Cherry-Tree-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-21
Total Holdings
756
Total Value
414680860
Accession Number
0001985414-25-000002
Form Type
13F-HR
Manager Name
Cherry-Tree-Wealth-Management
Data Enrichment
75% identified
566 identified190 unidentified

Holdings

756 positions • $414.7M total value
Manager:
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SHERWIN WILLIAMS CO
Shares:26
Value:$9.1K
% of Portfolio:0.0% ($9.1K/$414.7M)
JACOBS SOLUTIONS INC.
Shares:75
Value:$9.1K
% of Portfolio:0.0% ($9.1K/$414.7M)
78464A300
Shares:115
Value:$9.0K
% of Portfolio:0.0% ($9.0K/$414.7M)
SOUTHWEST AIRLINES CO
Shares:265
Value:$8.9K
% of Portfolio:0.0% ($8.9K/$414.7M)
Robinhood Markets, Inc.
Shares:211
Value:$8.8K
% of Portfolio:0.0% ($8.8K/$414.7M)
ARCH CAPITAL GROUP LTD.
Shares:91
Value:$8.8K
% of Portfolio:0.0% ($8.8K/$414.7M)
NASDAQ, INC.
Shares:114
Value:$8.6K
% of Portfolio:0.0% ($8.6K/$414.7M)
UNITED THERAPEUTICS Corp
Shares:28
Value:$8.6K
% of Portfolio:0.0% ($8.6K/$414.7M)
CRH PUBLIC LTD CO
Shares:98
Value:$8.6K
% of Portfolio:0.0% ($8.6K/$414.7M)
TotalEnergies SE
Shares:133
Value:$8.6K
% of Portfolio:0.0% ($8.6K/$414.7M)
Accenture plc
Shares:28
Value:$8.6K
% of Portfolio:0.0% ($8.6K/$414.7M)
JABIL INC
Shares:63
Value:$8.6K
% of Portfolio:0.0% ($8.6K/$414.7M)
46436E122
Shares:326
Value:$8.5K
% of Portfolio:0.0% ($8.5K/$414.7M)
AFLAC INC
Shares:76
Value:$8.5K
% of Portfolio:0.0% ($8.5K/$414.7M)
EQUIFAX INC
Shares:34
Value:$8.3K
% of Portfolio:0.0% ($8.3K/$414.7M)
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Shares:533
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$414.7M)
PULTEGROUP INC/MI/
Shares:80
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$414.7M)
Dell Technologies Inc.
Shares:89
Value:$8.1K
% of Portfolio:0.0% ($8.1K/$414.7M)
CITIZENS FINANCIAL GROUP INC/RI
Shares:198
Value:$8.1K
% of Portfolio:0.0% ($8.1K/$414.7M)
Strategic Education, Inc.
Shares:96
Value:$8.1K
% of Portfolio:0.0% ($8.1K/$414.7M)