $315
2.33K $51.1M
VZ
Verizon Communications Inc

Communication Services
11
+ 3.34%
$39.6 - $45.21 $436 - $497
340 $13.6M
RIO
Rio Tinto PLC

Basic Materials
4
+ 3.13%
$58.59 - $71.15 $234 - $285
132 $7.76M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
14
+ 0.32%
$22.1 - $22.59 $309 - $316
4.43K $98.3M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
15
+ 0.62%
$19.11 - $20.04 $287 - $301
2.43K $46.7M
SKOR
Flexshares Tr Credit Scored Us

ETFs
646
+ 2.76%
$47.6 - $49.05 $30.7K - $31.7K
24K $1.15B
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
15
+ 0.45%
$19.7 - $20.82 $296 - $312
3.32K $65.8M
ABBV
Abb Vie Inc.

Healthcare
5
+ 2.29%
$164.99 - $203.87 $825 - $1.02K
223 $39.6M
DUK
Duke Energy Corp

Utilities
6
+ 0.78%
$105.76 - $120.76 $635 - $725
774 $83.4M
CI
Cigna Corp

Healthcare
3
+ 2.61%
$265.59 - $358.58 $797 - $1.08K
118 $32.6M
IDV
Ishares Tr

ETFs
1.08K
+ 8.27%
$27.03 - $29.92 $29.1K - $32.3K
14.1K $386M
AMAT
Applied Materials Inc

Technology
1
+ 0.47%
$161.44 - $213.89 $161 - $214
215 $34.9M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
410
+ 2.9%
$19.47 - $20.95 $7.98K - $8.59K
14.5K $283M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
29
+ 1.61%
$99.2 - $108.47 $2.88K - $3.15K
1.83K $182M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.26%
$59.25 - $72.99 $119 - $146
764 $45.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 200.0%
$26.93 - $84.95 $272K - $858K
15.2K $414M
DFIS
Dimensional ETF Tr Dimensional

ETFs
64
+ 0.95%
$24.25 - $26.7 $1.55K - $1.71K
6.79K $167M
DFAI
Dimensional ETF Tr

ETFs
229
+ 2.49%
$29.0 - $31.6 $6.64K - $7.24K
9.41K $275M
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.24%
$161.05 - $179.7 $1.45K - $1.62K
3.76K $630M
PFE
Pfizer Inc

Healthcare
19
+ 0.21%
$24.8 - $30.19 $471 - $574
9.07K $241M
DISV
Dimensional ETF Tr Dimensional

ETFs
216
+ 1.67%
$26.18 - $28.77 $5.65K - $6.21K
13.1K $349M
PFF
Ishares Trust Ishares Pfd And

ETFs
614
+ 2.18%
$31.23 - $33.51 $19.2K - $20.6K
28.8K $905M
TGT
Target Corp

Consumer Defensive
2
+ 0.13%
$121.59 - $160.69 $243 - $321
1.57K $212M
UNH
Unitedhealth Group Inc

Healthcare
56
+ 6.87%
$485.52 - $625.25 $27.2K - $35K
871 $440M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
128
+ 0.8%
$26.63 - $30.23 $3.41K - $3.87K
16.2K $432M
JNJ
Johnson & Johnson

Healthcare
2
+ 0.09%
$143.34 - $165.86 $287 - $332
2.2K $318M
GIS
General Mills Inc

Consumer Defensive
39
+ 0.8%
$62.78 - $74.62 $2.45K - $2.91K
4.92K $313M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
709
+ 6.05%
$114.08 - $125.68 $80.9K - $89.1K
12.4K $1.42B
IXUS
Ishares Tr

ETFs
1
+ 0.01%
$65.95 - $72.56 $66 - $72.6
8.42K $557M
MMM
3 M CO

Industrials
1
+ 0.01%
$124.74 - $137.12 $125 - $137
7.7K $994M
IEMG
Ishares Inc

ETFs
28
+ 0.19%
N/A
14.9K $776M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
37.6K
+ 99.8%
$22.63 - $47.53 $852K - $1.79M
75.3K $1.71B
DFIV
Dimensional ETF Tr

ETFs
34
+ 0.11%
$34.86 - $37.97 $1.19K - $1.29K
32.2K $1.14B
IEFA
Ishares Tr

ETFs
817
+ 4.17%
$70.06 - $77.43 $57.2K - $63.3K
20.4K $1.44B
MDT
Medtronic PLC

Healthcare
8
+ 0.07%
$79.61 - $92.24 $637 - $738
11.5K $916M
DFAX
Dimensional ETF Tr
1.57K
+ 1.63%
$24.76 - $27.04 $39K - $42.6K
98.2K $2.44B
SPSB
Spdr Portfolio Short Term Corp

ETFs
514
+ 0.08%
$29.77 - $30.19 $15.3K - $15.5K
619K $18.5B
Dimensional ETF Trust
4.34K
+ 3.6%
N/A
125K $3.19B
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
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