Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cherry Tree Wealth Management

Latest statistics and disclosures from Cherry Tree Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPIB, BND, SPSB, VTV, FLRN, and represent 23.63% of Cherry Tree Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AVLV, IBDT, AVUV, IBDS, IBDU, BND, IBDR, DFCF, AGG, RSP.
Started 24 new stock positions in IBTG, SONY, GLW, IBTH, IBDU, TEX, BPOP, IBDS, OEC, AVIV. DFAR, INSP, IBTJ, TLT, CWB, NLOP, IBHF, VLTO, DFCF, ISCG, IBHE, IBDW, CXT, IBDV.
Reduced shares in these 10 stocks: VTV, VBR, SPIB, Ishares Tr ibnd dec23 etf, VTIP, Ishares Ibonds Dec 2023 Term T, VYM, SPSB, SPLV, FLRN.
Sold out of its positions in Activision Blizzard, AVB, CMS, CCI, D, ES, Ishares Tr ibnd dec23 etf, Ishares Ibonds Dec 2023 Term T, MBC, Miromatrix Med. National Instruments, NEE, PYPL, TMFC, SWKS, SNA, WTW.
Cherry Tree Wealth Management was a net buyer of stock by $8.9M.
Cherry Tree Wealth Management has $374M in assets under management (AUM), dropping by 9.69%.
Central Index Key (CIK): 0001985414

Tip: Access up to 7 years of quarterly data

Positions held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cherry Tree Wealth Management

Cherry Tree Wealth Management holds 592 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Cherry Tree Wealth Management has 592 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cherry Tree Wealth Management Dec. 31, 2023 positions
Download the Cherry Tree Wealth Management December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB)	6.0	$22M	-4%	680k	32.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.4	$20M	+4%	275k	73.55	View chart
Spdr Ser Tr Portfolio Short (SPSB)	5.0	$19M	-2%	631k	29.78	View chart
Vanguard Index Fds Value Etf (VTV)	4.1	$15M	-10%	102k	149.50	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	3.2	$12M	-3%	387k	30.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$11M		238k	47.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$11M		24k	477.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.9	$11M	-5%	97k	111.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$11M	-13%	59k	179.97	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.8	$10M		356k	29.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.8	$10M	+3%	133k	77.37	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.3	$8.8M		114k	77.02	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.3	$8.5M	-6%	179k	47.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.2	$8.3M	+5%	39k	213.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.2	$8.2M		146k	56.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	1.9	$7.1M	-5%	113k	62.66	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	1.8	$6.9M		205k	33.73	View chart
Titan Machinery (TITN)	1.8	$6.8M		236k	28.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.6	$6.1M		92k	66.49	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	1.6	$6.1M	+3%	174k	34.86	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$5.8M		155k	37.22	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	1.5	$5.7M	+9%	499k	11.47	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$5.7M		109k	52.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$5.0M		121k	41.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$4.9M		84k	57.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$4.4M		50k	88.36	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$3.6M	+6635%	63k	57.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$3.4M	+8%	60k	56.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$3.3M	+5%	14k	237.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$3.2M	+26%	33k	99.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$3.1M	+16%	85k	36.96	View chart
Microsoft Corporation (MSFT)	0.8	$3.1M		8.4k	376.05	View chart
Apple (AAPL)	0.8	$2.9M		15k	192.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$2.7M	+9%	52k	51.05	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$2.7M	-4%	45k	59.32	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.7	$2.5M	+1716%	101k	25.09	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$2.4M	+3466%	27k	89.80	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$2.3M	-2%	95k	24.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$2.3M		42k	55.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$2.3M	+36%	14k	157.80	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.5	$2.0M	NEW	84k	23.93	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$1.9M	+22%	73k	25.98	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.5	$1.8M	+10%	73k	24.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$1.8M		17k	105.23	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.5	$1.7M	-6%	21k	82.18	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.7M	+10%	31k	54.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.7M		3.5k	475.36	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$1.6M	-2%	34k	46.62	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.4	$1.5M	+23%	63k	23.86	View chart
Emerson Electric (EMR)	0.4	$1.5M		15k	97.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.4M	-3%	20k	70.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.4M	+6%	24k	59.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.4M		17k	78.03	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.4	$1.3M	NEW	57k	23.07	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$1.3M	+2%	11k	115.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M	-6%	4.0k	310.88	View chart
Medtronic SHS (MDT)	0.3	$1.2M		15k	82.38	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.3	$1.2M		25k	47.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.2M		21k	56.40	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.1M		32k	34.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.1M	+2%	2.5k	436.80	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$978k		31k	31.19	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$975k		17k	55.90	View chart
3M Company (MMM)	0.3	$947k	-2%	8.7k	109.33	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$918k	-11%	8.5k	108.41	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$898k		18k	50.58	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.2	$889k	+48%	36k	24.76	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$887k	+841%	37k	23.90	View chart
Eli Lilly & Co. (LLY)	0.2	$887k	-2%	1.5k	582.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$847k		17k	50.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$841k		9.9k	85.06	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$780k	NEW	18k	42.40	View chart
DNP Select Income Fund (DNP)	0.2	$673k	-8%	79k	8.48	View chart
Us Bancorp Del Com New (USB)	0.2	$645k		15k	43.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$639k		3.2k	200.71	View chart
Procter & Gamble Company (PG)	0.2	$565k		3.9k	146.54	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$562k	-19%	11k	51.28	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$559k	+49%	11k	51.15	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$533k		8.2k	64.93	View chart
JPMorgan Chase & Co. (JPM)	0.1	$531k	-21%	3.1k	170.10	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$529k	-10%	9.5k	55.59	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$525k	-19%	5.0k	105.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$521k		10k	52.10	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$518k	-17%	3.8k	137.07	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$508k	-12%	7.3k	69.34	View chart
American Express Company (AXP)	0.1	$501k	-7%	2.7k	187.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$494k		4.6k	108.25	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$492k	-23%	9.7k	50.62	View chart
Hormel Foods Corporation (HRL)	0.1	$489k	-12%	15k	32.11	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$468k	-14%	15k	32.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$465k		5.7k	82.04	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$441k	-10%	7.0k	63.33	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$439k	-9%	14k	31.01	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$438k		3.0k	147.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$432k		2.5k	170.40	View chart
UnitedHealth (UNH)	0.1	$430k	+14%	817.00	526.19	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$424k	-21%	9.9k	42.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$418k	-2%	17k	24.11	View chart
Pepsi (PEP)	0.1	$417k		2.5k	169.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$414k		1.9k	218.15	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$411k	+60%	17k	23.62	View chart
Gra (GGG)	0.1	$397k		4.6k	86.76	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$396k	+17%	16k	24.79	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$387k	-3%	14k	27.99	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$386k		6.7k	57.94	View chart
Farmland Partners (FPI)	0.1	$374k	-11%	30k	12.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$366k		3.5k	104.47	View chart
Lennox International (LII)	0.1	$355k	-3%	793.00	447.52	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$350k	+2%	14k	25.79	View chart
Kinder Morgan (KMI)	0.1	$348k	-9%	20k	17.64	View chart
Johnson & Johnson (JNJ)	0.1	$338k		2.2k	156.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$337k		4.4k	76.13	View chart
Wp Carey (WPC)	0.1	$336k		5.2k	64.81	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$334k	-18%	15k	22.26	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$324k		5.1k	63.85	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$323k		1.4k	223.39	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$320k		2.8k	116.30	View chart
Home Depot (HD)	0.1	$319k		920.00	346.55	View chart
General Mills (GIS)	0.1	$314k		4.8k	65.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$312k		2.7k	117.22	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$312k	+8%	5.6k	55.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$309k		4.1k	75.35	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$307k	-7%	38k	8.08	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$307k		7.6k	40.25	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$301k	-3%	9.3k	32.52	View chart
Vaneck Etf Trust Vaneck Shrt Muni (SMB)	0.1	$301k	-27%	18k	17.09	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$300k		12k	24.48	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$298k	+5%	2.4k	124.97	View chart
McDonald's Corporation (MCD)	0.1	$297k		1.0k	296.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$289k	-7%	1.1k	262.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$287k	-25%	701.00	409.74	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$277k	-58%	14k	19.40	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$270k		12k	23.28	View chart
Amazon (AMZN)	0.1	$264k	+16%	1.7k	151.94	View chart
Pfizer (PFE)	0.1	$259k		9.0k	28.79	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.1	$257k		4.6k	55.35	View chart
At&t (T)	0.1	$245k	-3%	15k	16.78	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$243k	-28%	4.7k	51.83	View chart
Phillips 66 (PSX)	0.1	$235k		1.8k	133.14	View chart
Target Corporation (TGT)	0.1	$234k	-2%	1.6k	142.40	View chart
Zoetis Cl A (ZTS)	0.1	$230k		1.2k	197.37	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$230k	-2%	2.0k	114.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$227k	-6%	1.6k	139.69	View chart
Amgen (AMGN)	0.1	$226k		783.00	288.02	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$225k		3.4k	66.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$215k		4.4k	49.37	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$214k		1.4k	155.33	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$213k		1.4k	156.89	View chart
Wal-Mart Stores (WMT)	0.1	$209k		1.3k	157.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$204k	+14%	4.1k	49.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$203k	+2%	7.1k	28.64	View chart
Xcel Energy (XEL)	0.1	$197k	-10%	3.2k	61.92	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$189k		2.6k	72.03	View chart
Ameriprise Financial (AMP)	0.0	$186k		489.00	379.83	View chart
Sandstorm Gold Com New (SAND)	0.0	$181k	-7%	36k	5.03	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$178k	+6%	7.3k	24.17	View chart
Illinois Tool Works (ITW)	0.0	$177k		674.00	261.94	View chart
Wells Fargo & Company (WFC)	0.0	$174k	+13%	3.5k	49.22	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$172k		4.9k	35.20	View chart
Raytheon Technologies Corp (RTX)	0.0	$170k		2.0k	84.13	View chart
Nike CL B (NKE)	0.0	$167k		1.5k	108.60	View chart
Southwestern Energy Company (SWN)	0.0	$166k	-3%	25k	6.55	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$159k	NEW	7.3k	21.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$157k		1.1k	140.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$148k		1.2k	122.75	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$147k		3.4k	43.41	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$147k		1.5k	95.20	View chart
Merck & Co (MRK)	0.0	$140k		1.3k	109.02	View chart
International Business Machines (IBM)	0.0	$140k	-8%	853.00	163.55	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$139k		1.7k	81.30	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$139k	+14%	2.2k	62.49	View chart
Altria (MO)	0.0	$135k		3.3k	40.34	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$135k		2.0k	66.57	View chart
Exxon Mobil Corporation (XOM)	0.0	$134k		1.3k	100.02	View chart
Nordic American Tanker Shippin (NAT)	0.0	$133k	-11%	32k	4.20	View chart
Becton, Dickinson and (BDX)	0.0	$132k	-2%	540.00	243.83	View chart
Caterpillar (CAT)	0.0	$132k	+12%	445.00	295.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$131k		472.00	277.15	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$125k		715.00	175.22	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$124k	-9%	256.00	484.00	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$123k		1.4k	91.05	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$118k	+16%	1.7k	70.28	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$117k		855.00	136.38	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$116k		2.9k	40.21	View chart
Realty Income (O)	0.0	$114k		2.0k	57.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$112k		481.00	232.64	View chart
Visa Com Cl A (V)	0.0	$112k		430.00	260.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$111k		429.00	259.51	View chart
Automatic Data Processing (ADP)	0.0	$109k		466.00	232.97	View chart
Coca-Cola Company (KO)	0.0	$107k		1.8k	58.93	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$106k		1.4k	77.39	View chart
NVIDIA Corporation (NVDA)	0.0	$106k	+395%	213.00	495.22	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$104k	NEW	4.6k	22.74	View chart
Union Pacific Corporation (UNP)	0.0	$103k		419.00	245.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$102k		990.00	102.88	View chart
CVS Caremark Corporation (CVS)	0.0	$102k	-46%	1.3k	78.96	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$102k		1.1k	92.26	View chart
Duke Energy Corp Com New (DUK)	0.0	$101k		1.0k	97.04	View chart
Flexshares Tr Qlt Div Def Idx (QDEF)	0.0	$99k		1.7k	59.06	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$95k		2.0k	47.24	View chart
Sempra Energy (SRE)	0.0	$94k		1.3k	74.73	View chart
Chevron Corporation (CVX)	0.0	$93k		625.00	149.16	View chart
Otis Worldwide Corp (OTIS)	0.0	$92k		1.0k	89.47	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$92k		1.6k	58.45	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$91k	+3%	2.4k	37.56	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$91k		3.8k	24.03	View chart
Intel Corporation (INTC)	0.0	$90k		1.8k	50.25	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$89k		1.9k	47.56	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$87k		764.00	113.99	View chart
Netflix (NFLX)	0.0	$86k		176.00	486.88	View chart
Lowe's Companies (LOW)	0.0	$83k		374.00	222.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$82k		270.00	303.43	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$80k		742.00	107.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$80k	+25%	482.00	165.15	View chart
Walt Disney Company (DIS)	0.0	$80k		881.00	90.24	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.0	$76k		3.5k	21.92	View chart
Cisco Systems (CSCO)	0.0	$75k	+12%	1.5k	50.52	View chart
International Paper Company (IP)	0.0	$72k	-33%	2.0k	36.15	View chart
Carrier Global Corporation (CARR)	0.0	$70k		1.2k	57.45	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$68k		733.00	93.08	View chart
Devon Energy Corporation (DVN)	0.0	$68k		1.5k	45.30	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$68k		1.9k	34.77	View chart
Meta Platforms Cl A (META)	0.0	$67k	+322%	190.00	353.03	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$66k		951.00	69.47	View chart
salesforce (CRM)	0.0	$66k	+139%	251.00	263.14	View chart
Oneok (OKE)	0.0	$65k	-39%	920.00	70.22	View chart
Costco Wholesale Corporation (COST)	0.0	$63k		96.00	656.65	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$61k		162.00	376.87	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$61k		1.0k	60.86	View chart
Oracle Corporation (ORCL)	0.0	$60k	+55%	573.00	105.43	View chart
Oxford Industries (OXM)	0.0	$60k		600.00	100.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$60k		313.00	191.17	View chart
First Tr Exchange-traded Dorseywrgt Etf (DALI)	0.0	$59k		2.7k	21.56	View chart
Honeywell International (HON)	0.0	$58k	+259%	277.00	209.33	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$57k		783.00	72.42	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$56k		2.6k	21.78	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.0	$53k	-16%	1.1k	49.26	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$52k		69.00	756.93	View chart
Bristol Myers Squibb (BMY)	0.0	$52k	-2%	1.0k	51.31	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$51k		1.4k	35.41	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$51k	NEW	2.3k	22.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$46k		2.0k	23.04	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$45k		2.9k	15.57	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.0	$45k		883.00	51.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$44k	NEW	445.00	98.88	View chart
Wec Energy Group (WEC)	0.0	$44k	-9%	521.00	84.17	View chart
Ryan Specialty Holdings Cl A (RYAN)	0.0	$43k		1.0k	43.02	View chart
Ishares Tr Exponential Tech (XT)	0.0	$43k	-12%	713.00	59.87	View chart
American Lithium Corp Com New (AMLI)	0.0	$42k	-14%	38k	1.10	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$42k		1.7k	24.67	View chart

Past Filings by Cherry Tree Wealth Management

SEC 13F filings are viewable for Cherry Tree Wealth Management going back to 2023

Cherry Tree Wealth Management 2023 Q4 filed Feb. 6, 2024
Cherry Tree Wealth Management 2023 Q3 filed Nov. 14, 2023
Cherry Tree Wealth Management 2023 Q2 filed Aug. 9, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z