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 34 of 38
LIGAND PHARMACEUTICALS INC
Shares:13
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$414.7M)
Amentum Holdings, Inc.
Shares:75
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$414.7M)
HEALTHPEAK PROPERTIES, INC.
Shares:67
Value:$1.4K
% of Portfolio:0.0% ($1.4K/$414.7M)
CAPITAL ONE FINANCIAL CORP
Shares:8
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$414.7M)
LyondellBasell Industries N.V.
Shares:19
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$414.7M)
NMI Holdings, Inc.
Shares:37
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$414.7M)
PagSeguro Digital Ltd.
Shares:170
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$414.7M)
REGENERON PHARMACEUTICALS, INC.
Shares:2
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$414.7M)
BHP Group Ltd
Shares:26
Value:$1.3K
% of Portfolio:0.0% ($1.3K/$414.7M)
MANULIFE FINANCIAL CORP
Shares:40
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$414.7M)
DTE ENERGY CO
Shares:9
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$414.7M)
Toll Brothers, Inc.
Shares:11
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$414.7M)
DT Midstream, Inc.
Shares:12
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$414.7M)
Booz Allen Hamilton Holding Corp
Shares:11
Value:$1.2K
% of Portfolio:0.0% ($1.2K/$414.7M)
74347G416
Shares:50
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$414.7M)
INTERFACE INC
Shares:53
Value:$1.1K
% of Portfolio:0.0% ($1.1K/$414.7M)
Chemours Co
Shares:76
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$414.7M)
CarGurus, Inc.
Shares:34
Value:$991
% of Portfolio:0.0% ($991/$414.7M)
Certara, Inc.
Shares:100
Value:$990
% of Portfolio:0.0% ($990/$414.7M)
Progyny, Inc.
Shares:44
Value:$983
% of Portfolio:0.0% ($983/$414.7M)