Cherry Tree Wealth Management, LLC Portfolio Holdings

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

Cherry Tree Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $415 Billion distributed in 756 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $22.8B, Vanguard Bd Index Fd Inc Total with a value of $20.8B, Spdr Portfolio Short Term Corp with a value of $19.1B, Vanguard Value ETF with a value of $17B, and Vanguard Ftse Developed Market with a value of $14.3B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $404B to 415B.

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 $415 Billion
ETFs: $363 Billion
Industrials: $8.93 Billion
Technology: $8.07 Billion
Financial Services: $6.52 Billion
Healthcare: $4.48 Billion
Consumer Defensive: $2.91 Billion
Consumer Cyclical: $1.51 Billion
Communication Services: $1.48 Billion
Other: $2.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.82B
$6.32 Million 0.0% of portfolio
41
Q1 2025 New
$2.86B
$1.33 Million 0.0% of portfolio
37
Q1 2025 New
$27.2B
$206,000 0.0% of portfolio
39
Q1 2025 Reduced 95.57%
$66.5B
$4.62 Million 0.0% of portfolio
36
Q1 2024 Reduced 46.27%
$52.5B
$1.9 Million 0.0% of portfolio
8
Q3 2023 Reduced 11.11%
$15.6B
$9.29 Million 0.0% of portfolio
112
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 756
  • Current Value $415 Billion
  • Prior Value $404 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 121 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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