Cherry Tree Wealth Management, LLC Incresed Positions in Q1 2025

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
105
+ 875.0%
$54.02 - $61.09 $5.67K - $6.41K
117 $6.96M
ABC
Amerisourcebergen Corp

Healthcare
16
+ 55.17%
N/A
45 $12.5M
SPGI
S&P Global Inc.

Financial Services
10
+ 22.73%
$478.26 - $543.77 $4.78K - $5.44K
54 $27.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
70
+ 106.06%
$63.07 - $73.5 $4.41K - $5.15K
136 $9.55M
HRB
H&R Block Inc

Consumer Cyclical
74
+ 16.48%
$49.96 - $55.97 $3.7K - $4.14K
523 $28.7M
TKR
Timken CO

Industrials
68
+ 100.0%
$69.85 - $83.79 $4.75K - $5.7K
136 $9.78M
DHR
Danaher Corp

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

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

Technology
74
+ 50.68%
$167.43 - $244.7 $12.4K - $18.1K
220 $36.8M
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
BPOP
Popular, Inc.

Financial Services
25
+ 13.16%
$87.14 - $106.33 $2.18K - $2.66K
215 $19.9M
TXN
Texas Instruments Inc

Technology
14
+ 14.89%
N/A
108 $19.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.51%
$25.54 - $28.79 $102 - $115
781 $21.7M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
18
+ 11.76%
$59.28 - $66.1 $1.07K - $1.19K
171 $10.9M
VOD
Vodafone Group Public LTD CO

Communication Services
135
+ 100.0%
$8.05 - $9.86 $1.09K - $1.33K
270 $2.53M
LIT
Global X Fds Global X Lithium

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

ETFs
2
+ 1.18%
$88.64 - $92.03 $177 - $184
171 $15.5M
NEM
Newmont Corp

Basic Materials
7
+ 87.5%
$37.79 - $48.39 $265 - $339
15 $725K
LUMN
Lumen Technologies, Inc.

Communication Services
33
+ 97.06%
$3.92 - $5.92 $129 - $195
67 $263K
JOUT
Johnson Outdoors Inc

Consumer Cyclical
1
+ 0.72%
$24.77 - $35.6 $24.8 - $35.6
139 $3.46M
DALI
First Tr ETF Vi Dorseywright D

ETFs
110
+ 4.74%
$23.46 - $27.41 $2.58K - $3.02K
2.43K $58.2M
ADBE
Adobe Inc.

Technology
4
+ 5.33%
$377.84 - $464.11 $1.51K - $1.86K
79 $30.3M
MRK
Merck & Co., Inc.

Healthcare
87
+ 6.97%
$83.01 - $101.02 $7.22K - $8.79K
1.34K $120M
IWS
Ishares Russell Midcap Value E

ETFs
37
+ 1.34%
$122.59 - $135.24 $4.54K - $5K
2.79K $352M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1
+ 0.1%
$28.62 - $36.65 $28.6 - $36.7
960 $27.5M
VTRS
Viatris Inc

Healthcare
23
+ 1.28%
$8.68 - $12.42 $200 - $286
1.82K $15.9M
DIS
Walt Disney CO

Communication Services
38
+ 4.67%
$96.87 - $114.0 $3.68K - $4.33K
852 $84.1M
PFE
Pfizer Inc

Healthcare
18
+ 0.2%
$25.01 - $27.13 $450 - $488
9.09K $230M
QUAL
Ishares Msci Usa Quality Facto

ETFs
84
+ 2.24%
$168.16 - $186.21 $14.1K - $15.6K
3.84K $656M
VV
Vanguard Large Cap ETF

ETFs
31
+ 1.71%
$253.32 - $282.66 $7.85K - $8.76K
1.85K $475M
GIS
General Mills Inc

Consumer Defensive
44
+ 0.9%
$57.56 - $65.3 $2.53K - $2.87K
4.96K $297M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 1.12%
$468.34 - $539.52 $2.81K - $3.24K
543 $255M
IWP
Ishares Russell Mid Cap Growth

ETFs
24
+ 0.75%
$114.9 - $139.6 $2.76K - $3.35K
3.22K $378M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
137
+ 3.5%
$507.05 - $563.67 $69.5K - $77.2K
4.05K $2.08B
GOOGL
Alphabet Inc.

Communication Services
123
+ 7.53%
$154.33 - $206.19 $19K - $25.4K
1.76K $272M
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.26%
$198.1 - $229.79 $1.19K - $1.38K
2.28K $454M
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
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