Birchcreek Wealth Management, LLC Sells in Q3 2024

Birchcreek Wealth Management, LLC

  • $152 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-74.8K
- 63.13%
$110.05 - $110.63 $8.23M - $8.28M
43.7K $4.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-16.6K
- 51.42%
$105.53 - $118.34 $1.76M - $1.97M
15.7K $1.84M
VGSH
Vanguard

ETFs
-22.3K
- 71.3%
$57.74 - $59.13 $1.29M - $1.32M
8.97K $529K
XLY
Select Sector Spdr Consumer Di

ETFs
-7.57K
- 56.48%
$170.05 - $200.86 $1.29M - $1.52M
5.83K $1.17M
XLI
Industrial Sector Spdr

ETFs
-10.3K
- 83.48%
$120.56 - $135.44 $1.24M - $1.4M
2.04K $276K
VUG
Vanguard Growth ETF

ETFs
-2.31K
- 21.07%
$341.08 - $391.94 $787K - $904K
8.64K $3.32M
NVDA
Nvidia Corp

Technology
-4.12K
- 16.27%
$98.91 - $134.91 $408K - $556K
21.2K $2.58M
XLE
Energy Sector Spdr

ETFs
-5.82K
- 49.03%
$84.35 - $93.39 $491K - $543K
6.05K $531K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.16K
- 29.82%
$434.77 - $502.96 $506K - $585K
2.74K $1.34M
XLU
Utilities Sector Spdr

ETFs
-8.62K
- 62.6%
$67.67 - $80.78 $583K - $696K
5.15K $415K
LLY
Eli Lilly & CO

Healthcare
-258
- 11.79%
$772.14 - $960.02 $199K - $248K
1.93K $1.71M
VHT
Vanguard Health Care ETF

ETFs
-867
- 48.74%
$261.88 - $288.1 $227K - $250K
912 $257K
VIG
Vanguard Dividend Appreciation

ETFs
-877
- 11.16%
$182.15 - $182.15 $160K - $160K
6.98K $1.27M
MSFT
Microsoft Corp

Technology
-56
- 0.7%
$395.15 - $467.56 $22.1K - $26.2K
7.95K $3.42M
GOOG
Alphabet Inc.

Communication Services
-400
- 12.72%
$149.54 - $192.66 $59.8K - $77.1K
2.75K $458K
QCOM
Qualcomm Inc

Technology
-36
- 0.99%
$156.12 - $209.64 $5.62K - $7.55K
3.62K $615K
NFLX
Netflix Inc

Communication Services
-216
- 16.19%
$598.55 - $722.26 $129K - $156K
1.12K $792K
VTV
Vanguard Value ETF

ETFs
-2.79K
- 10.29%
$159.75 - $174.57 $445K - $487K
24.3K $4.25M
AMZN
Amazon Com Inc

Consumer Cyclical
-17
- 0.18%
$161.02 - $200.0 $2.74K - $3.4K
9.29K $1.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-386
- 18.82%
$147.95 - $191.05 $57.1K - $73.7K
1.67K $289K
IVV
Ishares Core S&P 500 ETF

ETFs
-238
- 9.09%
$520.18 - $576.82 $124K - $137K
2.38K $1.37M
CVX
Chevron Corp

Energy
-100
- 2.89%
$137.88 - $161.97 $13.8K - $16.2K
3.36K $494K
PEP
Pepsico Inc

Consumer Defensive
-300
- 8.81%
$161.9 - $179.3 $48.6K - $53.8K
3.1K $527K
XOM
Exxon Mobil Corp

Energy
-381
- 6.79%
$109.72 - $119.0 $41.8K - $45.3K
5.23K $613K
VDE
Vanguard Energy ETF

ETFs
-81
- 1.84%
$117.44 - $131.06 $9.51K - $10.6K
4.32K $529K
DIS
Walt Disney CO

Communication Services
-216
- 8.82%
$85.6 - $98.61 $18.5K - $21.3K
2.23K $214K
AMP
Ameriprise Financial Inc

Financial Services
-119
- 18.11%
$391.53 - $469.81 $46.6K - $55.9K
538 $252K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.05K
- 9.36%
$117.9 - $128.2 $124K - $134K
10.1K $1.3M
VAW
Vanguard Materials ETF

ETFs
-284
- 15.68%
$189.89 - $213.71 $53.9K - $60.7K
1.53K $322K
DE
Deere & CO

Industrials
-120
- 19.87%
$344.84 - $418.0 $41.4K - $50.2K
484 $201K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-282
- 13.53%
$405.19 - $478.57 $114K - $135K
1.8K $829K
ABBV
Abb Vie Inc.

Healthcare
-345
- 15.97%
$163.84 - $199.33 $56.5K - $68.8K
1.82K $358K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-290
- 2.57%
$16.42 - $18.12 $4.76K - $5.25K
11K $198K
DUK
Duke Energy Corp

Utilities
-528
- 12.68%
$99.35 - $117.71 $52.5K - $62.2K
3.64K $419K
GE
General Electric CO

Industrials
-187
- 14.17%
$156.66 - $189.66 $29.3K - $35.5K
1.13K $213K
ANET
Arista Networks, Inc.

Technology
-131
- 7.94%
$311.42 - $388.21 $40.8K - $50.9K
1.52K $582K
TJX
Tjx Companies Inc

Consumer Cyclical
-64
- 3.3%
$107.93 - $120.23 $6.91K - $7.69K
1.88K $220K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-5
- 1.24%
$475.2 - $527.7 $2.38K - $2.64K
398 $210K
KR
Kroger CO

Consumer Defensive
-728
- 10.49%
$50.43 - $57.3 $36.7K - $41.7K
6.22K $356K
V
Visa Inc.

Financial Services
-9
- 0.82%
$253.74 - $291.56 $2.28K - $2.62K
1.09K $298K
HD
Home Depot, Inc.

Consumer Cyclical
-291
- 13.62%
$333.64 - $405.2 $97.1K - $118K
1.85K $747K
JNJ
Johnson & Johnson

Healthcare
-421
- 8.03%
$145.48 - $167.38 $61.2K - $70.5K
4.82K $781K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-451
- 2.82%
$49.09 - $55.08 $22.1K - $24.8K
15.5K $855K
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 9.08%
$245.82 - $304.51 $24.8K - $30.8K
1.01K $307K
VTI
Vanguard Total Stock Market Et

ETFs
-125
- 3.26%
$255.18 - $283.2 $31.9K - $35.4K
3.71K $1.05M
JPM
Jpmorgan Chase & CO

Financial Services
-164
- 2.32%
$194.9 - $224.8 $32K - $36.9K
6.91K $1.46M
VDC
Vanguard Consumer Staples ETF

ETFs
-170
- 4.0%
$201.77 - $221.32 $34.3K - $37.6K
4.08K $891K
VNQ
Vanguard Specialized Funds Van

ETFs
-162
- 5.06%
$82.97 - $98.97 $13.4K - $16K
3.04K $296K
VB
Vanguard Small Cap ETF

ETFs
-133
- 4.05%
$214.77 - $237.72 $28.6K - $31.6K
3.15K $746K
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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