Birch Financial Group, LLC Purchases in Q3 2025

Birch Financial Group, LLC

  • $170 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
SG
Sweetgreen, Inc.

Consumer Cyclical
10.8K
New
$7.98 - $16.26 $85.9K - $175K
10.8K $85.9M
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
SNOW
Snowflake Inc.

Technology
221
+ 14.89%
$191.73 - $241.0 $42.4K - $53.3K
1.71K $385M
PGR
Progressive Corp

Financial Services
338
+ 20.46%
$238.61 - $264.3 $80.7K - $89.3K
1.99K $491M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.21%
$617.65 - $666.84 $1.24K - $1.33K
955 $636M
MA
Mastercard Inc

Financial Services
60
+ 3.48%
$550.18 - $598.96 $33K - $35.9K
1.78K $1.01B
ZTS
Zoetis Inc.

Healthcare
469
+ 19.64%
$141.13 - $159.19 $66.2K - $74.7K
2.86K $418M
UNP
Union Pacific Corp

Industrials
127
+ 8.36%
$214.91 - $237.16 $27.3K - $30.1K
1.65K $389M
ALL
Allstate Corp

Financial Services
113
+ 10.28%
$192.0 - $214.65 $21.7K - $24.3K
1.21K $260M
AEP
American Electric Power CO Inc

Utilities
73
+ 2.68%
$103.26 - $115.0 $7.54K - $8.4K
2.8K $315M
DDOG
Datadog, Inc.

Technology
134
+ 8.58%
$124.52 - $155.15 $16.7K - $20.8K
1.7K $241M
CSCO
Cisco Systems, Inc.

Technology
396
+ 13.12%
$66.2 - $71.79 $26.2K - $28.4K
3.41K $234M
IBM
International Business Machines Corp

Technology
118
+ 11.71%
$234.77 - $292.47 $27.7K - $34.5K
1.13K $318M
TRGP
Targa Resources Corp.

Energy
176
+ 10.84%
$160.52 - $174.4 $28.3K - $30.7K
1.8K $302M
PG
Procter & Gamble CO

Consumer Defensive
204
+ 6.91%
$150.47 - $161.22 $30.7K - $32.9K
3.16K $485M
ABT
Abbott Laboratories

Healthcare
210
+ 3.18%
$120.51 - $136.62 $25.3K - $28.7K
6.82K $913M
MSCI
Msci Inc.

Financial Services
40
+ 3.9%
$526.48 - $588.0 $21.1K - $23.5K
1.07K $605M
KO
Coca Cola CO

Consumer Defensive
404
+ 12.06%
$65.67 - $71.67 $26.5K - $29K
3.75K $249M
WM
Waste Management Inc

Industrials
84
+ 8.99%
$213.88 - $237.1 $18K - $19.9K
1.02K $225M
SHEL
Shell PLC

Energy
97
+ 3.21%
$69.82 - $73.93 $6.77K - $7.17K
3.12K $223M
ADBE
Adobe Inc.

Technology
189
+ 10.87%
$333.65 - $392.1 $63.1K - $74.1K
1.93K $680M
CI
Cigna Corp

Healthcare
119
+ 14.07%
$262.23 - $334.39 $31.2K - $39.8K
965 $278M
KKR
Kkr & Co. Inc.

Financial Services
28
+ 1.65%
$129.95 - $152.16 $3.64K - $4.26K
1.73K $224M
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.65%
$620.01 - $738.53 $1.24K - $1.48K
310 $216M
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
+ 0.6%
$332.69 - $399.0 $1.33K - $1.6K
667 $222M
GDDY
Go Daddy Inc.

Technology
251
+ 17.29%
$133.35 - $178.59 $33.5K - $44.8K
1.7K $233M
FOUR
Shift4 Payments, Inc.

Technology
8
+ 0.3%
$77.4 - $106.81 $619 - $854
2.65K $205M
HON
Honeywell International Inc

Industrials
12
+ 0.42%
$207.7 - $240.4 $2.49K - $2.88K
2.86K $601M
NVO
Novo Nordisk A S

Healthcare
1.96K
+ 13.17%
$45.38 - $71.7 $88.8K - $140K
16.8K $933M
AMP
Ameriprise Financial Inc

Financial Services
83
+ 0.82%
$486.13 - $544.55 $40.3K - $45.2K
10.1K $4.99B
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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