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Cherry Tree Wealth Management, LLC

All holdings · as of Dec 31, 2025

586 positions

CompanyClassValueShares% of portfolio
ANALOG DEVICES INC—$14.1K520.0%
PENTAIR plc—$14.3K1370.0%
KLA CORP—$14.6K120.0%
NUSHARES ETF TR—$14.6K6240.0%
SPDR SERIES TRUST—$14.7K2590.0%
Johnson Controls International plc—$15.0K1250.0%
PROGRESSIVE CORP/OH—$15.0K660.0%
ISHARES TR—$15.1K2010.0%
J P MORGAN EXCHANGE TRADED F—$15.1K2390.0%
Cencora Inc—$15.2K450.0%
The Boeing Company—$15.2K700.0%
DIMENSIONAL ETF TRUST—$15.3K4540.0%
H&R Block Inc—$15.6K3580.0%
CVS HEALTH Corp—$16.0K2020.0%
CLEVELAND-CLIFFS INC.—$16.6K1,2500.0%
Norwegian Cruise Line Holdings Ltd.—$16.7K7500.0%
INTERNATIONAL PAPER CO /NEW—$17.2K4360.0%
ISHARES TR—$17.2K1790.0%
CITIGROUP INC—$17.5K1500.0%
SPDR SERIES TRUST—$17.7K2090.0%
PRUDENTIAL FINANCIAL INC—$18.1K1600.0%
INVESCO CALIF VALUE MUN INCO—$18.1K1,6250.0%
SKYWATER TECHNOLOGY INC—$18.2K1,0000.0%
EMCOR Group Inc—$18.4K300.0%
GLOBAL X FDS—$18.4K1,0640.0%
ALERUS FINANCIAL CORP—$18.7K8300.0%
Caesars Entertainment, Inc.—$18.7K8000.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$18.8K620.0%
nVent Electric plc—$18.9K1850.0%
The PNC Financial Services Group, Inc.—$19.0K910.0%
Digital Turbine, Inc.—$20.0K4,0000.0%
GENERAL ELECTRIC CO—$20.0K650.0%
GSK PLC—$20.1K4100.0%
J P MORGAN EXCHANGE TRADED F—$20.5K1660.0%
ISHARES TR—$20.5K1500.0%
Hawkins Inc—$21.0K1480.0%
Sony Group CorpSONYADR$21.1K8250.0%
InvenTrust Properties Corp—$21.3K7540.0%
VANGUARD WORLD FD—$21.5K1020.0%
VANECK ETF TRUST—$21.6K2090.0%
SELECT SECTOR SPDR TR—$21.7K5370.0%
LOWES COMPANIES INC—$21.7K900.0%
CLOROX CO /DE—$22.5K2230.0%
Ameren Corp—$22.6K2260.0%
VANGUARD SCOTTSDALE FDS—$22.6K2700.0%
AMERICAN CENTY ETF TR—$22.9K5270.0%
CELESTICA INCCLSCommon Stock$23.1K780.0%
SPDR SERIES TRUST—$23.1K7880.0%
AMPHENOL CORP /DE—$23.2K1720.0%
Viatris Inc—$23.5K1,8880.0%
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