Birchcreek Wealth Management, LLC Sells in Q2 2025

Birchcreek Wealth Management, LLC

  • $176 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.66K
- 45.68%
$55.54 - $69.09 $426K - $530K
9.11K $629K
SHV
Ishares Tr

ETFs
-1.59K
- 7.56%
$110.06 - $110.46 $175K - $175K
19.4K $2.14M
MRK
Merck & Co., Inc.

Healthcare
-1.55K
- 35.61%
$73.47 - $87.12 $114K - $135K
2.8K $221K
PG
Procter & Gamble CO

Consumer Defensive
-173
- 1.6%
$157.66 - $172.39 $27.3K - $29.8K
10.6K $1.69M
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.15%
$274.35 - $599.47 $274 - $599
687 $214K
LLY
Eli Lilly & CO

Healthcare
-52
- 3.25%
$713.71 - $898.95 $37.1K - $46.7K
1.55K $1.21M
JNJ
Johnson & Johnson

Healthcare
-199
- 3.71%
$146.36 - $159.82 $29.1K - $31.8K
5.17K $788K
XOM
Exxon Mobil Corp

Energy
-319
- 6.18%
$99.93 - $119.04 $31.9K - $38K
4.84K $521K
VHT
Vanguard Health Care ETF

ETFs
-244
- 15.88%
$236.71 - $261.92 $57.8K - $63.9K
1.29K $321K
CVX
Chevron Corp

Energy
-9
- 0.27%
$133.73 - $168.51 $1.2K - $1.52K
3.36K $480K
VDC
Vanguard Consumer Staples ETF

ETFs
-229
- 5.46%
$204.89 - $224.73 $46.9K - $51.5K
3.97K $868K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-681
- 39.62%
$141.37 - $228.57 $96.3K - $156K
1.04K $235K
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 16.81%
$908.13 - $1056.85 $52.7K - $61.3K
287 $284K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-673
- 7.36%
$90.56 - $109.49 $60.9K - $73.7K
8.47K $925K
AMP
Ameriprise Financial Inc

Financial Services
-91
- 17.91%
$422.19 - $533.73 $38.4K - $48.6K
417 $222K
HDV
Ishares Core High Dividend ETF

ETFs
-57
- 1.61%
$108.41 - $120.51 $6.18K - $6.87K
3.47K $406K
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 0.44%
$210.83 - $235.28 $1.48K - $1.65K
1.6K $353K
ETN
Eaton Corp PLC

Industrials
-472
- 27.0%
$246.52 - $356.99 $116K - $168K
1.28K $455K
FTNT
Fortinet, Inc.

Technology
-600
- 12.05%
$84.71 - $108.69 $50.8K - $65.2K
4.38K $463K
XLI
Industrial Sector Spdr

ETFs
-238
- 13.94%
$116.42 - $147.52 $27.7K - $35.1K
1.47K $216K
V
Visa Inc.

Financial Services
-14
- 1.4%
$308.27 - $373.31 $4.32K - $5.23K
985 $349K
Arista Networks Inc
-1.09K
- 21.9%
N/A
3.89K $0
VGSH
Vanguard

ETFs
-4
- 0.04%
$58.32 - $58.95 $233 - $236
10.8K $637K
KR
Kroger CO

Consumer Defensive
-288
- 5.03%
$64.62 - $74.0 $18.6K - $21.3K
5.44K $390K
VTV
Vanguard Value ETF

ETFs
-460
- 1.94%
$153.67 - $176.74 $70.7K - $81.3K
23.2K $4.1M
AXP
American Express CO

Financial Services
-177
- 12.08%
$231.39 - $318.98 $41K - $56.5K
1.29K $410K
DE
Deere & CO

Industrials
-3
- 0.68%
$412.99 - $531.48 $1.24K - $1.59K
439 $223K
CSCO
Cisco Systems, Inc.

Technology
-41
- 1.17%
$53.19 - $69.38 $2.18K - $2.84K
3.48K $241K
IBM
International Business Machines Corp

Technology
-157
- 7.83%
$221.03 - $294.78 $34.7K - $46.3K
1.85K $544K
WMT
Walmart Inc.

Consumer Defensive
-20
- 0.39%
$81.79 - $99.98 $1.64K - $2K
5.12K $500K
PRK
Park National Corp

Financial Services
-33
- 0.89%
$141.75 - $170.63 $4.68K - $5.63K
3.67K $613K
CAT
Caterpillar Inc

Industrials
-5
- 0.38%
$273.94 - $388.21 $1.37K - $1.94K
1.31K $510K
META
Meta Platforms, Inc.

Communication Services
-103
- 10.4%
$484.66 - $738.09 $49.9K - $76K
887 $654K
TT
Trane Technologies PLC

Industrials
-113
- 7.52%
$315.21 - $437.41 $35.6K - $49.4K
1.39K $607K
NFLX
Netflix Inc

Communication Services
-105
- 10.8%
$855.86 - $1339.13 $89.9K - $141K
867 $1.16M
JPM
Jpmorgan Chase & CO

Financial Services
-32
- 0.47%
$210.28 - $289.91 $6.73K - $9.28K
6.8K $1.97M
ORCL
Oracle Corp

Technology
-432
- 7.83%
$122.82 - $218.63 $53.1K - $94.4K
5.08K $1.11M
MSFT
Microsoft Corp

Technology
-239
- 3.33%
$354.56 - $497.45 $84.7K - $119K
6.95K $3.45M
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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