Institutions / Cherry Tree Wealth Management, LLC / Holdings
Back to Cherry Tree Wealth Management, LLC

Cherry Tree Wealth Management, LLC

All holdings · as of Dec 31, 2025

586 positions

CompanyClassValueShares% of portfolio
ISHARES TR—$479.0K5,7840.1%
ISHARES TR—$478.3K5,5460.1%
ISHARES TR—$475.9K9,0010.1%
VANGUARD WORLD FD—$460.8K2,4900.1%
ISHARES TR—$451.2K3,7540.1%
ISHARES TR—$440.3K3,2150.1%
DIMENSIONAL ETF TRUST—$435.0K11,4140.1%
iShares MSCI UAE ETF—$427.4K4,0060.1%
FLEXSHARES TR—$413.4K17,1830.1%
ISHARES TR—$411.5K1,1020.1%
FIDELITY COVINGTON TRUST—$394.7K5,3140.1%
ISHARES TR—$393.7K2,7910.1%
ISHARES TR—$392.9K3,6680.1%
GRANITESHARES ETF TR—$389.5K4,4260.1%
ISHARES TR—$371.8K1,0840.1%
Walmart Inc.—$370.9K3,3290.1%
Lennox International Inc—$369.5K7610.1%
JOHNSON & JOHNSON—$366.9K1,7730.1%
AMERICAN CENTY ETF TR—$357.9K3,8090.1%
DIMENSIONAL ETF TRUST—$347.9K4,6900.1%
PEPSICO INC—$334.8K2,3330.1%
WELLS FARGO & COMPANY/MN—$333.6K3,5790.1%
WISDOMTREE TR—$328.8K9,8290.1%
SSGA ACTIVE ETF TR—$325.7K8,0920.1%
HORMEL FOODS CORP /DE—$325.4K13,7320.1%
SPROTT ASSET MANAGEMENT LP—$323.8K13,6930.1%
SPDR SERIES TRUST—$321.5K2,3100.1%
INVESCO EXCH TRD SLF IDX FD—$315.9K15,1320.1%
VANGUARD WORLD FD—$312.7K4,3660.1%
CATERPILLAR INC—$312.2K5450.1%
INVESCO QQQ TR—$304.7K4960.1%
ISHARES TR—$303.6K11,6160.1%
SCHWAB STRATEGIC TR—$299.6K10,9230.1%
WisdomTree Trust—$298.9K3,3940.1%
SPDR INDEX SHS FDS—$296.8K7,5800.1%
iShares MSCI UAE ETF—$290.1K1,1590.1%
GRACO INC—$276.1K3,3680.1%
MCDONALD'S CORP—$272.2K8910.1%
FIDELITY COVINGTON TRUST—$272.1K5,5320.1%
ISHARES TR—$267.6K4,6580.1%
VANGUARD WELLINGTON FD—$265.1K1,7590.1%
DNP SELECT INCOME FUND INCDNPClosed-End Fund$262.3K26,2540.1%
ISHARES TR—$261.5K11,4320.1%
WP Carey Inc—$257.4K4,0000.1%
INVESCO EXCH TRD SLF IDX FD—$256.5K15,3660.1%
UNITEDHEALTH GROUP INC—$253.7K7690.1%
RTX Corp—$253.1K1,3800.1%
ABBOTT LABORATORIES—$251.2K2,0050.1%
PROSHARES TR—$234.8K2,2560.0%
AMERIPRISE FINANCIAL INC—$232.4K4740.0%
← PrevPage 3 of 12Next →