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:
Search and click to pin securities to the top
Page 27 of 38
Crane NXT, Co.
Shares:100
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$414.7M)
Fortive Corp
Shares:70
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$414.7M)
NATIONAL GRID PLC
Shares:78
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$414.7M)
464287648
Shares:20
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$414.7M)
EAGLE MATERIALS INC
Shares:23
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$414.7M)
Paylocity Holding Corp
Shares:27
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$414.7M)
37954Y855
Shares:130
Value:$5.0K
% of Portfolio:0.0% ($5.0K/$414.7M)
46436E478
Shares:225
Value:$5.0K
% of Portfolio:0.0% ($5.0K/$414.7M)
COCA-COLA EUROPACIFIC PARTNERS plc
Shares:57
Value:$5.0K
% of Portfolio:0.0% ($5.0K/$414.7M)
Inspire Medical Systems, Inc.
Shares:31
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$414.7M)
92204A306
Shares:38
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$414.7M)
02156V109
Shares:227
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$414.7M)
RALPH LAUREN CORP
Shares:22
Value:$4.9K
% of Portfolio:0.0% ($4.9K/$414.7M)
Arthur J. Gallagher & Co.
Shares:14
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$414.7M)
NOVO NORDISK A S
Shares:69
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$414.7M)
ADAMS DIVERSIFIED EQUITY FUND, INC.
Shares:252
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$414.7M)
33738R118
Shares:65
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$414.7M)
Palo Alto Networks Inc
Shares:28
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$414.7M)
CSX CORP
Shares:162
Value:$4.8K
% of Portfolio:0.0% ($4.8K/$414.7M)
78468R556
Shares:36
Value:$4.7K
% of Portfolio:0.0% ($4.7K/$414.7M)