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
TM
Toyota Motor Corp

Consumer Cyclical
15
New
$176.53 - $195.35 $2.65K - $2.93K
15 $2.65M
STRL
Sterling Construction CO Inc

Industrials
23
New
$108.65 - $200.56 $2.5K - $4.61K
23 $2.6M
TAP
Molson Coors Beverage CO

Consumer Defensive
42
New
$52.44 - $62.91 $2.2K - $2.64K
42 $2.56M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
15
+ 75.0%
$192.82 - $222.1 $2.89K - $3.33K
35 $6.76M
STZ
Constellation Brands, Inc.

Consumer Defensive
14
+ 1400.0%
$161.05 - $222.93 $2.25K - $3.12K
15 $2.75M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
23
New
$109.48 - $136.56 $2.52K - $3.14K
23 $2.52M
PPA
Invesco Exchange Traded Fd Tr

ETFs
21
New
$113.59 - $123.29 $2.39K - $2.59K
21 $2.45M
CBT
Cabot Corp

Basic Materials
28
New
$81.12 - $92.51 $2.27K - $2.59K
28 $2.33M
Crane Company
15
New
N/A
15 $2.3M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
30
New
$73.78 - $76.59 $2.21K - $2.3K
30 $2.3M
XLK
Technology Sector Spdr

ETFs
10
New
$206.38 - $242.18 $2.06K - $2.42K
10 $2.07M
LNTH
Lantheus Holdings, Inc.

Healthcare
21
New
$78.23 - $110.01 $1.64K - $2.31K
21 $2.05M
WTFC
Wintrust Financial Corp

Financial Services
18
New
$107.76 - $136.92 $1.94K - $2.46K
18 $2.03M
BKH
Black Hills Corp

Utilities
33
New
$55.74 - $61.86 $1.84K - $2.04K
33 $2M
BPOP
Popular, Inc.

Financial Services
25
+ 13.16%
$87.14 - $106.33 $2.18K - $2.66K
215 $19.9M
BANF
Bancfirst Corp

Financial Services
18
New
$108.28 - $123.19 $1.95K - $2.22K
18 $1.98M
VCTR
Victory Capital Holdings, Inc.

Financial Services
33
New
$55.84 - $70.58 $1.84K - $2.33K
33 $1.91M
TRMK
Trustmark Corp

Financial Services
55
New
$32.92 - $38.83 $1.81K - $2.14K
55 $1.9M
SLB
Schlumberger Limited

Energy
45
New
$38.4 - $43.74 $1.73K - $1.97K
45 $1.88M
TXN
Texas Instruments Inc

Technology
14
+ 14.89%
N/A
108 $19.3M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
58
New
$26.24 - $38.48 $1.52K - $2.23K
58 $1.68M
SKX
Skechers Usa Inc

Consumer Cyclical
29
New
$54.98 - $78.24 $1.59K - $2.27K
29 $1.65M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.51%
$25.54 - $28.79 $102 - $115
781 $21.7M
NMRK
Newmark Group, Inc.

Real Estate
131
New
$11.84 - $14.69 $1.55K - $1.92K
131 $1.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
18
+ 11.76%
$59.28 - $66.1 $1.07K - $1.19K
171 $10.9M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
61
New
$23.24 - $28.11 $1.42K - $1.71K
61 $1.46M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
44
New
$30.51 - $32.85 $1.34K - $1.45K
44 $1.44M
MGPI
Mgp Ingredients Inc

Consumer Defensive
48
New
$28.85 - $39.18 $1.38K - $1.88K
48 $1.41M
NHI
National Health Investors Inc

Real Estate
19
New
$65.79 - $76.06 $1.25K - $1.45K
19 $1.4M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
16
New
$86.24 - $97.98 $1.38K - $1.57K
16 $1.4M
VOD
Vodafone Group Public LTD CO

Communication Services
135
+ 100.0%
$8.05 - $9.86 $1.09K - $1.33K
270 $2.53M
LGND
Ligand Pharmaceuticals Inc

Healthcare
13
New
$105.14 - $122.23 $1.37K - $1.59K
13 $1.37M
NMIH
Nmi Holdings, Inc.

Financial Services
37
New
$34.46 - $39.13 $1.28K - $1.45K
37 $1.33M
PAGS
Pag Seguro Digital Ltd.

Technology
170
New
$6.27 - $8.52 $1.07K - $1.45K
170 $1.3M
DTM
Dt Midstream, Inc.

Energy
12
New
$86.95 - $113.75 $1.04K - $1.37K
12 $1.16M
TILE
Interface Inc

Consumer Cyclical
53
New
$18.26 - $25.12 $968 - $1.33K
53 $1.05M
CARG
Car Gurus, Inc.

Communication Services
34
New
$28.82 - $40.55 $980 - $1.38K
34 $991K
VRNT
Verint Systems Inc

Technology
54
New
N/A
54 $964K
WEX
Wex Inc.

Technology
6
New
$148.29 - $186.78 $890 - $1.12K
6 $943K
SOUN
Soundhound Ai, Inc.

Technology
109
New
$8.12 - $20.62 $885 - $2.25K
109 $885K
QBTS
D Wave Quantum Inc.

Technology
113
New
$3.83 - $11.18 $433 - $1.26K
113 $862K
VFF
Village Farms International, Inc.

Consumer Defensive
1.38K
New
$0.6 - $0.85 $828 - $1.17K
1.38K $835K
GEF
Greif, Inc

Consumer Cyclical
15
New
$54.57 - $62.45 $819 - $937
15 $825K
CRC
California Resources Corp

Energy
18
New
$39.17 - $54.42 $705 - $980
18 $792K
WHR
Whirlpool Corp

Consumer Cyclical
8
New
$88.58 - $133.14 $709 - $1.07K
8 $722K
IMXI
International Money Express, Inc.

Technology
51
New
$12.62 - $21.21 $644 - $1.08K
51 $644K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
19
New
$29.49 - $39.5 $560 - $751
19 $583K
VITL
Vital Farms, Inc.

Consumer Defensive
18
New
$29.32 - $45.12 $528 - $812
18 $549K
LIT
Global X Fds Global X Lithium

ETFs
18
+ 16.07%
$38.8 - $42.84 $698 - $771
130 $5.04M
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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