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Cherry Tree Wealth Management, LLC

All holdings · as of Dec 31, 2025

586 positions

CompanyClassValueShares% of portfolio
Palo Alto Networks Inc$1.1K60.0%
Metallus Inc.$1.1K660.0%
Embecta Corp.$1.3K1080.0%
S&P Global Inc.$1.3K30.0%
Newmont Corp$1.5K150.0%
Henry Schein Inc$1.7K220.0%
Intuitive Surgical Inc$1.7K30.0%
Mastercard Inc$1.7K30.0%
Sirius XM Holdings Inc$1.8K920.0%
NEUBERGER BERMAN ETF TRUST$1.9K840.0%
INVESCO EXCH TRADED FD TR II$2.0K210.0%
Fortune Brands Innovations, Inc.$2.2K430.0%
Sprouts Farmers Market, Inc.$2.2K280.0%
VANGUARD WORLD FD$2.3K80.0%
VANGUARD BD INDEX FDS$2.3K300.0%
Kyndryl Holdings, Inc.$2.4K910.0%
FNB CORP/PA$2.5K1460.0%
Dick's Sporting Goods Inc$2.6K130.0%
Solstice Advanced Materials Inc.$2.7K560.0%
DOW INC.$2.8K1180.0%
CAMPBELL'S Co$2.8K1000.0%
SCHWAB STRATEGIC TR$2.8K950.0%
DIAGEO PLC$2.8K330.0%
SELECT SECTOR SPDR TR$2.9K240.0%
SELECT SECTOR SPDR TR$2.9K200.0%
SPDR SERIES TRUST$2.9K120.0%
PG&E Corp$3.3K2040.0%
INVESCO EXCHANGE TRADED FD T$3.3K210.0%
Allison Transmission Holdings Inc$3.3K340.0%
Kraft Heinz Co$3.4K1380.0%
ABRDN ETFS$3.5K1780.0%
VODAFONE GROUP PLC NEW$3.6K2700.0%
VANECK ETF TRUST$3.6K100.0%
TRUIST FINANCIAL CORP$3.8K780.0%
ISHARES TR$3.9K340.0%
BALL Corp$3.9K740.0%
ISHARES TR$4.0K330.0%
STRATASYS LTD$4.0K4630.0%
ISHARES TR$4.2K760.0%
Terrestrial Energy Inc.IMSRCommon Stock$4.2K6920.0%
SCHWAB STRATEGIC TR$4.5K1530.0%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$4.5K360.0%
GE Vernova Inc.$4.6K70.0%
FLEXSHARES TR$4.6K570.0%
Crane NXT, Co.$4.7K1000.0%
MetLife Inc$4.7K600.0%
HA Sustainable Infrastructure Capital, Inc.$4.7K1510.0%
SPDR INDEX SHS FDS$4.8K1060.0%
VANGUARD WORLD FD$4.8K380.0%
SCHWAB STRATEGIC TR$4.8K2300.0%
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