Cherry Tree Wealth Management »

Fidelity msci info tech i shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Fidelity msci info tech i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci info tech i held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity msci info tech i by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $531k 2.4k 224.67

More positions owned by Cherry Tree Wealth Management

Spdr Series Trust State Street Spd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cherry Tree Wealth Management

Top funds holding Fidelity msci info tech i

Lido Advisors
Charles Schwab Investment Management
Richard Bernstein Advisors
Envestnet Asset Management
LPL Financial
Agf Management
Commonwealth Equity Services
Mercer Global Advisors
Full Sail Capital
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
Kestra Investment Management
Cambridge Investment Research Advisors
Portfolio Strategies
FMR

View all funds holding Fidelity msci info tech i