Birchcreek Wealth Management, LLC Closed Holding Positions

Birchcreek Wealth Management, LLC

  • $176 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MS
Morgan Stanley

Financial Services
Q1 2021 Filed on May 17, 2021
450
$67.05 - $84.34 $30.2K - $38K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on May 17, 2021
572
$114.63 - $133.34 $65.6K - $76.3K
PNTG
Pennant Group, Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
500
$44.29 - $66.48 $22.1K - $33.2K
NOW
Service Now, Inc.

Technology
Q1 2021 Filed on May 17, 2021
60
$464.05 - $594.47 $27.8K - $35.7K
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2021 Filed on May 17, 2021
255
$150.72 - $194.14 $38.4K - $49.5K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2021 Filed on May 17, 2021
1,925
$50.34 - $56.49 $96.9K - $109K
VOX
Vanguard Communication Service

ETFs
Q1 2021 Filed on May 17, 2021
959
$117.72 - $135.22 $113K - $130K
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on May 17, 2021
234
$241.17 - $318.09 $56.4K - $74.4K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2021 Filed on May 17, 2021
240
$262.76 - $302.04 $63.1K - $72.5K
Marvell Technology Group LTD
Q1 2021 Filed on May 17, 2021
1,035
N/A
VV
Vanguard Large Cap ETF

ETFs
Q1 2021 Filed on May 17, 2021
2,764
$173.39 - $186.2 $479K - $515K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2021 Filed on May 17, 2021
302
$162.25 - $187.63 $49K - $56.7K
WFC
Wells Fargo & Company

Financial Services
Q1 2021 Filed on May 17, 2021
1,645
$29.7 - $40.81 $48.9K - $67.1K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2021 Filed on May 17, 2021
700
$39.62 - $45.05 $27.7K - $31.5K
WDAY
Workday, Inc.

Technology
Q1 2021 Filed on May 17, 2021
125
$220.0 - $281.36 $27.5K - $35.2K
Wpx Energy Inc
Q1 2021 Filed on May 17, 2021
2,696
N/A
ZM
Zoom Video Communications, Inc.

Technology
Q1 2021 Filed on May 17, 2021
192
$308.39 - $444.51 $59.2K - $85.3K
ALLE
Allegion PLC

Industrials
Q1 2021 Filed on May 17, 2021
333
$107.01 - $126.75 $35.6K - $42.2K
MDT
Medtronic PLC

Healthcare
Q1 2021 Filed on May 17, 2021
950
$111.18 - $119.74 $106K - $114K
TEL
Te Connectivity Ltd.

Technology
Q1 2021 Filed on May 17, 2021
450
$119.85 - $134.79 $53.9K - $60.7K
FVRR
Fiverr International Ltd.

Communication Services
Q1 2021 Filed on May 17, 2021
139
$192.77 - $323.1 $26.8K - $44.9K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2021 Filed on May 17, 2021
1,657
$58.58 - $62.75 $97.1K - $104K
MGC
Vanguard Mega Cap ETF

ETFs
Q1 2021 Filed on May 17, 2021
722
$131.66 - $140.5 $95.1K - $101K
MGV
Vanguard Mega Cap Value

ETFs
Q1 2021 Filed on May 17, 2021
14,979
$85.78 - $95.86 $1.28M - $1.44M
SJM
J M Smucker CO

Consumer Defensive
Q1 2021 Filed on May 17, 2021
851
$111.23 - $131.05 $94.7K - $112K
SNA
Snap On Inc

Industrials
Q1 2021 Filed on May 17, 2021
480
$166.72 - $232.04 $80K - $111K
SR
Spire Inc

Utilities
Q1 2021 Filed on May 17, 2021
603
$60.32 - $75.53 $36.4K - $45.5K
SPWH
Sportsman'S Warehouse Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
1,300
$16.79 - $17.95 $21.8K - $23.3K
SQ
Block, Inc.

Technology
Q1 2021 Filed on May 17, 2021
94
$201.87 - $276.57 $19K - $26K
STT
State Street Corp

Financial Services
Q1 2021 Filed on May 17, 2021
956
$70.0 - $86.31 $66.9K - $82.5K
TXT
Textron Inc

Industrials
Q1 2021 Filed on May 17, 2021
1,200
$45.26 - $56.08 $54.3K - $67.3K
TTD
Trade Desk, Inc.

Technology
Q1 2021 Filed on May 17, 2021
42
$61.26 - $90.33 $2.57K - $3.79K
MMM
3 M CO

Industrials
Q1 2021 Filed on May 17, 2021
398
$165.2 - $195.74 $65.7K - $77.9K
TD
Toronto Dominion Bank

Financial Services
Q1 2021 Filed on May 17, 2021
500
$56.26 - $66.31 $28.1K - $33.2K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
475
$134.53 - $157.92 $63.9K - $75K
TREX
Trex CO Inc

Industrials
Q1 2021 Filed on May 17, 2021
296
$82.34 - $106.28 $24.4K - $31.5K
TY
Tri Continental Corp

Financial Services
Q1 2021 Filed on May 17, 2021
1,336
$29.09 - $32.43 $38.9K - $43.3K
UMC
United Microelectronics Corp

Technology
Q1 2021 Filed on May 17, 2021
2,700
$8.01 - $10.78 $21.6K - $29.1K
UPS
United Parcel Service Inc

Industrials
Q1 2021 Filed on May 17, 2021
219
$155.0 - $169.99 $33.9K - $37.2K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q1 2021 Filed on May 17, 2021
792
$50.99 - $52.34 $40.4K - $41.5K
HYD
Vaneck High Yield Muni ETF

ETFs
Q1 2021 Filed on May 17, 2021
572
$61.36 - $62.96 $35.1K - $36K
SNOW
Snowflake Inc.

Technology
Q1 2021 Filed on May 17, 2021
124
$208.6 - $314.29 $25.9K - $39K
MELI
Mercadolibre Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
20
$1369.54 - $1984.34 $27.4K - $39.7K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2021 Filed on May 17, 2021
245
$92.51 - $111.7 $22.7K - $27.4K
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on May 17, 2021
230
$192.84 - $265.16 $44.4K - $61K
DXC
Dxc Technology CO

Technology
Q1 2021 Filed on May 17, 2021
1,500
$24.89 - $31.26 $37.3K - $46.9K
CCI
Crown Castle International Corp

Real Estate
Q1 2021 Filed on May 17, 2021
201
$146.77 - $175.03 $29.5K - $35.2K
CTVA
Corteva, Inc.

Basic Materials
Q1 2021 Filed on May 17, 2021
594
$38.35 - $47.91 $22.8K - $28.5K
ED
Consolidated Edison Inc

Utilities
Q1 2021 Filed on May 17, 2021
762
$65.65 - $75.45 $50K - $57.5K
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