Birchcreek Wealth Management, LLC Reduced Holdings in Q3 2025

Birchcreek Wealth Management, LLC

  • $193 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-281
- 18.16%
$625.65 - $812.69 $176K - $228K
1.27K $965K
NFLX
Netflix Inc

Communication Services
-58
- 6.69%
$1147.87 - $1297.18 $66.6K - $75.2K
809 $969K
PG
Procter & Gamble CO

Consumer Defensive
-471
- 4.43%
$150.47 - $161.22 $70.9K - $75.9K
10.2K $1.56M
TT
Trane Technologies PLC

Industrials
-162
- 11.66%
$398.96 - $472.54 $64.6K - $76.6K
1.23K $517K
IBM
International Business Machines Corp

Technology
-201
- 10.88%
$234.77 - $292.47 $47.2K - $58.8K
1.65K $464K
VDE
Vanguard Energy ETF

ETFs
-901
- 17.61%
$118.37 - $129.65 $107K - $117K
4.22K $530K
NVO
Novo Nordisk A S

Healthcare
-72
- 1.33%
$45.38 - $71.7 $3.27K - $5.16K
5.36K $297K
GBIL
Goldman Sachs Access Treasury

ETFs
-730
- 5.62%
$99.82 - $100.23 $72.9K - $73.2K
12.3K $1.23M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-250
- 23.81%
$301.44 - $365.84 $75.4K - $91.5K
800 $258K
SHV
Ishares Tr

ETFs
-454
- 2.34%
$110.06 - $110.49 $50K - $50.2K
18.9K $2.09M
EMR
Emerson Electric CO

Industrials
-300
- 10.68%
$128.6 - $149.63 $38.6K - $44.9K
2.51K $328K
QCOM
Qualcomm Inc

Technology
-375
- 8.28%
$145.84 - $173.55 $54.7K - $65.1K
4.15K $690K
AMGN
Amgen Inc

Healthcare
-101
- 10.68%
$271.18 - $309.22 $27.4K - $31.2K
845 $238K
ETN
Eaton Corp PLC

Industrials
-111
- 8.7%
$342.99 - $392.76 $38.1K - $43.6K
1.17K $436K
VCR
Vanguard Consumer Discretionar

ETFs
-160
- 11.2%
$359.61 - $401.35 $57.5K - $64.2K
1.27K $502K
AMZN
Amazon Com Inc

Consumer Cyclical
-60
- 0.59%
$211.65 - $238.24 $12.7K - $14.3K
10.2K $2.23M
VIG
Vanguard Dividend Appreciation

ETFs
-23
- 0.31%
N/A
7.48K $1.36M
Arista Networks Inc
-1.04K
- 26.83%
N/A
2.84K $0
XLI
Industrial Sector Spdr

ETFs
-34
- 2.31%
$147.94 - $154.99 $5.03K - $5.27K
1.44K $221K
AXP
American Express CO

Financial Services
-23
- 1.79%
$294.27 - $342.31 $6.77K - $7.87K
1.27K $420K
LOW
Lowes Companies Inc

Consumer Cyclical
-135
- 8.46%
$215.01 - $273.02 $29K - $36.9K
1.46K $366K
XOM
Exxon Mobil Corp

Energy
-75
- 1.55%
$105.83 - $117.22 $7.94K - $8.79K
4.77K $537K
PH
Parker Hannifin Corp

Industrials
-4
- 1.03%
$697.13 - $769.67 $2.79K - $3.08K
383 $290K
AMAT
Applied Materials Inc

Technology
-150
- 6.35%
$156.25 - $204.95 $23.4K - $30.7K
2.21K $453K
LMT
Lockheed Martin Corp

Industrials
-14
- 1.6%
$410.74 - $499.21 $5.75K - $6.99K
859 $428K
VB
Vanguard Small Cap ETF

ETFs
-117
- 3.42%
$237.58 - $259.17 $27.8K - $30.3K
3.31K $840K
ABBV
Abb Vie Inc.

Healthcare
-196
- 10.8%
$184.85 - $231.54 $36.2K - $45.4K
1.62K $374K
JPM
Jpmorgan Chase & CO

Financial Services
-420
- 6.18%
$282.78 - $316.06 $119K - $133K
6.38K $2.01M
VEA
Vanguard Ftse Developed Market

ETFs
-317
- 1.52%
$56.02 - $60.3 $17.8K - $19.1K
20.5K $1.23M
VIS
Vanguard Industrial ETF

ETFs
-116
- 2.18%
$281.0 - $296.29 $32.6K - $34.4K
5.2K $1.54M
IVV
Ishares Core S&P 500 ETF

ETFs
-70
- 3.33%
$620.67 - $670.08 $43.4K - $46.9K
2.03K $1.36M
CAT
Caterpillar Inc

Industrials
-125
- 9.51%
$390.92 - $477.15 $48.9K - $59.6K
1.19K $567K
HD
Home Depot, Inc.

Consumer Cyclical
-32
- 1.73%
$357.4 - $423.42 $11.4K - $13.5K
1.82K $735K
MSFT
Microsoft Corp

Technology
-164
- 2.36%
$491.09 - $535.64 $80.5K - $87.8K
6.78K $3.51M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-94
- 0.9%
$132.9 - $142.03 $12.5K - $13.4K
10.3K $1.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-107
- 1.26%
$108.46 - $120.63 $11.6K - $12.9K
8.36K $993K
XLY
Select Sector Spdr Consumer Di

ETFs
-72
- 1.15%
$216.09 - $242.18 $15.6K - $17.4K
6.19K $1.48M
JNJ
Johnson & Johnson

Healthcare
-248
- 4.8%
$155.17 - $185.42 $38.5K - $46K
4.92K $911K
VGT
Vanguard Information Technolog

ETFs
-309
- 5.99%
$656.44 - $753.15 $203K - $233K
4.85K $3.62M
ORCL
Oracle Corp

Technology
-305
- 6.0%
$218.96 - $328.33 $66.8K - $100K
4.78K $1.34M
INTC
Intel Corp

Technology
-215
- 0.77%
$19.31 - $35.5 $4.15K - $7.63K
27.5K $923K
NVDA
Nvidia Corp

Technology
-1.36K
- 6.57%
$153.3 - $186.58 $208K - $253K
19.3K $3.6M
GOOGL
Alphabet Inc.

Communication Services
-433
- 5.39%
$174.36 - $254.72 $75.5K - $110K
7.6K $1.85M
AAPL
Apple Inc.

Technology
-894
- 4.32%
$202.38 - $256.87 $181K - $230K
19.8K $5.04M
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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