Stock Taper 
CHERRY TREE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kinder Morgan, Inc. | KMI | 237 | $7.95K |
 Advanced Micro Devices, Inc. | AMD | 235 | $47.81K |
 The Clorox Company | CLX | 223 | $23.11K |
 QUALCOMM Incorporated | QCOM | 222 | $28.59K |
 AbbVie Inc. | ABBV | 208 | $45.24K |
 CVS Health Corp. | CVS | 202 | $14.51K |
 CenterPoint Energy, Inc. | CNP | 201 | $8.68K |
 Waste Management, Inc. | WM | 191 | $43.93K |
 Popular, Inc. | BPOP | 190 | $25.49K |
 nVent Electric plc | NVT | 185 | $21.88K |
 Bank of America Corporation | BAC | 179 | $8.73K |
 Unum Group | UNM | 179 | $13.07K |
 DuPont de Nemours, Inc. | DD | 179 | $8.18K |
 Meta Platforms, Inc. | META | 173 | $98.69K |
 Amphenol Corporation | APH | 172 | $21.73K |
 Terex Corporation | TEX | 165 | $9.75K |
 US Foods Holding Corp. | USFD | 161 | $14.85K |
 Prudential Financial, Inc. | PRU | 160 | $15.63K |
 Merck & Co., Inc. | MRK | 160 | $19.25K |
 HA Sustainable Infrastructure Capital, Inc. | HASI | 151 | $5.55K |