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 351–400 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HWKN | HAWKINS INC | 148 | $15K–$50K | SH |
| VLUE | ISHARES TR | 150 | $15K–$50K | SH |
| BBUS | J P MORGAN EXCHANGE TRADED F | 166 | $15K–$50K | SH |
| GSK | GSK PLC | 410 | $15K–$50K | SH |
| GE | GE AEROSPACE | 65 | $15K–$50K | SH |
| APPS | DIGITAL TURBINE INC | 4K | $15K–$50K | SH |
| PNC | PNC FINL SVCS GROUP INC | 91 | $15K–$50K | SH |
| NVT | NVENT ELECTRIC PLC | 185 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 62 | $15K–$50K | SH |
| CZR | CAESARS ENTERTAINMENT INC NE | 800 | $15K–$50K | SH |
| ALRS | ALERUS FINL CORP | 830 | $15K–$50K | SH |
| DIV | GLOBAL X FDS | 1K | $15K–$50K | SH |
| EME | EMCOR GROUP INC | 30 | $15K–$50K | SH |
| SKYT | SKYWATER TECHNOLOGY INC | 1K | $15K–$50K | SH |
| VCV | INVESCO CALIF VALUE MUN INCO | 2K | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC | 160 | $15K–$50K | SH |
| MDYV | SPDR SERIES TRUST | 209 | $15K–$50K | SH |
| C | CITIGROUP INC | 150 | $15K–$50K | SH |
| EMB | ISHARES TR | 179 | $15K–$50K | SH |
| IP | INTERNATIONAL PAPER CO | 436 | $15K–$50K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | 750 | $15K–$50K | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 1K | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 202 | $15K–$50K | SH |
| HRB | BLOCK H & R INC | 358 | $15K–$50K | SH |
| DFEV | DIMENSIONAL ETF TRUST | 454 | $15K–$50K | SH |
| COR | CENCORA INC | 45 | $15K–$50K | SH |
| BA | BOEING CO | 70 | $15K–$50K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 239 | $15K–$50K | SH |
| SMLF | ISHARES TR | 201 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 66 | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC | 125 | $1K–$15K | SH |
| SPYV | SPDR SERIES TRUST | 259 | $1K–$15K | SH |
| NUSA | NUSHARES ETF TR | 624 | $1K–$15K | SH |
| KLAC | KLA CORP | 12 | $1K–$15K | SH |
| PNR | PENTAIR PLC | 137 | $1K–$15K | SH |
| ADI | ANALOG DEVICES INC | 52 | $1K–$15K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 206 | $1K–$15K | SH |
| UNM | UNUM GROUP | 179 | $1K–$15K | SH |
| MS | MORGAN STANLEY | 78 | $1K–$15K | SH |
| AZO | AUTOZONE INC | 4 | $1K–$15K | SH |
| PNQI | INVESCO EXCHANGE TRADED FD T | 250 | $1K–$15K | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 578 | $1K–$15K | SH |
| GS | GOLDMAN SACHS GROUP INC | 15 | $1K–$15K | SH |
| IVW | ISHARES TR | 105 | $1K–$15K | SH |
| DFE | WISDOMTREE TR | 176 | $1K–$15K | SH |
| KMB | KIMBERLY-CLARK CORP | 124 | $1K–$15K | SH |
| SDG | ISHARES TR | 148 | $1K–$15K | SH |
| EXPE | EXPEDIA GROUP INC | 44 | $1K–$15K | SH |
| DSI | ISHARES TR | 96 | $1K–$15K | SH |
| AFK | VANECK ETF TRUST | 462 | $1K–$15K | SH |