CT

Cherry Tree Wealth Management, LLC

13F
Cherry Tree Wealth Management, LLC
Last update 2025-04-22 757 Stocks (121 new)
Value $415.00 Mil Turnover 4 %
Countries:
Top Holdings: SPIB(5.51%)BND(5.02%)SPSB(4.61%)VTV(4.10%)VEA(3.45%)
Summary Stock Picks Current Portfolio
Cherry Tree Wealth Management,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
686,938
22,833.8
+1.04%
5.510
+0.06%
0.240
+2.49%
+4.32%
10,104.7
 
BND
Vanguard Total Bond Market ETF
283,606
20,830.9
+1.74%
5.020
+0.09%
0.020
+1.30%
+3.32%
127,557.3
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
635,280
19,121.9
+2.58%
4.610
+0.12%
0.240
+1.53%
+3.19%
8,130.0
 
VTV
Vanguard Value ETF
98,467
17,009.1
+0.70%
4.100
+0.03%
0.010
+10.38%
+6.08%
132,817.6
 
VEA
Vanguard FTSE Developed Markets ETF
281,616
14,314.5
+4.46%
3.450
+0.15%
0.010
+12.50%
+19.95%
157,618.9
 
IVV
iShares Core S&P 500 ETF
23,105
12,982.9
+4.95%
3.130
+0.15%
0.000
+19.57%
+7.71%
633,985.6
 
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
400,151
12,332.7
+11.79%
2.970
+0.31%
0.450
+1.69%
+2.80%
2,782.1
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
93,760
12,091.3
-0.43%
2.920
-0.01%
0.020
+12.19%
+6.95%
58,798.7
 
DFAC
Dimensional U.S. Core Equity 2 ETF
334,264
11,027.4
+0.48%
2.660
+0.01%
0.040
+18.58%
+6.05%
35,497.9
 
VBR
Vanguard Small Cap Value ETF
57,636
10,736.9
+0.54%
2.590
+0.01%
0.030
+16.17%
+2.13%
28,429.1
 

Cherry Tree Wealth Management, LLC's Historical Top Holdings Breakdowns

Cherry Tree Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PGX
Invesco Preferred ETF
2025-03-31
Reduce
Reduce
-1.04%
●
11.22 ($11.57) 11.8
$11.24
-2.85%
Reduce -73.56%
131,120
-364,752
TROW
T. Rowe Price Group Inc
2025-03-31
Add
Add
+0.63%
●
91.57 ($105.67) 116.92
$105.94
0.26%
Add 74755.26%
28,445
28,407
VRP
Invesco Variable Rate Preferred ETF
2025-03-31
New Buy
New Buy
+0.53%
●
24.07 ($24.32) 24.5
$24.50
0.72%
New holding
90,438
90,438
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
SPDR Bloomberg Investment Grade Floating Rate ETF
2025-03-31
Add
Add
+0.31%
●
30.71 ($30.8) 30.87
$30.81
0.03%
Add 11.79%
400,151
42,194
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+0.24%
●
56.17 ($58.26) 59.71
$56.91
-2.32%
Add 54.38%
48,599
17,119
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.19%
●
32.57 ($34.36) 35.83
$36.12
5.11%
Add 52.65%
70,536
24,329
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.15%
●
554.06 ($590.51) 615.85
$630.19
6.72%
Add 4.95%
23,105
1,090
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.15%
●
47.4 ($50.6) 52.99
$56.64
11.95%
Add 4.46%
281,616
12,014
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Add
Add
+0.14%
●
51.45 ($55.7) 58.51
$54.76
-1.69%
Add 193.2%
17,548
11,563
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
iShares iBonds Dec 2029 Term Corporate ETF
2025-03-31
Add
Add
+0.12%
●
22.61 ($22.93) 23.14
$23.25
1.37%
Add 12.1%
193,933
20,932

Cherry Tree Wealth Management, LLC Total Holding History ($B)

To

Cherry Tree Wealth Management, LLC's Asset Allocation

To

Cherry Tree Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Cherry Tree Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Cherry Tree Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cherry Tree Wealth Management, LLC's Holdings Heat Map

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Cherry Tree Wealth Management, LLC's Holdings Bubble Chart

Cherry Tree Wealth Management, LLC News

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