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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$432M
$3.36 Billion 0.83% of portfolio
237,643
Q2 2024 Added 0.9%
$644M
$282 Million 0.07% of portfolio
24,000
Q4 2024 Reduced 17.24%
$1.87B
$201 Million 0.05% of portfolio
36,000
Q4 2023 Reduced 7.69%
$831M
$70.3 Million 0.02% of portfolio
28,100
Q4 2024 Reduced 11.08%
$1.19B
$47.3 Million 0.01% of portfolio
600
Q3 2023 New
$836M
$4.12 Million 0.0% of portfolio
463
Q2 2023 New
$525M
$317,000 0.0% of portfolio
77
Q2 2023 New
$1.03B
$2.23 Million 0.0% of portfolio
108
Q2 2023 New
$1.13B
$407,000 0.0% of portfolio
17
Q2 2023 New
$1.47B
$1.46 Million 0.0% of portfolio
47
Q2 2023 New
$849M
$4.97 Million 0.0% of portfolio
315
Q2 2024 Reduced 43.24%
$1.72B
$2.94 Million 0.0% of portfolio
132
Q2 2023 New

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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