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Cherry Tree Wealth Management, LLC

All holdings · as of Dec 31, 2025

586 positions

CompanyClassValueShares% of portfolio
TEREX CORP$8.8K1650.0%
STARBUCKS CORP$8.9K1060.0%
American Tower Corp$9.0K510.0%
AMERICAN CENTY ETF TR$9.1K810.0%
PULTEGROUP INC/MI$9.4K800.0%
TEMA ETF TRUST$9.5K3290.0%
ISHARES TR$9.6K680.0%
Jack Henry & Associates Inc$9.7K530.0%
MARSH & MCLENNAN COMPANIES, INC.$9.8K530.0%
BANK OF AMERICA CORP /DE$9.8K1790.0%
LINDE PLC$10.0K240.0%
OSI Systems Inc$10.2K400.0%
SUMITOMO MITSUI FINANCIAL GROUP, INC.SMFGADR$10.3K5330.0%
TEXAS INSTRUMENTS INC$10.3K600.0%
Ensign Group Inc/The$10.5K600.0%
SPDR SERIES TRUST$10.5K1150.0%
Corteva, Inc.$10.7K1600.0%
SPDR SERIES TRUST$10.8K1170.0%
SOUTHWEST AIRLINES CO$11.0K2650.0%
CURTISS WRIGHT CORP$11.0K200.0%
NASDAQ, Inc.$11.1K1140.0%
SPDR SERIES TRUST$11.1K1180.0%
SCHWAB STRATEGIC TR$11.4K3160.0%
ISHARES TR$11.4K2480.0%
TIMKEN CO$11.4K1360.0%
Aon plc$11.6K330.0%
BlackRock, Inc.$11.8K110.0%
Qnity Electronics, Inc.$11.8K1450.0%
ISHARES TR$11.9K1530.0%
iShares MSCI UAE ETF$11.9K980.0%
Warner Bros. Discovery, Inc.$11.9K4130.0%
DuPont de Nemours, Inc.$11.9K2970.0%
AMPLIFY ETF TR$12.1K1500.0%
US Foods Holding Corp.$12.1K1610.0%
CRH PUBLIC LTD CO$12.2K980.0%
HARLEY-DAVIDSON, INC.$12.3K6000.0%
VANECK ETF TRUST$12.4K4620.0%
ISHARES TR$12.4K960.0%
Expedia Group Inc$12.5K440.0%
ISHARES TR$12.5K1480.0%
KIMBERLY CLARK CORP$12.5K1240.0%
WISDOMTREE TR$12.6K1760.0%
ISHARES TR$12.9K1050.0%
THE GOLDMAN SACHS GROUP, INC.$13.2K150.0%
BANCO BILBAO VIZCAYA ARGENTA$13.5K5780.0%
INVESCO EXCHANGE TRADED FD T$13.5K2500.0%
AUTOZONE INC$13.6K40.0%
Morgan Stanley$13.8K780.0%
UNUM GROUP$13.9K1790.0%
GRAYSCALE BITCOIN TRUST ETF$14.1K2060.0%
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