Cherry Tree Wealth Management, LLC Reduced Holdings in Q2 2025

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-49
- 7.41%
$133.73 - $168.51 $6.55K - $8.26K
612 $87.6M
ISRG
Intuitive Surgical Inc

Healthcare
-43
- 93.48%
$451.58 - $565.94 $19.4K - $24.3K
3 $1.63M
SLV
I Shares Silver Trust

ETFs
-778
- 30.31%
$27.08 - $33.74 $21.1K - $26.2K
1.79K $58.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-81
- 85.26%
$221.86 - $362.89 $18K - $29.4K
14 $4.45M
CTAS
Cintas Corp

Industrials
-88
- 77.19%
$190.11 - $227.66 $16.7K - $20K
26 $5.8M
ELV
Elevance Health, Inc.

Healthcare
-39
- 73.58%
$372.27 - $452.69 $14.5K - $17.7K
14 $5.45M
ABBV
Abb Vie Inc.

Healthcare
-62
- 27.8%
$170.16 - $206.27 $10.5K - $12.8K
161 $29.9M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.14K
- 12.28%
$86.93 - $109.64 $99.3K - $125K
8.16K $894M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-78
- 85.71%
$167.22 - $212.42 $13K - $16.6K
13 $2.57M
GE
General Electric CO

Industrials
-86
- 71.67%
$166.81 - $257.39 $14.3K - $22.1K
34 $8.75M
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 13.41%
$908.13 - $1056.85 $20K - $23.3K
142 $140M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-26
- 68.42%
$390.26 - $489.06 $10.1K - $12.7K
12 $4.87M
COP
Conocophillips

Energy
-114
- 51.35%
$82.66 - $106.1 $9.42K - $12.1K
108 $9.69M
META
Meta Platforms, Inc.

Communication Services
-72
- 28.92%
$484.66 - $738.09 $34.9K - $53.1K
177 $130M
ADBE
Adobe Inc.

Technology
-34
- 43.04%
$340.0 - $420.68 $11.6K - $14.3K
45 $17.4M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.79K
- 7.01%
$52.31 - $63.72 $93.4K - $114K
23.7K $1.51B
CB
Chubb LTD

Financial Services
-38
- 31.93%
$274.32 - $302.46 $10.4K - $11.5K
81 $23.5M
QCOM
Qualcomm Inc

Technology
-88
- 28.57%
$124.66 - $159.48 $11K - $14K
220 $35M
AVGO
Broadcom Inc.

Technology
-131
- 59.55%
$146.29 - $275.65 $19.2K - $36.1K
89 $24.5M
AZO
Autozone Inc

Consumer Cyclical
-3
- 37.5%
$3478.38 - $3880.15 $10.4K - $11.6K
5 $18.6M
MS
Morgan Stanley

Financial Services
-112
- 58.95%
$99.83 - $140.86 $11.2K - $15.8K
78 $11M
XLU
Utilities Sector Spdr

ETFs
-365
- 5.5%
$73.09 - $82.77 $26.7K - $30.2K
6.27K $512M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-431
- 1.97%
$23.29 - $23.38 $10K - $10.1K
21.5K $502M
CMI
Cummins Inc

Industrials
-33
- 80.49%
$267.12 - $336.65 $8.81K - $11.1K
8 $2.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-86
- 44.1%
$116.93 - $119.39 $10.1K - $10.3K
109 $13M
Veralto Corp
-103
- 99.04%
N/A
1 $101K
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 2.67%
$335.24 - $380.78 $8.38K - $9.52K
912 $334M
KLAC
Kla Corp

Technology
-17
- 58.62%
$576.53 - $902.94 $9.8K - $15.3K
12 $10.7M
PSLV
Sprott Physical Silver Trust

Financial Services
-1.71K
- 9.01%
$9.98 - $12.51 $17.1K - $21.4K
17.3K $212M
EW
Edwards Lifesciences Corp

Healthcare
-116
- 81.69%
$67.07 - $78.22 $7.78K - $9.07K
26 $2.03M
BAC
Bank Of America Corp

Financial Services
-230
- 44.23%
$34.39 - $47.46 $7.91K - $10.9K
290 $13.7M
FPI
Farmland Partners Inc.

Real Estate
-1K
- 9.09%
$9.8 - $11.79 $9.8K - $11.8K
10K $115M
XEL
Xcel Energy Inc

Utilities
-7
- 0.27%
$65.65 - $72.39 $460 - $507
2.55K $174M
CFG
Citizens Financial Group Inc

Financial Services
-180
- 90.91%
$34.27 - $44.75 $6.17K - $8.06K
18 $784K
AMT
American Tower Corp

Real Estate
-34
- 40.0%
$203.96 - $228.19 $6.93K - $7.76K
51 $11.3M
DHR
Danaher Corp

Healthcare
-34
- 89.47%
$174.64 - $205.16 $5.94K - $6.98K
4 $692K
VZ
Verizon Communications Inc

Communication Services
-125
- 21.4%
$41.67 - $45.62 $5.21K - $5.7K
459 $19.9M
WMB
Williams Companies, Inc.

Energy
-105
- 89.74%
$54.33 - $62.87 $5.7K - $6.6K
12 $723K
PH
Parker Hannifin Corp

Industrials
-22
- 21.57%
$517.23 - $700.54 $11.4K - $15.4K
80 $55.9M
OTIS
Otis Worldwide Corp

Industrials
-18
- 1.75%
$90.88 - $104.3 $1.64K - $1.88K
1.01K $100M
UNP
Union Pacific Corp

Industrials
-15
- 3.63%
$208.27 - $238.46 $3.12K - $3.58K
398 $91.5M
CMCSA
Comcast Corp

Communication Services
-122
- 9.04%
$32.84 - $36.72 $4.01K - $4.48K
1.23K $43.8M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-272
- 54.18%
$18.94 - $21.67 $5.15K - $5.89K
230 $4.87M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-10
- 7.58%
$212.1 - $244.27 $2.12K - $2.44K
122 $26.7M
WEC
Wec Energy Group, Inc.

Utilities
-27
- 4.93%
$102.24 - $109.76 $2.76K - $2.96K
521 $54.3M
Gsk PLC
-136
- 24.91%
N/A
410 $15.7M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-156
- 17.93%
$49.55 - $60.46 $7.73K - $9.43K
714 $42.5M
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-234
- 17.28%
$21.04 - $22.42 $4.92K - $5.25K
1.12K $25.1M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-70
- 51.47%
$62.73 - $78.42 $4.39K - $5.49K
66 $5.12M
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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