Birchcreek Wealth Management, LLC Portfolio Holdings

Birchcreek Wealth Management, LLC

  • $159 Million
  • Q4 2024

Birchcreek Wealth Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $159 Million distributed in 121 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 $15.8M, Ishares Core S&P U.S Growth Et with a value of $14.3M, Ishares Core S&P U.S. Value Et with a value of $11.9M, Spdr Bloomberg 3 12 Month T Bi with a value of $11.2M, and Ishares Tr with a value of $7.39M.

Examining the 13F form we can see an increase of $6.1M in the current position value, from $152M to 159M.

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 $159 Million
ETFs: $115 Million
Technology: $15.4 Million
Financial Services: $5.25 Million
Consumer Cyclical: $5.06 Million
Healthcare: $4.26 Million
Communication Services: $3.78 Million
Consumer Defensive: $3.74 Million
Industrials: $3.6 Million
Other: $2.47 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$181,000 0.11% of portfolio
12,593
Q3 2023 Reduced 17.88%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $159 Million
  • Prior Value $152 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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