Long-term investor
Cherry Tree Wealth Management, LLC @cherrytreewealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001985414).
Record
- Tracked since 2025-03-31 (539 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · Sharpe 1.18 · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A375 · 4.2% · long · since 2025-06-30
- 78464A474 · 4.1% · long · since 2025-06-30
- 921943858 · 4.1% · long · since 2025-06-30
- 921937835 · 4.0% · long · since 2025-06-30
- 922908744 · 3.8% · long · since 2025-06-30
- 464287200 · 3.3% · long · since 2025-06-30
- 922908751 · 2.9% · long · since 2025-06-30
- 921946406 · 2.7% · long · since 2025-06-30
- 922908611 · 2.6% · long · since 2025-06-30
- 25434V708 · 2.5% · long · since 2025-06-30
- 808524755 · 2.2% · long · since 2025-06-30
- 78468R200 · 2.2% · long · since 2025-06-30