Birch Financial Group, LLC Incresed Positions 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
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
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
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.02K
+ 14.96%
$82.38 - $83.0 $331K - $333K
30.9K $2.56B
NFLX
Netflix Inc

Communication Services
333
+ 58.42%
$1147.87 - $1297.18 $382K - $432K
903 $1.08B
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
NEE
Nextera Energy Inc

Utilities
2.94K
+ 33.22%
$69.77 - $77.54 $205K - $228K
11.8K $891M
UNH
Unitedhealth Group Inc

Healthcare
584
+ 38.86%
$237.77 - $353.61 $139K - $207K
2.09K $721M
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
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
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
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
LLY
Eli Lilly & CO

Healthcare
227
+ 18.95%
$625.65 - $812.69 $142K - $184K
1.43K $1.09B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.79K
+ 50.53%
$48.5 - $50.19 $135K - $140K
8.32K $417M
PAYC
Paycom Software, Inc.

Technology
920
+ 46.07%
$208.14 - $238.8 $191K - $220K
2.92K $607M
SHOC
Ea Ser Tr Strive U S Semicondu
992
+ 11.73%
N/A
9.45K $590M
HYG
Ishares Tr

ETFs
1.58K
+ 13.85%
$79.85 - $81.32 $126K - $128K
13K $1.05B
V
Visa Inc.

Financial Services
521
+ 13.46%
$332.09 - $358.86 $173K - $187K
4.39K $1.5B
BNDX
Vanguard Total International B

ETFs
2.48K
+ 13.43%
$49.0 - $49.51 $122K - $123K
21K $1.04B
MBB
Ishares Tr

ETFs
1.15K
+ 13.46%
$92.46 - $95.73 $106K - $110K
9.69K $922M
SBUX
Starbucks Corp

Consumer Cyclical
1.49K
+ 54.83%
$81.9 - $96.86 $122K - $145K
4.21K $356M
WEC
Wec Energy Group, Inc.

Utilities
81
+ 0.86%
$103.66 - $114.59 $8.4K - $9.28K
9.47K $1.08B
DIS
Walt Disney CO

Communication Services
1.1K
+ 51.84%
$112.25 - $124.0 $123K - $136K
3.22K $369M
VZ
Verizon Communications Inc

Communication Services
1.97K
+ 15.79%
$40.84 - $45.06 $80.4K - $88.7K
14.4K $635M
LOW
Lowes Companies Inc

Consumer Cyclical
226
+ 17.56%
$215.01 - $273.02 $48.6K - $61.7K
1.51K $380M
WMT
Walmart Inc.

Consumer Defensive
295
+ 3.21%
$94.4 - $104.27 $27.8K - $30.8K
9.48K $977M
T
At&T Inc.

Communication Services
3.88K
+ 8.42%
$26.94 - $29.62 $104K - $115K
49.9K $1.41B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
326
+ 2.88%
$72.04 - $77.35 $23.5K - $25.2K
11.7K $894M
AON
Aon PLC

Financial Services
171
+ 11.08%
$350.91 - $375.27 $60K - $64.2K
1.72K $611M
MCD
Mcdonalds Corp

Consumer Cyclical
131
+ 9.54%
$291.67 - $316.99 $38.2K - $41.5K
1.5K $457M
SO
Southern CO

Utilities
457
+ 14.08%
$90.83 - $96.0 $41.5K - $43.9K
3.7K $351M
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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