Birchcreek Wealth Management, LLC Incresed Positions in Q3 2024

Birchcreek Wealth Management, LLC

  • $152 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
34K
+ 25.51%
$81.31 - $83.29 $2.76M - $2.83M
167K $13.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
25.6K
+ 506.56%
$59.25 - $65.33 $1.52M - $1.67M
30.7K $1.99M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.43K
+ 3.74%
$87.56 - $95.49 $388K - $423K
123K $11.7M
IEFA
Ishares Tr

ETFs
4.38K
+ 4.85%
$70.09 - $78.74 $307K - $345K
94.7K $7.39M
RSP
Invesco S&P 500 Equal Weight E

ETFs
632
+ 2.08%
$162.83 - $179.16 $103K - $113K
31K $5.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
983
+ 2.17%
$57.32 - $62.65 $56.3K - $61.6K
46.3K $2.89M
META
Meta Platforms, Inc.

Communication Services
334
+ 65.36%
$453.41 - $572.44 $151K - $191K
845 $483K
D
Dominion Energy, Inc

Utilities
2.7K
+ 50.46%
$48.01 - $58.53 $130K - $158K
8.05K $465K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.13K
+ 8.63%
$56.04 - $62.99 $119K - $134K
26.8K $1.64M
FREL
Fidelity Covington Tr Msci Rea

ETFs
578
+ 1.72%
$25.07 - $29.94 $14.5K - $17.3K
34.1K $1.01M
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.04%
$232.12 - $260.07 $464 - $520
5.04K $1.31M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
482
+ 2.61%
$67.43 - $74.23 $32.5K - $35.8K
18.9K $1.38M
PRK
Park National Corp

Financial Services
10
+ 0.24%
$140.68 - $188.56 $1.41K - $1.89K
4.16K $697K
ACN
Accenture PLC

Technology
168
+ 19.33%
$295.44 - $355.81 $49.6K - $59.8K
1.04K $366K
DVY
Ishares Tr

ETFs
353
+ 9.92%
$119.99 - $135.74 $42.4K - $47.9K
3.91K $528K
FTNT
Fortinet, Inc.

Technology
100
+ 1.93%
$55.39 - $77.55 $5.54K - $7.76K
5.27K $408K
AXP
American Express CO

Financial Services
91
+ 5.41%
$225.92 - $271.17 $20.6K - $24.7K
1.77K $480K
VGT
Vanguard Information Technolog

ETFs
51
+ 0.92%
$514.43 - $606.85 $26.2K - $30.9K
5.57K $3.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
38
+ 0.2%
$58.03 - $65.37 $2.21K - $2.48K
18.7K $1.21M
VEA
Vanguard Ftse Developed Market

ETFs
300
+ 1.76%
$47.6 - $53.31 $14.3K - $16K
17.4K $917K
BX
Blackstone Inc.

Financial Services
91
+ 5.42%
$120.77 - $159.66 $11K - $14.5K
1.77K $270K
QS
Quantum Scape Corp

Consumer Cyclical
7.85K
+ 65.28%
$4.83 - $9.14 $37.9K - $71.8K
19.9K $114K
TMUS
T Mobile Us, Inc.

Communication Services
82
+ 7.16%
$175.14 - $206.36 $14.4K - $16.9K
1.23K $253K
VOOV
Vanguard S&P 500 Value ETF

ETFs
172
+ 14.69%
$175.0 - $190.72 $30.1K - $32.8K
1.34K $256K
UNP
Union Pacific Corp

Industrials
66
+ 4.11%
$221.78 - $256.09 $14.6K - $16.9K
1.67K $411K
SO
Southern CO

Utilities
121
+ 4.46%
$77.0 - $90.52 $9.32K - $11K
2.84K $255K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 3.73%
$801.83 - $917.05 $14.4K - $16.5K
501 $444K
HDV
Ishares Core High Dividend ETF

ETFs
22
+ 0.82%
$107.62 - $118.76 $2.37K - $2.61K
2.71K $318K
AMGN
Amgen Inc

Healthcare
57
+ 6.77%
$309.38 - $337.38 $17.6K - $19.2K
899 $289K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
756
+ 13.99%
$49.83 - $62.75 $37.7K - $47.4K
6.16K $354K
ITOT
Ishares Core S&P Total U.S. St

ETFs
19
+ 1.05%
$113.41 - $125.62 $2.15K - $2.39K
1.83K $230K
AVGO
Broadcom Inc.

Technology
1.23K
+ 850.34%
$136.27 - $1745.86 $168K - $2.15M
1.38K $237K
MCK
Mckesson Corp

Healthcare
49
+ 11.11%
$479.06 - $630.38 $23.5K - $30.9K
490 $242K
MRK
Merck & Co., Inc.

Healthcare
224
+ 4.77%
$111.15 - $128.97 $24.9K - $28.9K
4.92K $558K
NVO
Novo Nordisk A S

Healthcare
195
+ 8.31%
$119.07 - $145.42 $23.2K - $28.4K
2.54K $302K
INTC
Intel Corp

Technology
852
+ 2.78%
$18.9 - $34.87 $16.1K - $29.7K
31.5K $738K
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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