Cherry Tree Wealth Management, LLC Incresed Positions in Q2 2024

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
19
+ 9.5%
$32.22 - $38.65 $612 - $734
219 $7.06M
VZ
Verizon Communications Inc

Communication Services
1
+ 0.14%
$38.6 - $42.84 $38.6 - $42.8
709 $29.2M
ICLN
Ishares

ETFs
71
+ 2.27%
$13.02 - $15.08 $924 - $1.07K
3.19K $42.5M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
1
+ 0.75%
$33.7 - $45.63 $33.7 - $45.6
135 $4.73M
CMCSA
Comcast Corp

Communication Services
37
+ 5.17%
$36.9 - $42.28 $1.37K - $1.56K
752 $29.4M
MRK
Merck & Co., Inc.

Healthcare
67
+ 5.44%
$123.8 - $132.96 $8.29K - $8.91K
1.3K $161M
VTRS
Viatris Inc

Healthcare
20
+ 1.15%
$10.05 - $12.02 $201 - $240
1.76K $18.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
836
+ 3.58%
$57.42 - $62.37 $48K - $52.1K
24.2K $1.45B
CSCO
Cisco Systems, Inc.

Technology
11
+ 0.74%
$45.52 - $50.04 $501 - $550
1.49K $70.8M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.03%
$24.08 - $25.86 $48.2 - $51.7
7.55K $186M
UNP
Union Pacific Corp

Industrials
15
+ 3.77%
$221.38 - $247.4 $3.32K - $3.71K
413 $93.3M
KR
Kroger CO

Consumer Defensive
10
+ 1.22%
$49.37 - $57.82 $494 - $578
833 $41.6M
FNDF
Schwab Fundamental Intl Large

ETFs
3.36K
+ 1.57%
$34.19 - $36.51 $115K - $123K
217K $7.61B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
174
+ 0.48%
$44.66 - $45.99 $7.77K - $8K
36.4K $1.66B
PEP
Pepsico Inc

Consumer Defensive
27
+ 1.1%
$163.33 - $183.11 $4.41K - $4.94K
2.48K $410M
JNJ
Johnson & Johnson

Healthcare
20
+ 0.92%
$144.38 - $157.78 $2.89K - $3.16K
2.2K $321M
PSX
Phillips 66

Energy
66
+ 4.05%
$135.85 - $172.71 $8.97K - $11.4K
1.7K $239M
IEFA
Ishares Tr

ETFs
50
+ 0.25%
$70.77 - $76.19 $3.54K - $3.81K
20.2K $1.47B
HD
Home Depot, Inc.

Consumer Cyclical
20
+ 2.18%
$325.1 - $368.03 $6.5K - $7.36K
938 $323M
FNDC
Schwab Fundamental Intl Small

ETFs
2.47K
+ 1.34%
$33.97 - $36.16 $83.8K - $89.2K
186K $6.46B
BND
Vanguard Bd Index Fd Inc Total

ETFs
265
+ 0.09%
$70.55 - $72.66 $18.7K - $19.3K
282K $20.3B
VB
Vanguard Small Cap ETF

ETFs
1.06K
+ 2.6%
$210.76 - $226.94 $223K - $240K
41.8K $9.12B
TITN
Titan Machinery Inc.

Industrials
2.11K
+ 0.9%
$15.9 - $24.31 $33.6K - $51.4K
238K $3.78B
Activity Summary
Buys All Purchases 156 New Holdings 32 Increased Positions 124 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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