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 501–550 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BALL | BALL CORP | 74 | $1K–$15K | SH |
| EFG | ISHARES TR | 34 | $1K–$15K | SH |
| TFC | TRUIST FINL CORP | 78 | $1K–$15K | SH |
| SMH | VANECK ETF TRUST | 10 | $1K–$15K | SH |
| VOD | VODAFONE GROUP PLC NEW | 270 | $1K–$15K | SH |
| BCI | ABRDN ETFS | 178 | $1K–$15K | SH |
| KHC | KRAFT HEINZ CO | 138 | $1K–$15K | SH |
| ALSN | ALLISON TRANSMISSION HLDGS I | 34 | $1K–$15K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 21 | $1K–$15K | SH |
| PCG | PG&E CORP | 204 | $1K–$15K | SH |
| XAR | SPDR SERIES TRUST | 12 | $1K–$15K | SH |
| XLK | SELECT SECTOR SPDR TR | 20 | $1K–$15K | SH |
| XLY | SELECT SECTOR SPDR TR | 24 | $1K–$15K | SH |
| SCHM | SCHWAB STRATEGIC TR | 95 | $1K–$15K | SH |
| DEO | DIAGEO PLC | 33 | $1K–$15K | SH |
| CPB | THE CAMPBELLS COMPANY | 100 | $1K–$15K | SH |
| DOW | DOW INC | 118 | $1K–$15K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 56 | $1K–$15K | SH |
| DKS | DICKS SPORTING GOODS INC | 13 | $1K–$15K | SH |
| FNB | F N B CORP | 146 | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC | 91 | $1K–$15K | SH |
| BIV | VANGUARD BD INDEX FDS | 30 | $1K–$15K | SH |
| VHT | VANGUARD WORLD FD | 8 | $1K–$15K | SH |
| SFM | SPROUTS FMRS MKT INC | 28 | $1K–$15K | SH |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 43 | $1K–$15K | SH |
| DWAS | INVESCO EXCH TRADED FD TR II | 21 | $1K–$15K | SH |
| NBCM | NEUBERGER BERMAN ETF TRUST | 84 | $1K–$15K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 92 | $1K–$15K | SH |
| MA | MASTERCARD INCORPORATED | 3 | $1K–$15K | SH |
| ISRG | INTUITIVE SURGICAL INC | 3 | $1K–$15K | SH |
| HSIC | HENRY SCHEIN INC | 22 | $1K–$15K | SH |
| NEM | NEWMONT CORP | 15 | $1K–$15K | SH |
| SPGI | S&P GLOBAL INC | 3 | $1K–$15K | SH |
| EMBC | EMBECTA CORP | 108 | $1K–$15K | SH |
| MTUS | METALLUS INC | 66 | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS INC | 6 | $1K–$15K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 67 | $1K–$15K | SH |
| FCO | ABRDN GLOBAL INCOME FUND INC | 350 | $1K–$15K | SH |
| CFG | CITIZENS FINL GROUP INC | 18 | $1K–$15K | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 11 | <$1K | SH |
| MPC | MARATHON PETE CORP | 6 | <$1K | SH |
| SHW | SHERWIN WILLIAMS CO | 3 | <$1K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 3 | <$1K | SH |
| IDGT | ISHARES TR | 11 | <$1K | SH |
| CC | CHEMOURS CO | 76 | <$1K | SH |
| BHF | BRIGHTHOUSE FINL INC | 13 | <$1K | SH |
| EAGG | ISHARES TR | 17 | <$1K | SH |
| AIG | AMERICAN INTL GROUP INC | 10 | <$1K | SH |
| UNP | UNION PAC CORP | 4 | <$1K | SH |
| DHR | DANAHER CORPORATION | 4 | <$1K | SH |