Birch Financial Group, LLC New Holdings in Q3 2025

Birch Financial Group, LLC

  • $170 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
3.98K
New
$696.56 - $806.32 $2.77M - $3.21M
3.98K $3.17B
PSX
Phillips 66

Energy
16.1K
New
$118.37 - $139.46 $1.91M - $2.25M
16.1K $2.19B
SOUN
Soundhound Ai, Inc.

Technology
37.6K
New
$10.11 - $18.05 $380K - $679K
37.6K $605M
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
SPG
Simon Property Group Inc

Real Estate
2.04K
New
$159.93 - $187.67 $326K - $383K
2.04K $383M
AMD
Advanced Micro Devices Inc

Technology
2.05K
New
$134.8 - $184.42 $276K - $378K
2.05K $332M
CCJ
Cameco Corp

Energy
3.76K
New
$70.47 - $86.89 $265K - $326K
3.76K $315M
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
TSLA
Tesla, Inc.

Consumer Cyclical
584
New
$293.94 - $444.72 $172K - $260K
584 $260M
GLW
Corning Inc

Technology
2.99K
New
$51.6 - $82.03 $154K - $245K
2.99K $245M
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$2292.04 - $2514.05 $236K - $259K
103 $241M
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
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
AES
Aes Corp

Utilities
12.8K
New
$10.77 - $13.94 $138K - $179K
12.8K $169M
SG
Sweetgreen, Inc.

Consumer Cyclical
10.8K
New
$7.98 - $16.26 $85.9K - $175K
10.8K $85.9M
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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