Birchbrook, Inc. Purchases in Q1 2025

Birchbrook, Inc.

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
28.1K
+ 8.59%
$50.82 - $52.7 $1.43M - $1.48M
355K $18.6B
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
19.7K
New
$52.53 - $58.51 $1.03M - $1.15M
19.7K $1.05B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2K
+ 1.54%
$87.68 - $94.52 $175K - $189K
131K $12.3B
VEA
Vanguard Ftse Developed Market

ETFs
3.95K
+ 2.06%
$47.4 - $52.99 $187K - $209K
196K $9.98B
IEMG
Ishares Inc

ETFs
11.2K
+ 11.36%
N/A
110K $5.95B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.1K
+ 21.83%
$57.21 - $65.8 $976K - $1.12M
95.2K $5.56B
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.6K
+ 4.93%
$85.29 - $92.57 $307K - $333K
76.6K $6.97B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
13.9K
New
$38.41 - $44.06 $534K - $613K
13.9K $543M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
13K
+ 69.84%
$24.6 - $24.99 $321K - $326K
31.7K $792M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
9.02K
+ 227.59%
$32.74 - $36.2 $295K - $327K
13K $454M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
12.7K
+ 26.5%
$22.42 - $23.22 $286K - $296K
60.9K $1.4B
UBER
Uber Technologies, Inc

Technology
1.13K
+ 9.6%
$63.17 - $81.49 $71.6K - $92.3K
12.9K $943M
XJR
Ishares Tresg Screened S&P Sma

ETFs
5.71K
New
$36.7 - $42.78 $210K - $244K
5.71K $215M
XLV
Select Sector Spdr Fund Health

ETFs
639
+ 6.85%
$137.61 - $149.68 $87.9K - $95.6K
9.96K $1.45B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
648
+ 3.59%
$75.32 - $84.77 $48.8K - $54.9K
18.7K $1.53B
XOM
Exxon Mobil Corp

Energy
59
+ 0.6%
$105.44 - $118.93 $6.22K - $7.02K
9.85K $1.17B
IDXX
Idexx Laboratories Inc

Healthcare
48
+ 0.82%
$406.29 - $469.04 $19.5K - $22.5K
5.89K $2.47B
MMM
3 M CO

Industrials
254
+ 24.17%
$129.7 - $155.12 $32.9K - $39.4K
1.31K $192M
META
Meta Platforms, Inc.

Communication Services
126
+ 5.52%
$576.36 - $736.67 $72.6K - $92.8K
2.41K $1.39B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.07K
+ 22.56%
$49.25 - $50.66 $52.5K - $54K
5.79K $287M
CSCO
Cisco Systems, Inc.

Technology
176
+ 6.31%
$58.74 - $64.87 $10.3K - $11.4K
2.96K $183M
TMQ
Trilogy Metals Inc.

Basic Materials
10K
+ 25.0%
$1.08 - $1.99 $10.8K - $19.9K
50K $77.5M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 2.47%
$890.62 - $1076.86 $9.8K - $11.8K
456 $431M
QTUM
ETF Ser Solutions Defiance Qua
213
New
N/A
213 $15.9M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
160
New
N/A
160 $9.74M
Solventum Corp
77
+ 30.2%
N/A
332 $25.2M
PHYS
Sprott Physical Gold Trust

Financial Services
284
New
$20.25 - $24.06 $5.75K - $6.83K
284 $6.83M
Fidelity Wise Origin Bitcoin
90
+ 225.0%
N/A
130 $9.36M
SDG
Ishares Trust Ishares Msci Glo

ETFs
62
+ 8.19%
$69.64 - $76.33 $4.32K - $4.73K
819 $59.3M
BHB
Bar Harbor Bankshares

Financial Services
126
+ 18.0%
$29.04 - $33.44 $3.66K - $4.21K
826 $24.4M
CMCSA
Comcast Corp

Communication Services
104
+ 39.1%
$33.19 - $38.23 $3.45K - $3.98K
370 $13.7M
WY
Weyerhaeuser CO

Real Estate
117
New
$27.29 - $31.39 $3.19K - $3.67K
117 $3.43M
AR
Antero Resources Corp

Energy
79
New
$33.64 - $41.42 $2.66K - $3.27K
79 $3.2M
Viper Energy Inc
59
New
N/A
59 $2.66M
FLR
Fluor Corp

Industrials
73
New
$34.29 - $55.28 $2.5K - $4.04K
73 $2.62M
NUE
Nucor Corp

Basic Materials
19
New
$114.48 - $142.52 $2.18K - $2.71K
19 $2.29M
Abrdn Fds
59
New
N/A
59 $1.72M
MS
Morgan Stanley

Financial Services
1
+ 1.08%
$111.68 - $141.08 $112 - $141
94 $11M
FNLC
First Bancorp, Inc

Financial Services
50
New
$24.51 - $27.11 $1.23K - $1.36K
50 $1.24M
ICE
Intercontinental Exchange, Inc.

Financial Services
1
+ 3.85%
$142.8 - $176.36 $143 - $176
27 $4.57M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5
+ 0.48%
$20.2 - $22.24 $101 - $111
1.04K $22.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.82%
$27.01 - $28.54 $54 - $57.1
245 $6.85M
Lam Research Corp
1
+ 0.48%
N/A
210 $15.2M
WBD
Warner Bros. Discovery, Inc.

Communication Services
1
+ 0.47%
$9.47 - $11.46 $9.47 - $11.5
215 $2.31M
OVV
Ovintiv Inc.

Energy
1
New
$37.84 - $45.91 $37.8 - $45.9
1 $43K
CL
Colgate Palmolive CO

Consumer Defensive
0
New
$85.68 - $97.5 $0 - $0
0 $2K
MAIN
Main Street Capital Corp

Financial Services
1
+ 0.99%
$54.71 - $63.1 $54.7 - $63.1
102 $5.79M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 0.67%
$96.93 - $109.51 $96.9 - $110
151 $14.7M
APLE
Apple Hospitality Reit, Inc.

Real Estate
4
+ 1.56%
$12.87 - $15.85 $51.5 - $63.4
260 $3.36M
Activity Summary
Buys All Purchases 58 New Holdings 15 Increased Positions 43 Sells All Sells 95 Reductions 57 Sold out 38 Options Calls 0 Puts 0
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