Cherry Tree Wealth Management, LLC New Holdings in Q1 2025

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
90.4K
New
$24.07 - $24.5 $2.18M - $2.22M
90.4K $2.19B
Fidelity Covington Trust
3.64K
New
N/A
3.64K $112M
ALE
Allete Inc

Utilities
744
New
$64.9 - $65.91 $48.3K - $49K
744 $48.9M
Graniteshares ETF Tr
1.05K
New
N/A
1.05K $39.2M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
106
New
$333.37 - $384.99 $35.3K - $40.8K
106 $35.5M
Tempus Ai Inc
637
New
N/A
637 $30.7M
PLTR
Palantir Technologies Inc.

Technology
246
New
$64.98 - $124.62 $16K - $30.7K
246 $20.7M
Reddit Inc
127
New
N/A
127 $13.3M
PNR
Pentair PLC

Industrials
137
New
$84.0 - $105.35 $11.5K - $14.4K
137 $12M
AIZ
Assurant, Inc.

Financial Services
56
New
$198.92 - $218.67 $11.1K - $12.2K
56 $11.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
105
New
$92.45 - $106.69 $9.71K - $11.2K
105 $9.75M
NVT
N Vent Electric PLC

Industrials
185
New
$52.42 - $75.4 $9.7K - $13.9K
185 $9.7M
CEG
Constellation Energy Corp

Utilities
47
New
$201.63 - $347.44 $9.48K - $16.3K
47 $9.57M
OMC
Omnicom Group Inc.

Communication Services
112
New
$79.43 - $88.34 $8.9K - $9.89K
112 $9.29M
HOOD
Robinhood Markets, Inc.

Technology
211
New
$35.63 - $65.28 $7.52K - $13.8K
211 $8.78M
CRH.L
Crh PLC

Basic Materials
98
New
N/A
98 $8.62M
AFL
Aflac Inc

Financial Services
76
New
$100.99 - $111.19 $7.68K - $8.45K
76 $8.45M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
533
New
$14.13 - $16.72 $7.53K - $8.91K
533 $8.24M
PHM
Pultegroup Inc

Consumer Cyclical
80
New
$101.09 - $118.51 $8.09K - $9.48K
80 $8.22M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
578
New
$9.49 - $14.83 $5.49K - $8.57K
578 $7.87M
FRT
Federal Realty Investment Trust

Real Estate
80
New
$94.7 - $111.82 $7.58K - $8.95K
80 $7.83M
OSIS
Osi Systems Inc

Technology
40
New
$153.35 - $219.6 $6.13K - $8.78K
40 $7.77M
WTW
Willis Towers Watson PLC

Financial Services
23
New
$306.61 - $340.78 $7.05K - $7.84K
23 $7.77M
ENSG
Ensign Group, Inc

Healthcare
60
New
$125.4 - $148.86 $7.52K - $8.93K
60 $7.76M
Nebius Group N.V.
359
New
N/A
359 $7.58M
RY
Royal Bank Of Canada

Financial Services
59
New
$108.81 - $123.4 $6.42K - $7.28K
59 $6.65M
CW
Curtiss Wright Corp

Industrials
20
New
$304.82 - $384.07 $6.1K - $7.68K
20 $6.35M
SYK
Stryker Corp

Healthcare
17
New
$355.18 - $399.9 $6.04K - $6.8K
17 $6.33M
NICE
Nice Ltd.

Technology
41
New
$139.18 - $178.5 $5.71K - $7.32K
41 $6.32M
ESI
Element Solutions Inc

Basic Materials
274
New
$22.61 - $27.55 $6.2K - $7.55K
274 $6.2M
Celestica Inc
78
New
N/A
78 $6.15M
VRT
Vertiv Holdings CO

Industrials
84
New
N/A
84 $6.08M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
91
New
$62.43 - $84.12 $5.68K - $7.65K
91 $5.93M
EWBC
East West Bancorp Inc

Financial Services
66
New
$84.35 - $103.91 $5.57K - $6.86K
66 $5.93M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
96
New
$58.09 - $67.05 $5.58K - $6.44K
96 $5.76M
OC
Owens Corning

Industrials
40
New
$137.83 - $191.19 $5.51K - $7.65K
40 $5.71M
Firefly Neuroscience Inc
1.42K
New
N/A
1.42K $5.56M
AYI
Acuity Brands Inc

Industrials
21
New
$257.8 - $337.07 $5.41K - $7.08K
21 $5.53M
JHG
Janus Henderson Group PLC

Financial Services
149
New
$35.98 - $45.94 $5.36K - $6.85K
149 $5.39M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
1.82K
New
$2.86 - $9.78 $5.21K - $17.8K
1.82K $5.21M
FTV
Fortive Corp

Technology
70
New
$71.82 - $82.98 $5.03K - $5.81K
70 $5.12M
NGG
National Grid PLC

Utilities
78
New
$56.13 - $65.61 $4.38K - $5.12K
78 $5.12M
EXP
Eagle Materials Inc

Basic Materials
23
New
$207.49 - $262.13 $4.77K - $6.03K
23 $5.11M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
57
New
$73.71 - $87.55 $4.2K - $4.99K
57 $4.96M
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
CSX
Csx Corp

Industrials
162
New
$29.11 - $33.67 $4.72K - $5.45K
162 $4.77M
WBD
Warner Bros. Discovery, Inc.

Communication Services
413
New
$9.47 - $11.46 $3.91K - $4.73K
413 $4.43M
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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