Birchcreek Wealth Management, LLC Purchases in Q2 2025

Birchcreek Wealth Management, LLC

  • $176 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.58K
+ 4.07%
$113.67 - $150.4 $521K - $689K
117K $17.6M
IEFA
Ishares Tr

ETFs
12.1K
+ 11.11%
$67.83 - $84.09 $818K - $1.01M
121K $10.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.11K
+ 6.31%
$81.46 - $94.63 $742K - $862K
153K $14.5M
NVDA
Nvidia Corp

Technology
1.2K
+ 6.16%
$94.31 - $157.99 $113K - $189K
20.7K $3.26M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
13K
+ 6.31%
$82.21 - $83.12 $1.07M - $1.08M
219K $18.2M
VGT
Vanguard Information Technolog

ETFs
289
+ 5.94%
$470.37 - $663.28 $136K - $192K
5.16K $3.42M
VUG
Vanguard Growth ETF

ETFs
181
+ 1.89%
$329.49 - $438.4 $59.6K - $79.4K
9.73K $4.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.34K
+ 6.98%
$152.93 - $181.74 $357K - $424K
35.8K $6.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.29K
+ 13.79%
$52.31 - $63.72 $381K - $465K
60.2K $3.83M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.48K
+ 12.78%
$50.08 - $63.14 $225K - $283K
39.6K $2.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
521
+ 19.87%
$416.06 - $551.64 $217K - $287K
3.14K $1.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.45K
+ 8.28%
$51.16 - $62.02 $228K - $276K
58.2K $3.61M
AMZN
Amazon Com Inc

Consumer Cyclical
756
+ 7.98%
$167.32 - $223.3 $126K - $169K
10.2K $2.24M
GS
Goldman Sachs Group Inc

Financial Services
345
+ 78.05%
$462.22 - $707.75 $159K - $244K
787 $556K
XLY
Select Sector Spdr Consumer Di

ETFs
918
+ 17.17%
$176.34 - $218.59 $162K - $201K
6.27K $1.36M
VEA
Vanguard Ftse Developed Market

ETFs
3.43K
+ 19.7%
$45.65 - $57.01 $157K - $195K
20.8K $1.19M
FCOM
Fidelity Covington Tr Msci Com

ETFs
2.09K
+ 12.11%
$50.44 - $64.81 $105K - $135K
19.3K $1.25M
AVGO
Broadcom Inc.

Technology
59
+ 2.58%
$146.29 - $275.65 $8.63K - $16.3K
2.35K $646K
CRWD
Crowd Strike Holdings, Inc.

Technology
488
New
$321.63 - $509.31 $157K - $249K
488 $248K
IVV
Ishares Core S&P 500 ETF

ETFs
173
+ 8.96%
$498.8 - $620.9 $86.3K - $107K
2.1K $1.31M
VIS
Vanguard Industrial ETF

ETFs
188
+ 3.67%
$220.04 - $280.07 $41.4K - $52.7K
5.32K $1.49M
MSTR
Microstrategy Inc

Technology
540
New
$237.95 - $421.61 $128K - $228K
540 $218K
XLK
Technology Sector Spdr

ETFs
858
New
$179.73 - $253.23 $154K - $217K
858 $217K
USB
Us Bancorp \De\

Financial Services
4.66K
New
$36.4 - $45.76 $170K - $213K
4.66K $210K
GOOGL
Alphabet Inc.

Communication Services
223
+ 2.86%
$144.7 - $178.6 $32.3K - $39.8K
8.03K $1.41M
TXN
Texas Instruments Inc

Technology
1.06K
New
N/A
1.06K $205K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.97K
+ 26.32%
$61.03 - $67.59 $242K - $268K
19.1K $1.22M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
205
+ 13.79%
$299.15 - $396.54 $61.3K - $81.3K
1.69K $670K
NVO
Novo Nordisk A S

Healthcare
2.46K
+ 82.91%
$58.08 - $81.05 $143K - $199K
5.43K $374K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.01K
+ 5.43%
$61.08 - $74.04 $61.6K - $74.7K
19.6K $1.45M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.43K
+ 1.19%
$99.1 - $99.49 $141K - $142K
121K $12M
QCOM
Qualcomm Inc

Technology
699
+ 18.26%
$124.66 - $159.48 $87.1K - $111K
4.53K $720K
VCR
Vanguard Consumer Discretionar

ETFs
155
+ 12.18%
$290.42 - $364.35 $45K - $56.5K
1.43K $517K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.51%
$496.48 - $617.85 $3.97K - $4.94K
1.56K $966K
GOOG
Alphabet Inc.

Communication Services
125
+ 4.34%
$146.58 - $180.01 $18.3K - $22.5K
3.01K $533K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
297
+ 2.93%
$114.78 - $133.31 $34.1K - $39.6K
10.4K $1.39M
VB
Vanguard Small Cap ETF

ETFs
142
+ 4.33%
$193.73 - $237.37 $27.5K - $33.7K
3.42K $811K
VO
Vanguard Mid Cap ETF

ETFs
129
+ 6.47%
$228.54 - $279.83 $29.5K - $36.1K
2.12K $594K
VFH
Vanguard Financial ETF

ETFs
200
+ 3.07%
$104.87 - $127.3 $21K - $25.5K
6.73K $856K
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 3.47%
$221.86 - $362.89 $7.77K - $12.7K
1.04K $331K
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.12K
+ 7.56%
$24.18 - $27.61 $75.3K - $86K
44.3K $1.2M
QS
Quantum Scape Corp

Consumer Cyclical
100
+ 0.4%
$3.47 - $7.65 $347 - $765
25.3K $169K
ITOT
Ishares Core S&P Total U.S. St

ETFs
275
+ 14.41%
$108.12 - $135.04 $29.7K - $37.1K
2.18K $294K
XLE
Energy Sector Spdr

ETFs
1.29K
+ 19.18%
$76.44 - $94.13 $98.8K - $122K
8.04K $681K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
220
+ 11.9%
$483.48 - $539.8 $106K - $119K
2.07K $1.01M
VAW
Vanguard Materials ETF

ETFs
51
+ 3.48%
$163.82 - $196.64 $8.35K - $10K
1.52K $295K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
20
+ 0.31%
$45.88 - $54.4 $918 - $1.09K
6.57K $357K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.02%
$73.09 - $82.77 $73.1 - $82.8
4.29K $350K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
10.8K
New
$0.54 - $0.87 $5.83K - $9.4K
10.8K $7K
Activity Summary
Buys All Purchases 56 New Holdings 6 Increased Positions 50 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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