Stock Taper 
CHERRY TREE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOG | 2.51K | $719.37K |
 The Coca-Cola Company | KO | 2.5K | $189.9K |
 American Express Company | AXP | 2.48K | $750.02K |
 PepsiCo, Inc. | PEP | 2.33K | $362.29K |
 Amazon.com, Inc. | AMZN | 2.3K | $479.86K |
 Energy Transfer LP | ET | 2.21K | $42.67K |
 Pfizer Inc. | PFE | 2.06K | $57.74K |
 Abbott Laboratories | ABT | 2K | $205.85K |
 AT&T Inc. | T | 1.91K | $55.23K |
 Viatris Inc. | VTRS | 1.9K | $25.73K |
 Cisco Systems, Inc. | CSCO | 1.87K | $145.4K |
 Exxon Mobil Corporation | XOM | 1.83K | $311.41K |
 Altria Group, Inc. | MO | 1.83K | $120.83K |
 Phillips 66 | PSX | 1.63K | $296.77K |
 Realty Income Corporation | O | 1.6K | $97.71K |
 Eli Lilly and Company | LLY | 1.52K | $1.4M |
 Xcel Energy Inc. | XEL | 1.49K | $118.45K |
 Solventum Corporation | SOLV | 1.43K | $93.18K |
 Target Corporation | TGT | 1.42K | $172.26K |
 Netflix, Inc. | NFLX | 1.39K | $133.65K |