Cherry Tree Wealth Management, LLC
- SEC CIK
- 0001985414
- 最新申報
- 2026/9/15
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/9 申報。只含多頭部位。
- 持股檔數
- 615
- 2023 年第 1 季沒有申報
- 總值
- $3.43 億
- 2023 年第 1 季沒有申報
Cherry Tree Wealth Management, LLC 沒有申報 2023 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2 | $1,438 | <0.1% | – | – | 歷史 |
| DGDollar General Corp | COM | 9 | $1,444 | <0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 6 | $1,499 | <0.1% | – | – | 歷史 |
| AVBAvalonbay Communities Inc | COM | 8 | $1,515 | <0.1% | – | – | 歷史 |
| AVYAvery Dennison Corp | COM | 9 | $1,547 | <0.1% | – | – | 歷史 |
| BHPBHP Group Ltd | ADR | 26 | $1,552 | <0.1% | – | – | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 119 | $1,581 | <0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 11 | $1,616 | <0.1% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 13 | $1,622 | <0.1% | – | – | 歷史 |
| ProShares Ultrashort S&P 50074347G416 | ETF | 50 | $1,715 | <0.1% | – | – | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 54 | $1,723 | <0.1% | – | – | – |
| PGNYProgyny, Inc. | COM | 44 | $1,731 | <0.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 9 | $1,734 | <0.1% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 19 | $1,745 | <0.1% | – | – | 歷史 |
| HSICHenry Schein Inc | COM | 22 | $1,785 | <0.1% | – | – | 歷史 |
| CERTCertara, Inc. | COM | 100 | $1,821 | <0.1% | – | – | 歷史 |
| KIDSOrthopediatrics Corp | COM | 42 | $1,842 | <0.1% | – | – | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 17 | $1,856 | <0.1% | – | – | 歷史 |
| NEOGNeogen Corp | COM | 86 | $1,871 | <0.1% | – | – | 歷史 |
| FIVNFive9, Inc. | COM | 23 | $1,897 | <0.1% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2 | $1,911 | <0.1% | – | – | 歷史 |
| NTRSNorthern Trust Corp | COM | 26 | $1,928 | <0.1% | – | – | 歷史 |
| CMICummins Inc | Stock | 8 | $1,962 | <0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12 | $2,038 | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 9 | $2,041 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 16 | $2,062 | <0.1% | – | – | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 20 | $2,080 | <0.1% | – | – | 歷史 |
| CDWCDW Corp | COM | 12 | $2,111 | <0.1% | – | – | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 37 | $2,212 | <0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 4 | $2,248 | <0.1% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 10 | $2,259 | <0.1% | – | – | 歷史 |
| SQSPSquarespace, Inc. | CLASS A | 72 | $2,271 | <0.1% | – | – | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 28 | $2,275 | <0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 5 | $2,291 | <0.1% | – | – | 歷史 |
| BLBlackline, Inc. | COM | 43 | $2,315 | <0.1% | – | – | 歷史 |
| EMBCEmbecta Corp. | Stock | 108 | $2,333 | <0.1% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 20 | $2,346 | <0.1% | – | – | 歷史 |
| PEGAPegasystems Inc | COM | 48 | $2,367 | <0.1% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 16 | $2,373 | <0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 23 | $2,384 | <0.1% | – | – | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 10 | $2,402 | <0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 80 | $2,413 | <0.1% | – | – | 歷史 |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 85 | $2,443 | <0.1% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 26 | $2,453 | <0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 22 | $2,507 | <0.1% | – | – | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 107 | $2,675 | <0.1% | – | – | 歷史 |
| EPREpr Properties | COM SH BEN INT | 59 | $2,762 | <0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 31 | $2,778 | <0.1% | – | – | 歷史 |
| CMECME Group Inc. | COM | 15 | $2,780 | <0.1% | – | – | 歷史 |
| ENTGEntegris Inc | COM | 26 | $2,882 | <0.1% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 31 | $2,958 | <0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 40 | $2,968 | <0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 13 | $3,000 | <0.1% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 18 | $3,015 | <0.1% | – | – | 歷史 |
| GWREGuidewire Software, Inc. | COM | 40 | $3,044 | <0.1% | – | – | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 43 | $3,094 | <0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 8 | $3,147 | <0.1% | – | – | 歷史 |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 215 | $3,163 | <0.1% | – | – | 歷史 |
| EXPOExponent Inc | COM | 34 | $3,173 | <0.1% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 9 | $3,183 | <0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 7 | $3,223 | <0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 25 | $3,244 | <0.1% | – | – | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 63 | $3,256 | <0.1% | – | – | 歷史 |
| CGNXCognex Corp | COM | 59 | $3,306 | <0.1% | – | – | 歷史 |
| ENSGEnsign Group, Inc | COM | 35 | $3,342 | <0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 146 | $3,354 | <0.1% | – | – | – |
| CRLCharles River Laboratories International, Inc. | COM | 16 | $3,364 | <0.1% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 30 | $3,387 | <0.1% | – | – | – |
| AMEDAmedisys Inc | COM | 38 | $3,475 | <0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 19 | $3,491 | <0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 42 | $3,545 | <0.1% | – | – | 歷史 |
| GDDYGoDaddy Inc. | CL A | 48 | $3,569 | <0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 14 | $3,578 | <0.1% | – | – | 歷史 |
| ETREntergy Corp | COM | 37 | $3,603 | <0.1% | – | – | 歷史 |
| SPSCSPS Commerce Inc | COM | 19 | $3,650 | <0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7 | $3,653 | <0.1% | – | – | 歷史 |
| NATINational Instruments Corp | COM | 65 | $3,731 | <0.1% | – | – | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 301 | $3,775 | <0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 10 | $3,809 | <0.1% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 227 | $3,814 | <0.1% | – | – | 歷史 |
| WSOWatsco Inc | COM | 10 | $3,815 | <0.1% | – | – | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 919 | $3,824 | <0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 5 | $3,904 | <0.1% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 27 | $3,932 | <0.1% | – | – | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 12 | $4,047 | <0.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 66 | $4,073 | <0.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 116 | $4,130 | <0.1% | – | – | – |
| SIRISirius XM Holdings Inc. | COM | 920 | $4,168 | <0.1% | – | – | 歷史 |
| FCOAbrdn Global Income Fund, Inc. | COM | 700 | $4,172 | <0.1% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 17 | $4,185 | <0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 38 | $4,201 | <0.1% | – | – | 歷史 |
| ADXAdams Diversified Equity Fund, Inc. | COM | 252 | $4,237 | <0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 52 | $4,250 | <0.1% | – | – | – |
| WRBBerkley W R Corp | COM | 72 | $4,289 | <0.1% | – | – | 歷史 |
| BALLBALL Corp | COM | 74 | $4,308 | <0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 106 | $4,354 | <0.1% | – | – | – |
| LINLinde PLC | Stock | 12 | $4,383 | <0.1% | – | – | 歷史 |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 26 | $4,383 | <0.1% | – | – | – |
| AAgilent Technologies, Inc. | COM | 37 | $4,450 | <0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 15 | $4,475 | <0.1% | – | – | 歷史 |