Birch Financial Group, LLC Purchases in Q3 2025

Birch Financial Group, LLC

  • $170 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
32.6K
+ 111.09%
$294.27 - $342.31 $9.6M - $11.2M
62K $20.6B
HD
Home Depot, Inc.

Consumer Cyclical
9.34K
+ 203.35%
$357.4 - $423.42 $3.34M - $3.96M
13.9K $5.65B
GS
Goldman Sachs Group Inc

Financial Services
3.98K
New
$696.56 - $806.32 $2.77M - $3.21M
3.98K $3.17B
GD
General Dynamics Corp

Industrials
6.54K
+ 115.32%
$293.92 - $341.0 $1.92M - $2.23M
12.2K $4.16B
BAC
Bank Of America Corp

Financial Services
45.8K
+ 479.95%
$44.92 - $52.42 $2.06M - $2.4M
55.3K $2.85B
PSX
Phillips 66

Energy
16.1K
New
$118.37 - $139.46 $1.91M - $2.25M
16.1K $2.19B
AAPL
Apple Inc.

Technology
2.81K
+ 11.11%
$202.38 - $256.87 $568K - $721K
28.1K $7.15B
JNJ
Johnson & Johnson

Healthcare
8.16K
+ 127.15%
$155.17 - $185.42 $1.27M - $1.51M
14.6K $2.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
926
+ 7.0%
$567.77 - $614.76 $526K - $569K
14.2K $8.67B
NVDA
Nvidia Corp

Technology
3.23K
+ 34.04%
$153.3 - $186.58 $496K - $603K
12.7K $2.38B
Blackrock Inc
487
New
N/A
487 $567M
BKR
Baker Hughes CO

Energy
11.4K
New
$38.68 - $50.55 $440K - $575K
11.4K $554M
ABBV
Abb Vie Inc.

Healthcare
1.42K
+ 60.31%
$184.85 - $231.54 $262K - $329K
3.77K $873M
MSFT
Microsoft Corp

Technology
487
+ 5.54%
$491.09 - $535.64 $239K - $261K
9.27K $4.8B
SPG
Simon Property Group Inc

Real Estate
2.04K
New
$159.93 - $187.67 $326K - $383K
2.04K $383M
ORCL
Oracle Corp

Technology
434
+ 10.46%
$218.96 - $328.33 $95K - $142K
4.58K $1.29B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.02K
+ 14.96%
$82.38 - $83.0 $331K - $333K
30.9K $2.56B
AMD
Advanced Micro Devices Inc

Technology
2.05K
New
$134.8 - $184.42 $276K - $378K
2.05K $332M
NFLX
Netflix Inc

Communication Services
333
+ 58.42%
$1147.87 - $1297.18 $382K - $432K
903 $1.08B
CCJ
Cameco Corp

Energy
3.76K
New
$70.47 - $86.89 $265K - $326K
3.76K $315M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
974
+ 4.66%
$108.46 - $120.63 $106K - $117K
21.9K $2.6B
CVX
Chevron Corp

Energy
1.57K
+ 32.45%
$145.57 - $161.83 $229K - $255K
6.42K $997M
DY
Dycom Industries Inc

Industrials
1K
New
$244.32 - $294.01 $244K - $294K
1K $292M
WTW
Willis Towers Watson PLC

Financial Services
836
New
$301.83 - $345.45 $252K - $289K
836 $289M
NEE
Nextera Energy Inc

Utilities
2.94K
+ 33.22%
$69.77 - $77.54 $205K - $228K
11.8K $891M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.25K
New
$118.3 - $142.16 $266K - $319K
2.25K $273M
TSLA
Tesla, Inc.

Consumer Cyclical
584
New
$293.94 - $444.72 $172K - $260K
584 $260M
UNH
Unitedhealth Group Inc

Healthcare
584
+ 38.86%
$237.77 - $353.61 $139K - $207K
2.09K $721M
GLW
Corning Inc

Technology
2.99K
New
$51.6 - $82.03 $154K - $245K
2.99K $245M
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.23K
+ 14.79%
$25.67 - $27.21 $211K - $224K
63.8K $1.72B
MUB
Ishares National Muni Bond ETF

ETFs
2.05K
+ 17.39%
$103.24 - $106.68 $212K - $219K
13.8K $1.47B
VEA
Vanguard Ftse Developed Market

ETFs
1.48K
+ 2.82%
$56.02 - $60.3 $82.9K - $89.2K
54K $3.23B
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$2292.04 - $2514.05 $236K - $259K
103 $241M
SHOP
Shopify Inc.

Technology
210
+ 3.38%
$112.11 - $157.12 $23.5K - $33K
6.42K $955M
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.11K
+ 14.82%
$26.44 - $27.1 $215K - $220K
62.8K $1.69B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.52K
New
$26.38 - $27.95 $225K - $238K
8.52K $233M
TJX
Tjx Companies Inc

Consumer Cyclical
1.51K
New
$121.35 - $144.54 $183K - $218K
1.51K $218M
META
Meta Platforms, Inc.

Communication Services
303
+ 17.47%
$695.21 - $791.73 $211K - $240K
2.04K $1.5B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.29K
+ 3.38%
$42.67 - $46.91 $54.9K - $60.3K
39.3K $1.84B
AMZN
Amazon Com Inc

Consumer Cyclical
964
+ 6.67%
$211.65 - $238.24 $204K - $230K
15.4K $3.38B
GOOGL
Alphabet Inc.

Communication Services
86
+ 3.08%
$174.36 - $254.72 $15K - $21.9K
2.88K $699M
C
Citigroup Inc

Financial Services
1.29K
+ 27.57%
$85.57 - $103.49 $110K - $133K
5.96K $605M
EPD
Enterprise Products Partners L.P.

Energy
6.54K
New
$30.74 - $32.14 $201K - $210K
6.54K $205M
WELL
Welltower Inc.

Real Estate
1.13K
New
$150.71 - $178.14 $170K - $201K
1.13K $201M
CSGP
Costar Group, Inc.

Real Estate
2.09K
+ 55.14%
$81.42 - $96.83 $170K - $202K
5.88K $496M
JPM
Jpmorgan Chase & CO

Financial Services
414
+ 19.29%
$282.78 - $316.06 $117K - $131K
2.56K $808M
PM
Philip Morris International Inc.

Consumer Defensive
1.84K
+ 32.02%
$157.77 - $183.27 $290K - $337K
7.58K $1.23B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.35K
+ 13.34%
$107.66 - $112.36 $146K - $152K
11.5K $1.28B
AES
Aes Corp

Utilities
12.8K
New
$10.77 - $13.94 $138K - $179K
12.8K $169M
Activity Summary
Buys All Purchases 98 New Holdings 20 Increased Positions 78 Sells All Sells 35 Reductions 29 Sold out 6 Options Calls 0 Puts 0
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