Cherry Tree Wealth Management, LLC Reduced Holdings in Q2 2024

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
-20.6K
- 2.88%
$32.02 - $32.68 $659K - $672K
694K $22.6B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-20.2K
- 3.21%
$29.51 - $29.7 $597K - $601K
609K $18.1B
VBR
Vanguard Small Cap Value ETF

ETFs
-405
- 0.68%
$177.65 - $191.11 $71.9K - $77.4K
59.5K $10.9B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.54K
- 6.09%
$62.61 - $66.18 $410K - $433K
101K $6.55B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.28K
- 13.45%
$95.11 - $97.92 $407K - $419K
27.6K $2.68B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.67K
- 1.66%
$114.71 - $121.51 $191K - $202K
98.6K $11.7B
MDT
Medtronic PLC

Healthcare
-2.53K
- 16.7%
$78.71 - $87.02 $199K - $220K
12.6K $992M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.04K
- 0.99%
$50.18 - $54.47 $52.1K - $56.6K
104K $5.39B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.39K
- 0.91%
$38.53 - $40.76 $53.5K - $56.6K
152K $5.96B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-12K
- 2.41%
$11.3 - $11.9 $136K - $143K
488K $5.63B
EMR
Emerson Electric CO

Industrials
-1.82K
- 11.83%
$105.97 - $115.59 $193K - $210K
13.5K $1.49B
DVY
Ishares Tr

ETFs
-1.52K
- 57.0%
$115.73 - $125.75 $176K - $191K
1.15K $139M
DHS
Wisdomtree Tr U.S

ETFs
-1.56K
- 8.0%
$81.94 - $87.24 $128K - $136K
18K $1.52B
VNQ
Vanguard Specialized Funds Van

ETFs
-281
- 0.55%
$78.61 - $85.97 $22.1K - $24.2K
51K $4.28B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-410
- 97.62%
$199.21 - $276.76 $81.7K - $113K
10 $2.61M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.84K
- 0.76%
$30.69 - $30.88 $87.2K - $87.8K
371K $11.4B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.58K
- 13.03%
$30.34 - $32.53 $48.1K - $51.5K
10.6K $329M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.26K
- 4.03%
$30.65 - $32.13 $38.7K - $40.6K
30.1K $950M
TGT
Target Corp

Consumer Defensive
-80
- 4.87%
$141.16 - $177.82 $11.3K - $14.2K
1.56K $231M
AMZN
Amazon Com Inc

Consumer Cyclical
-460
- 19.9%
$173.67 - $197.85 $79.9K - $91K
1.85K $358M
IWM
Ishares Russell 2000 ETF

ETFs
-179
- 5.87%
$192.84 - $209.44 $34.5K - $37.5K
2.87K $583M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-153
- 21.79%
$414.65 - $485.21 $63.4K - $74.2K
549 $263M
WOOD
Ishares Global Timber & Forest
-495
- 31.81%
N/A
1.06K $83.2M
DFIV
Dimensional ETF Tr

ETFs
-600
- 1.88%
$35.5 - $38.02 $21.3K - $22.8K
31.3K $1.13B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-277
- 20.43%
$173.58 - $198.8 $48.1K - $55.1K
1.08K $210M
VGIT
Vanguard Intermediate Term Tre

ETFs
-491
- 1.12%
$57.14 - $58.53 $28.1K - $28.7K
43.5K $2.53B
NKE
Nike, Inc.

Consumer Cyclical
-189
- 12.95%
$75.37 - $97.18 $14.2K - $18.4K
1.27K $95.7M
INTC
Intel Corp

Technology
-554
- 30.86%
$29.85 - $44.52 $16.5K - $24.7K
1.24K $38.4M
WY
Weyerhaeuser CO

Real Estate
-787
- 40.5%
$27.96 - $35.56 $22K - $28K
1.16K $32.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-513
- 3.17%
$79.92 - $84.63 $41K - $43.4K
15.7K $1.32B
GIS
General Mills Inc

Consumer Defensive
-28
- 0.58%
$63.26 - $71.61 $1.77K - $2.01K
4.84K $306M
IBM
International Business Machines Corp

Technology
-96
- 10.11%
$164.43 - $190.9 $15.8K - $18.3K
854 $148M
WPC
W. P. Carey Inc.

Real Estate
-480
- 9.25%
$53.32 - $60.11 $25.6K - $28.9K
4.71K $259M
MMM
3 M CO

Industrials
-4
- 0.05%
$90.54 - $105.26 $362 - $421
8.46K $865M
EEMV
Ishares Msci Emerging Markets

ETFs
-677
- 7.62%
$55.16 - $58.09 $37.3K - $39.3K
8.21K $470M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-1.27K
- 7.31%
$23.36 - $23.65 $29.7K - $30.1K
16.1K $380M
CRM
Salesforce, Inc.

Technology
-83
- 33.07%
$218.01 - $304.74 $18.1K - $25.3K
168 $43.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 0.93%
$249.37 - $280.22 $2.49K - $2.8K
1.07K $273M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-733
- 9.63%
$38.37 - $39.99 $28.1K - $29.3K
6.88K $273M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-510
- 8.65%
$54.72 - $58.75 $27.9K - $30K
5.39K $308M
SWN
Southwestern Energy CO

Energy
-1.2K
- 4.72%
$6.67 - $7.75 $8K - $9.3K
24.2K $163M
XEL
Xcel Energy Inc

Utilities
-527
- 16.46%
$52.53 - $56.74 $27.7K - $29.9K
2.67K $143M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-353
- 4.12%
$39.75 - $43.06 $14K - $15.2K
8.21K $333M
DIS
Walt Disney CO

Communication Services
-68
- 7.72%
$99.29 - $122.82 $6.75K - $8.35K
813 $80.7M
DUK
Duke Energy Corp

Utilities
-287
- 27.31%
$92.87 - $104.6 $26.7K - $30K
764 $76.5M
MO
Altria Group, Inc.

Consumer Defensive
-578
- 17.28%
$40.75 - $46.83 $23.6K - $27.1K
2.77K $126M
XT
Ishares Tr Exponential Technol

ETFs
-294
- 41.23%
$54.45 - $59.72 $16K - $17.6K
419 $24.7M
EFV
Msci Eafe Value ETF

ETFs
-75
- 0.75%
$52.34 - $56.41 $3.93K - $4.23K
9.92K $526M
EPP
Ishares Inc

ETFs
-403
- 11.87%
$40.54 - $45.26 $16.3K - $18.2K
2.99K $129M
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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