Cherry Tree Wealth Management, LLC Portfolio Holdings

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

Cherry Tree Wealth Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $404 Billion distributed in 644 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $22.3B, Vanguard Bd Index Fd Inc Total with a value of $20B, Spdr Portfolio Short Term Corp with a value of $18.5B, Vanguard Value ETF with a value of $16.6B, and Ishares Core S&P 500 ETF with a value of $13B.

Examining the 13F form we can see an decrease of $17.8B in the current position value, from $422B to 404B.

Cherry Tree Wealth Management, LLC is based out at Minnetonka, MN

Below you can find more details about Cherry Tree Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $404 Billion
ETFs: $355 Billion
Technology: $9.19 Billion
Industrials: $8.31 Billion
Financial Services: $4.36 Billion
Healthcare: $4.07 Billion
Consumer Defensive: $2.95 Billion
Consumer Cyclical: $1.61 Billion
Communication Services: $1.6 Billion
Other: $2.99 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$3.57 Billion 0.88% of portfolio
14,239
Q4 2024 Added 1.82%
$430M
$3.36 Billion 0.83% of portfolio
237,643
Q2 2024 Added 0.9%
$3.07T
$3.31 Billion 0.82% of portfolio
7,850
Q4 2024 Reduced 0.66%
$74.9B
$1.68 Billion 0.42% of portfolio
13,544
Q2 2024 Reduced 11.83%
$331B
$1.23 Billion 0.3% of portfolio
9,164
Q4 2024 Reduced 2.72%
$822B
$1.18 Billion 0.29% of portfolio
1,531
Q2 2024 Added 0.66%
$83B
$994 Million 0.25% of portfolio
7,703
Q4 2024 Added 0.01%
$121B
$916 Million 0.23% of portfolio
11,464
Q4 2024 Added 0.07%
$231B
$783 Million 0.19% of portfolio
2,637
Q3 2024 Reduced 3.02%
$807B
$760 Million 0.19% of portfolio
3,169
Q2 2024 Added 0.96%
$70.7B
$678 Million 0.17% of portfolio
14,166
Q4 2024 Reduced 3.38%
$401B
$630 Million 0.16% of portfolio
3,756
Q4 2024 Added 0.24%
$0
$629 Million 0.16% of portfolio
71,355
Q4 2024 Reduced 10.08%
$1.14T
$575 Million 0.14% of portfolio
3,017
Q4 2024 Added 5.23%
$60.8B
$470 Million 0.12% of portfolio
17,137
Q4 2024 Reduced 5.51%
$499B
$440 Million 0.11% of portfolio
871
Q4 2024 Added 6.87%
$20.7B
$455 Million 0.11% of portfolio
746
Q4 2024 Added 2.33%
$14.5B
$386 Million 0.1% of portfolio
4,578
Q2 2023 New
$2.38T
$410 Million 0.1% of portfolio
1,867
Q4 2024 Added 0.86%
$201B
$378 Million 0.09% of portfolio
2,483
Q2 2024 Added 1.1%
$426B
$364 Million 0.09% of portfolio
937
Q4 2024 Reduced 0.11%
$278B
$366 Million 0.09% of portfolio
4,046
Q2 2024 Added 0.27%
$1.11T
$309 Million 0.08% of portfolio
1,634
Q4 2024 Added 1.11%
$34.5B
$313 Million 0.08% of portfolio
4,916
Q4 2024 Added 0.8%
-
$304 Million 0.08% of portfolio
-
Q1 2024 New
$408B
$318 Million 0.08% of portfolio
2,202
Q4 2024 Added 0.09%
$228B
$310 Million 0.08% of portfolio
1,071
Q2 2024 Reduced 0.93%
$179B
$304 Million 0.08% of portfolio
13,347
Q3 2024 Reduced 8.53%
$56.4B
$277 Million 0.07% of portfolio
521
Q2 2024 Added 6.54%
$0
$280 Million 0.07% of portfolio
29,000
Q4 2024 Reduced 14.71%
$646M
$282 Million 0.07% of portfolio
24,000
Q4 2024 Reduced 17.24%
$302B
$243 Million 0.06% of portfolio
3,459
Q1 2024 Reduced 2.26%
$190B
$234 Million 0.06% of portfolio
2,024
Q2 2023 New
$143B
$241 Million 0.06% of portfolio
9,074
Q4 2024 Added 0.21%
$11.5B
$256 Million 0.06% of portfolio
4,707
Q2 2024 Reduced 9.25%
$10.4B
$189 Million 0.05% of portfolio
1,895
Q4 2024 New
$81.6B
$203 Million 0.05% of portfolio
1,248
Q2 2024 Added 7.03%
$1.93B
$201 Million 0.05% of portfolio
36,000
Q4 2023 Reduced 7.69%
$61B
$212 Million 0.05% of portfolio
1,565
Q4 2024 Added 0.13%
$228B
$188 Million 0.05% of portfolio
854
Q2 2024 Reduced 10.11%
$36.6B
$182 Million 0.05% of portfolio
2,693
Q4 2024 Added 0.34%
$59.5B
$193 Million 0.05% of portfolio
1,695
Q2 2024 Added 4.05%
$191B
$161 Million 0.04% of portfolio
445
Q4 2023 Added 12.66%
$468B
$150 Million 0.04% of portfolio
164
Q2 2024 Added 64.0%
$79.1B
$171 Million 0.04% of portfolio
674
Q3 2023 Added 4.17%
$24.1B
$150 Million 0.04% of portfolio
9,204
Q3 2024 New
$96.5B
$145 Million 0.04% of portfolio
2,767
Q2 2024 Reduced 17.28%
$465B
$147 Million 0.04% of portfolio
1,366
Q2 2024 Added 2.86%
$219B
$124 Million 0.03% of portfolio
1,248
Q4 2024 Reduced 3.85%

Summary

  • Portfolio
  • No. of Stocks 644
  • Current Value $404 Billion
  • Prior Value $422 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 109 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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