Cherry Tree Wealth Management, LLC Incresed Positions in Q3 2024

Cherry Tree Wealth Management, LLC

  • $422 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
10
+ 0.09%
$51.45 - $52.96 $515 - $530
10.9K $574M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
458
+ 11.58%
$21.96 - $22.69 $10.1K - $10.4K
4.41K $99.9M
TGT
Target Corp

Consumer Defensive
1
+ 0.06%
$133.47 - $159.25 $133 - $159
1.56K $244M
DUK
Duke Energy Corp

Utilities
4
+ 0.52%
$99.35 - $117.71 $397 - $471
768 $88.6M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
460
+ 24.77%
$21.7 - $22.6 $9.98K - $10.4K
2.32K $52.1M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
364
+ 11.32%
$21.22 - $22.22 $7.72K - $8.09K
3.58K $79.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
8
+ 0.74%
$175.46 - $203.3 $1.4K - $1.63K
1.09K $220M
PFE
Pfizer Inc

Healthcare
17
+ 0.19%
$27.7 - $31.39 $471 - $534
9.06K $262M
AVIV
American Centy ETF Tr Avantis
89
+ 8.26%
$50.37 - $56.43 $4.48K - $5.02K
1.17K $65.5M
AVRE
American Centy ETF Tr Avantis
110
+ 17.66%
$40.95 - $48.28 $4.5K - $5.31K
733 $34.6M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
182
+ 3.08%
$49.7 - $56.11 $9.05K - $10.2K
6.1K $335M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.26%
$64.35 - $75.71 $129 - $151
762 $56.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
66
+ 29.86%
$66.56 - $75.11 $4.39K - $4.96K
287 $21.4M
APPS
Digital Turbine, Inc.

Technology
1.5K
+ 300.0%
$1.67 - $4.18 $2.51K - $6.27K
2K $6.14M
VOX
Vanguard Communication Service

ETFs
36
+ 514.29%
$129.82 - $145.39 $4.67K - $5.23K
43 $6.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.18%
$434.77 - $502.96 $435 - $503
550 $268M
ICLN
Ishares

ETFs
18
+ 0.56%
$13.26 - $14.77 $239 - $266
3.21K $47.2M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
16
+ 0.49%
$19.77 - $20.99 $316 - $336
3.31K $68.9M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
93
+ 33.57%
$24.86 - $26.33 $2.31K - $2.45K
370 $9.67M
CTAS
Cintas Corp

Industrials
66
+ 300.0%
$201.38 - $819.83 $13.3K - $54.1K
88 $18.1M
VTRS
Viatris Inc

Healthcare
18
+ 1.02%
$10.32 - $12.13 $186 - $218
1.78K $20.7M
FCX
Freeport Mcmoran Inc

Basic Materials
23
+ 4.31%
$39.52 - $51.92 $909 - $1.19K
557 $27.8M
AVGO
Broadcom Inc.

Technology
121
+ 864.29%
$136.27 - $1745.86 $16.5K - $211K
135 $23.3M
EMB
Ishares Tr

ETFs
2
+ 1.22%
$87.75 - $93.74 $176 - $187
166 $15.6M
KHC
Kraft Heinz CO

Consumer Defensive
2
+ 0.91%
$31.86 - $36.13 $63.7 - $72.3
221 $7.75M
WRB
Berkley W R Corp

Financial Services
36
+ 50.0%
$51.54 - $79.62 $1.86K - $2.87K
108 $6.13M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
17
+ 0.17%
$50.63 - $51.11 $861 - $869
9.76K $498M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
1
+ 0.74%
$33.15 - $42.4 $33.2 - $42.4
136 $4.94M
WM
Waste Management Inc

Industrials
1
+ 0.54%
$196.96 - $223.45 $197 - $223
187 $38.8M
DIS
Walt Disney CO

Communication Services
1
+ 0.12%
$85.6 - $98.61 $85.6 - $98.6
814 $78.3M
QCOM
Qualcomm Inc

Technology
15
+ 4.97%
$156.12 - $209.64 $2.34K - $3.14K
317 $53.9M
GOOG
Alphabet Inc.

Communication Services
137
+ 5.02%
$149.54 - $192.66 $20.5K - $26.4K
2.87K $479M
Activity Summary
Buys All Purchases 107 New Holdings 24 Increased Positions 83 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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