Cherry Tree Wealth Management, LLC
Follow13F filer, CIK 1985414, MINNETONKA, MN
Cherry Tree Wealth Management, LLC reported $430,259,123 across 606 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 36.39% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001985414-25-000003
- Period
- 2025-06-30
- Reported value
- $430M
- Holdings
- 606
- Top 10 weight
- 36.39%
- New
- 13
- Sold out
- 163
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VTEBadded | +31,728 | $1.56M |
| DUHPadded | +8,899 | $316K |
| VBadded | +1,211 | $287K |
| AVLVadded | +3,733 | $255K |
| VTIPadded | +4,303 | $216K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPSBreduced | -24,296 | -$733K |
| BNDreduced | -9,610 | -$708K |
| SPIBreduced | -19,684 | -$661K |
| IBDRreduced | -13,319 | -$323K |
| VEUreduced | -4,703 | -$316K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 606 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| WELLWELLTOWER INC | 250 | $38.3K | shares |
| NOWSERVICENOW INC | 29 | $23.1K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 246 | $20.7K | shares |
| INTUINTUIT | 33 | $20.3K | shares |
| FISVFISERV INC | 89 | $19.7K | shares |
| MINTPIMCO ETF TR | 174 | $17.5K | shares |
| FITBFIFTH THIRD BANCORP | 436 | $17.1K | shares |
| UBERUBER TECHNOLOGIES INC | 219 | $16K | shares |
| INTCINTEL CORP | 680 | $15.4K | shares |
| ADSKAUTODESK INC | 53 | $13.9K | shares |
| URIUNITED RENTALS INC | 21 | $13.2K | shares |
| AIZASSURANT INC | 56 | $11.7K | shares |
| CSGPCOSTAR GROUP INC | 147 | $11.6K | shares |
| NEENEXTERA ENERGY INC | 153 | $10.8K | shares |
| HCAHCA HEALTHCARE INC | 30 | $10.4K | shares |
| APOAPOLLO GLOBAL MGMT INC | 75 | $10.3K | shares |
| GNRCGENERAC HLDGS INC | 80 | $10.1K | shares |
| SHELSHELL PLC | 135 | $9.89K | shares |
| OMCOMNICOM GROUP INC | 112 | $9.29K | shares |
| VEEVVEEVA SYS INC | 40 | $9.27K | shares |
| PLDPROLOGIS INC. | 82 | $9.17K | shares |
| JJACOBS SOLUTIONS INC | 75 | $9.07K | shares |
| HOODROBINHOOD MKTS INC | 211 | $8.78K | shares |
| ACGLARCH CAP GROUP LTD | 91 | $8.75K | shares |
| UTHRUNITED THERAPEUTICS CORP DEL | 28 | $8.63K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 133 | $8.6K | shares |
| JBLJABIL INC | 63 | $8.57K | shares |
| DELLDELL TECHNOLOGIES INC | 89 | $8.11K | shares |
| RIORIO TINTO PLC | 132 | $7.93K | shares |
| FRTFEDERAL RLTY INVT TR NEW | 80 | $7.83K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 23 | $7.77K | shares |
| NVSNOVARTIS AG | 69 | $7.69K | shares |
| WISDOMTREE TRWISDOMTREE TR | 286 | $7.46K | shares |
| IGIBISHARES TR | 142 | $7.46K | shares |
| NVRNVR INC | 1 | $7.25K | shares |
| MASMASCO CORP | 97 | $6.75K | shares |
| RYROYAL BK CDA | 59 | $6.65K | shares |
| GEVGE VERNOVA INC | 21 | $6.41K | shares |
| NICENICE LTD | 41 | $6.32K | shares |
| ESIELEMENT SOLUTIONS INC | 274 | $6.2K | shares |
| SLVMSYLVAMO CORP | 90 | $6.04K | shares |
| EWBCEAST WEST BANCORP INC | 66 | $5.92K | shares |
| NXPINXP SEMICONDUCTORS N V | 31 | $5.89K | shares |
| TMHCTAYLOR MORRISON HOME CORP | 96 | $5.76K | shares |
| OCOWENS CORNING NEW | 40 | $5.71K | shares |
| SHYGISHARES TR | 132 | $5.61K | shares |
| AYIACUITY INC | 21 | $5.53K | shares |
| JHGJANUS HENDERSON GROUP PLC | 149 | $5.39K | shares |
| FTVFORTIVE CORP | 70 | $5.12K | shares |
| NGGNATIONAL GRID PLC | 78 | $5.12K | shares |
| EXPEAGLE MATLS INC | 23 | $5.11K | shares |
| CCEPCOCA-COLA EUROPACIFIC PARTNE | 57 | $4.96K | shares |
| AJGGALLAGHER ARTHUR J & CO | 14 | $4.83K | shares |
| NVONOVO-NORDISK A S | 69 | $4.79K | shares |
| CSXCSX CORP | 162 | $4.77K | shares |
| PBRPETROLEO BRASILEIRO S A | 330 | $4.73K | shares |
| EDCONSOLIDATED EDISON INC | 40 | $4.42K | shares |
| FOXAFOX CORP | 77 | $4.36K | shares |
| AERAERCAP HOLDINGS NV | 42 | $4.29K | shares |
| SMSM ENERGY COMPANY | 141 | $4.22K | shares |
| JDJD.COM INC | 102 | $4.2K | shares |
| OECORION S.A. | 315 | $4.07K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 11 | $3.88K | shares |
| GDGENERAL DYNAMICS CORP | 14 | $3.82K | shares |
| LOGILOGITECH INTL S A | 45 | $3.8K | shares |
| ONON SEMICONDUCTOR CORP | 93 | $3.79K | shares |
| ETRENTERGY CORP NEW | 44 | $3.76K | shares |
| HMCHONDA MOTOR CO LTD | 137 | $3.72K | shares |
| EGEVEREST GROUP LTD | 10 | $3.63K | shares |
| PYPLPAYPAL HLDGS INC | 55 | $3.59K | shares |
| FNFABRINET | 18 | $3.56K | shares |
| EQNREQUINOR ASA | 132 | $3.49K | shares |
| GMGENERAL MTRS CO | 74 | $3.48K | shares |
| CBOECBOE GLOBAL MKTS INC | 15 | $3.4K | shares |
| UHSUNIVERSAL HLTH SVCS INC | 18 | $3.38K | shares |
| APTVAPTIV PLC | 56 | $3.33K | shares |
| HALOHALOZYME THERAPEUTICS INC | 52 | $3.32K | shares |
| CTRACOTERRA ENERGY INC | 110 | $3.18K | shares |
| SNASNAP ON INC | 9 | $3.03K | shares |
| ENBENBRIDGE INC | 67 | $2.97K | shares |
| TLHISHARES TR | 28 | $2.9K | shares |
| TGNATEGNA INC | 158 | $2.88K | shares |
| HURNHURON CONSULTING GROUP INC | 20 | $2.87K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 2 | $2.87K | shares |
| LULULULULEMON ATHLETICA INC | 10 | $2.83K | shares |
| GILDGILEAD SCIENCES INC | 25 | $2.8K | shares |
| ICLRICON PUB LTD CO | 16 | $2.8K | shares |
| DHID R HORTON INC | 22 | $2.8K | shares |
| SUSUNCOR ENERGY INC NEW | 72 | $2.79K | shares |
| BIDUBAIDU INC | 30 | $2.76K | shares |
| PRDOPERDOCEO ED CORP | 106 | $2.67K | shares |
| TMTOYOTA MOTOR CORP | 15 | $2.65K | shares |
| TAPMOLSON COORS BEVERAGE CO | 42 | $2.56K | shares |
| IHGINTERCONTINENTAL HOTELS GROU | 23 | $2.52K | shares |
| SJMSMUCKER J M CO | 20 | $2.37K | shares |
| WDAYWORKDAY INC | 10 | $2.34K | shares |
| CBTCABOT CORP | 28 | $2.33K | shares |
| CRCRANE COMPANY | 15 | $2.3K | shares |
| MRVLMARVELL TECHNOLOGY INC | 37 | $2.28K | shares |
| EVTCEVERTEC INC | 58 | $2.13K | shares |
| LNTHLANTHEUS HLDGS INC | 21 | $2.05K | shares |
| WTFCWINTRUST FINL CORP | 18 | $2.02K | shares |
| BKHBLACK HILLS CORP | 33 | $2K | shares |
| BANFBANCFIRST CORP | 18 | $1.98K | shares |
| VCTRVICTORY CAP HLDGS INC DEL | 33 | $1.91K | shares |
| TRMKTRUSTMARK CORP | 55 | $1.9K | shares |
| NSCNORFOLK SOUTHN CORP | 8 | $1.9K | shares |
| SLBSLB LIMITED | 45 | $1.88K | shares |
| JCIJOHNSON CONTROLS INTERNATION | 21 | $1.68K | shares |
| AMPHAMPHASTAR PHARMACEUTICALS IN | 58 | $1.68K | shares |
| SKXSKECHERS U S A INC | 29 | $1.65K | shares |
| FSLRFIRST SOLAR INC | 13 | $1.64K | shares |
| NMRKNEWMARK GROUP INC | 131 | $1.59K | shares |
| HSYHERSHEY CO | 9 | $1.54K | shares |
| REYNREYNOLDS CONSUMER PRODS INC | 61 | $1.46K | shares |
| HESS CORPHESS CORP | 9 | $1.44K | shares |
| EPRTESSENTIAL PPTYS RLTY TR INC | 44 | $1.44K | shares |
| MGPIMGP INGREDIENTS INC NEW | 48 | $1.41K | shares |
| NHINATIONAL HEALTH INVS INC | 19 | $1.4K | shares |
| QQQEDIREXION SHARES ETF TRUST | 16 | $1.4K | shares |
| LGNDLIGAND PHARMACEUTICALS INC | 13 | $1.37K | shares |
| AMTMAMENTUM HOLDINGS INC | 75 | $1.36K | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 19 | $1.34K | shares |
| NMIHNMI HLDGS INC | 37 | $1.33K | shares |
| PAGSPAGSEGURO DIGITAL LTD | 170 | $1.3K | shares |
| BHPBHP BILLITON LIMITED | 26 | $1.26K | shares |
| MFCMANULIFE FINL CORP | 40 | $1.25K | shares |
| TOLTOLL BROTHERS INC | 11 | $1.16K | shares |
| DTMDT MIDSTREAM INC | 12 | $1.16K | shares |
| TILEINTERFACE INC | 53 | $1.05K | shares |
| CARGCARGURUS INC | 34 | $991 | shares |
| VERINT SYS INCVERINT SYS INC | 54 | $964 | shares |
| RNRRENAISSANCERE HLDGS LTD | 4 | $960 | shares |
| WEXWEX INC | 6 | $943 | shares |
| MUSAMURPHY USA INC | 2 | $940 | shares |
| TSTENARIS S A | 24 | $939 | shares |
| SOUNSOUNDHOUND AI INC | 109 | $885 | shares |
| TRITHOMSON REUTERS CORP | 5 | $864 | shares |
| QBTSD-WAVE QUANTUM INC | 113 | $862 | shares |
| GEFGREIF INC | 15 | $825 | shares |
| RCLROYAL CARIBBEAN GROUP | 4 | $822 | shares |
| STLASTELLANTIS N.V | 73 | $819 | shares |
| CRCCALIFORNIA RES CORP | 18 | $792 | shares |
| ULTAULTA BEAUTY INC | 2 | $734 | shares |
| LHLABCORP HOLDINGS INC | 3 | $699 | shares |
| LVSLAS VEGAS SANDS CORP | 17 | $657 | shares |
| IMXIINTERNATIONAL MONEY EXPRESS | 51 | $644 | shares |
| ALLALLSTATE CORP | 3 | $622 | shares |
| DGDOLLAR GEN CORP | 7 | $616 | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 8 | $612 | shares |
| MBUUMALIBU BOATS INC | 19 | $583 | shares |
| VITLVITAL FARMS INC | 18 | $549 | shares |
| NXSTNEXSTAR MEDIA GROUP INC | 3 | $538 | shares |
| STLDSTEEL DYNAMICS INC | 4 | $501 | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 4 | $500 | shares |
| LSTRLANDSTAR SYS INC | 3 | $451 | shares |
| YUMCYUM CHINA HLDGS INC | 8 | $417 | shares |
| SBSCOMPANHIA DE SANEAMENTO BASI | 21 | $376 | shares |
| ADMARCHER DANIELS MIDLAND CO | 7 | $337 | shares |
| AMGAFFILIATED MANAGERS GROUP | 2 | $337 | shares |
| BLDTOPBUILD COR | 1 | $305 | shares |
| DINOHF SINCLAIR CORP | 7 | $231 | shares |
| WABWABTEC | 1 | $182 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001985414-25-000003 | base | 2025-08-05 | acceptance time not in the bulk data set |