Cherry Tree Wealth Management, LLC

13F Filings History

Latest 13F report: Q2 2024 - Aug 6, 2024
Value $: $398M
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 596 stock holdings with total value $398M as of Q2 2024. Top holdings included SPIB, BND, SPSB, VTV, and VEA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	596	$398M	+$10.2M	-$5.49M	+$4.68M	SPIB, BND, SPSB, VTV, VEA	13F-HR	8/6/2024, 10:30 AM
Q1 2024	595	$398M	+$14M	-$3.69M	+$10.3M	SPIB, BND, SPSB, VTV, VEA	13F-HR	5/1/2024, 04:33 PM
Q4 2023	592	$374M	+$21.3M	-$12.4M	+$8.87M	SPIB, BND, SPSB, VTV, FLRN	13F-HR	2/6/2024, 04:06 PM
Q3 2023	585	$341M	+$16.6M	-$7.62M	+$8.94M	SPIB, SPSB, BND, VTV, FLRN	13F-HR	11/14/2023, 01:12 PM
Q2 2023	615	$343M	$0	$0		SPSB, SPIB, BND, VTV, FLRN	13F-HR	8/9/2023, 11:37 AM