Cherry Tree Wealth Management, LLC Reduced Holdings in Q4 2024

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-71
- 2.98%
$131.66 - $144.0 $9.35K - $10.2K
2.31K $305M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-316
- 23.41%
$107.41 - $115.71 $33.9K - $36.6K
1.03K $114M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-810
- 4.65%
$66.77 - $71.52 $54.1K - $57.9K
16.6K $1.15B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-35
- 0.68%
$56.61 - $61.63 $1.98K - $2.16K
5.09K $289M
NKE
Nike, Inc.

Consumer Cyclical
-111
- 8.74%
$73.36 - $89.13 $8.14K - $9.89K
1.16K $87.7M
MRK
Merck & Co., Inc.

Healthcare
-50
- 3.85%
$96.31 - $114.76 $4.82K - $5.74K
1.25K $124M
FPI
Farmland Partners Inc.

Real Estate
-5K
- 17.24%
$10.17 - $12.76 $50.9K - $63.8K
24K $282M
O
Realty Income Corp

Real Estate
-4
- 0.2%
$51.76 - $64.71 $207 - $259
1.98K $106M
Solventum Corp
-150
- 7.41%
N/A
1.88K $124M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-144
- 1.5%
$51.54 - $52.55 $7.42K - $7.57K
9.48K $490M
INTC
Intel Corp

Technology
-561
- 45.21%
$19.07 - $26.23 $10.7K - $14.7K
680 $13.6M
HWKN
Hawkins Inc

Basic Materials
-107
- 41.96%
$106.23 - $137.61 $11.4K - $14.7K
148 $18.2M
FXI
Ishares Tr

ETFs
-335
- 11.24%
$29.52 - $36.69 $9.89K - $12.3K
2.65K $80.5M
SMB
Vaneck Short Muni ETF

ETFs
-669
- 5.09%
$17.07 - $17.26 $11.4K - $11.5K
12.5K $213M
BSX
Boston Scientific Corp

Healthcare
-118
- 31.72%
$83.62 - $91.5 $9.87K - $10.8K
254 $22.7M
AVRE
American Centy ETF Tr Avantis
-108
- 14.73%
$41.03 - $46.91 $4.43K - $5.07K
625 $26.2M
MET
Metlife Inc

Financial Services
-100
- 55.87%
$78.15 - $88.25 $7.82K - $8.83K
79 $6.47M
Gsk PLC
-132
- 24.35%
N/A
410 $13.9M
FCX
Freeport Mcmoran Inc

Basic Materials
-23
- 4.13%
$38.08 - $50.82 $876 - $1.17K
534 $20.3M
HPQ
Hp Inc

Technology
-196
- 86.34%
$32.46 - $39.3 $6.36K - $7.7K
31 $1.01M
QCOM
Qualcomm Inc

Technology
-9
- 2.84%
$150.4 - $178.04 $1.35K - $1.6K
308 $47.3M
CVX
Chevron Corp

Energy
-25
- 3.85%
$141.15 - $162.53 $3.53K - $4.06K
625 $90.5M
HPE
Hewlett Packard Enterprise CO

Technology
-196
- 86.34%
$19.31 - $23.95 $3.78K - $4.69K
31 $662K
DALI
First Tr ETF Vi Dorseywright D

ETFs
-208
- 8.23%
$24.79 - $27.65 $5.16K - $5.75K
2.32K $59.9M
APPS
Digital Turbine, Inc.

Technology
-500
- 25.0%
$1.21 - $3.7 $605 - $1.85K
1.5K $2.54M
MPW
Medical Properties Trust Inc

Real Estate
-358
- 56.03%
$3.72 - $5.77 $1.33K - $2.07K
281 $1.11M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-36
- 19.25%
$26.39 - $35.74 $950 - $1.29K
151 $4.05M
GLD
Spdr Gold Trust

ETFs
-8
- 2.56%
$236.59 - $257.5 $1.89K - $2.06K
305 $73.9M
UNM
Unum Group

Financial Services
-53
- 22.84%
$58.88 - $77.07 $3.12K - $4.08K
179 $13.1M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-8
- 0.38%
$128.97 - $141.41 $1.03K - $1.13K
2.08K $272M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-17
- 1.56%
$201.32 - $217.44 $3.42K - $3.7K
1.07K $221M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-115
- 1.89%
$53.94 - $58.15 $6.2K - $6.69K
5.99K $337M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13
- 2.36%
$481.22 - $538.17 $6.26K - $7K
537 $275M
USB
Us Bancorp \De\

Financial Services
-495
- 3.38%
$43.98 - $53.66 $21.8K - $26.6K
14.2K $678M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-227
- 1.33%
$124.26 - $134.12 $28.2K - $30.4K
16.9K $2.17B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-66
- 0.71%
$100.18 - $109.1 $6.61K - $7.2K
9.26K $971M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.12%
$567.81 - $607.81 $2.27K - $2.43K
3.41K $2B
AVLV
American Centy ETF Tr Avantis
-462
- 0.59%
$65.51 - $71.22 $30.3K - $32.9K
77.5K $5.17B
KMI
Kinder Morgan, Inc.

Energy
-1K
- 5.51%
$22.59 - $28.54 $22.6K - $28.5K
17.1K $470M
VUG
Vanguard Growth ETF

ETFs
-68
- 1.83%
$378.79 - $428.11 $25.8K - $29.1K
3.65K $1.5B
NVDA
Nvidia Corp

Technology
-256
- 2.72%
$117.0 - $148.88 $30K - $38.1K
9.16K $1.23B
VB
Vanguard Small Cap ETF

ETFs
-69
- 0.17%
$233.76 - $261.58 $16.1K - $18K
41.6K $10B
Activity Summary
Buys All Purchases 153 New Holdings 44 Increased Positions 109 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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