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 401–450 of 586
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HOG | HARLEY DAVIDSON INC | 600 | $1K–$15K | SH |
| CRH | CRH PLC | 98 | $1K–$15K | SH |
| USFD | US FOODS HLDG CORP | 161 | $1K–$15K | SH |
| HACK | AMPLIFY ETF TR | 150 | $1K–$15K | SH |
| DD | DUPONT DE NEMOURS INC | 297 | $1K–$15K | SH |
| WBD | WARNER BROS DISCOVERY INC | 413 | $1K–$15K | SH |
| SUSL | ISHARES TR | 98 | $1K–$15K | SH |
| SCZ | ISHARES TR | 153 | $1K–$15K | SH |
| Q | QNITY ELECTRONICS INC | 145 | $1K–$15K | SH |
| BLK | BLACKROCK INC | 11 | $1K–$15K | SH |
| AON | AON PLC | 33 | $1K–$15K | SH |
| TKR | TIMKEN CO | 136 | $1K–$15K | SH |
| ESML | ISHARES TR | 248 | $1K–$15K | SH |
| FNDE | SCHWAB STRATEGIC TR | 316 | $1K–$15K | SH |
| SLYG | SPDR SERIES TRUST | 118 | $1K–$15K | SH |
| NDAQ | NASDAQ INC | 114 | $1K–$15K | SH |
| CW | CURTISS WRIGHT CORP | 20 | $1K–$15K | SH |
| LUV | SOUTHWEST AIRLS CO | 265 | $1K–$15K | SH |
| MDYG | SPDR SERIES TRUST | 117 | $1K–$15K | SH |
| CTVA | CORTEVA INC | 160 | $1K–$15K | SH |
| SLYV | SPDR SERIES TRUST | 115 | $1K–$15K | SH |
| ENSG | ENSIGN GROUP INC | 60 | $1K–$15K | SH |
| TXN | TEXAS INSTRS INC | 60 | $1K–$15K | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 533 | $1K–$15K | SH |
| OSIS | OSI SYSTEMS INC | 40 | $1K–$15K | SH |
| LIN | LINDE PLC | 24 | $1K–$15K | SH |
| BAC | BANK AMERICA CORP | 179 | $1K–$15K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 53 | $1K–$15K | SH |
| JKHY | HENRY JACK & ASSOC INC | 53 | $1K–$15K | SH |
| ACWI | ISHARES TR | 68 | $1K–$15K | SH |
| VOLT | TEMA ETF TRUST | 329 | $1K–$15K | SH |
| PHM | PULTE GROUP INC | 80 | $1K–$15K | SH |
| AVUS | AMERICAN CENTY ETF TR | 81 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW | 51 | $1K–$15K | SH |
| SBUX | STARBUCKS CORP | 106 | $1K–$15K | SH |
| TEX | TEREX CORP NEW | 165 | $1K–$15K | SH |
| DVYE | ISHARES INC | 281 | $1K–$15K | SH |
| IBHJ | ISHARES TR | 326 | $1K–$15K | SH |
| LIT | GLOBAL X FDS | 133 | $1K–$15K | SH |
| AME | AMETEK INC | 42 | $1K–$15K | SH |
| NOC | NORTHROP GRUMMAN CORP | 15 | $1K–$15K | SH |
| ESGD | ISHARES TR | 89 | $1K–$15K | SH |
| AFL | AFLAC INC | 76 | $1K–$15K | SH |
| VOX | VANGUARD WORLD FD | 43 | $1K–$15K | SH |
| PM | PHILIP MORRIS INTL INC | 51 | $1K–$15K | SH |
| NLOP | NET LEASE OFFICE PROPERTIES | 316 | $1K–$15K | SH |
| MAR | MARRIOTT INTL INC NEW | 26 | $1K–$15K | SH |
| PULS | PGIM ETF TR | 163 | $1K–$15K | SH |
| ETN | EATON CORP PLC | 25 | $1K–$15K | SH |
| SO | SOUTHERN CO | 91 | $1K–$15K | SH |