Birchcreek Wealth Management, LLC Purchases in Q1 2025

Birchcreek Wealth Management, LLC

  • $158 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
15.4K
+ 11.9%
$90.0 - $96.32 $1.38M - $1.48M
144K $13.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14.1K
+ 7.33%
$81.83 - $82.73 $1.15M - $1.17M
206K $17.1M
IEFA
Ishares Tr

ETFs
3.34K
+ 3.18%
$69.57 - $78.65 $233K - $263K
109K $8.21M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.28K
+ 5.55%
$99.16 - $99.52 $623K - $625K
120K $11.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.5K
+ 21.89%
$58.81 - $68.2 $559K - $648K
52.9K $3.16M
ROCK
Gibraltar Industries, Inc.

Industrials
4.56K
New
$56.2 - $67.05 $256K - $306K
4.56K $267K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
155
New
$1187.71 - $1432.58 $184K - $222K
155 $222K
AWK
American Water Works Company, Inc.

Utilities
1.48K
New
$121.01 - $149.31 $179K - $221K
1.48K $218K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.15K
+ 13.42%
$54.25 - $57.64 $225K - $239K
35.1K $1.93M
GLD
Spdr Gold Trust

ETFs
742
New
$243.19 - $288.14 $180K - $214K
742 $213K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.53K
+ 4.79%
$169.43 - $182.84 $259K - $279K
33.4K $5.79M
GBIL
Goldman Sachs Access Treasury

ETFs
1.7K
+ 28.33%
$99.85 - $100.19 $170K - $170K
7.7K $771K
INTC
Intel Corp

Technology
4.41K
+ 18.9%
$19.1 - $27.39 $84.2K - $121K
27.7K $630K
FREL
Fidelity Covington Tr Msci Rea

ETFs
5.25K
+ 14.62%
$25.98 - $28.59 $136K - $150K
41.2K $1.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.98K
+ 12.52%
$57.21 - $65.8 $342K - $393K
53.7K $3.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.27%
$442.66 - $534.52 $2.21K - $2.67K
1.85K $984K
JNJ
Johnson & Johnson

Healthcare
17
+ 0.32%
$142.06 - $167.7 $2.42K - $2.85K
5.36K $889K
XOM
Exxon Mobil Corp

Energy
329
+ 6.81%
$105.44 - $118.93 $34.7K - $39.1K
5.16K $613K
VIG
Vanguard Dividend Appreciation

ETFs
474
+ 6.74%
N/A
7.5K $1.37M
HDV
Ishares Core High Dividend ETF

ETFs
457
+ 14.87%
$110.86 - $121.12 $50.7K - $55.4K
3.53K $427K
CVX
Chevron Corp

Energy
9
+ 0.27%
$146.71 - $167.97 $1.32K - $1.51K
3.37K $562K
V
Visa Inc.

Financial Services
18
+ 1.83%
$306.92 - $362.71 $5.52K - $6.53K
999 $350K
ORCL
Oracle Corp

Technology
1.11K
+ 25.05%
$139.81 - $186.47 $154K - $206K
5.52K $771K
VO
Vanguard Mid Cap ETF

ETFs
180
+ 9.92%
$251.87 - $277.95 $45.3K - $50K
1.99K $515K
VIS
Vanguard Industrial ETF

ETFs
228
+ 4.65%
$243.63 - $273.99 $55.5K - $62.5K
5.13K $1.27M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
188
+ 14.47%
$333.37 - $384.99 $62.7K - $72.4K
1.49K $497K
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.15%
$461.52 - $548.18 $462 - $548
688 $360K
CSCO
Cisco Systems, Inc.

Technology
41
+ 1.18%
$58.74 - $64.87 $2.41K - $2.66K
3.52K $217K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.99K
+ 9.74%
$126.86 - $146.45 $1.27M - $1.46M
113K $14.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
125
+ 7.01%
$120.29 - $134.6 $15K - $16.8K
1.91K $232K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.15%
$179.71 - $192.06 $359 - $384
1.35K $248K
Arista Networks Inc
316
+ 6.78%
N/A
4.98K $0
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.45%
$524.81 - $672.19 $1.05K - $1.34K
442 $241K
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.39%
$84.5 - $105.05 $1.69K - $2.1K
5.14K $451K
QS
Quantum Scape Corp

Consumer Cyclical
2.6K
+ 11.51%
$4.15 - $6.58 $10.8K - $17.1K
25.2K $104K
LOW
Lowes Companies Inc

Consumer Cyclical
7
+ 0.44%
$222.66 - $268.42 $1.56K - $1.88K
1.6K $373K
XLY
Select Sector Spdr Consumer Di

ETFs
469
+ 9.61%
$192.6 - $233.2 $90.3K - $109K
5.35K $1.06M
EMR
Emerson Electric CO

Industrials
4
+ 0.14%
$108.64 - $131.17 $435 - $525
2.81K $307K
CAT
Caterpillar Inc

Industrials
5
+ 0.38%
$326.75 - $407.63 $1.63K - $2.04K
1.32K $435K
VUG
Vanguard Growth ETF

ETFs
822
+ 9.41%
$369.1 - $427.61 $303K - $351K
9.55K $3.54M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.05%
$347.25 - $424.87 $347 - $425
1.85K $676K
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 2.02%
$222.15 - $428.22 $4.44K - $8.56K
1.01K $261K
AVGO
Broadcom Inc.

Technology
29
+ 1.28%
$167.43 - $244.7 $4.86K - $7.1K
2.29K $382K
NVDA
Nvidia Corp

Technology
456
+ 2.4%
$106.98 - $149.43 $48.8K - $68.1K
19.5K $2.11M
Activity Summary
Buys All Purchases 45 New Holdings 5 Increased Positions 40 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Birchcreek Wealth Management, LLC Portfolio

Follow Birchcreek Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birchcreek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email