Birch Financial Group, LLC Reduced Holdings in Q3 2025

Birch Financial Group, LLC

  • $170 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SAP
Sap Se

Technology
-425
- 15.51%
$252.42 - $311.93 $107K - $133K
2.32K $619M
ACN
Accenture PLC

Technology
-365
- 24.71%
$232.56 - $304.78 $84.9K - $111K
1.11K $274M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.85K
- 10.28%
$135.0 - $146.02 $249K - $269K
16.1K $2.35B
UPS
United Parcel Service Inc

Industrials
-300
- 10.58%
$82.58 - $105.54 $24.8K - $31.7K
2.54K $212M
NOW
Service Now, Inc.

Technology
-27
- 6.31%
$850.86 - $1044.69 $23K - $28.2K
401 $369M
ADP
Automatic Data Processing Inc

Industrials
-170
- 11.76%
$288.69 - $310.94 $49.1K - $52.9K
1.28K $374M
TD
Toronto Dominion Bank

Financial Services
-1.22K
- 30.13%
$72.55 - $79.95 $88.6K - $97.6K
2.83K $226M
MRK
Merck & Co., Inc.

Healthcare
-742
- 19.58%
$77.6 - $87.37 $57.6K - $64.8K
3.05K $256M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-375
- 7.6%
$97.75 - $100.75 $36.7K - $37.8K
4.56K $457M
CLVT
Clarivate PLC

Technology
-5K
- 20.3%
$3.62 - $4.53 $18.1K - $22.6K
19.6K $75.1M
WDAY
Workday, Inc.

Technology
-110
- 4.74%
$213.69 - $247.69 $23.5K - $27.2K
2.21K $532M
AFRM
Affirm Holdings, Inc.

Technology
-359
- 11.46%
$64.05 - $92.18 $23K - $33.1K
2.77K $203M
PEP
Pepsico Inc

Consumer Defensive
-271
- 9.28%
$133.81 - $152.16 $36.3K - $41.2K
2.65K $372M
USFD
Us Foods Holding Corp.

Consumer Defensive
-125
- 3.63%
$76.35 - $84.68 $9.54K - $10.6K
3.31K $254M
XOM
Exxon Mobil Corp

Energy
-241
- 5.39%
$105.83 - $117.22 $25.5K - $28.3K
4.23K $477M
PEG
Public Service Enterprise Group Inc

Utilities
-23
- 0.81%
$79.99 - $90.14 $1.84K - $2.07K
2.82K $235M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-58
- 6.21%
$546.99 - $602.2 $31.7K - $34.9K
876 $526M
DASH
Door Dash, Inc.

Communication Services
-48
- 4.7%
$234.5 - $272.5 $11.3K - $13.1K
973 $265M
ASND
Ascendis Pharma A/S

Healthcare
-60
- 4.42%
$163.32 - $205.91 $9.8K - $12.4K
1.3K $258M
AMG
Affiliated Managers Group, Inc.

Financial Services
-89
- 8.18%
$198.72 - $244.34 $17.7K - $21.7K
999 $238M
RTX
Raytheon Technologies Corp

Industrials
-52
- 3.16%
$144.19 - $167.33 $7.5K - $8.7K
1.59K $266M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-50
- 2.08%
$89.32 - $107.82 $4.47K - $5.39K
2.35K $253M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-153
- 10.3%
$404.94 - $499.99 $62K - $76.5K
1.33K $646M
NSC
Norfolk Southern Corp

Industrials
-56
- 3.76%
$259.49 - $300.41 $14.5K - $16.8K
1.44K $431M
AVGO
Broadcom Inc.

Technology
-234
- 9.97%
$264.74 - $369.57 $61.9K - $86.5K
2.11K $697M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-146
- 1.2%
$459.11 - $506.91 $67K - $74K
12K $6.05B
GOOG
Alphabet Inc.

Communication Services
-1.94K
- 15.64%
$175.16 - $255.24 $339K - $495K
10.5K $2.55B
APP
App Lovin Corp

Technology
-88
- 2.97%
$335.1 - $718.54 $29.5K - $63.2K
2.87K $2.06B
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
Track This Portfolio

Track Birch Financial Group, LLC Portfolio

Follow Birch Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birch Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email