Birch Financial Group, LLC Sells in Q3 2025

Birch Financial Group, LLC

  • $170 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICLR
Icon PLC

Healthcare
-2.06K
Closed
$139.63 - $195.01 $288K - $402K
0 $0
SAP
Sap Se

Technology
-425
- 15.51%
$252.42 - $311.93 $107K - $133K
2.32K $619M
TDG
Trans Digm Group Inc

Industrials
-139
Closed
$1271.04 - $1620.83 $177K - $225K
0 $0
FISV
Fiserv Inc

Technology
-1.2K
Closed
N/A
0 $0
OKE
Oneok Inc

Energy
-2.49K
Closed
$71.36 - $83.47 $178K - $208K
0 $0
POST
Post Holdings, Inc.

Consumer Defensive
-1.85K
Closed
$102.36 - $114.04 $189K - $211K
0 $0
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
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
TXN
Texas Instruments Inc

Technology
-4
- 0.33%
N/A
1.2K $221M
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
LESL
Leslie'S, Inc.

Consumer Cyclical
-26.5K
Closed
$0.28 - $6.8 $7.42K - $180K
0 $0
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
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