Cherry Tree Wealth Management, LLC Portfolio Holdings

Cherry Tree Wealth Management, LLC

  • $415 Billion
  • Q1 2025

Cherry Tree Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $415 Billion distributed in 756 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $22.8B, Vanguard Bd Index Fd Inc Total with a value of $20.8B, Spdr Portfolio Short Term Corp with a value of $19.1B, Vanguard Value ETF with a value of $17B, and Vanguard Ftse Developed Market with a value of $14.3B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $404B to 415B.

Cherry Tree Wealth Management, LLC is based out at Minnetonka, MN

Below you can find more details about Cherry Tree Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $415 Billion
ETFs: $363 Billion
Industrials: $8.93 Billion
Technology: $8.07 Billion
Financial Services: $6.52 Billion
Healthcare: $4.48 Billion
Consumer Defensive: $2.91 Billion
Consumer Cyclical: $1.51 Billion
Communication Services: $1.48 Billion
Other: $2.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$46.9B
$14.1 Million 0.0% of portfolio
120
Q1 2025 Reduced 43.66%
$1.34B
$549,000 0.0% of portfolio
18
Q1 2025 New
$2.13B
$964,000 0.0% of portfolio
54
Q1 2025 New
Veralto Corp
-
$10.1 Million 0.0% of portfolio
-
Q2 2024 Added 2,500.0%
$30.3B
$9.27 Million 0.0% of portfolio
40
Q2 2024 New
$76.2B
$13.2 Million 0.0% of portfolio
33
Q3 2023 New
$0
$4.93 Million 0.0% of portfolio
38
Q3 2024 New
$91.8B
$10.5 Million 0.0% of portfolio
52
Q1 2024 Reduced 29.73%
$39.1B
$11.3 Million 0.0% of portfolio
172
Q2 2024 Added 100.0%
$3.2B
$520,000 0.0% of portfolio
52
Q2 2023 New
$1.15B
$1.68 Million 0.0% of portfolio
58
Q1 2025 New
$0
$9.53 Million 0.0% of portfolio
36
Q4 2024 Added 12.5%
$770M
$416,000 0.0% of portfolio
17
Q2 2023 New
$36.7B
$9.12 Million 0.0% of portfolio
53
Q3 2023 Reduced 7.02%
$103B
$18.5 Million 0.0% of portfolio
85
Q1 2025 Added 37.1%
$26.4B
$2.53 Million 0.0% of portfolio
270
Q1 2025 Added 100.0%
$68.4B
$8.45 Million 0.0% of portfolio
76
Q1 2025 New
$5.87B
$337,000 0.0% of portfolio
2
Q4 2024 New
$23.8B
$4.29 Million 0.0% of portfolio
42
Q1 2025 New
$13.1B
$1.39 Million 0.0% of portfolio
15
Q2 2023 New
$139B
$2.36 Million 0.0% of portfolio
23
Q1 2024 Added 76.92%
$2.1B
$4.79 Million 0.0% of portfolio
252
Q2 2023 New
$7.46B
$5.53 Million 0.0% of portfolio
21
Q1 2025 New
$179B
$8.58 Million 0.0% of portfolio
28
Q2 2024 Reduced 20.0%
$44.4B
$2.34 Million 0.0% of portfolio
10
Q2 2023 New
$0
$2.1 Million 0.0% of portfolio
350
Q4 2023 Reduced 50.0%
Alerus Finl Corp
-
$15.3 Million 0.0% of portfolio
-
Q4 2023 Added 13.7%
$307B
$7.93 Million 0.0% of portfolio
60
Q1 2025 Added 500.0%
$0
$7.46 Million 0.0% of portfolio
286
Q2 2023 New
$9.5B
$235,000 0.0% of portfolio
21
Q2 2023 New
$0
$7.48 Million 0.0% of portfolio
81
Q2 2023 New
$19.3B
$4.43 Million 0.0% of portfolio
413
Q1 2025 New
Amentum Holdings Inc
-
$1.37 Million 0.0% of portfolio
-
Q3 2024 New
$52.4B
$622,000 0.0% of portfolio
3
Q4 2024 New
$8.26B
$3.25 Million 0.0% of portfolio
34
Q1 2025 New
$4.21B
$722,000 0.0% of portfolio
8
Q1 2025 New
$70.9B
$6.96 Million 0.0% of portfolio
117
Q1 2025 Added 875.0%
$35.1B
$7.77 Million 0.0% of portfolio
23
Q1 2025 New
$6.16B
$2.03 Million 0.0% of portfolio
18
Q1 2025 New
$18.8B
$417,000 0.0% of portfolio
8
Q4 2024 New
$74.2B
$10.3 Million 0.0% of portfolio
75
Q2 2024 New
$2.59B
$792,000 0.0% of portfolio
18
Q1 2025 New
$21.9B
$277,000 0.0% of portfolio
4
Q2 2023 New
$70.6B
$330,000 0.0% of portfolio
3
Q4 2023 Reduced 88.89%
$5.41B
$943,000 0.0% of portfolio
6
Q1 2025 New
$13.3B
$8.63 Million 0.0% of portfolio
28
Q1 2025 Added 600.0%
$18.1B
$500,000 0.0% of portfolio
4
Q4 2024 New
$10.6B
$3.38 Million 0.0% of portfolio
18
Q1 2025 New
$15.5B
$14.6 Million 0.0% of portfolio
179
Q4 2024 Reduced 22.84%

Summary

  • Portfolio
  • No. of Stocks 756
  • Current Value $415 Billion
  • Prior Value $404 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 121 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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