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| Name: |
Cherry Tree Wealth Management LLC |
| City: |
MINNETONKA |
| State: |
MN |
| Zip: |
55305 |
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data |
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| Holdings
Found :
28 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BSCW |
Invesco Bulletshares 2032 C... |
130 |
New |
$0.00 |
$306,000 |
15,132 |
0.08% |
306,000 |
15,132 |
0.017 |
N/A |
|
|
BSCV |
Invesco Bulletshares 2031 C... |
146 |
New |
$0.00 |
$248,000 |
15,366 |
0.06% |
248,000 |
15,366 |
0.098 |
N/A |
|
|
NVDL |
Graniteshares 1.5x Long Nvd... |
209 |
New |
$0.00 |
$95,000 |
2,291 |
0.02% |
95,000 |
2,291 |
0.026 |
N/A |
|
|
NVO |
Novo Nordisk A/S (ADR) |
245 |
New |
$132.41 |
$49,000 |
380 |
0.01% |
49,000 |
380 |
0 |
Drug Manufacturers - ... |
|
|
XC |
Wisdomtree Emerging Markets... |
267 |
New |
$0.00 |
$37,000 |
1,210 |
0.01% |
37,000 |
1,210 |
0.013 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
273 |
New |
$146.41 |
$33,000 |
240 |
0.01% |
33,000 |
240 |
0 |
Semiconductor - Integ... |
|
|
ADM |
Archer Daniels Midland Co |
290 |
New |
$62.63 |
$27,000 |
430 |
0.01% |
27,000 |
430 |
0 |
Food - Major Diversified |
|
|
MU |
Micron Technology Inc |
325 |
New |
$123.00 |
$17,000 |
147 |
0% |
17,000 |
147 |
0 |
Semiconductor - Memor... |
|
|
VKTX |
Viking Therapeutics, Inc. |
359 |
New |
$72.35 |
$10,000 |
119 |
0% |
10,000 |
119 |
0.001 |
N/A |
|
|
MPW |
Medical Properties Trust Inc |
416 |
New |
$5.58 |
$6,000 |
1,182 |
0% |
6,000 |
1,182 |
0 |
REIT - Healthcare Fac... |
|
|
OXY |
Occidental Petroleum Corp |
419 |
New |
$62.91 |
$5,000 |
82 |
0% |
5,000 |
82 |
0 |
Independent Oil & Gas |
|
|
RACE |
Ferrari NV |
444 |
New |
$0.00 |
$4,000 |
10 |
0% |
4,000 |
10 |
0 |
N/A |
|
|
SOFI |
SoFi Technologies, Inc |
457 |
New |
$7.11 |
$3,000 |
427 |
0% |
3,000 |
427 |
0 |
N/A |
|
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SYK |
Stryker Corp |
456 |
New |
$324.56 |
$3,000 |
8 |
0% |
3,000 |
8 |
0 |
Medical Instruments &... |
|
|
CCE |
Coca-Cola Enterprises Inc |
480 |
New |
$74.46 |
$3,000 |
50 |
0% |
3,000 |
50 |
0 |
Beverage Soft Drinks... |
|
|
MELI |
Mercadolibre Inc |
465 |
New |
$1,677.34 |
$3,000 |
2 |
0% |
3,000 |
2 |
0 |
Business Services |
|
|
AER |
Aercap Holdings (NV) |
459 |
New |
$89.71 |
$3,000 |
32 |
0% |
3,000 |
32 |
0 |
Rental & Leasing Serv... |
|
|
TM |
Toyota Motor Corporation (ADR) |
455 |
New |
$232.88 |
$3,000 |
13 |
0% |
3,000 |
13 |
0 |
Auto Manufacturers |
|
|
HDB |
HDFC Bank Limited (ADR) |
494 |
New |
$55.90 |
$2,000 |
44 |
0% |
2,000 |
44 |
0 |
Foreign Regional Banks |
|
|
TOT |
TOTAL S.A. (ADR) |
483 |
New |
$74.06 |
$2,000 |
34 |
0% |
2,000 |
34 |
0 |
Integrated Oil & Gas |
|
|
SLB |
Schlumberger Ltd |
485 |
New |
$48.75 |
$2,000 |
44 |
0% |
2,000 |
44 |
0 |
Oil & Gas Equipment &... |
|
|
LHX |
L3harris Technologies Inc |
491 |
New |
$220.58 |
$2,000 |
11 |
0% |
2,000 |
11 |
0 |
Communication Equipment |
|
|
RIG |
Transocean Inc |
482 |
New |
$5.81 |
$2,000 |
393 |
0% |
2,000 |
393 |
0 |
Oil & Gas Drilling & ... |
|
|
BP |
BP Plc (ADR) |
497 |
New |
$38.10 |
$2,000 |
60 |
0% |
2,000 |
60 |
0 |
Integrated Oil & Gas |
|
|
LMND |
Lemonade, Inc. |
489 |
New |
$18.63 |
$2,000 |
123 |
0% |
2,000 |
123 |
0 |
N/A |
|
|
UBS |
UBS AG (USA) |
481 |
New |
$29.68 |
$2,000 |
75 |
0% |
2,000 |
75 |
0.005 |
Foreign Money Center ... |
|
|
LNC |
Lincoln National Corp |
522 |
New |
$29.52 |
$1,000 |
37 |
0% |
1,000 |
37 |
0 |
Life & Health Insurance |
|
|
SPG |
Simon Property Group Inc |
514 |
New |
$146.97 |
$1,000 |
8 |
0% |
1,000 |
8 |
0 |
REIT - Retail |
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