Cherry Tree Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Cherry Tree Wealth Management, LLC held in its portfolio 500 assets valued at $473,608,191 (i.e. $473.61M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($56.81M), VANGUARD BD INDEX FDS ($20.16M), and VANGUARD INDEX FDS ($18.88M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cherry Tree Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1757264 | 56809489 | STATE STREET SPD |
| VANGUARD BD INDEX FDS | 272186 | 20160815 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 98869 | 18883076 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 299201 | 18691085 | VAN FTSE DEV MKT |
| SCHWAB STRATEGIC TR | 414226 | 18607225 | FUNDAMENTAL INTL |
| ISHARES TR | 24215 | 16585496 | CORE S&P500 ETF |
| VANGUARD WHITEHALL FDS | 92056 | 13211908 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 58605 | 12411918 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 311253 | 12322516 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 47621 | 12283943 | SMALL CP ETF |
| VANGUARD SCOTTSDALE FDS | 136840 | 10910227 | SHRT TRM CORP BD |
| VANGUARD INTL EQUITY INDEX F | 141377 | 10399709 | ALLWRLD EX US |
| VANGUARD BD INDEX FDS | 129556 | 10210297 | SHORT TRM BOND |
| VANGUARD MALVERN FDS | 176041 | 8707004 | STRM INFPROIDX |
| VANGUARD WHITEHALL FDS | 88492 | 7964324 | INTL HIGH ETF |
| AMERICAN CENTY ETF TR | 104962 | 7952978 | US LARGE CAP VLU |
| VANGUARD MUN BD FDS | 145291 | 7306701 | TAX EXEMPT BD |
| VANGUARD INTL EQUITY INDEX F | 127220 | 6839359 | FTSE EMR MKT ETF |
| VANGUARD STAR FDS | 85988 | 6486967 | VG TL INTL STK F |
| INVESCO EXCHANGE TRADED FD T | 33003 | 6322127 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 130859 | 6096720 | US MKTWIDE VALUE |
| ISHARES TR | 232602 | 5920897 | IBDS DEC28 ETF |
| AMERICAN CENTY ETF TR | 74719 | 5754846 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 90558 | 5391809 | US TARGETED VLU |
| INVESCO EXCH TRADED FD TR II | 66931 | 4780183 | S&P500 LOW VOL |
| SCHWAB STRATEGIC TR | 198129 | 4763026 | INTL EQTY ETF |
| ISHARES TR | 196247 | 4593167 | IBONDS DEC 29 |
| VANGUARD INDEX FDS | 51804 | 4584135 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 119578 | 4547555 | US HIGH PROFITAB |
| VANGUARD INDEX FDS | 13134 | 4403569 | TOTAL STK MKT |
| ISHARES TR | 174049 | 4225916 | IBONDS 27 ETF |
| DIMENSIONAL ETF TRUST | 150546 | 3977435 | GLOBAL REAL EST |
| MICROSOFT CORP | 7977 | 3857801 | COM |
| TITAN MACHY INC | 242039 | 3640267 | COM |
| AMERICAN CENTY ETF TR | 35623 | 3632814 | US SML CP VALU |
| APPLE INC | 13283 | 3611033 | COM |
| DIMENSIONAL ETF TRUST | 109856 | 3595602 | WORLD EX US CORE |
| VANGUARD INSTL INDEX FD | 47459 | 3579833 | 0-3 MO TREAS BIL |
| VANGUARD INDEX FDS | 5534 | 3470538 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 116680 | 3060517 | US BRD MKT ETF |
| PRICE T ROWE GROUP INC | 28172 | 2884225 | COM |
| J P MORGAN EXCHANGE TRADED F | 49064 | 2808420 | EQUITY PREMIUM |
| DIMENSIONAL ETF TRUST | 58654 | 2496315 | CORE FIXED INCOM |
| ISHARES TR | 16497 | 2452939 | CORE S&P TTL STK |
| SPDR S&P 500 ETF TR | 3373 | 2300108 | TR UNIT |
| ISHARES TR | 21772 | 2174551 | CORE US AGGBD ET |
| EA SERIES TRUST | 39965 | 2028464 | CAMBRIA US EQUAL |
| DIMENSIONAL ETF TRUST | 26232 | 1827584 | US SMALL CAP ETF |
| NVIDIA CORPORATION | 9564 | 1783686 | COM |
| J P MORGAN EXCHANGE TRADED F | 34874 | 1764301 | ULTRA SHRT ETF |
| WISDOMTREE TR | 17110 | 1742141 | US HIGH DIVIDEND |
| VANGUARD INDEX FDS | 3559 | 1736294 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 28572 | 1712320 | INTER TERM TREAS |
| SCHWAB STRATEGIC TR | 62071 | 1670338 | US LRG CAP ETF |
| ISHARES TR | 18342 | 1640876 | CORE MSCI EAFE |
| ELI LILLY & CO | 1516 | 1629215 | COM |
| SCHWAB STRATEGIC TR | 68842 | 1608838 | US AGGREGATE B |
| ISHARES TR | 72760 | 1605812 | IBONDS DEC 2030 |
| DIMENSIONAL ETF TRUST | 32170 | 1605270 | INTERNATNAL VAL |
| EMERSON ELEC CO | 12067 | 1601533 | COM |
| VANGUARD INTL EQUITY INDEX F | 11113 | 1592827 | FTSE SMCAP ETF |
| ISHARES TR | 13373 | 1259178 | MSCI USA MIN VOL |
| ISHARES TR | 57136 | 1205681 | IBONDS DEC 2031 |
| INVESCO EXCH TRADED FD TR II | 47325 | 1151426 | VAR RATE PFD |
| 3M CO | 7165 | 1147059 | COM |
| ALPHABET INC | 3514 | 1099882 | CAP STK CL A |
| ISHARES TR | 4397 | 1082366 | RUSSELL 2000 ETF |
| MEDTRONIC PLC | 11114 | 1067565 | SHS |
| J P MORGAN EXCHANGE TRADED F | 17679 | 1027499 | NASDAQ EQT PREM |
| ISHARES TR | 40574 | 983109 | IBONDS DEC2026 |
| VANGUARD WORLD FD | 7870 | 951956 | ESG US STK ETF |
| FLEXSHARES TR | 19333 | 949734 | CR SCD US BD |
| JPMORGAN CHASE & CO. | 2848 | 917683 | COM |
| AMERICAN EXPRESS CO | 2480 | 917317 | COM |
| ISHARES INC | 13619 | 915460 | CORE MSCI EMKT |
| INVESCO EXCH TRADED FD TR II | 69602 | 782327 | PFD ETF |
| ISHARES TR | 3935 | 781570 | MSCI USA QLT FCT |
| ALPHABET INC | 2449 | 768430 | CAP STK CL C |
| ISHARES TR | 10031 | 716314 | EAFE VALUE ETF |
| PIMCO ETF TR | 13279 | 712552 | 1-5 US TIP IDX |
| ISHARES TR | 8299 | 702469 | CORE MSCI TOTAL |
| DIMENSIONAL ETF TRUST | 18175 | 690650 | INTL SMALL CAP V |
| VANECK ETF TRUST | 8035 | 689162 | GOLD MINERS ETF |
| PROCTER AND GAMBLE CO | 4101 | 587706 | COM |
| VANGUARD INDEX FDS | 1792 | 564122 | LARGE CAP ETF |
| SCHWAB STRATEGIC TR | 17173 | 562416 | EMRG MKTEQ ETF |
| ISHARES TR | 21927 | 553991 | IBONDS DEC 2032 |
| DIMENSIONAL ETF TRUST | 16966 | 552583 | EMGR CRE EQT MNG |
| TESLA INC | 1212 | 545061 | COM |
| VANGUARD SPECIALIZED FUNDS | 2472 | 543297 | DIV APP ETF |
| SELECT SECTOR SPDR TR | 12542 | 535418 | STATE STREET UTI |
| FIDELITY COVINGTON TRUST | 2365 | 531345 | MSCI INFO TECH I |
| AMAZON COM INC | 2293 | 529271 | COM |
| ISHARES TR | 12659 | 499398 | INTL SEL DIV ETF |
| US BANCORP DEL | 9267 | 494488 | COM NEW |
| ISHARES INC | 7645 | 489586 | MSCI EMERG MRKT |
| ISHARES TR | 5784 | 479031 | 1 3 YR TREAS BD |
| ISHARES TR | 5546 | 478343 | MSCI EAFE MIN VL |
| ISHARES TR | 9001 | 475949 | ISHS 1-5YR INVS |
| VANGUARD WORLD FD | 2490 | 460750 | UTILITIES ETF |
| ISHARES TR | 3754 | 451156 | CORE S&P SCP ETF |
| ISHARES TR | 3215 | 440294 | RUS MD CP GR ETF |
| DIMENSIONAL ETF TRUST | 11414 | 434988 | INTL CORE EQT MK |
| ISHARES TR | 4006 | 427441 | SHRT NAT MUN ETF |
| FLEXSHARES TR | 17183 | 413423 | IBOXX 3R TARGT |
| ISHARES TR | 1102 | 411531 | RUS 1000 ETF |
| FIDELITY COVINGTON TRUST | 5314 | 394724 | MSCI HLTH CARE I |
| ISHARES TR | 2791 | 393715 | RUS MDCP VAL ETF |
| ISHARES TR | 3668 | 392880 | NATIONAL MUN ETF |
| GRANITESHARES ETF TR | 4426 | 389505 | 2X LONG NVDA DAI |
| ISHARES TR | 1084 | 371780 | S&P 100 ETF |
| WALMART INC | 3329 | 370916 | COM |
| LENNOX INTL INC | 761 | 369527 | COM |
| JOHNSON & JOHNSON | 1773 | 366923 | COM |
| AMERICAN CENTY ETF TR | 3809 | 357932 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 4690 | 347858 | US EQUITY MARKET |
| ISHARES TR | 13224 | 343128 | IBONDS DEC 2033 |
| PEPSICO INC | 2333 | 334829 | COM |
| WELLS FARGO CO NEW | 3579 | 333563 | COM |
| WISDOMTREE TR | 9829 | 328781 | US SMALLCAP DIVD |
| SSGA ACTIVE ETF TR | 8092 | 325703 | STATE STREET DOU |
| HORMEL FOODS CORP | 13732 | 325449 | COM |
| SPROTT ASSET MANAGEMENT LP | 13693 | 323840 | PHYSICAL SILVER |
| INVESCO EXCH TRD SLF IDX FD | 15132 | 315881 | BULLETSHS 2032 |
| VANGUARD WORLD FD | 4366 | 312693 | ESG INTL STK ETF |
| CATERPILLAR INC | 545 | 312215 | COM |
| INVESCO QQQ TR | 496 | 304682 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 10923 | 299618 | US DIVIDEND EQ |
| WISDOMTREE TR | 3394 | 298944 | US LARGECAP DIVD |
| SPDR INDEX SHS FDS | 7580 | 296757 | S&P EM MKT DIV |
| ISHARES TR | 1159 | 290110 | MSCI USA MMENTM |
| GRACO INC | 3368 | 276075 | COM |
| MCDONALDS CORP | 891 | 272224 | COM |
| FIDELITY COVINGTON TRUST | 5532 | 272120 | CONSMR STAPLES |
| ISHARES TR | 4658 | 267649 | CALIF MUN BD ETF |
| VANGUARD WELLINGTON FD | 1759 | 265122 | US MULTIFACTOR |
| DNP SELECT INCOME FD INC | 26254 | 262278 | COM |
| ISHARES TR | 11432 | 261508 | IBONDS 26 TRM TS |
| WP CAREY INC | 4000 | 257440 | COM |
| INVESCO EXCH TRD SLF IDX FD | 15366 | 256536 | BULETSHS 2031 CP |
| UNITEDHEALTH GROUP INC | 769 | 253711 | COM |
| RTX CORPORATION | 1380 | 253069 | COM |
| ABBOTT LABS | 2005 | 251207 | COM |
| PROSHARES TR | 2256 | 234782 | S&P 500 DV ARIST |
| AMERIPRISE FINL INC | 474 | 232422 | COM |
| SCHWAB STRATEGIC TR | 7342 | 231347 | FUNDAMENTAL US S |
| INVESCO EXCHANGE TRADED FD T | 4890 | 229439 | RAFI US 1000 ETF |
| VANGUARD INTL EQUITY INDEX F | 4998 | 229120 | GLB EX US ETF |
| WISDOMTREE TR | 2562 | 229120 | US QTLY DIV GRT |
| EXXON MOBIL CORP | 1870 | 225094 | COM |
| WISDOMTREE TR | 2742 | 222130 | INTL SMCAP DIV |
| ISHARES TR | 9875 | 221897 | IBONDS 27 TRM TS |
| DIMENSIONAL ETF TRUST | 6600 | 217404 | INTL SMALL CAP E |
| ISHARES TR | 4770 | 216797 | MSCI INTL QUALTY |
| SPDR DOW JONES INDL AVERAGE | 450 | 216287 | UT SER 1 |
| PHILLIPS 66 | 1629 | 210207 | COM |
| KINDER MORGAN INC DEL | 7637 | 209942 | COM |
| ISHARES TR | 4109 | 208984 | FLTG RATE NT ETF |
| NUSHARES ETF TR | 8759 | 195808 | NUVEEN ESG US |
| DIMENSIONAL ETF TRUST | 6064 | 192017 | INTL HIGH PROFIT |
| ISHARES TR | 1043 | 189003 | RUS 2000 VAL ETF |
| ISHARES TR | 2860 | 188760 | CORE S&P MCP ETF |
| INTERNATIONAL BUSINESS MACHS | 634 | 187798 | COM |
| SELECT SECTOR SPDR TR | 2398 | 187279 | STATE STREET CON |
| ISHARES TR | 1933 | 180001 | MSCI AC ASIA ETF |
| ISHARES TR | 888 | 177316 | U.S. TECH ETF |
| ISHARES TR | 7621 | 175893 | IBONDS 2026 TERM |
| COCA COLA CO | 2497 | 174566 | COM |
| ISHARES TR | 1782 | 171126 | MSCI EAFE ETF |
| VANGUARD WORLD FD | 411 | 169649 | MEGA GRWTH IND |
| ROYAL GOLD INC | 749 | 166496 | COM |
| ILLINOIS TOOL WKS INC | 674 | 166007 | COM |
| GENERAL MLS INC | 3553 | 165202 | COM |
| SPDR GOLD TR | 410 | 162488 | GOLD SHS |
| VANGUARD WORLD FD | 215 | 162063 | INF TECH ETF |
| HUNTINGTON BANCSHARES INC | 9332 | 161911 | COM |
| ISHARES TR | 1145 | 161606 | SELECT DIVID ETF |
| VANGUARD CHARLOTTE FDS | 3305 | 159698 | TOTAL INT BD ETF |
| ISHARES TR | 6109 | 154192 | ESG AWRE 1 5 YR |
| ISHARES INC | 2993 | 151041 | MSCI PAC JP ETF |
| VANECK ETF TRUST | 8608 | 149866 | VANECK SHRT MUNI |
| ISHARES TR | 2689 | 147116 | MSCI EMG MKT ETF |
| AT&T INC | 5905 | 146681 | COM |
| VANGUARD INDEX FDS | 499 | 144820 | MID CAP ETF |
| CISCO SYS INC | 1874 | 144355 | COM |
| ZOETIS INC | 1138 | 143184 | CL A |
| ISHARES TR | 5928 | 140346 | IBONDS 28 TR HI |
| TARGET CORP | 1420 | 138773 | COM |
| WISDOMTREE TR | 3175 | 138240 | DYNAMIC INTL EQT |
| ISHARES TR | 6291 | 138066 | IBONDS 29 TRM TS |
| XCEL ENERGY INC | 1834 | 135451 | COM |
| ISHARES TR | 6040 | 135079 | IBONDS 28 TRM TS |
| HOME DEPOT INC | 392 | 134888 | COM |
| NETFLIX INC | 1390 | 130327 | COM |
| COSTCO WHSL CORP NEW | 150 | 128920 | COM |
| VANGUARD WORLD FD | 948 | 126549 | FINANCIALS ETF |
| FIDELITY COVINGTON TRUST | 3640 | 126177 | ENHANCED LARGE |
| ISHARES TR | 3985 | 123376 | PFD AND INCM SEC |
| ISHARES TR | 255 | 120803 | RUS 1000 GRW ETF |
| SELECT SECTOR SPDR TR | 764 | 118512 | STATE STREET IND |
| AUTOMATIC DATA PROCESSING IN | 454 | 116783 | COM |
| ISHARES TR | 4416 | 116450 | IBONDS DEC 2034 |
| ISHARES SILVER TR | 1789 | 115248 | ISHARES |
| ISHARES TR | 415 | 114931 | RUS TP200 GR ETF |
| SOLVENTUM CORP | 1427 | 113076 | COM SHS |
| META PLATFORMS INC | 170 | 111886 | CL A |
| REALTY INCOME CORP | 1977 | 111445 | COM |
| SEMPRA | 1258 | 111069 | COM |
| ISHARES TR | 1365 | 110060 | IBOXX HI YD ETF |
| ALTRIA GROUP INC | 1831 | 105576 | COM |
| BECTON DICKINSON & CO | 540 | 104798 | COM |
| SELECT SECTOR SPDR TR | 668 | 103407 | STATE STREET HEA |
| VISA INC | 294 | 102934 | COM CL A |
| AMGEN INC | 310 | 101467 | COM |
| VANGUARD INTL EQUITY INDEX F | 711 | 100294 | TT WRLD ST ETF |
| ISHARES TR | 472 | 99281 | RUS 1000 VAL ETF |
| ISHARES TR | 4963 | 98497 | IBOND DEC 2030 |
| EXPAND ENERGY CORPORATION | 848 | 93586 | COM |
| NUSHARES ETF TR | 951 | 93008 | NUVEEN ESG LRGCP |
| ISHARES TR | 2397 | 91782 | CHINA LG-CAP ETF |
| OTIS WORLDWIDE CORP | 1011 | 88311 | COM |
| ISHARES TR | 1741 | 84874 | CORE 1 5 YR USD |
| AMERICAN CENTY ETF TR | 1130 | 80490 | INTERNATIONAL LR |
| VANGUARD CALIF TAX FREE FDS | 795 | 79707 | TAX EXEMPT BD FD |
| FARMLAND PARTNERS INC | 8000 | 77520 | COM |
| ISHARES TR | 1770 | 75367 | ESG SELECT SCREE |
| DIMENSIONAL ETF TRUST | 3231 | 73994 | US REAL ESTATE E |
| ASML HOLDING N V | 69 | 73821 | N Y REGISTRY SHS |
| CHEVRON CORP NEW | 482 | 73462 | COM |
| WISDOMTREE TR | 3234 | 72717 | INTRST RATE HDGE |
| ORACLE CORP | 367 | 71532 | COM |
| ISHARES TR | 988 | 71146 | GL TIMB FORE ETF |
| FIRST TR EXCHANGE TRADED FD | 2467 | 70960 | DORSEY WRIGHT |
| INVESCO EXCHANGE TRADED FD T | 1002 | 70551 | WATER RES ETF |
| ISHARES TR | 1306 | 70368 | ISHS 5-10YR INVT |
| PARKER-HANNIFIN CORP | 80 | 70317 | COM |
| PIMCO ETF TR | 733 | 69504 | 0-5 HIGH YIELD |
| ISHARES TR | 2984 | 68707 | US TREAS BD ETF |
| ISHARES TR | 1300 | 68406 | US INFRASTRUC |
| APPLIED MATLS INC | 264 | 67840 | COM |
| ACCENTURE PLC IRELAND | 253 | 67746 | SHS CLASS A |
| MERCK & CO INC | 620 | 65262 | COM |
| INVESCO EXCHANGE TRADED FD T | 1100 | 62854 | DJ INDL AVG DV |
| VANGUARD ADMIRAL FDS INC | 137 | 60909 | 500 GRTH IDX F |
| PIMCO ETF TR | 599 | 60104 | ENHAN SHRT MA AC |
| INVESCO EXCHANGE TRADED FD T | 1300 | 58799 | DORSEY WRGT ENRG |
| SCHWAB STRATEGIC TR | 2059 | 58650 | US SML CAP ETF |
| SAP SE | 241 | 58542 | SPON ADR |
| LARIMAR THERAPEUTICS INC | 15264 | 58156 | COM |
| DUKE ENERGY CORP NEW | 496 | 58103 | COM NEW |
| FLEXSHARES TR | 883 | 56388 | MSTAR EMKT FAC |
| WEC ENERGY GROUP INC | 521 | 54945 | COM |
| VANGUARD INDEX FDS | 251 | 52490 | EXTEND MKT ETF |
| RYAN SPECIALTY HOLDINGS INC | 1000 | 51630 | CL A |
| KROGER CO | 823 | 51422 | COM |
| SPDR INDEX SHS FDS | 1145 | 50850 | PORTFOLIO DEVLPD |
| PFIZER INC | 2036 | 50690 | COM |
| ADVANCED MICRO DEVICES INC | 235 | 50328 | COM |
| GLOBAL X FDS | 1685 | 49848 | AUTONMOUS EV ETF |
| HONEYWELL INTL INC | 253 | 49261 | COM |
| ISHARES TR | 2018 | 47686 | IBONDS 29 TR HI |
| WISDOMTREE TR | 1019 | 47578 | EMER MKT HIGH FD |
| MCKESSON CORP | 58 | 47577 | COM |
| ABBVIE INC | 208 | 47526 | COM |
| WISDOMTREE TR | 714 | 47017 | TRUE DEVELOPED I |
| DISNEY WALT CO | 411 | 46777 | COM |
| PAYCHEX INC | 413 | 46331 | COM |
| ISHARES TR | 212 | 45515 | US AER DEF ETF |
| ISHARES TR | 212 | 44959 | S&P 500 VAL ETF |
| BROADCOM INC | 129 | 44647 | COM |
| SPDR INDEX SHS FDS | 943 | 44142 | PORTFOLIO EMG MK |
| BRISTOL-MYERS SQUIBB CO | 800 | 43152 | COM |
| FIRST TR EXCHANGE-TRADED FD | 962 | 42896 | NAS CLNEDG GREEN |
| WASTE MGMT INC DEL | 190 | 41831 | COM |
| GRAYSCALE ETHEREUM MINI TR E | 1489 | 41782 | SHS NEW |
| UBIQUITI INC | 75 | 41562 | COM |
| ISHARES TR | 343 | 40938 | 3 7 YR TREAS BD |
| DIMENSIONAL ETF TRUST | 1162 | 39753 | US LARGE CAP VAL |
| NUSHARES ETF TR | 825 | 39477 | ESG LARGE CAP |
| WISDOMTREE TR | 1210 | 39255 | TRUE EMERGING MK |
| ARISTA NETWORKS INC | 298 | 39047 | COM SHS |
| INVESCO EXCH TRADED FD TR II | 340 | 38930 | S&P 500 REVENUE |
| ISHARES TR | 445 | 38787 | 20 YR TR BD ETF |
| ONEOK INC NEW | 525 | 38588 | COM |
| ISHARES TR | 356 | 38577 | U.S. UTILITS ETF |
| ISHARES INC | 522 | 37939 | MSCI EMRG CHN |
| QUALCOMM INC | 221 | 37833 | COM |
| SPDR INDEX SHS FDS | 561 | 36834 | S&P EMKTSC ETF |
| VERIZON COMMUNICATIONS INC | 904 | 36820 | COM |
| OTTER TAIL CORP | 454 | 36688 | COM |
| ENERGY TRANSFER L P | 2211 | 36460 | COM UT LTD PTN |
| THE CIGNA GROUP | 132 | 36331 | COM |
| ISHARES TR | 371 | 35664 | 7-10 YR TRSY BD |
| CHUBB LIMITED | 112 | 34958 | COM |
| FIRST TR EXCHANGE TRADED FD | 345 | 33921 | RBA INDL ETF |
| CORNING INC | 385 | 33711 | COM |
| INVESCO EXCH TRADED FD TR II | 500 | 30919 | KBW REGL BKG |
| ISHARES INC | 381 | 30762 | MSCI JAPAN ETF |
| DIMENSIONAL ETF TRUST | 713 | 30549 | INTERNATIONAL |
| WEYERHAEUSER CO MTN BE | 1256 | 29755 | COM NEW |
| FORD MTR CO | 2267 | 29744 | COM |
| FEDEX CORP | 102 | 29464 | COM |
| ISHARES TR | 490 | 29435 | MSCI CHINA ETF |
| ISHARES TR | 419 | 29222 | FUTURE EXPONENTI |
| WISDOMTREE TR | 624 | 28979 | US HGH YLD CORP |
| SYNOPSYS INC | 62 | 28888 | COM |
| NIKE INC | 451 | 28702 | CL B |
| COMCAST CORP NEW | 934 | 27918 | CL A |
| CAPITAL ONE FINL CORP | 113 | 27266 | COM |
| FREEPORT-MCMORAN INC | 534 | 27122 | CL B |
| MONDELEZ INTL INC | 501 | 26957 | CL A |
| DIMENSIONAL ETF TRUST | 781 | 26914 | INTL CORE EQUITY |
| VANGUARD INDEX FDS | 88 | 26586 | SML CP GRW ETF |
| SPDR S&P MIDCAP 400 ETF TR | 44 | 26545 | UTSER1 S&PDCRP |
| ISHARES TR | 1000 | 25940 | IBONDS DEC 2035 |
| MARVELL TECHNOLOGY INC | 303 | 25749 | COM |
| ISHARES TR | 612 | 25313 | HDG MSCI EAFE |
| GLOBAL X FDS | 1333 | 25208 | US PFD ETF |
| T ROWE PRICE ETF INC | 497 | 24781 | PRICE BLUE CHIP |
| PACER FDS TR | 410 | 24670 | US CASH COWS 100 |
| ISHARES TR | 267 | 24527 | RUS TP200 VL ETF |
| ISHARES TR | 375 | 24413 | US HLTHCARE ETF |
| NORDIC AMERICAN TANKERS LIMI | 7000 | 24080 | COM |
| POPULAR INC | 190 | 23659 | COM NEW |
| WISDOMTREE TR | 252 | 23512 | WISDOMTREE US VA |
| VIATRIS INC | 1888 | 23503 | COM |
| AMPHENOL CORP NEW | 172 | 23245 | CL A |
| CELESTICA INC | 78 | 23058 | COM |
| AMERICAN CENTY ETF TR | 527 | 22941 | REAL ESTATE ETF |
| VANGUARD SCOTTSDALE FDS | 270 | 22613 | INT-TERM CORP |
| AMEREN CORP | 226 | 22569 | COM |
| CLOROX CO DEL | 223 | 22486 | COM |
| LOWES COS INC | 90 | 21705 | COM |
| SELECT SECTOR SPDR TR | 537 | 21668 | STATE STREET REA |
| VANECK ETF TRUST | 209 | 21645 | MRNGSTR WDE MOAT |
| VANGUARD WORLD FD | 102 | 21547 | CONSUM STP ETF |
| INVENTRUST PPTYS CORP | 754 | 21271 | COM NEW |
| SONY GROUP CORP | 825 | 21120 | SPONSORED ADR |
| HAWKINS INC | 148 | 21025 | COM |
| ISHARES TR | 150 | 20510 | MSCI USA VALUE |
| J P MORGAN EXCHANGE TRADED F | 166 | 20470 | BETABUILDRS US |
| GSK PLC | 410 | 20107 | SPONSORED ADR |
| GE AEROSPACE | 65 | 20022 | COM NEW |
| DIGITAL TURBINE INC | 4000 | 20000 | COM NEW |
| PNC FINL SVCS GROUP INC | 91 | 18995 | COM |
| NVENT ELECTRIC PLC | 185 | 18865 | SHS |
| TAIWAN SEMICONDUCTOR MFG LTD | 62 | 18842 | SPONSORED ADS |
| CAESARS ENTERTAINMENT INC NE | 800 | 18712 | COM |
| ALERUS FINL CORP | 830 | 18692 | COM |
| GLOBAL X FDS | 1064 | 18429 | GLOBX SUPDV US |
| EMCOR GROUP INC | 30 | 18354 | COM |
| SKYWATER TECHNOLOGY INC | 1000 | 18160 | COM |
| INVESCO CALIF VALUE MUN INCO | 1625 | 18087 | COM |
| PRUDENTIAL FINL INC | 160 | 18061 | COM |
| CITIGROUP INC | 150 | 17504 | COM NEW |
| ISHARES TR | 179 | 17222 | JPMORGAN USD EMG |
| INTERNATIONAL PAPER CO | 436 | 17175 | COM |
| NORWEGIAN CRUISE LINE HLDG L | 750 | 16740 | SHS |
| CLEVELAND-CLIFFS INC NEW | 1250 | 16600 | COM |
| CVS HEALTH CORP | 202 | 16031 | COM |
| BLOCK H & R INC | 358 | 15602 | COM |
| DIMENSIONAL ETF TRUST | 454 | 15318 | EMERGING MKTS VA |
| BOEING CO | 70 | 15199 | COM |
| CENCORA INC | 45 | 15199 | COM |
| J P MORGAN EXCHANGE TRADED F | 239 | 15101 | US QUALTY FCTR |
| ISHARES TR | 201 | 15051 | US SML CAP EQT |
| PROGRESSIVE CORP | 66 | 15030 | COM |
| JOHNSON CTLS INTL PLC | 125 | 14969 | SHS |
| NUSHARES ETF TR | 624 | 14593 | NUVEEN ESG 1-5 |
| KLA CORP | 12 | 14581 | COM NEW |
| PENTAIR PLC | 137 | 14268 | SHS |
| ANALOG DEVICES INC | 52 | 14103 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 206 | 14083 | SHS REP COM UT |
| UNUM GROUP | 179 | 13873 | COM |
| MORGAN STANLEY | 78 | 13848 | COM NEW |
| AUTOZONE INC | 4 | 13566 | COM |
| INVESCO EXCHANGE TRADED FD T | 250 | 13487 | NASDAQ INTERNT |
| BANCO BILBAO VIZCAYA ARGENTA | 578 | 13474 | SPONSORED ADR |
| GOLDMAN SACHS GROUP INC | 15 | 13185 | COM |
| ISHARES TR | 105 | 12943 | S&P 500 GRWT ETF |
| WISDOMTREE TR | 176 | 12644 | EUROPE SMCP DV |
| KIMBERLY-CLARK CORP | 124 | 12511 | COM |
| ISHARES TR | 148 | 12466 | MSCI GBL SUS DEV |
| EXPEDIA GROUP INC | 44 | 12466 | COM NEW |
| ISHARES TR | 96 | 12368 | ESG MSCI KLD 400 |
| VANECK ETF TRUST | 462 | 12359 | AFRICA INDEX ETF |
| HARLEY DAVIDSON INC | 600 | 12294 | COM |
| CRH PLC | 98 | 12231 | ORD |
| US FOODS HLDG CORP | 161 | 12127 | COM |
| AMPLIFY ETF TR | 150 | 12056 | AMPLIFY CYBERSEC |
| DUPONT DE NEMOURS INC | 297 | 11920 | COM |
| WARNER BROS DISCOVERY INC | 413 | 11903 | COM SER A |
| ISHARES TR | 98 | 11885 | ESG MSCI LEADR |
| ISHARES TR | 153 | 11863 | EAFE SML CP ETF |
| QNITY ELECTRONICS INC | 145 | 11840 | COMMON STOCK |
| BLACKROCK INC | 11 | 11774 | COM |
| AON PLC | 33 | 11646 | SHS CL A |
| TIMKEN CO | 136 | 11442 | COM |
| ISHARES TR | 248 | 11404 | ESG AWARE MSCI |
| SCHWAB STRATEGIC TR | 316 | 11395 | FUNDAMENTAL EMER |
| NASDAQ INC | 114 | 11073 | COM |
| CURTISS WRIGHT CORP | 20 | 11026 | COM |
| SOUTHWEST AIRLS CO | 265 | 10953 | COM |
| CORTEVA INC | 160 | 10725 | COM |
| ENSIGN GROUP INC | 60 | 10452 | COM |
| TEXAS INSTRS INC | 60 | 10323 | COM |
| SUMITOMO MITSUI FINL GROUP I | 533 | 10303 | SPONSORED ADR |
| OSI SYSTEMS INC | 40 | 10203 | COM |
| LINDE PLC | 24 | 10021 | SHS |
| BANK AMERICA CORP | 179 | 9845 | COM |
| MARSH & MCLENNAN COS INC | 53 | 9833 | COM |
| HENRY JACK & ASSOC INC | 53 | 9672 | COM |
| ISHARES TR | 68 | 9622 | MSCI ACWI ETF |
| TEMA ETF TRUST | 329 | 9517 | ELECTRIFICATION |
| PULTE GROUP INC | 80 | 9381 | COM |
| AMERICAN CENTY ETF TR | 81 | 9055 | US EQT ETF |
| AMERICAN TOWER CORP NEW | 51 | 8955 | COM |
| STARBUCKS CORP | 106 | 8885 | COM |
| TEREX CORP NEW | 165 | 8808 | COM |
| ISHARES INC | 281 | 8756 | EM MKTS DIV ETF |
| ISHARES TR | 326 | 8675 | IBONDS 2030 TERM |
| GLOBAL X FDS | 133 | 8627 | LITHIUM BTRY ETF |
| AMETEK INC | 42 | 8624 | COM |
| NORTHROP GRUMMAN CORP | 15 | 8554 | COM |
| ISHARES TR | 89 | 8464 | ESG AW MSCI EAFE |
| AFLAC INC | 76 | 8381 | COM |
| VANGUARD WORLD FD | 43 | 8327 | COMM SRVC ETF |
| PHILIP MORRIS INTL INC | 51 | 8181 | COM |
| NET LEASE OFFICE PROPERTIES | 316 | 8150 | COM |
| MARRIOTT INTL INC NEW | 26 | 8067 | CL A |
| PGIM ETF TR | 163 | 8063 | PGIM ULTRA SH BD |
| EATON CORP PLC | 25 | 7963 | SHS |
| SOUTHERN CO | 91 | 7936 | COM |
| RALPH LAUREN CORP | 22 | 7780 | CL A |
| CANADIAN PACIFIC KANSAS CITY | 105 | 7732 | COM |
| CENTERPOINT ENERGY INC | 201 | 7707 | COM |
| STRATEGIC ED INC | 96 | 7700 | COM |
| CHECK POINT SOFTWARE TECH LT | 41 | 7608 | ORD |
| BERKLEY W R CORP | 108 | 7573 | COM |
| EQUIFAX INC | 34 | 7378 | COM |
| ALIBABA GROUP HLDG LTD | 50 | 7329 | SPONSORED ADS |
| STERLING INFRASTRUCTURE INC | 23 | 7044 | COM |
| THERMO FISHER SCIENTIFIC INC | 12 | 6954 | COM |
| SELECT SECTOR SPDR TR | 150 | 6707 | STATE STREET ENE |
| BEST BUY INC | 100 | 6697 | COM |
| SELECT SECTOR SPDR TR | 121 | 6628 | STATE STREET FIN |
| FLEXSHARES TR | 26 | 6466 | MORNSTAR USMKT |
| AVADEL PHARMACEUTICALS PLC | 300 | 6465 | COM SHS |
| ISHARES TR | 20 | 6461 | RUS 2000 GRW ETF |
| FIRST TR EXCHANGE TRADED FD | 65 | 6295 | NASD TECH DIV |
| ARROW ELECTRS INC | 57 | 6281 | COM |
| IDEX CORP | 35 | 6228 | COM |
| ISHARES TR | 123 | 6223 | ULTRA SHORT DUR |
| ROCKET COS INC | 319 | 6176 | COM CL A |
| JOHNSON OUTDOORS INC | 144 | 6094 | CL A |
| BOSTON SCIENTIFIC CORP | 63 | 6008 | COM |
| ISHARES TR | 125 | 5997 | MSCI INTL MOMENT |
| STRYKER CORPORATION | 17 | 5975 | COM |
| ADAMS DIVERSIFIED EQUITY FD | 252 | 5877 | COM |
| VANGUARD INTL EQUITY INDEX F | 66 | 5519 | FTSE EUROPE ETF |
| INVESCO EXCH TRADED FD TR II | 21 | 5312 | NASDAQ 100 ETF |
| HALEON PLC | 511 | 5167 | SPON ADS |
| ISHARES TR | 313 | 5149 | GL CLEAN ENE ETF |
| OWENS CORNING NEW | 45 | 5036 | COM |
| ISHARES TR | 225 | 5022 | IBONDS 2027 TERM |
| WISDOMTREE TR | 99 | 4982 | FLOATNG RAT TREA |
| CINTAS CORP | 26 | 4890 | COM |
| HUMANA INC | 19 | 4867 | COM |
| SCHWAB STRATEGIC TR | 230 | 4805 | US REIT ETF |
| VANGUARD WORLD FD | 38 | 4785 | ENERGY ETF |
| SPDR INDEX SHS FDS | 106 | 4773 | DJ GLB RL ES ETF |
| HA SUSTAINABLE INFRA CAP INC | 151 | 4746 | COM |
| METLIFE INC | 60 | 4737 | COM |
| CRANE NXT CO | 100 | 4707 | COM |
| FLEXSHARES TR | 57 | 4615 | QLT DIV DEF IDX |
| GE VERNOVA INC | 7 | 4575 | COM |
| SCHWAB STRATEGIC TR | 153 | 4531 | US LCAP VA ETF |
| TERRESTRIAL ENERGY INC | 692 | 4229 | COM SHS |
| ISHARES TR | 76 | 4215 | MRGSTR SM CP GR |
| STRATASYS LTD | 463 | 4019 | SHS |
| ISHARES TR | 33 | 4014 | CORE HIGH DV ETF |
| BALL CORP | 74 | 3920 | COM |
| ISHARES TR | 34 | 3874 | EAFE GRWTH ETF |
| TRUIST FINL CORP | 78 | 3839 | COM |
| VANECK ETF TRUST | 10 | 3602 | SEMICONDUCTR ETF |
| VODAFONE GROUP PLC NEW | 270 | 3567 | SPONSORED ADR |
| ABRDN ETFS | 178 | 3477 | BBRG ALL COMD K1 |
| KRAFT HEINZ CO | 138 | 3356 | COM |
| ALLISON TRANSMISSION HLDGS I | 34 | 3329 | COM |
| INVESCO EXCHANGE TRADED FD T | 21 | 3290 | AEROSPACE DEFN |
| PG&E CORP | 204 | 3279 | COM |
| SELECT SECTOR SPDR TR | 20 | 2880 | STATE STREET TEC |
| DIAGEO PLC | 33 | 2847 | SPON ADR NEW |
| SCHWAB STRATEGIC TR | 95 | 2847 | US MID-CAP ETF |
| THE CAMPBELLS COMPANY | 100 | 2787 | COM |
| DOW INC | 118 | 2759 | COM |
| SOLSTICE ADVANCED MATLS INC | 56 | 2721 | COM SHS |
| DICKS SPORTING GOODS INC | 13 | 2574 | COM |
| F N B CORP | 146 | 2497 | COM |
| KYNDRYL HLDGS INC | 91 | 2417 | COMMON STOCK |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.