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 32 of 38
921937819
Shares:30
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$414.7M)
Marvell Technology, Inc.
Shares:37
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$414.7M)
EVERTEC, Inc.
Shares:58
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$414.7M)
92189F676
Shares:10
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$414.7M)
ABRDN GLOBAL INCOME FUND, INC.
Shares:350
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$414.7M)
BLACKLINE, INC.
Shares:43
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$414.7M)
SIRIUS XM HOLDINGS INC.
Shares:92
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$414.7M)
GRID DYNAMICS HOLDINGS, INC.
Shares:132
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$414.7M)
81369Y803
Shares:10
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$414.7M)
Lantheus Holdings, Inc.
Shares:21
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$414.7M)
CADENCE DESIGN SYSTEMS INC
Shares:8
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$414.7M)
WINTRUST FINANCIAL CORP
Shares:18
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$414.7M)
BLACK HILLS CORP /SD/
Shares:33
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$414.7M)
BANCFIRST CORP /OK/
Shares:18
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$414.7M)
FNB CORP/PA/
Shares:146
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$414.7M)
78464A631
Shares:12
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$414.7M)
Victory Capital Holdings, Inc.
Shares:33
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$414.7M)
TRUSTMARK CORP
Shares:55
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$414.7M)
NORFOLK SOUTHERN CORP
Shares:8
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$414.7M)
SCHLUMBERGER LIMITED/NV
Shares:45
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$414.7M)