Birchcreek Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $152 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $13.9M, Ishares Core S&P U.S Growth Et with a value of $13.7M, Ishares Core S&P U.S. Value Et with a value of $11.7M, Spdr Bloomberg 3 12 Month T Bi with a value of $7.54M, and Ishares Tr with a value of $7.39M.
Examining the 13F form we can see an decrease of $21.3M in the current position value, from $174M to 152M.
Birchcreek Wealth Management, LLC is based out at Miami Township, OH
Below you can find more details about Birchcreek Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$152 Million
ETFs: $109 Million
Technology: $15.6 Million
Financial Services: $4.9 Million
Healthcare: $4.73 Million
Consumer Cyclical: $4.41 Million
Consumer Defensive: $3.57 Million
Communication Services: $3.47 Million
Industrials: $3.36 Million
Other: $2.83 Million
Stock Holdings Table Market Cap. of $200 Billions or more
