Birch Financial Group, LLC Purchases and Sells in Q4 2025

Birch Financial Group, LLC

$175 Billion
Q4 2025

Top Buys

Incresed Positions

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXP	3 + 0.0%	$316.26 - $372.77 $949 - $1.12K	62K $22.9B
PM	2.92K + 38.46%	$144.33 - $160.86 $421K - $469K	10.5K $1.68B
VOO	314 + 2.22%	$600.51 - $631.95 $189K - $198K	14.5K $9.08B
XOM	2.97K + 70.09%	$110.64 - $119.78 $328K - $355K	7.2K $866M
IBM	1.23K + 109.15%	$275.97 - $314.98 $339K - $387K	2.36K $697M
VZ	10.3K + 71.33%	$38.4 - $43.83 $395K - $451K	24.7K $1.01B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MO	10.9K New	$56.38 - $66.65 $617K - $730K	10.9K $631M
AIG	6.94K New	$76.15 - $84.05 $529K - $584K	6.94K $594M
CME	1.68K New	$261.53 - $285.04 $439K - $479K	1.68K $459M
DUK	3.21K New	$121.57 - $129.03 $390K - $414K	3.21K $376M
CINF	2.13K New	$151.39 - $166.89 $322K - $355K	2.13K $348M
GLDB	9.81K New	N/A	9.81K $343M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-775 - 38.05%	$609.01 - $751.67 $472K - $583K	1.26K $833M
LLY	-986 - 69.19%	$799.57 - $1025.28 $788K - $1.01M	439 $472M
APP	-606 - 21.1%	$552.64 - $704.09 $335K - $427K	2.27K $1.53B
NVO	-8.54K - 50.75%	$45.68 - $59.65 $390K - $509K	8.28K $421M
AVGO	-1.19K - 56.51%	$324.63 - $385.98 $388K - $461K	919 $318M
NVDA	-2.03K - 15.9%	$179.83 - $207.04 $364K - $419K	10.7K $2B

Activity Summary All Purchases 92 New Holdings 17 Increased Positions 75 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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