Birchcreek Wealth Management, LLC Incresed Positions in Q4 2024

Birchcreek Wealth Management, LLC

  • $159 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
37.5K
+ 49.58%
$99.0 - $99.5 $3.72M - $3.73M
113K $11.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25K
+ 14.97%
$81.68 - $82.93 $2.04M - $2.08M
192K $15.8M
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.7K
+ 41.43%
$63.58 - $71.15 $808K - $904K
43.4K $2.82M
AMZN
Amazon Com Inc

Consumer Cyclical
205
+ 2.21%
$180.88 - $232.93 $37.1K - $47.8K
9.5K $2.08M
AVGO
Broadcom Inc.

Technology
880
+ 63.86%
$159.67 - $250.0 $141K - $220K
2.26K $523K
VUG
Vanguard Growth ETF

ETFs
88
+ 1.02%
$378.79 - $428.11 $33.3K - $37.7K
8.73K $3.58M
JPM
Jpmorgan Chase & CO

Financial Services
241
+ 3.49%
$205.18 - $250.29 $49.4K - $60.3K
7.15K $1.71M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.16K
+ 5.02%
$91.94 - $100.02 $566K - $616K
129K $11.9M
GOOGL
Alphabet Inc.

Communication Services
184
+ 2.4%
$161.86 - $196.66 $29.8K - $36.2K
7.85K $1.49M
FCOM
Fidelity Covington Tr Msci Com

ETFs
2.41K
+ 15.49%
$54.65 - $61.96 $131K - $149K
17.9K $1.05M
IBM
International Business Machines Corp

Technology
639
+ 41.96%
$204.9 - $238.04 $131K - $152K
2.16K $475K
VHT
Vanguard Health Care ETF

ETFs
625
+ 68.53%
$250.81 - $283.3 $157K - $177K
1.54K $389K
META
Meta Platforms, Inc.

Communication Services
186
+ 22.01%
$554.08 - $632.68 $103K - $118K
1.03K $608K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
438
+ 2.33%
$63.19 - $73.31 $27.7K - $32.1K
19.2K $1.32M
VFH
Vanguard Financial ETF

ETFs
577
+ 9.67%
$108.87 - $126.2 $62.8K - $72.8K
6.54K $772K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
194
+ 17.56%
$340.59 - $380.5 $66.1K - $73.8K
1.3K $475K
GOOG
Alphabet Inc.

Communication Services
135
+ 4.92%
$163.08 - $198.16 $22K - $26.8K
2.88K $548K
AMP
Ameriprise Financial Inc

Financial Services
103
+ 19.14%
$473.15 - $574.01 $48.7K - $59.1K
641 $341K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.43K
+ 3.09%
$61.68 - $67.87 $88.1K - $97K
47.7K $2.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
47
+ 1.72%
$481.22 - $538.17 $22.6K - $25.3K
2.79K $1.42M
NVO
Novo Nordisk A S

Healthcare
1.94K
+ 76.28%
$85.0 - $120.04 $165K - $233K
4.48K $385K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.16K
+ 15.55%
$55.45 - $61.08 $231K - $254K
30.9K $1.71M
VDE
Vanguard Energy ETF

ETFs
680
+ 15.74%
$116.67 - $136.78 $79.3K - $93K
5K $606K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
187
+ 11.23%
$172.07 - $207.36 $32.2K - $38.8K
1.85K $365K
VDC
Vanguard Consumer Staples ETF

ETFs
413
+ 10.12%
$210.96 - $223.62 $87.1K - $92.4K
4.49K $949K
XLE
Energy Sector Spdr

ETFs
784
+ 12.96%
$83.32 - $97.27 $65.3K - $76.3K
6.83K $585K
VB
Vanguard Small Cap ETF

ETFs
133
+ 4.22%
$233.76 - $261.58 $31.1K - $34.8K
3.28K $788K
KR
Kroger CO

Consumer Defensive
273
+ 4.39%
$55.21 - $63.3 $15.1K - $17.3K
6.49K $396K
AMGN
Amgen Inc

Healthcare
362
+ 40.27%
$258.78 - $328.31 $93.7K - $119K
1.26K $328K
MCD
Mcdonalds Corp

Consumer Cyclical
186
+ 18.4%
$288.47 - $316.54 $53.7K - $58.9K
1.2K $346K
TT
Trane Technologies PLC

Industrials
178
+ 11.55%
$369.35 - $419.14 $65.7K - $74.6K
1.72K $634K
RSP
Invesco S&P 500 Equal Weight E

ETFs
879
+ 2.83%
$174.22 - $187.62 $153K - $165K
31.9K $5.59M
PG
Procter & Gamble CO

Consumer Defensive
530
+ 5.01%
$161.05 - $179.7 $85.4K - $95.2K
11.1K $1.86M
HDV
Ishares Core High Dividend ETF

ETFs
368
+ 13.6%
$110.82 - $121.28 $40.8K - $44.6K
3.07K $344K
PH
Parker Hannifin Corp

Industrials
35
+ 9.94%
$621.74 - $709.46 $21.8K - $24.8K
387 $246K
MRK
Merck & Co., Inc.

Healthcare
815
+ 16.56%
$96.31 - $114.76 $78.5K - $93.5K
5.74K $570K
VIG
Vanguard Dividend Appreciation

ETFs
50
+ 0.72%
N/A
7.03K $1.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 2.27%
$442.29 - $483.08 $18.1K - $19.8K
1.84K $835K
QS
Quantum Scape Corp

Consumer Cyclical
2.7K
+ 13.58%
$4.73 - $6.5 $12.8K - $17.6K
22.6K $117K
IEFA
Ishares Tr

ETFs
10.5K
+ 11.06%
$70.06 - $77.43 $734K - $811K
105K $7.39M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5
+ 0.37%
$184.21 - $199.29 $921 - $996
1.35K $248K
JNJ
Johnson & Johnson

Healthcare
526
+ 10.91%
$143.34 - $165.86 $75.4K - $87.2K
5.35K $773K
DVY
Ishares Tr

ETFs
29
+ 0.74%
$129.55 - $143.41 $3.76K - $4.16K
3.94K $517K
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.07%
$87.85 - $98.6 $176 - $197
3.04K $270K
QCOM
Qualcomm Inc

Technology
211
+ 5.83%
$150.4 - $178.04 $31.7K - $37.6K
3.83K $588K
VAW
Vanguard Materials ETF

ETFs
7
+ 0.46%
$186.91 - $215.32 $1.31K - $1.51K
1.53K $288K
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.84K
+ 5.39%
$26.61 - $29.85 $48.9K - $54.8K
35.9K $971K
VTV
Vanguard Value ETF

ETFs
464
+ 1.91%
$168.32 - $181.87 $78.1K - $84.4K
24.8K $4.2M
LMT
Lockheed Martin Corp

Industrials
8
+ 0.92%
$479.66 - $614.62 $3.84K - $4.92K
873 $424K
Activity Summary
Buys All Purchases 65 New Holdings 14 Increased Positions 51 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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