Cherry Tree Wealth Management, LLC Sells in Q2 2025

Cherry Tree Wealth Management, LLC

  • $430 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-193
- 6.66%
$18.11 - $18.97 $3.5K - $3.66K
2.7K $50.9M
HRB
H&R Block Inc

Consumer Cyclical
-74
- 14.15%
$54.32 - $63.04 $4.02K - $4.66K
449 $24.6M
AVRE
American Centy ETF Tr Avantis
-108
- 17.28%
$38.75 - $44.92 $4.19K - $4.85K
517 $22.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-421
- 0.57%
$22.68 - $23.28 $9.55K - $9.8K
73.3K $1.7B
PANW
Palo Alto Networks Inc

Technology
-22
- 78.57%
$152.44 - $204.64 $3.35K - $4.5K
6 $1.23M
FDX
Fedex Corp

Industrials
-7
- 6.42%
$198.07 - $245.17 $1.39K - $1.72K
102 $23.2M
WM
Waste Management Inc

Industrials
-11
- 5.5%
$216.47 - $242.1 $2.38K - $2.66K
189 $43.2M
BSX
Boston Scientific Corp

Healthcare
-41
- 16.14%
$89.7 - $107.41 $3.68K - $4.4K
213 $22.9M
EFG
Msci Eafe Growth ETF

ETFs
-31
- 47.69%
$89.8 - $112.0 $2.78K - $3.47K
34 $3.81M
ADP
Automatic Data Processing Inc

Industrials
-13
- 2.75%
$276.76 - $326.81 $3.6K - $4.25K
459 $142M
V
Visa Inc.

Financial Services
-13
- 2.83%
$308.27 - $373.31 $4.01K - $4.85K
446 $158M
HUM
Humana Inc

Healthcare
-8
- 29.63%
$224.93 - $295.04 $1.8K - $2.36K
19 $4.65M
TEX
Terex Corp

Industrials
-100
- 37.74%
$32.21 - $48.33 $3.22K - $4.83K
165 $7.7M
CPB
Campbell Soup CO

Consumer Defensive
-34
- 25.37%
$30.65 - $39.9 $1.04K - $1.36K
100 $3.07M
CRM
Salesforce, Inc.

Technology
-10
- 9.52%
$236.26 - $291.15 $2.36K - $2.91K
95 $25.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-10
- 16.67%
$99.37 - $134.05 $994 - $1.34K
50 $5.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
-26
- 5.22%
$166.82 - $194.23 $4.34K - $5.05K
472 $91.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-14
- 40.0%
$171.4 - $227.1 $2.4K - $3.18K
21 $4.77M
TXN
Texas Instruments Inc

Technology
-24
- 22.22%
N/A
84 $17.3M
SHW
Sherwin Williams CO

Basic Materials
-5
- 19.23%
$313.51 - $363.51 $1.57K - $1.82K
21 $7.21M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-14
- 33.33%
$144.63 - $179.53 $2.02K - $2.51K
28 $4.61M
PCAR
Paccar Inc

Industrials
-18
- 75.0%
$86.4 - $99.09 $1.56K - $1.78K
6 $571K
EOG
Eog Resources Inc

Energy
-11
- 30.56%
$104.61 - $129.97 $1.15K - $1.43K
25 $2.99M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-20
- 3.88%
$63.54 - $68.5 $1.27K - $1.37K
496 $33.5M
AEP
American Electric Power CO Inc

Utilities
-13
- 34.21%
$98.59 - $109.11 $1.28K - $1.42K
25 $2.59M
AME
Ametek Inc

Industrials
-11
- 20.75%
$151.41 - $182.75 $1.67K - $2.01K
42 $7.6M
CHKP
Check Point Software Technologies LTD

Technology
-5
- 10.87%
$204.26 - $233.47 $1.02K - $1.17K
41 $9.07M
CDNS
Cadence Design Systems Inc

Technology
-5
- 62.5%
$231.64 - $323.08 $1.16K - $1.62K
3 $925K
KHC
Kraft Heinz CO

Consumer Defensive
-14
- 9.46%
$25.61 - $30.81 $359 - $431
134 $3.46M
AMD
Advanced Micro Devices Inc

Technology
-13
- 56.52%
$78.21 - $143.81 $1.02K - $1.87K
10 $1.42M
CI
Cigna Corp

Healthcare
-3
- 2.54%
$301.89 - $340.04 $906 - $1.02K
115 $38M
Blackrock Inc
-2
- 15.38%
N/A
11 $11.5M
SCHW
Schwab Charles Corp

Financial Services
-17
- 19.54%
$69.06 - $91.24 $1.17K - $1.55K
70 $6.41M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-33
- 0.24%
$85.42 - $94.39 $2.82K - $3.11K
13.8K $1.29B
SONY
Sony Group Corp

Technology
-25
- 2.94%
$21.24 - $26.88 $531 - $672
825 $21.5M
ETN
Eaton Corp PLC

Industrials
-12
- 23.08%
$246.52 - $356.99 $2.96K - $4.28K
40 $14.3M
Arista Networks Inc
-8
- 14.29%
N/A
48 $4.91M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-52
- 0.56%
$51.68 - $52.76 $2.69K - $2.74K
9.3K $490M
WULF
Terawulf Inc.

Financial Services
-308
- 22.32%
$2.24 - $4.53 $690 - $1.4K
1.07K $4.7M
BPOP
Popular, Inc.

Financial Services
-25
- 11.63%
$81.63 - $110.51 $2.04K - $2.76K
190 $20.9M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.33K
- 0.6%
$24.94 - $25.42 $33.1K - $33.8K
218K $5.55B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-4
- 0.04%
$24.66 - $25.17 $98.6 - $101
11.3K $284M
SNPS
Synopsys Inc

Technology
-6
- 8.82%
$380.9 - $517.66 $2.29K - $3.11K
62 $31.5M
KR
Kroger CO

Consumer Defensive
-10
- 1.2%
$64.62 - $74.0 $646 - $740
823 $59M
AVIV
American Centy ETF Tr Avantis
-64
- 5.36%
$50.27 - $62.84 $3.22K - $4.02K
1.13K $70.3M
Reddit Inc
-18
- 14.17%
N/A
109 $16.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-75
- 13.81%
$416.06 - $551.64 $31.2K - $41.4K
468 $258M
BA
Boeing CO

Industrials
-9
- 6.62%
$136.59 - $217.51 $1.23K - $1.96K
127 $26.6M
ALCC
Alt C Acquisition Corp.

Financial Services
-73
- 32.16%
N/A
154 $8.63M
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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