Birchbrook, Inc. Incresed Positions in Q2 2025

Birchbrook, Inc.

  • $187 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
15.2K
+ 4.29%
$51.1 - $53.29 $779K - $812K
370K $19.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.5K
+ 12.12%
$51.16 - $62.02 $591K - $716K
107K $6.62B
NVDA
Nvidia Corp

Technology
2.93K
+ 34.42%
$94.31 - $157.99 $276K - $463K
11.4K $1.81B
MSFT
Microsoft Corp

Technology
66
+ 1.04%
$354.56 - $497.45 $23.4K - $32.8K
6.39K $3.18B
ISRG
Intuitive Surgical Inc

Healthcare
1.4K
+ 2215.87%
$451.58 - $565.94 $630K - $790K
1.46K $793M
WM
Waste Management Inc

Industrials
3.22K
+ 8042.5%
$216.47 - $242.1 $696K - $779K
3.26K $745M
AMZN
Amazon Com Inc

Consumer Cyclical
249
+ 1.78%
$167.32 - $223.3 $41.7K - $55.6K
14.3K $3.13B
META
Meta Platforms, Inc.

Communication Services
58
+ 2.41%
$484.66 - $738.09 $28.1K - $42.8K
2.47K $1.82B
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
5.56K
+ 28.2%
$47.24 - $58.55 $262K - $325K
25.3K $1.48B
IBM
International Business Machines Corp

Technology
24
+ 0.3%
$221.03 - $294.78 $5.3K - $7.07K
7.91K $2.33B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
5.68K
+ 40.84%
$34.28 - $41.6 $195K - $236K
19.6K $813M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
862
+ 2.48%
$90.56 - $109.49 $78.1K - $94.4K
35.6K $3.9B
C
Citigroup Inc

Financial Services
34
+ 0.19%
$58.13 - $85.12 $1.98K - $2.89K
18.1K $1.54B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.79K
+ 21.43%
$24.66 - $25.17 $168K - $171K
38.5K $969M
IWM
Ishares Russell 2000 ETF

ETFs
701
+ 77.54%
$174.82 - $215.79 $123K - $151K
1.61K $346M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.2K
+ 10.19%
$22.43 - $23.23 $139K - $144K
67.1K $1.56B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.43K
+ 11.0%
$30.87 - $39.17 $44.1K - $56K
14.4K $565M
PARR
Par Pacific Holdings, Inc.

Energy
2K
+ 44.44%
$12.23 - $27.87 $24.5K - $55.7K
6.5K $172M
XJR
Ishares Tresg Screened S&P Sma

ETFs
1.69K
+ 29.54%
$32.75 - $39.55 $55.2K - $66.7K
7.4K $293M
CRM
Salesforce, Inc.

Technology
162
+ 3.17%
$236.26 - $291.15 $38.3K - $47.2K
5.27K $1.44B
MRK
Merck & Co., Inc.

Healthcare
1.04K
+ 58.67%
$73.47 - $87.12 $76.3K - $90.5K
2.81K $222M
CRSP
Crispr Therapeutics Ag

Healthcare
1K
+ 2000.0%
$31.27 - $48.64 $31.3K - $48.6K
1.05K $51.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
67
+ 0.33%
$17.76 - $22.1 $1.19K - $1.48K
20.4K $451M
IQV
Iqvia Holdings Inc.

Healthcare
619
+ 17.35%
$137.0 - $174.37 $84.8K - $108K
4.19K $660M
CVS
Cvs Health Corp

Healthcare
288
+ 5.23%
$60.04 - $70.18 $17.3K - $20.2K
5.8K $400M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 6.94%
$496.48 - $617.85 $4.96K - $6.18K
154 $94.9M
BAC
Bank Of America Corp

Financial Services
126
+ 8.75%
$34.39 - $47.46 $4.33K - $5.98K
1.57K $74.1M
BSX
Boston Scientific Corp

Healthcare
100
+ 166.67%
$89.7 - $107.41 $8.97K - $10.7K
160 $17.2M
Brookfield Corp
123
+ 96.85%
N/A
250 $13.8M
T
At&T Inc.

Communication Services
172
+ 4.36%
$26.33 - $28.94 $4.53K - $4.98K
4.12K $119M
VB
Vanguard Small Cap ETF

ETFs
9
+ 3.0%
$193.73 - $237.37 $1.74K - $2.14K
309 $73.2M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
170
+ 100.0%
$26.99 - $33.86 $4.59K - $5.76K
340 $11.4M
USXF
Ishares Esg Advanced Msci Usa

Technology
44
+ 14.1%
$41.54 - $53.93 $1.83K - $2.37K
356 $19.2M
KD
Kyndryl Holdings, Inc.

Technology
52
+ 650.0%
$27.77 - $41.96 $1.44K - $2.18K
60 $2.52M
WBD
Warner Bros. Discovery, Inc.

Communication Services
41
+ 19.07%
$7.69 - $11.46 $315 - $470
256 $2.93M
HYPR
Hyperfine, Inc.

Healthcare
820
+ 48.81%
$0.54 - $0.86 $443 - $705
2.5K $1.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.23%
$75.05 - $77.34 $75.1 - $77.3
439 $33.9M
ASIX
Advan Six Inc.

Basic Materials
1
+ 0.99%
$18.69 - $24.81 $18.7 - $24.8
102 $2.42M
WELL
Welltower Inc.

Real Estate
1
+ 1.72%
$136.49 - $155.22 $136 - $155
59 $9.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1
+ 3.85%
$51.14 - $57.0 $51.1 - $57
27 $1.53M
ONB
Old National Bancorp

Financial Services
1
+ 0.99%
$17.95 - $22.57 $18 - $22.6
102 $2.18M
PII
Polaris Inc.

Consumer Cyclical
1
+ 2.33%
$31.97 - $42.61 $32 - $42.6
44 $1.77M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8
+ 0.77%
$18.94 - $21.67 $152 - $173
1.05K $22.1M
APLE
Apple Hospitality Reit, Inc.

Real Estate
6
+ 2.31%
$10.66 - $12.92 $64 - $77.5
266 $3.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1
+ 0.41%
$24.32 - $27.87 $24.3 - $27.9
246 $6.53M
ALL
Allstate Corp

Financial Services
1
+ 1.2%
$180.53 - $212.64 $181 - $213
84 $16.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
140
+ 1400.0%
$87.84 - $1441.89 $12.3K - $202K
150 $13.5M
VZ
Verizon Communications Inc

Communication Services
107
+ 3.93%
$41.67 - $45.62 $4.46K - $4.88K
2.83K $122M
CVX
Chevron Corp

Energy
201
+ 6.57%
$133.73 - $168.51 $26.9K - $33.9K
3.26K $467M
Activity Summary
Buys All Purchases 71 New Holdings 16 Increased Positions 55 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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