Birchbrook, Inc. Reduced Holdings in Q3 2025

Birchbrook, Inc.

  • $193 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-54.8K
- 42.28%
$92.18 - $95.14 $5.05M - $5.21M
74.8K $7.12B
FTNT
Fortinet, Inc.

Technology
-675
- 4.82%
$74.39 - $107.65 $50.2K - $72.7K
13.3K $1.12B
CRM
Salesforce, Inc.

Technology
-197
- 3.74%
$231.66 - $273.65 $45.6K - $53.9K
5.08K $1.2B
IBM
International Business Machines Corp

Technology
-285
- 3.6%
$234.77 - $292.47 $66.9K - $83.4K
7.63K $2.15B
HON
Honeywell International Inc

Industrials
-156
- 3.58%
$207.7 - $240.4 $32.4K - $37.5K
4.21K $885M
DIS
Walt Disney CO

Communication Services
-79
- 0.77%
$112.25 - $124.0 $8.87K - $9.8K
10.2K $1.17B
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-4.34K
- 6.48%
$22.89 - $23.7 $99.4K - $103K
62.7K $1.48B
AMZN
Amazon Com Inc

Consumer Cyclical
-202
- 1.42%
$211.65 - $238.24 $42.8K - $48.1K
14.1K $3.09B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.61K
- 4.19%
$25.0 - $25.33 $40.3K - $40.8K
36.9K $933M
PG
Procter & Gamble CO

Consumer Defensive
-65
- 1.5%
$150.47 - $161.22 $9.78K - $10.5K
4.28K $658M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.66K
- 0.45%
$58.97 - $60.36 $157K - $160K
587K $35.3B
SCHO
Schwab Short Term Us Treasury

ETFs
-766
- 4.2%
$24.23 - $24.42 $18.6K - $18.7K
17.5K $426M
KO
Coca Cola CO

Consumer Defensive
-45
- 1.39%
$65.67 - $71.67 $2.96K - $3.23K
3.2K $212M
MMM
3 M CO

Industrials
-130
- 10.05%
$144.41 - $160.2 $18.8K - $20.8K
1.16K $181M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-382
- 9.57%
$126.64 - $135.65 $48.4K - $51.8K
3.61K $490M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-598
- 12.41%
$26.44 - $27.1 $15.8K - $16.2K
4.22K $114M
PFE
Pfizer Inc

Healthcare
-670
- 24.01%
$23.29 - $25.88 $15.6K - $17.3K
2.12K $54M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.04%
$695.21 - $791.73 $695 - $792
2.47K $1.81B
T
At&T Inc.

Communication Services
-172
- 4.18%
$26.94 - $29.62 $4.63K - $5.09K
3.94K $111M
CSCO
Cisco Systems, Inc.

Technology
-54
- 1.82%
$66.2 - $71.79 $3.57K - $3.88K
2.91K $199M
Solventum Corp
-26
- 7.95%
N/A
301 $22M
KD
Kyndryl Holdings, Inc.

Technology
-52
- 86.67%
$28.94 - $43.41 $1.5K - $2.26K
8 $241K
VZ
Verizon Communications Inc

Communication Services
-93
- 3.29%
$40.84 - $45.06 $3.8K - $4.19K
2.74K $120M
MRK
Merck & Co., Inc.

Healthcare
-150
- 5.34%
$77.6 - $87.37 $11.6K - $13.1K
2.66K $223M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-41
- 16.02%
$10.78 - $19.82 $442 - $813
215 $4.2M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-951
- 4.86%
$41.58 - $44.7 $39.5K - $42.5K
18.6K $817M
XJR
Ishares Tresg Screened S&P Sma

ETFs
-416
- 5.62%
$39.17 - $43.37 $16.3K - $18K
6.98K $297M
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.83%
$291.67 - $316.99 $5.83K - $6.34K
1.08K $327M
CVX
Chevron Corp

Energy
-200
- 6.14%
$145.57 - $161.83 $29.1K - $32.4K
3.06K $475M
GLW
Corning Inc

Technology
-32
- 6.6%
$51.6 - $82.03 $1.65K - $2.62K
453 $37.2M
IWM
Ishares Russell 2000 ETF

ETFs
-125
- 7.79%
$214.92 - $244.84 $26.9K - $30.6K
1.48K $358M
ADSK
Autodesk, Inc.

Technology
-30
- 1.05%
N/A
2.82K $896M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-23
- 5.69%
$224.68 - $282.71 $5.17K - $6.5K
381 $106M
XOM
Exxon Mobil Corp

Energy
-210
- 2.13%
$105.83 - $117.22 $22.2K - $24.6K
9.64K $1.09B
FDX
Fedex Corp

Industrials
-31
- 0.63%
$217.1 - $243.2 $6.73K - $7.54K
4.87K $1.15B
XLV
Select Sector Spdr Fund Health

ETFs
-50
- 0.53%
$129.01 - $139.72 $6.45K - $6.99K
9.4K $1.31B
WMT
Walmart Inc.

Consumer Defensive
-525
- 3.07%
$94.4 - $104.27 $49.6K - $54.7K
16.6K $1.71B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8
- 0.23%
$459.11 - $506.91 $3.67K - $4.06K
3.42K $1.72B
LMT
Lockheed Martin Corp

Industrials
-1
- 0.07%
$410.74 - $499.21 $411 - $499
1.54K $767M
UBER
Uber Technologies, Inc

Technology
-5
- 0.04%
$86.91 - $99.57 $435 - $498
12.8K $1.25B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4
- 0.02%
$87.05 - $93.19 $348 - $373
18.7K $1.74B
PEP
Pepsico Inc

Consumer Defensive
-78
- 0.74%
$133.81 - $152.16 $10.4K - $11.9K
10.4K $1.46B
MSFT
Microsoft Corp

Technology
-30
- 0.47%
$491.09 - $535.64 $14.7K - $16.1K
6.36K $3.3B
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.05%
$303.93 - $329.86 $912 - $990
5.65K $1.85B
JNJ
Johnson & Johnson

Healthcare
-55
- 1.1%
$155.17 - $185.42 $8.53K - $10.2K
4.94K $916M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.04K
- 1.83%
$28.15 - $30.13 $85.7K - $91.7K
163K $4.83B
JPM
Jpmorgan Chase & CO

Financial Services
-171
- 1.9%
$282.78 - $316.06 $48.4K - $54K
8.83K $2.79B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.35K
- 1.45%
$28.92 - $32.19 $39.2K - $43.6K
92.3K $2.94B
C
Citigroup Inc

Financial Services
-739
- 4.08%
$85.57 - $103.49 $63.2K - $76.5K
17.4K $1.76B
Activity Summary
Buys All Purchases 35 New Holdings 5 Increased Positions 30 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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