Cherry Tree Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$404M
Signature - Title
Jane Bortnem - CCO
Location
Minnetonka, MN
Summary
This page shows a list of all the recent 13F filings made by Cherry Tree Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cherry Tree Wealth Management, LLC reported 644 stock holdings with total value $404M as of Q4 2024. Top holdings included SPIB, BND, SPSB, VTV, and IVV.
Holdings Value