Cherry Tree Wealth Management, LLC
- SEC CIK
- 0001985414
- Latest filing
- Sep 15, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 9, 2023. Long positions only.
- Positions
- 615
- No filing for Q1 2023
- Portfolio value
- $343.3M
- No filing for Q1 2023
Cherry Tree Wealth Management, LLC did not file a 13F for Q1 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VMEOVimeo, Inc. | COMMON STOCK | 1 | $5 | <0.1% | – | – | History |
| ZIMVZimVie Inc. | Stock | 2 | $23 | <0.1% | – | – | History |
| ADAMAdamas Trust, Inc. | COM | 6 | $60 | <0.1% | – | – | History |
| TWLOTwilio Inc | CL A | 1 | $64 | <0.1% | – | – | History |
| OKTAOkta, Inc. | CL A | 1 | $70 | <0.1% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 34 | $77 | <0.1% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 2 | $83 | <0.1% | – | – | History |
| MTCHMatch Group, Inc. | COM | 2 | $84 | <0.1% | – | – | History |
| GPNGlobal Payments Inc | Stock | 1 | $99 | <0.1% | – | – | History |
| CSXCSX Corp | Stock | 3 | $103 | <0.1% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1 | $110 | <0.1% | – | – | History |
| TPRTapestry, Inc. | COM | 3 | $129 | <0.1% | – | – | History |
| VMWVmware LLC | CL A COM | 1 | $144 | <0.1% | – | – | History |
| CNPCenterpoint Energy Inc | COM | 5 | $146 | <0.1% | – | – | History |
| FTVFortive Corp | Stock | 2 | $150 | <0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 1 | $154 | <0.1% | – | – | History |
| TRUTransUnion | COM | 2 | $157 | <0.1% | – | – | History |
| WRKWestRock Co | COM | 6 | $160 | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 3 | $167 | <0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 2 | $170 | <0.1% | – | – | History |
| CCKCrown Holdings, Inc. | COM | 2 | $174 | <0.1% | – | – | History |
| AKAMAkamai Technologies Inc | COM | 2 | $180 | <0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 1 | $197 | <0.1% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 2 | $201 | <0.1% | – | – | History |
| YUMYum Brands Inc | Stock | 2 | $208 | <0.1% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 4 | $220 | <0.1% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 3 | $235 | <0.1% | – | – | History |
| BHFBrighthouse Financial, Inc. | COM | 5 | $237 | <0.1% | – | – | History |
| SPDR Series Trust78468R671 | SP KENSHO FUTR | 5 | $245 | <0.1% | – | – | – |
| MNSTMonster Beverage Corp | COM | 5 | $288 | <0.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 2 | $292 | <0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1 | $300 | <0.1% | – | – | History |
| ONLOrion Properties Inc. | REIT | 46 | $305 | <0.1% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 7 | $310 | <0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 3 | $336 | <0.1% | – | – | History |
| STESTERIS plc | SHS USD | 2 | $338 | <0.1% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 3 | $340 | <0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 5 | $347 | <0.1% | – | – | History |
| CPRTCopart Inc | COM | 4 | $365 | <0.1% | – | – | History |
| GRMNGarmin Ltd | SHS | 4 | $366 | <0.1% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 1 | $368 | <0.1% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 12 | $376 | <0.1% | – | – | History |
| FTNTFortinet, Inc. | Stock | 5 | $378 | <0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 5 | $404 | <0.1% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 6 | $416 | <0.1% | – | – | History |
| TELTE Connectivity plc | REG SHS | 3 | $421 | <0.1% | – | – | History |
| DXCDXC Technology Co | Stock | 16 | $428 | <0.1% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 18 | $457 | <0.1% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 1 | $462 | <0.1% | – | – | History |
| NEMNEWMONT Corp | Stock | 11 | $470 | <0.1% | – | – | History |
| ROPRoper Technologies Inc | Stock | 1 | $481 | <0.1% | – | – | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 43 | $501 | <0.1% | – | – | History |
| PCARPaccar Inc | COM | 6 | $502 | <0.1% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 1 | $503 | <0.1% | – | – | History |
| SPLKSplunk Inc | COM | 5 | $531 | <0.1% | – | – | History |
| AIGAmerican International Group, Inc. | Stock | 10 | $547 | <0.1% | – | – | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 21 | $599 | <0.1% | – | – | History |
| PFGPrincipal Financial Group Inc | COM | 8 | $607 | <0.1% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 4 | $610 | <0.1% | – | – | History |
| BRSLBrightstar Lottery PLC | SHS USD | 20 | $638 | <0.1% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 2 | $659 | <0.1% | – | – | History |
| MCOMoodys Corp | Stock | 2 | $696 | <0.1% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 6 | $700 | <0.1% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 3 | $704 | <0.1% | – | – | History |
| iShares Tr464288612 | INTRM GOV CR ETF | 7 | $721 | <0.1% | – | – | – |
| ODFLOld Dominion Freight Line, Inc. | COM | 2 | $740 | <0.1% | – | – | History |
| Vanguard Communication Services ETF92204A884 | ETF | 7 | $745 | <0.1% | – | – | – |
| EQIXEquinix Inc | COM | 1 | $784 | <0.1% | – | – | History |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 17 | $802 | <0.1% | – | – | – |
| COFCapital One Financial Corp | Stock | 8 | $821 | <0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 10 | $834 | <0.1% | – | – | History |
| DHDefinitive Healthcare Corp. | CLASS A COM | 77 | $847 | <0.1% | – | – | History |
| RUMRUM Group Inc. | Stock | 100 | $892 | <0.1% | – | – | History |
| PKGPackaging Corp of America | Stock | 7 | $926 | <0.1% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 2 | $942 | <0.1% | – | – | History |
| KLACKLA Corp | COM NEW | 2 | $971 | <0.1% | – | – | History |
| LVSLas Vegas Sands Corp | COM | 17 | $986 | <0.1% | – | – | History |
| DTEDte Energy Co | COM | 9 | $991 | <0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 3 | $1.03K | <0.1% | – | – | History |
| OGNOrganon & Co. | Stock | 51 | $1.06K | <0.1% | – | – | History |
| LPLALPL Financial Holdings Inc. | COM | 5 | $1.09K | <0.1% | – | – | History |
| CCICrown Castle Inc. | REIT | 10 | $1.14K | <0.1% | – | – | History |
| AZPNAspen Technology, Inc. | COM | 7 | $1.17K | <0.1% | – | – | History |
| WTWWillis Towers Watson PLC | SHS | 5 | $1.18K | <0.1% | – | – | History |
| WHRWhirlpool Corp | Stock | 8 | $1.19K | <0.1% | – | – | History |
| EXRExtra Space Storage Inc. | COM | 8 | $1.19K | <0.1% | – | – | History |
| GDYNGrid Dynamics Holdings, Inc. | CL A | 132 | $1.22K | <0.1% | – | – | History |
| HESHess Corp | Stock | 9 | $1.22K | <0.1% | – | – | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 11 | $1.23K | <0.1% | – | – | History |
| ACMAecom | COM | 15 | $1.27K | <0.1% | – | – | History |
| VODVodafone Group Public Ltd Co | ADR | 135 | $1.28K | <0.1% | – | – | History |
| ESEversource Energy | Stock | 18 | $1.28K | <0.1% | – | – | History |
| GTMZoomInfo Technologies Inc. | Stock | 52 | $1.32K | <0.1% | – | – | History |
| DOCHealthpeak Properties, Inc. | COM | 67 | $1.35K | <0.1% | – | – | History |
| KRNTKornit Digital Ltd. | SHS | 47 | $1.38K | <0.1% | – | – | History |
| CCitigroup Inc | Stock | 30 | $1.38K | <0.1% | – | – | History |
| PPLIPeople Inc | COM NEW | 22 | $1.38K | <0.1% | – | – | History |
| FRPTFreshpet, Inc. | Stock | 21 | $1.38K | <0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 2 | $1.38K | <0.1% | – | – | History |
| JCIJohnson Controls International plc | Stock | 21 | $1.43K | <0.1% | – | – | History |