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
HON
Honeywell International Inc

Industrials
-8
- 2.89%
$182.86 - $232.88 $1.46K - $1.86K
269 $62.5M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
-414
- 22.73%
$2.39 - $6.79 $989 - $2.81K
1.41K $9.55M
VO
Vanguard Mid Cap ETF

ETFs
-18
- 3.93%
$228.54 - $279.83 $4.11K - $5.04K
440 $123M
Tempus Ai Inc
-79
- 12.4%
N/A
558 $35.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 11.86%
$167.32 - $223.3 $33.5K - $44.7K
1.49K $326M
CSCO
Cisco Systems, Inc.

Technology
-76
- 4.88%
$53.19 - $69.38 $4.04K - $5.27K
1.48K $103M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-327
- 3.92%
$32.61 - $38.62 $10.7K - $12.6K
8.01K $305M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-455
- 0.5%
$23.32 - $24.45 $10.6K - $11.1K
90K $2.2B
NKE
Nike, Inc.

Consumer Cyclical
-12
- 1.04%
$53.27 - $72.04 $639 - $864
1.15K $81.4M
Nebius Group N.V.
-74
- 20.61%
N/A
285 $15.8M
AMP
Ameriprise Financial Inc

Financial Services
-32
- 6.14%
$422.19 - $533.73 $13.5K - $17.1K
489 $261M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-23
- 1.25%
$72.96 - $90.39 $1.68K - $2.08K
1.82K $163M
USB
Us Bancorp \De\

Financial Services
-500
- 4.21%
$36.4 - $45.76 $18.2K - $22.9K
11.4K $514M
GOOGL
Alphabet Inc.

Communication Services
-135
- 7.68%
$144.7 - $178.6 $19.5K - $24.1K
1.62K $286M
DIS
Walt Disney CO

Communication Services
-37
- 4.34%
$81.72 - $124.01 $3.02K - $4.59K
815 $101M
IEMG
Ishares Inc

ETFs
-1.15K
- 7.8%
N/A
13.6K $818M
ORCL
Oracle Corp

Technology
-85
- 17.07%
$122.82 - $218.63 $10.4K - $18.6K
413 $90.3M
IBM
International Business Machines Corp

Technology
-54
- 6.42%
$221.03 - $294.78 $11.9K - $15.9K
787 $232M
VIG
Vanguard Dividend Appreciation

ETFs
-11
- 0.44%
N/A
2.46K $504M
SAND
Sandstorm Gold LTD

Basic Materials
-2K
- 8.51%
$6.82 - $9.53 $13.6K - $19.1K
21.5K $202M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-54
- 0.79%
$23.2 - $29.84 $1.25K - $1.61K
6.74K $201M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-23
- 0.72%
$59.57 - $75.11 $1.37K - $1.73K
3.19K $240M
WMT
Walmart Inc.

Consumer Defensive
-90
- 2.45%
$81.79 - $99.98 $7.36K - $9K
3.58K $350M
DISV
Dimensional ETF Tr Dimensional

ETFs
-605
- 4.55%
$25.93 - $32.91 $15.7K - $19.9K
12.7K $418M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-118
- 1.78%
$37.77 - $46.15 $4.46K - $5.45K
6.53K $301M
VV
Vanguard Large Cap ETF

ETFs
-55
- 2.98%
$228.25 - $285.3 $12.6K - $15.7K
1.79K $511M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-39
- 0.24%
$24.38 - $30.18 $951 - $1.18K
16.1K $487M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-400
- 3.81%
$41.45 - $54.46 $16.6K - $21.8K
10.1K $526M
NFLX
Netflix Inc

Communication Services
-13
- 8.5%
$855.86 - $1339.13 $11.1K - $17.4K
140 $187M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-960
- 5.77%
$58.41 - $72.69 $56.1K - $69.8K
15.7K $1.14B
DFAE
Dimensional ETF Tr

ETFs
-182
- 1.05%
$22.87 - $28.95 $4.16K - $5.27K
17.1K $495M
IEFA
Ishares Tr

ETFs
-1.29K
- 6.28%
$67.83 - $84.09 $87.4K - $108K
19.2K $1.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.06K
- 3.41%
$152.93 - $181.74 $162K - $193K
30.1K $5.46B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.05K
- 8.54%
$104.23 - $134.39 $109K - $141K
11.2K $1.51B
DFIV
Dimensional ETF Tr

ETFs
-209
- 0.65%
$34.67 - $43.21 $7.25K - $9.03K
32K $1.37B
AXP
American Express CO

Financial Services
-44
- 1.64%
$231.39 - $318.98 $10.2K - $14K
2.65K $844M
JPM
Jpmorgan Chase & CO

Financial Services
-78
- 2.41%
$210.28 - $289.91 $16.4K - $22.6K
3.16K $917M
VTV
Vanguard Value ETF

ETFs
-1.38K
- 1.4%
$153.67 - $176.74 $212K - $244K
97.1K $17.2B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-84
- 0.06%
$36.25 - $42.28 $3.05K - $3.55K
150K $6.32B
VUG
Vanguard Growth ETF

ETFs
-77
- 2.16%
$329.49 - $438.4 $25.4K - $33.8K
3.48K $1.53B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-998
- 1.06%
$114.78 - $133.31 $115K - $133K
92.8K $12.4B
VTI
Vanguard Total Stock Market Et

ETFs
-211
- 1.61%
$243.75 - $303.93 $51.4K - $64.1K
12.9K $3.91B
DFAX
Dimensional ETF Tr
-616
- 0.57%
$23.37 - $29.39 $14.4K - $18.1K
107K $3.15B
NVDA
Nvidia Corp

Technology
-487
- 5.77%
$94.31 - $157.99 $45.9K - $76.9K
7.95K $1.26B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.61K
- 1.29%
$39.89 - $49.46 $64.1K - $79.5K
123K $6.08B
VBR
Vanguard Small Cap Value ETF

ETFs
-238
- 0.41%
$162.76 - $195.77 $38.7K - $46.6K
57.4K $11.2B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.11K
- 1.25%
$65.84 - $80.81 $72.8K - $89.3K
87.5K $7.01B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-236
- 0.28%
$55.54 - $69.09 $13.1K - $16.3K
84.9K $5.86B
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.7K
- 3.2%
$54.19 - $67.22 $255K - $316K
142K $9.56B
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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