Cherry-Tree-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "FPI",
  "HOOD",
  "TEM",
  "FN",
  "NVR",
  "INSP",
  null,
  null,
  "GDX",
  null,
  null,
  null,
  null,
  null,
  "JOUT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
  null,
  "ARW",
  "MCHI",
  "STRL",
  null,
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  null,
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  "PCG",
  null,
  "ALSN",
  null,
  "PRDO",
  "FNDF",
  "FNDA",
  "ACN",
  "OTTR",
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  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "NMIH",
  "ALL",
  "GOOGL",
  "NHI",
  "VDE",
  "AXP",
  null,
  null,
  "SCHH",
  "AMG",
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  "ASML",
  "T",
  "BLK",
  null,
  "ADX",
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  null,
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  null,
  "AVGO",
  "APP",
  "LOW",
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  null,
  null,
  null,
  "AVEM",
  "CP.TO",
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  "LGND",
  null,
  null,
  null,
  null,
  null,
  null,
  "NMRK",
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  "GIS",
  "HON",
  "HD",
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  "AZN",
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  "NDAQ",
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  "EQT",
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  null,
  "GE",
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  "HES",
  "HRL",
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  null,
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  "ODFL",
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  "ICLR",
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  "PCAR",
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  "AER",
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  "AMP",
  "FAST",
  "DG",
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  "EFG",
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  "IWD",
  "KR",
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  null,
  null,
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  "VHT",
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  null,
  null,
  null,
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  null,
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  "IVV",
  null,
  null,
  null,
  "PBR",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
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  null,
  null,
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  "NVDA",
  "GS",
  "HPE",
  null,
  "ENB",
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  "PRU",
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  null,
  null,
  "LPLA",
  null,
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  null,
  "REGN",
  null,
  null,
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  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  null,
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  null,
  null,
  null,
  "NOW",
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  "O",
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  "SHEL",
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  "SAP",
  null,
  null,
  "AMT",
  "SPLG",
  null,
  null,
  "IBM",
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  "TXN",
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  "TM",
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  "TFC",
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  "UAL",
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  "UNM",
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  "BIV",
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  "VO",
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  "MET",
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  "DTM",
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  "SOUN",
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  "RCL",
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  "SCHW",
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  "AMPH",
  "OSIS",
  null,
  null,
  null,
  null,
  "VWO",
  "JBL",
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  "VSS",
  null,
  null,
  null,
  null,
  "PRF",
  "VCIT",
  null,
  "NGG",
  null,
  null,
  "TRMK",
  "EXP",
  "EPRT",
  null,
  "EME",
  "FIVN",
  "VIG",
  null,
  "VCV",
  "TTE",
  null,
  "FCO",
  "NYMT",
  null,
  "OXM",
  "ULTA",
  "IWO",
  "SKX",
  "SU",
  "WY",
  "IWN",
  "SNY",
  "GGG",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  "ETR",
  null,
  "VYM",
  "GEF",
  "DD",
  "VRTX",
  null,
  "EA",
  "EW",
  "GDYN",
  "VRT",
  "HASI",
  null,
  "RYAN",
  "MUSA",
  "ADSK",
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  "SFM",
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  "GM",
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  "ACGL",
  "TMHC",
  "BLD",
  "TEX",
  "TOL",
  "AVY",
  "AFL",
  "TKR",
  "APH",
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "WAB",
  "TAP",
  "IP",
  "F",
  "GNRC",
  "WEC",
  "AJG",
  "WM",
  "FSLR",
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  "IWP",
  "HSIC",
  "EFX",
  "WEX",
  "AIZ",
  "AEP",
  "HWKN",
  null,
  "TILE",
  null,
  "IMXI",
  null,
  "KRNT",
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  "LSTR",
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  "NVO",
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  null,
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  "SCHB",
  null,
  null,
  "IVE",
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  null,
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  "ESGD",
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  "KD",
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  null,
  null,
  null,
  "HBAN",
  null,
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  "VEU",
  "VGT",
  null,
  "USB",
  null,
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
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  "VYMI",
  "MGK",
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
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  "VT",
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  "VOO",
  null,
  "VLTO",
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  "VCTR",
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  "V",
  "VKTX",
  "VFF",
  "VST",
  "VITL",
  "WBD",
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  "WBA",
  "WFC",
  "WELL",
  null,
  "WHR",
  "WTFC",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
  "XEL",
  "WDAY",
  null,
  "YUMC",
  "GTM",
  "SOLV",
  null,
  null,
  null,
  "ESI",
  "EVTC",
  "DTE",
  null,
  "OC",
  "GRMN",
  "NXST",
  null,
  "FOXA",
  "JHG",
  null,
  "SCHD",
  "ET",
  "DVY",
  "CHKP",
  null,
  "SCHF",
  null,
  "IHG",
  "SCHA",
  "JD",
  "JKHY",
  "LVS",
  "NSC",
  "NOK",
  "LUMN",
  "JCI",
  "NXPI",
  "LH",
  "MFC",
  "EMBC",
  null,
  "SO",
  "ON",
  "SJM",
  null,
  "TGNA",
  "BPOP",
  "OTIS",
  "ONL",
  "PSX",
  "CRM",
  "RNR",
  null,
  null,
  "RDDT",
  "DIA",
  "TS",
  null,
  null,
  "DINO",
  "LII",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "HALO",
  "LNTH",
  null,
  "UHS",
  "GEV",
  "TRI.TO",
  "MCK",
  "PEGA",
  null,
  "NVT",
  "SPYV",
  null,
  "EG",
  "PAYC",
  "FDX",
  "AME",
  "STLA",
  "STE",
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BBVA",
  "BANF",
  "BDX",
  "BBAI",
  "BHP",
  "BKH",
  "BBY",
  "TECH",
  "BL",
  "BA",
  "BAH",
  "BHF",
  "BMY",
  "BLDR",
  "CBT",
  "CRC",
  "CPB",
  "CDNS",
  "CARG",
  "CARR",
  "CBOE",
  "CDW",
  "CNP",
  "CERT",
  "CC",
  "CRL",
  "CVX",
  "LNG",
  "CB",
  "CTAS",
  "CSCO",
  "CFG",
  "CLX",
  "KO",
  "CCEP",
  "CGNX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
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  "CXT",
  "CRH",
  "CR",
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  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DH",
  "DELL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
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  null,
  null,
  "EFA",
  "J",
  "ADI",
  "VOD",
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  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: cherry-tree-wealth-management
Manager Name: Cherry-Tree-Wealth-Management

Data Enrichment

75% identified

566 identified190 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

756 positions • $414.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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CDW Corp

CDW|12514G108

Shares:12

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$414.7M)

COGNEX CORP

CGNX|192422103

Shares:59

Value:$1.8K

% of Portfolio:0.0% ($1.8K/$414.7M)

Johnson Controls International plc

JCI|G51502105

Shares:21

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$414.7M)

Amphastar Pharmaceuticals, Inc.

AMPH|03209R103

Shares:58

Value:$1.7K

% of Portfolio:0.0% ($1.7K/$414.7M)

SKECHERS USA INC

SKX|830566105

Shares:29

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$414.7M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:13

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$414.7M)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:5

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$414.7M)

Avery Dennison Corp

AVY|053611109

Shares:9

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$414.7M)

NEWMARK GROUP, INC.

NMRK|65158N102

Shares:131

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$414.7M)

ELECTRONIC ARTS INC.

EA|285512109

Shares:11

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$414.7M)

HERSHEY CO

HSY|427866108

Shares:9

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$414.7M)

HENRY SCHEIN INC

HSIC|806407102

Shares:22

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$414.7M)

Reynolds Consumer Products Inc.

REYN|76171L106

Shares:61

Value:$1.5K

% of Portfolio:0.0% ($1.5K/$414.7M)

HESS CORP

HES|42809H107

Shares:9

Value:$1.4K