CIK 1985414
Cherry Tree Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
586
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RL | RALPH LAUREN CORP | 22 | $1K–$15K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 105 | $1K–$15K | SH |
| CNP | CENTERPOINT ENERGY INC | 201 | $1K–$15K | SH |
| STRA | STRATEGIC ED INC | 96 | $1K–$15K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 41 | $1K–$15K | SH |
| WRB | BERKLEY W R CORP | 108 | $1K–$15K | SH |
| EFX | EQUIFAX INC | 34 | $1K–$15K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 50 | $1K–$15K | SH |
| CWB | SPDR SERIES TRUST | 80 | $1K–$15K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 23 | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 12 | $1K–$15K | SH |
| XLE | SELECT SECTOR SPDR TR | 150 | $1K–$15K | SH |
| BBY | BEST BUY INC | 100 | $1K–$15K | SH |
| XLF | SELECT SECTOR SPDR TR | 121 | $1K–$15K | SH |
| TILT | FLEXSHARES TR | 26 | $1K–$15K | SH |
| AVDL | AVADEL PHARMACEUTICALS PLC | 300 | $1K–$15K | SH |
| IWO | ISHARES TR | 20 | $1K–$15K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 65 | $1K–$15K | SH |
| ARW | ARROW ELECTRS INC | 57 | $1K–$15K | SH |
| IEX | IDEX CORP | 35 | $1K–$15K | SH |
| ICSH | ISHARES TR | 123 | $1K–$15K | SH |
| RKT | ROCKET COS INC | 319 | $1K–$15K | SH |
| JOUT | JOHNSON OUTDOORS INC | 144 | $1K–$15K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 63 | $1K–$15K | SH |
| IMTM | ISHARES TR | 125 | $1K–$15K | SH |
| SYK | STRYKER CORPORATION | 17 | $1K–$15K | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 252 | $1K–$15K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 66 | $1K–$15K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 21 | $1K–$15K | SH |
| HLN | HALEON PLC | 511 | $1K–$15K | SH |
| ICLN | ISHARES TR | 313 | $1K–$15K | SH |
| OC | OWENS CORNING NEW | 45 | $1K–$15K | SH |
| IBHG | ISHARES TR | 225 | $1K–$15K | SH |
| USFR | WISDOMTREE TR | 99 | $1K–$15K | SH |
| CTAS | CINTAS CORP | 26 | $1K–$15K | SH |
| HUM | HUMANA INC | 19 | $1K–$15K | SH |
| SCHH | SCHWAB STRATEGIC TR | 230 | $1K–$15K | SH |
| VDE | VANGUARD WORLD FD | 38 | $1K–$15K | SH |
| RWO | SPDR INDEX SHS FDS | 106 | $1K–$15K | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC | 151 | $1K–$15K | SH |
| MET | METLIFE INC | 60 | $1K–$15K | SH |
| CXT | CRANE NXT CO | 100 | $1K–$15K | SH |
| QDEF | FLEXSHARES TR | 57 | $1K–$15K | SH |
| GEV | GE VERNOVA INC | 7 | $1K–$15K | SH |
| XOP | SPDR SERIES TRUST | 36 | $1K–$15K | SH |
| SCHV | SCHWAB STRATEGIC TR | 153 | $1K–$15K | SH |
| IMSR | TERRESTRIAL ENERGY INC | 692 | $1K–$15K | SH |
| ISCG | ISHARES TR | 76 | $1K–$15K | SH |
| SSYS | STRATASYS LTD | 463 | $1K–$15K | SH |
| HDV | ISHARES TR | 33 | $1K–$15K | SH |