Birch Financial Group, LLC Portfolio Holdings by Sector
Birch Financial Group, LLC
- $170 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VEA IJR SHY ITOT SPEM SPTL SCHP 19 stocks |
$33.6 Million
19.94% of portfolio
|
16
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA 3 stocks |
$23.1 Million
13.72% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$21.1 Million
12.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE GDDY FOUR AFRM 6 stocks |
$7.41 Million
4.4% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$7.15 Million
4.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP SHOP SAP PAYC SOUN WDAY SNOW NOW 9 stocks |
$6.38 Million
3.79% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$6.03 Million
3.58% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP AMG KKR 3 stocks |
$5.45 Million
3.23% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL DASH SPOT 5 stocks |
$5.22 Million
3.1% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV MRK 4 stocks |
$4.92 Million
2.92% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM C TD 4 stocks |
$4.49 Million
2.67% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$4.43 Million
2.63% of portfolio
|
1
|
2
|
- |
1
|
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD TXN 4 stocks |
$3.63 Million
2.15% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$3.63 Million
2.15% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS LPLA 2 stocks |
$3.39 Million
2.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC NEE SO AEP PEG 5 stocks |
$2.88 Million
1.71% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$2.19 Million
1.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$2.04 Million
1.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL 3 stocks |
$1.7 Million
1.01% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1.45 Million
0.86% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$1.23 Million
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO ASND BMEA 3 stocks |
$1.22 Million
0.72% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$998,824
0.59% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$976,618
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$912,808
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON WTW 2 stocks |
$900,266
0.53% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX SG 3 stocks |
$899,252
0.53% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP 2 stocks |
$820,215
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR ALL 2 stocks |
$751,603
0.45% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN CLVT 3 stocks |
$666,932
0.4% of portfolio
|
1
|
3
|
- |
1
|
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$645,877
0.38% of portfolio
|
- |
2
|
- |
1
|
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$621,027
0.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI 1 stocks |
$605,007
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$601,081
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$554,342
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
TRGP EPD 2 stocks |
$506,184
0.3% of portfolio
|
2
|
1
|
1
|
1
|
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$496,322
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$485,076
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$418,012
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$383,094
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$374,122
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$315,079
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
DY 1 stocks |
$291,760
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$272,723
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$259,571
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$253,926
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$253,382
0.15% of portfolio
|
- |
2
|
- |
1
|
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$245,205
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$233,574
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$224,706
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$217,849
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$211,766
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$200,960
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$168,757
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|