Birchbrook, Inc. Incresed Positions 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
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
81
+ 2.35%
$442.66 - $534.52 $35.9K - $43.3K
3.53K $1.88B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
12.7K
+ 26.5%
$22.42 - $23.22 $286K - $296K
60.9K $1.4B
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
Solventum Corp
77
+ 30.2%
N/A
332 $25.2M
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
MS
Morgan Stanley

Financial Services
1
+ 1.08%
$111.68 - $141.08 $112 - $141
94 $11M
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
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
PII
Polaris Inc.

Consumer Cyclical
1
+ 2.38%
$40.9 - $58.36 $40.9 - $58.4
43 $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.7%
$551.42 - $612.93 $551 - $613
144 $80.3M
IQV
Iqvia Holdings Inc.

Healthcare
197
+ 5.84%
$176.3 - $209.96 $34.7K - $41.4K
3.57K $629M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.23K
+ 3.78%
$21.75 - $24.28 $201K - $224K
253K $5.59B
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.85K
+ 5.06%
$24.91 - $29.02 $121K - $141K
101K $2.52B
NVDA
Nvidia Corp

Technology
15
+ 0.18%
$106.98 - $149.43 $1.6K - $2.24K
8.51K $922M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.05K
+ 3.1%
$102.49 - $119.96 $107K - $126K
34.8K $3.64B
MSFT
Microsoft Corp

Technology
23
+ 0.36%
$375.39 - $447.2 $8.63K - $10.3K
6.33K $2.37B
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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