Birchcreek Wealth Management, LLC Reduced Holdings in Q1 2025

Birchcreek Wealth Management, LLC

  • $158 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-31
- 0.15%
$209.68 - $247.1 $6.5K - $7.66K
20.5K $4.55M
VGT
Vanguard Information Technolog

ETFs
-67
- 1.36%
$542.38 - $646.34 $36.3K - $43.3K
4.87K $2.64M
MSFT
Microsoft Corp

Technology
-61
- 0.84%
$375.39 - $447.2 $22.9K - $27.3K
7.18K $2.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.21%
$190.26 - $242.06 $3.81K - $4.84K
9.48K $1.8M
GOOGL
Alphabet Inc.

Communication Services
-49
- 0.62%
$154.33 - $206.19 $7.56K - $10.1K
7.81K $1.21M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.13K
- 11.0%
$102.49 - $119.96 $116K - $136K
9.14K $956K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-165
- 5.92%
$468.34 - $539.52 $77.3K - $89K
2.62K $1.23M
IVV
Ishares Core S&P 500 ETF

ETFs
-224
- 10.4%
$554.06 - $615.85 $124K - $138K
1.93K $1.08M
MRK
Merck & Co., Inc.

Healthcare
-1.38K
- 24.12%
$83.01 - $101.02 $115K - $140K
4.35K $390K
NVO
Novo Nordisk A S

Healthcare
-1.51K
- 33.79%
$69.3 - $90.95 $105K - $138K
2.97K $206K
SHV
Ishares Tr

ETFs
-1.11K
- 5.01%
$110.11 - $110.51 $122K - $122K
21K $2.32M
PRK
Park National Corp

Financial Services
-213
- 5.44%
$151.4 - $174.01 $32.2K - $37.1K
3.7K $560K
VTV
Vanguard Value ETF

ETFs
-1.13K
- 4.54%
$167.73 - $179.21 $189K - $202K
23.7K $4.09M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.38K
- 17.44%
$51.45 - $58.51 $71.2K - $81K
6.55K $339K
AMP
Ameriprise Financial Inc

Financial Services
-133
- 20.75%
$472.29 - $575.13 $62.8K - $76.5K
508 $245K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-580
- 11.15%
$47.79 - $59.89 $27.7K - $34.7K
4.62K $231K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-686
- 3.82%
$55.97 - $64.13 $38.4K - $44K
17.3K $970K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-133
- 7.18%
$165.25 - $224.62 $22K - $29.9K
1.72K $285K
VCR
Vanguard Consumer Discretionar

ETFs
-38
- 2.9%
$318.51 - $391.75 $12.1K - $14.9K
1.27K $414K
AXP
American Express CO

Financial Services
-105
- 6.69%
$255.39 - $325.87 $26.8K - $34.2K
1.47K $394K
DVY
Ishares Tr

ETFs
-597
- 15.15%
$128.58 - $138.1 $76.8K - $82.4K
3.34K $449K
PEP
Pepsico Inc

Consumer Defensive
-399
- 13.08%
$142.64 - $156.42 $56.9K - $62.4K
2.65K $397K
AMAT
Applied Materials Inc

Technology
-120
- 4.83%
$145.06 - $195.51 $17.4K - $23.5K
2.36K $342K
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.05%
$271.18 - $303.12 $542 - $606
3.71K $1.02M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1.47K
- 8.9%
$65.44 - $70.64 $96.4K - $104K
15.1K $1.03M
UNP
Union Pacific Corp

Industrials
-267
- 18.09%
$225.21 - $254.42 $60.1K - $67.9K
1.21K $285K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.66K
- 8.99%
$58.01 - $64.46 $96.2K - $107K
16.8K $1.04M
XLU
Utilities Sector Spdr

ETFs
-733
- 14.6%
$74.7 - $80.27 $54.8K - $58.8K
4.29K $338K
VGSH
Vanguard

ETFs
-774
- 6.66%
$58.07 - $58.69 $44.9K - $45.4K
10.9K $636K
META
Meta Platforms, Inc.

Communication Services
-41
- 3.98%
$576.36 - $736.67 $23.6K - $30.2K
990 $570K
JPM
Jpmorgan Chase & CO

Financial Services
-320
- 4.47%
$225.19 - $279.95 $72.1K - $89.6K
6.83K $1.68M
VDC
Vanguard Consumer Staples ETF

ETFs
-298
- 6.63%
$206.54 - $226.16 $61.5K - $67.4K
4.2K $918K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-652
- 3.39%
$66.3 - $74.17 $43.2K - $48.4K
18.6K $1.29M
PG
Procter & Gamble CO

Consumer Defensive
-297
- 2.67%
$158.56 - $176.26 $47.1K - $52.3K
10.8K $1.84M
FTNT
Fortinet, Inc.

Technology
-274
- 5.21%
$92.49 - $114.57 $25.3K - $31.4K
4.98K $479K
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 7.75%
$890.62 - $1076.86 $25.8K - $31.2K
345 $326K
VNQ
Vanguard Specialized Funds Van

ETFs
-199
- 6.54%
$85.55 - $94.34 $17K - $18.8K
2.84K $257K
NFLX
Netflix Inc

Communication Services
-58
- 5.63%
$828.4 - $1058.6 $48K - $61.4K
972 $906K
VAW
Vanguard Materials ETF

ETFs
-69
- 4.5%
$185.71 - $202.46 $12.8K - $14K
1.47K $276K
KR
Kroger CO

Consumer Defensive
-760
- 11.71%
$58.36 - $67.72 $44.4K - $51.5K
5.73K $387K
XLI
Industrial Sector Spdr

ETFs
-40
- 2.29%
$128.78 - $141.67 $5.15K - $5.67K
1.71K $223K
LLY
Eli Lilly & CO

Healthcare
-115
- 6.71%
$725.72 - $929.72 $83.5K - $107K
1.6K $1.32M
VFH
Vanguard Financial ETF

ETFs
-18
- 0.28%
$114.07 - $127.34 $2.05K - $2.29K
6.53K $779K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-18
- 0.18%
$126.11 - $135.06 $2.27K - $2.43K
10.1K $1.31M
AMGN
Amgen Inc

Healthcare
-167
- 13.24%
$258.59 - $327.36 $43.2K - $54.7K
1.09K $340K
IBM
International Business Machines Corp

Technology
-158
- 7.31%
$217.4 - $264.74 $34.3K - $41.8K
2K $498K
VDE
Vanguard Energy ETF

ETFs
-100
- 2.0%
$119.14 - $132.76 $11.9K - $13.3K
4.9K $635K
XLE
Energy Sector Spdr

ETFs
-91
- 1.33%
$85.7 - $93.96 $7.8K - $8.55K
6.74K $630K
VEA
Vanguard Ftse Developed Market

ETFs
-33
- 0.19%
$47.4 - $52.99 $1.56K - $1.75K
17.4K $884K
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
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