Cherry Tree Wealth Management, LLC Sells in Q3 2025

Cherry Tree Wealth Management, LLC

  • $456 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-271
- 3.68%
$39.58 - $40.74 $10.7K - $11K
7.09K $288M
GIS
General Mills Inc

Consumer Defensive
-1
- 0.02%
$48.44 - $53.83 $48.4 - $53.8
4.95K $250M
VHT
Vanguard Health Care ETF

ETFs
-28
- 77.78%
$239.12 - $259.95 $6.7K - $7.28K
8 $2.08M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-326
- 1.62%
$48.34 - $49.39 $15.8K - $16.1K
19.8K $973M
HRB
H&R Block Inc

Consumer Cyclical
-91
- 20.27%
$49.28 - $56.76 $4.48K - $5.17K
358 $18.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-232
- 54.46%
$25.21 - $25.99 $5.85K - $6.03K
194 $5.02M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-336
- 5.15%
$45.22 - $48.34 $15.2K - $16.2K
6.19K $295M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-123
- 6.58%
$48.31 - $48.93 $5.94K - $6.02K
1.75K $85.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-110
- 17.41%
$62.54 - $68.42 $6.88K - $7.53K
522 $35.2M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-210
- 9.43%
$23.43 - $23.88 $4.92K - $5.01K
2.02K $48.1M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-42
- 20.19%
$111.77 - $121.28 $4.69K - $5.09K
166 $20M
NAT
Nordic American Tankers LTD

Industrials
-2.5K
- 26.32%
N/A
7K $22M
IEFA
Ishares Tr

ETFs
-866
- 4.51%
$81.7 - $87.53 $70.8K - $75.8K
18.3K $1.6B
CNP
Centerpoint Energy Inc

Utilities
-4
- 80.0%
$35.77 - $39.16 $143 - $157
1 $39K
ONL
Orion Office Reit Inc.

Real Estate
-28
- 84.85%
$2.27 - $3.04 $63.6 - $85.1
5 $14K
WMT
Walmart Inc.

Consumer Defensive
-180
- 5.03%
$94.4 - $104.27 $17K - $18.8K
3.4K $351M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-138
- 2.64%
$28.69 - $30.59 $3.96K - $4.22K
5.08K $154M
DNP
Dnp Select Income Fund Inc

Financial Services
-501
- 1.87%
$9.65 - $10.02 $4.83K - $5.02K
26.3K $263M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-37
- 0.32%
$53.57 - $54.48 $1.98K - $2.02K
11.6K $631M
JPM
Jpmorgan Chase & CO

Financial Services
-246
- 7.77%
$282.78 - $316.06 $69.6K - $77.8K
2.92K $920M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-38
- 2.09%
$87.29 - $93.61 $3.32K - $3.56K
1.78K $166M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-122
- 0.25%
$55.61 - $57.37 $6.78K - $7K
49.1K $2.8B
O
Realty Income Corp

Real Estate
-1
- 0.05%
$56.13 - $60.79 $56.1 - $60.8
1.98K $120M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-108
- 0.78%
$92.18 - $95.14 $9.96K - $10.3K
13.7K $1.3B
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-80
- 3.84%
$132.51 - $145.94 $10.6K - $11.7K
2K $289M
USB
Us Bancorp \De\

Financial Services
-500
- 4.4%
$43.94 - $50.41 $22K - $25.2K
10.9K $525M
PEP
Pepsico Inc

Consumer Defensive
-67
- 2.74%
$133.81 - $152.16 $8.97K - $10.2K
2.38K $334M
PSLV
Sprott Physical Silver Trust

Financial Services
-3K
- 17.35%
$12.24 - $15.73 $36.7K - $47.2K
14.3K $224M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-138
- 0.53%
$97.75 - $100.75 $13.5K - $13.9K
25.7K $2.58B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-15
- 1.29%
$236.25 - $257.69 $3.54K - $3.87K
1.15K $294M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12
- 2.56%
$546.99 - $602.2 $6.56K - $7.23K
456 $274M
IDV
Ishares Tr

ETFs
-142
- 1.11%
$34.54 - $37.28 $4.9K - $5.29K
12.7K $463M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-135
- 3.34%
$182.33 - $194.5 $24.6K - $26.3K
3.91K $760M
AVDV
American Centy ETF Tr Avantis

ETFs
-48
- 1.24%
$79.24 - $89.03 $3.8K - $4.27K
3.81K $339M
EFV
Msci Eafe Value ETF

ETFs
-109
- 1.12%
$62.79 - $68.42 $6.84K - $7.46K
9.62K $653M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-291
- 3.57%
$109.47 - $119.06 $31.9K - $34.6K
7.87K $932M
DFAE
Dimensional ETF Tr

ETFs
-126
- 0.74%
$28.84 - $31.84 $3.63K - $4.01K
17K $535M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.88K
- 4.6%
$41.91 - $44.87 $288K - $309K
143K $6.38B
JNJ
Johnson & Johnson

Healthcare
-54
- 2.62%
$155.17 - $185.42 $8.38K - $10K
2.01K $372M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-208
- 1.85%
$133.48 - $144.38 $27.8K - $30K
11K $1.57B
GOOG
Alphabet Inc.

Communication Services
-516
- 17.33%
$175.16 - $255.24 $90.4K - $132K
2.46K $600M
DHS
Wisdomtree Tr U.S

ETFs
-100
- 0.58%
$96.42 - $101.82 $9.64K - $10.2K
17.2K $1.73B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.07K
- 20.51%
$50.79 - $76.4 $105K - $158K
8.04K $614M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.31K
- 4.37%
$23.82 - $25.84 $127K - $137K
116K $2.99B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-872
- 1.39%
$24.46 - $26.5 $21.3K - $23.1K
61.8K $1.63B
GOOGL
Alphabet Inc.

Communication Services
-37
- 2.28%
$174.36 - $254.72 $6.45K - $9.42K
1.59K $385M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.65K
- 0.4%
$33.26 - $34.01 $88.2K - $90.2K
665K $22.5B
MSFT
Microsoft Corp

Technology
-69
- 0.9%
$491.09 - $535.64 $33.9K - $37K
7.62K $3.95B
NVDA
Nvidia Corp

Technology
-508
- 6.39%
$153.3 - $186.58 $77.9K - $94.8K
7.44K $1.39B
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
Track This Portfolio

Track Cherry Tree Wealth Management, LLC Portfolio

Follow Cherry Tree Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email