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 |
|---|---|---|---|---|---|---|---|
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2 | $1.44K | <0.1% | – | – | History |
| DGDollar General Corp | COM | 9 | $1.44K | <0.1% | – | – | History |
| HSYHershey Co | COM | 6 | $1.50K | <0.1% | – | – | History |
| AVBAvalonbay Communities Inc | COM | 8 | $1.51K | <0.1% | – | – | History |
| AVYAvery Dennison Corp | COM | 9 | $1.55K | <0.1% | – | – | History |
| BHPBHP Group Ltd | ADR | 26 | $1.55K | <0.1% | – | – | History |
| KDKyndryl Holdings, Inc. | Stock | 119 | $1.58K | <0.1% | – | – | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11 | $1.62K | <0.1% | – | – | History |
| EAElectronic Arts Inc. | COM | 13 | $1.62K | <0.1% | – | – | History |
| ProShares Ultrashort S&P 50074347G416 | ETF | 50 | $1.72K | <0.1% | – | – | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 54 | $1.72K | <0.1% | – | – | – |
| PGNYProgyny, Inc. | COM | 44 | $1.73K | <0.1% | – | – | History |
| CBChubb Ltd | Stock | 9 | $1.73K | <0.1% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 19 | $1.75K | <0.1% | – | – | History |
| HSICHenry Schein Inc | COM | 22 | $1.78K | <0.1% | – | – | History |
| CERTCertara, Inc. | COM | 100 | $1.82K | <0.1% | – | – | History |
| KIDSOrthopediatrics Corp | COM | 42 | $1.84K | <0.1% | – | – | History |
| AMNAmn Healthcare Services Inc | COM | 17 | $1.86K | <0.1% | – | – | History |
| NEOGNeogen Corp | COM | 86 | $1.87K | <0.1% | – | – | History |
| FIVNFive9, Inc. | COM | 23 | $1.90K | <0.1% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 2 | $1.91K | <0.1% | – | – | History |
| NTRSNorthern Trust Corp | COM | 26 | $1.93K | <0.1% | – | – | History |
| CMICummins Inc | Stock | 8 | $1.96K | <0.1% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12 | $2.04K | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 9 | $2.04K | <0.1% | – | – | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 16 | $2.06K | <0.1% | – | – | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 20 | $2.08K | <0.1% | – | – | History |
| CDWCDW Corp | COM | 12 | $2.11K | <0.1% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 37 | $2.21K | <0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 4 | $2.25K | <0.1% | – | – | History |
| WDAYWorkday, Inc. | CL A | 10 | $2.26K | <0.1% | – | – | History |
| SQSPSquarespace, Inc. | CLASS A | 72 | $2.27K | <0.1% | – | – | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 28 | $2.27K | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 5 | $2.29K | <0.1% | – | – | History |
| BLBlackline, Inc. | COM | 43 | $2.31K | <0.1% | – | – | History |
| EMBCEmbecta Corp. | Stock | 108 | $2.33K | <0.1% | – | – | History |
| VLOValero Energy Corp | Stock | 20 | $2.35K | <0.1% | – | – | History |
| PEGAPegasystems Inc | COM | 48 | $2.37K | <0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 16 | $2.37K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 23 | $2.38K | <0.1% | – | – | History |
| MEDPMedpace Holdings, Inc. | COM | 10 | $2.40K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 80 | $2.41K | <0.1% | – | – | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 85 | $2.44K | <0.1% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 26 | $2.45K | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 22 | $2.51K | <0.1% | – | – | History |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 107 | $2.67K | <0.1% | – | – | History |
| EPREpr Properties | COM SH BEN INT | 59 | $2.76K | <0.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 31 | $2.78K | <0.1% | – | – | History |
| CMECME Group Inc. | COM | 15 | $2.78K | <0.1% | – | – | History |
| ENTGEntegris Inc | COM | 26 | $2.88K | <0.1% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 31 | $2.96K | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 40 | $2.97K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 13 | $3.00K | <0.1% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 18 | $3.02K | <0.1% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 40 | $3.04K | <0.1% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 43 | $3.09K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 8 | $3.15K | <0.1% | – | – | History |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 215 | $3.16K | <0.1% | – | – | History |
| EXPOExponent Inc | COM | 34 | $3.17K | <0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 9 | $3.18K | <0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 7 | $3.22K | <0.1% | – | – | History |
| PGRProgressive Corp | Stock | 25 | $3.24K | <0.1% | – | – | History |
| ALRMAlarm.com Holdings, Inc. | COM | 63 | $3.26K | <0.1% | – | – | History |
| CGNXCognex Corp | COM | 59 | $3.31K | <0.1% | – | – | History |
| ENSGEnsign Group, Inc | COM | 35 | $3.34K | <0.1% | – | – | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 146 | $3.35K | <0.1% | – | – | – |
| CRLCharles River Laboratories International, Inc. | COM | 16 | $3.36K | <0.1% | – | – | History |
| Vanguard Energy ETF92204A306 | ETF | 30 | $3.39K | <0.1% | – | – | – |
| AMEDAmedisys Inc | COM | 38 | $3.48K | <0.1% | – | – | History |
| MARMarriott International Inc | Stock | 19 | $3.49K | <0.1% | – | – | History |
| MSMorgan Stanley | Stock | 42 | $3.54K | <0.1% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 48 | $3.57K | <0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 14 | $3.58K | <0.1% | – | – | History |
| ETREntergy Corp | COM | 37 | $3.60K | <0.1% | – | – | History |
| SPSCSPS Commerce Inc | COM | 19 | $3.65K | <0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7 | $3.65K | <0.1% | – | – | History |
| NATINational Instruments Corp | COM | 65 | $3.73K | <0.1% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 301 | $3.77K | <0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 10 | $3.81K | <0.1% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 227 | $3.81K | <0.1% | – | – | History |
| WSOWatsco Inc | COM | 10 | $3.81K | <0.1% | – | – | History |
| NOKNokia Corp | SPONSORED ADR | 919 | $3.82K | <0.1% | – | – | History |
| AVGOBroadcom Inc. | Stock | 5 | $3.90K | <0.1% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 27 | $3.93K | <0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 12 | $4.05K | <0.1% | – | – | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 66 | $4.07K | <0.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 116 | $4.13K | <0.1% | – | – | – |
| SIRISirius XM Holdings Inc. | COM | 920 | $4.17K | <0.1% | – | – | History |
| FCOAbrdn Global Income Fund, Inc. | COM | 700 | $4.17K | <0.1% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 17 | $4.18K | <0.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 38 | $4.20K | <0.1% | – | – | History |
| ADXAdams Diversified Equity Fund, Inc. | COM | 252 | $4.24K | <0.1% | – | – | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 52 | $4.25K | <0.1% | – | – | – |
| WRBBerkley W R Corp | COM | 72 | $4.29K | <0.1% | – | – | History |
| BALLBALL Corp | COM | 74 | $4.31K | <0.1% | – | – | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 106 | $4.35K | <0.1% | – | – | – |
| LINLinde PLC | Stock | 12 | $4.38K | <0.1% | – | – | History |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 26 | $4.38K | <0.1% | – | – | – |
| AAgilent Technologies, Inc. | COM | 37 | $4.45K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 15 | $4.47K | <0.1% | – | – | History |