Cherry Tree Wealth Management, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $398 Billion distributed in 596 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $22.6B, Vanguard Bd Index Fd Inc Total with a value of $20.3B, Spdr Portfolio Short Term Corp with a value of $18.1B, Vanguard Value ETF with a value of $16.3B, and Vanguard Ftse Developed Market with a value of $13B.
Examining the 13F form we can see an increase of $499M in the current position value, from $398B to 398B.
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
$398 Billion
ETFs: $352 Billion
Technology: $9.03 Billion
Industrials: $8.3 Billion
Healthcare: $4.5 Billion
Financial Services: $3.78 Billion
Consumer Defensive: $2.88 Billion
Consumer Cyclical: $1.45 Billion
Communication Services: $1.43 Billion
Other: $2.87 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
