Cherry Tree Wealth Management, LLC Purchases in Q3 2025

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
233
+ 5.27%
$41.43 - $44.2 $9.65K - $10.3K
4.66K $206M
LRMR
Larimar Therapeutics, Inc.

Healthcare
2.65K
+ 24.92%
$2.88 - $5.1 $7.62K - $13.5K
13.3K $42.8M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
113
+ 3.69%
$39.39 - $42.09 $4.45K - $4.76K
3.18K $133M
AFK
Vaneck ETF Tr Africa Index ETF
462
New
N/A
462 $11.3M
NUSA
Nuveen Enhanced Yield 1 5 Year

ETFs
427
+ 216.75%
$23.21 - $23.49 $9.91K - $10K
624 $14.6M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1
+ 0.1%
$32.78 - $42.61 $32.8 - $42.6
961 $40.3M
PFE
Pfizer Inc

Healthcare
21
+ 0.37%
$23.29 - $25.88 $489 - $543
5.63K $143M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
274
+ 4.55%
$21.68 - $22.04 $5.94K - $6.04K
6.29K $138M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
114
+ 15.12%
$42.43 - $45.05 $4.84K - $5.14K
868 $38.2M
AMAT
Applied Materials Inc

Technology
1
+ 0.38%
$156.25 - $204.95 $156 - $205
264 $54M
HDV
Ishares Core High Dividend ETF

ETFs
33
New
$118.16 - $123.66 $3.9K - $4.08K
33 $4.04M
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 35.71%
$293.94 - $444.72 $1.47K - $2.22K
19 $8.45M
DUK
Duke Energy Corp

Utilities
4
+ 0.82%
$116.31 - $125.93 $465 - $504
491 $60.8M
Dimensional ETF Trust
31
+ 2.85%
N/A
1.12K $36.8M
VTRS
Viatris Inc

Healthcare
23
+ 1.25%
$8.74 - $10.69 $201 - $246
1.87K $18.5M
QCOM
Qualcomm Inc

Technology
1
+ 0.45%
$145.84 - $173.55 $146 - $174
221 $36.7M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
1
+ 0.71%
$30.6 - $42.37 $30.6 - $42.4
142 $5.75M
EMB
Ishares Tr

ETFs
2
+ 1.15%
$91.52 - $95.59 $183 - $191
176 $16.8M
AVRE
American Centy ETF Tr Avantis
10
+ 1.93%
$43.53 - $45.34 $435 - $453
527 $23.4M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
3
New
$84.77 - $103.36 $254 - $310
3 $257K
KHC
Kraft Heinz CO

Consumer Defensive
2
+ 1.49%
$25.63 - $28.94 $51.3 - $57.9
136 $3.55M
WM
Waste Management Inc

Industrials
1
+ 0.53%
$213.88 - $237.1 $214 - $237
190 $41.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2
+ 0.4%
$60.9 - $70.75 $122 - $142
498 $31.1M
ZTS
Zoetis Inc.

Healthcare
2
+ 0.17%
$141.13 - $159.19 $282 - $318
1.15K $168M
TGT
Target Corp

Consumer Defensive
2
+ 0.15%
$86.56 - $107.43 $173 - $215
1.36K $122M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.08%
$150.47 - $161.22 $451 - $484
3.69K $567M
Activity Summary
Buys All Purchases 77 New Holdings 7 Increased Positions 70 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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