Cherry Tree Wealth Management, LLC Sells in Q2 2024

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-239
- 0.29%
$57.86 - $62.21 $13.8K - $14.9K
82.5K $4.97B
VO
Vanguard Mid Cap ETF

ETFs
-41
- 8.52%
$234.99 - $248.98 $9.63K - $10.2K
440 $107M
NFLX
Netflix Inc

Communication Services
-35
- 19.34%
$550.64 - $686.12 $19.3K - $24K
146 $98.5M
V
Visa Inc.

Financial Services
-9
- 2.05%
$262.47 - $281.5 $2.36K - $2.53K
430 $113M
VPU
Vanguard Utilities ETF

ETFs
-168
- 4.95%
$136.04 - $157.94 $22.9K - $26.5K
3.23K $478M
Dimensional ETF Trust
-179
- 14.12%
N/A
1.09K $31.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-25
- 5.19%
$169.4 - $179.05 $4.24K - $4.48K
457 $79.7M
DFAX
Dimensional ETF Tr
-181
- 0.19%
$24.57 - $26.36 $4.45K - $4.77K
94.6K $2.41B
American Lithium Corp
-3K
- 7.83%
N/A
35.3K $19.6M
OEC
Orion Engineered Carbons S.A.

Basic Materials
-240
- 43.24%
$21.94 - $25.95 $5.27K - $6.23K
315 $6.91M
DALI
First Tr ETF Vi Dorseywright D

ETFs
-204
- 7.47%
$22.15 - $24.22 $4.52K - $4.94K
2.53K $61M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-100
- 0.6%
$50.22 - $50.48 $5.02K - $5.05K
16.6K $837M
ORCL
Oracle Corp

Technology
-97
- 16.3%
$113.75 - $144.64 $11K - $14K
498 $70.3M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-27
- 71.05%
$139.51 - $158.51 $3.77K - $4.28K
11 $1.69M
ACN
Accenture PLC

Technology
-7
- 20.0%
$281.76 - $339.17 $1.97K - $2.37K
28 $8.34M
STRA
Strategic Education, Inc.

Consumer Defensive
-40
- 29.41%
$96.71 - $123.0 $3.87K - $4.92K
96 $10.6M
ABT
Abbott Laboratories

Healthcare
-10
- 4.07%
$100.73 - $112.44 $1.01K - $1.12K
236 $24.5M
CVX
Chevron Corp

Energy
-15
- 2.26%
$152.57 - $166.33 $2.29K - $2.49K
650 $102M
SAP
Sap Se

Technology
-23
- 8.71%
$175.77 - $201.71 $4.04K - $4.64K
241 $48.6M
VV
Vanguard Large Cap ETF

ETFs
-82
- 4.32%
$227.27 - $251.65 $18.6K - $20.6K
1.82K $453M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-14
- 10.85%
$76.01 - $82.53 $1.06K - $1.16K
115 $9.01M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-62
- 0.57%
$51.14 - $51.64 $3.17K - $3.2K
10.9K $561M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-13
- 8.07%
$74.48 - $81.76 $968 - $1.06K
148 $11.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 2.22%
$516.55 - $556.17 $517 - $556
44 $23.5M
FXI
Ishares Tr

ETFs
-334
- 8.81%
$23.65 - $29.33 $7.9K - $9.8K
3.46K $89.8M
SNPS
Synopsys Inc

Technology
-5
- 6.85%
$510.71 - $620.31 $2.55K - $3.1K
68 $40.2M
SMB
Vaneck Short Muni ETF

ETFs
-31
- 0.21%
$16.87 - $17.03 $523 - $528
14.7K $249M
AZN
Astrazeneca PLC

Healthcare
-51
- 13.25%
$66.81 - $80.83 $3.41K - $4.12K
334 $26M
OGN
Organon & Co.

Healthcare
-5
- 9.8%
$17.45 - $21.96 $87.3 - $110
46 $953K
HRB
H&R Block Inc

Consumer Cyclical
-40
- 8.18%
$46.26 - $54.23 $1.85K - $2.17K
449 $24.4M
FPI
Farmland Partners Inc.

Real Estate
-1K
- 3.33%
$10.4 - $11.7 $10.4K - $11.7K
29K $334M
LII
Lennox International Inc

Industrials
-64
- 8.07%
$455.15 - $550.42 $29.1K - $35.2K
729 $390M
VGT
Vanguard Information Technolog

ETFs
-19
- 7.42%
$479.9 - $588.82 $9.12K - $11.2K
237 $137M
QCOM
Qualcomm Inc

Technology
-5
- 1.63%
$157.63 - $227.09 $788 - $1.14K
302 $60.2M
AMGN
Amgen Inc

Healthcare
-17
- 3.46%
$262.75 - $319.31 $4.47K - $5.43K
475 $148M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-696
- 4.91%
$32.03 - $37.24 $22.3K - $25.9K
13.5K $457M
KMI
Kinder Morgan, Inc.

Energy
-1K
- 5.23%
$17.69 - $20.11 $17.7K - $20.1K
18.1K $360M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-195
- 2.1%
$32.46 - $36.11 $6.33K - $7.04K
9.07K $320M
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.24%
$439.2 - $524.63 $878 - $1.05K
815 $415M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-150
- 1.58%
$87.24 - $97.37 $13.1K - $14.6K
9.32K $901M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.08K
- 0.59%
$30.09 - $32.37 $62.6K - $67.3K
351K $11.3B
PSLV
Sprott Physical Silver Trust

Financial Services
-2K
- 5.26%
$8.35 - $10.76 $16.7K - $21.5K
36K $357M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.43K
- 0.81%
$47.74 - $48.54 $68.1K - $69.3K
174K $8.45B
GOOGL
Alphabet Inc.

Communication Services
-2
- 0.12%
$150.53 - $185.41 $301 - $371
1.62K $294M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-277
- 0.67%
$57.57 - $63.3 $15.9K - $17.5K
41.2K $2.59B
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 0.4%
$495.16 - $548.49 $6.93K - $7.68K
3.5K $1.9B
VTI
Vanguard Total Stock Market Et

ETFs
-136
- 0.99%
$245.23 - $269.4 $33.4K - $36.6K
13.6K $3.63B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.08%
$455.1 - $504.28 $1.37K - $1.51K
3.91K $1.96B
VUG
Vanguard Growth ETF

ETFs
-39
- 1.0%
$322.46 - $377.11 $12.6K - $14.7K
3.87K $1.45B
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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