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
TKR
Timken CO

Industrials
68
+ 100.0%
$69.85 - $83.79 $4.75K - $5.7K
136 $9.78M
ALCC
Alt C Acquisition Corp.

Financial Services
227
New
N/A
227 $4.91M
RL
Ralph Lauren Corp

Consumer Cyclical
22
New
$215.68 - $286.74 $4.74K - $6.31K
22 $4.86M
AJG
Arthur J. Gallagher & Co.

Financial Services
14
New
$275.89 - $345.24 $3.86K - $4.83K
14 $4.83M
DHR
Danaher Corp

Healthcare
25
+ 192.31%
$201.62 - $250.59 $5.04K - $6.26K
38 $7.69M
CSX
Csx Corp

Industrials
162
New
$29.11 - $33.67 $4.72K - $5.45K
162 $4.77M
COP
Conocophillips

Energy
34
+ 18.09%
$88.6 - $105.85 $3.01K - $3.6K
222 $23.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
28
+ 200.0%
$132.75 - $177.12 $3.72K - $4.96K
42 $6.41M
APP
App Lovin Corp

Technology
20
+ 133.33%
$238.08 - $510.13 $4.76K - $10.2K
35 $9.31M
WBD
Warner Bros. Discovery, Inc.

Communication Services
413
New
$9.47 - $11.46 $3.91K - $4.73K
413 $4.43M
AER
Aer Cap Holdings N.V.

Industrials
42
New
$94.11 - $105.78 $3.95K - $4.44K
42 $4.29M
VKTX
Viking Therapeutics, Inc.

Healthcare
175
New
$24.15 - $42.89 $4.23K - $7.51K
175 $4.24M
SM
Sm Energy CO

Energy
141
New
$27.15 - $44.69 $3.83K - $6.3K
141 $4.22M
JD
Jd.Com, Inc.

Consumer Cyclical
102
New
$33.1 - $45.21 $3.38K - $4.61K
102 $4.2M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
288
+ 685.71%
$12.61 - $14.92 $3.63K - $4.3K
330 $4.73M
TSLA
Tesla, Inc.

Consumer Cyclical
44
+ 86.27%
$222.15 - $428.22 $9.77K - $18.8K
95 $24.5M
GD
General Dynamics Corp

Industrials
14
New
$241.94 - $272.58 $3.39K - $3.82K
14 $3.82M
LOGI
Logitech International S.A.

Technology
45
New
$81.64 - $105.06 $3.67K - $4.73K
45 $3.8M
FOXA
Fox Corp

Communication Services
65
+ 541.67%
$47.9 - $58.0 $3.11K - $3.77K
77 $4.36M
WULF
Terawulf Inc.

Financial Services
1.38K
New
$2.73 - $6.82 $3.77K - $9.41K
1.38K $3.77M
RE
Everest Re Group LTD

Financial Services
10
New
N/A
10 $3.63M
PYPL
Pay Pal Holdings, Inc.

Financial Services
55
New
$65.15 - $91.81 $3.58K - $5.05K
55 $3.59M
FN
Fabrinet

Technology
18
New
$183.66 - $267.24 $3.31K - $4.81K
18 $3.56M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27
+ 2.42%
$33.84 - $37.77 $914 - $1.02K
1.15K $41.7M
NVO
Novo Nordisk A S

Healthcare
54
+ 360.0%
$69.3 - $90.95 $3.74K - $4.91K
69 $4.79M
EFG
Msci Eafe Growth ETF

ETFs
34
+ 109.68%
$96.1 - $106.37 $3.27K - $3.62K
65 $6.5M
GM
General Motors CO

Consumer Cyclical
74
New
$45.22 - $54.92 $3.35K - $4.06K
74 $3.48M
COOP
Mr. Cooper Group Inc.

Financial Services
29
New
$91.4 - $119.6 $2.65K - $3.47K
29 $3.47M
HMC
Honda Motor CO LTD

Consumer Cyclical
128
+ 1422.22%
$26.9 - $30.41 $3.44K - $3.89K
137 $3.72M
Arista Networks Inc
48
+ 600.0%
N/A
56 $4.34M
CBOE
Cboe Global Markets, Inc.

Financial Services
15
New
$190.84 - $226.29 $2.86K - $3.39K
15 $3.4M
UHS
Universal Health Services Inc

Healthcare
18
New
$163.99 - $193.27 $2.95K - $3.48K
18 $3.38M
Aptiv PLC
56
New
N/A
56 $3.33M
HALO
Halozyme Therapeutics, Inc.

Healthcare
52
New
$47.74 - $65.16 $2.48K - $3.39K
52 $3.32M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
34
New
$93.57 - $120.35 $3.18K - $4.09K
34 $3.25M
CTRA
Coterra Energy Inc.

Energy
110
New
$25.51 - $29.83 $2.81K - $3.28K
110 $3.18M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
41
+ 3.83%
$196.12 - $229.48 $8.04K - $9.41K
1.11K $225M
AMAT
Applied Materials Inc

Technology
47
+ 21.86%
$145.06 - $195.51 $6.82K - $9.19K
262 $38.1M
SNA
Snap On Inc

Industrials
9
New
$324.09 - $358.62 $2.92K - $3.23K
9 $3.03M
AVGO
Broadcom Inc.

Technology
74
+ 50.68%
$167.43 - $244.7 $12.4K - $18.1K
220 $36.8M
ENB
Enbridge Inc

Energy
67
New
$41.54 - $45.45 $2.78K - $3.05K
67 $2.97M
TGNA
Tegna Inc

Communication Services
158
New
$16.63 - $18.95 $2.63K - $2.99K
158 $2.88M
HURN
Huron Consulting Group Inc.

Industrials
20
New
$121.09 - $152.46 $2.42K - $3.05K
20 $2.87M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
10
New
$283.06 - $421.16 $2.83K - $4.21K
10 $2.83M
ICLR
Icon PLC

Healthcare
16
New
$174.99 - $222.58 $2.8K - $3.56K
16 $2.8M
DHI
Horton D R Inc

Consumer Cyclical
22
New
$125.29 - $147.65 $2.76K - $3.25K
22 $2.8M
SU
Suncor Energy Inc

Energy
72
New
$34.27 - $40.63 $2.47K - $2.93K
72 $2.79M
BIDU
Baidu, Inc.

Communication Services
30
New
$77.43 - $102.51 $2.32K - $3.08K
30 $2.76M
PRDO
Perdoceo Education Corp

Consumer Defensive
106
New
$24.21 - $29.15 $2.57K - $3.09K
106 $2.67M
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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