Birch Financial Group, LLC Purchases in Q4 2025

Birch Financial Group, LLC

  • $175 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
3
+ 0.0%
$316.26 - $372.77 $949 - $1.12K
62K $22.9B
MO
Altria Group, Inc.

Consumer Defensive
10.9K
New
$56.38 - $66.65 $617K - $730K
10.9K $631M
AIG
American International Group, Inc.

Financial Services
6.94K
New
$76.15 - $84.05 $529K - $584K
6.94K $594M
CME
Cme Group Inc.

Financial Services
1.68K
New
$261.53 - $285.04 $439K - $479K
1.68K $459M
PM
Philip Morris International Inc.

Consumer Defensive
2.92K
+ 38.46%
$144.33 - $160.86 $421K - $469K
10.5K $1.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
314
+ 2.22%
$600.51 - $631.95 $189K - $198K
14.5K $9.08B
XOM
Exxon Mobil Corp

Energy
2.97K
+ 70.09%
$110.64 - $119.78 $328K - $355K
7.2K $866M
IBM
International Business Machines Corp

Technology
1.23K
+ 109.15%
$275.97 - $314.98 $339K - $387K
2.36K $697M
DUK
Duke Energy Corp

Utilities
3.21K
New
$121.57 - $129.03 $390K - $414K
3.21K $376M
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 71.33%
$38.4 - $43.83 $395K - $451K
24.7K $1.01B
CINF
Cincinnati Financial Corp

Financial Services
2.13K
New
$151.39 - $166.89 $322K - $355K
2.13K $348M
GLDB
Strategy Shs
9.81K
New
N/A
9.81K $343M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.03%
$744.6 - $838.97 $745 - $839
3.98K $3.5B
EXC
Exelon Corp

Utilities
7.14K
New
$44.97 - $48.24 $321K - $345K
7.14K $311M
XEL
Xcel Energy Inc

Utilities
3.86K
New
$79.6 - $81.85 $307K - $316K
3.86K $285M
EXAS
Exact Sciences Corp

Healthcare
2.66K
New
$56.19 - $69.63 $150K - $185K
2.66K $270M
KR
Kroger CO

Consumer Defensive
4.16K
New
$63.15 - $69.15 $263K - $288K
4.16K $260M
ELV
Elevance Health, Inc.

Healthcare
707
New
$303.78 - $362.34 $215K - $256K
707 $248M
KO
Coca Cola CO

Consumer Defensive
3.29K
+ 87.69%
$66.1 - $71.61 $218K - $236K
7.05K $493M
PGR
Progressive Corp

Financial Services
1.24K
+ 62.11%
$203.7 - $246.46 $252K - $305K
3.23K $735M
AEP
American Electric Power CO Inc

Utilities
2.03K
+ 72.51%
$112.75 - $122.73 $229K - $249K
4.83K $556M
TQQQ
Proshares Ultrapro Qqq

ETFs
4.56K
New
$97.07 - $120.61 $443K - $550K
4.56K $241M
CI
Cigna Corp

Healthcare
915
+ 94.82%
$244.41 - $311.0 $224K - $285K
1.88K $518M
VEA
Vanguard Ftse Developed Market

ETFs
1.52K
+ 2.82%
$59.18 - $62.09 $90.1K - $94.6K
55.5K $3.47B
CNP
Centerpoint Energy Inc

Utilities
6.06K
New
$38.17 - $40.22 $231K - $244K
6.06K $232M
FDX
Fedex Corp

Industrials
755
New
$224.63 - $268.67 $170K - $203K
755 $218M
KLAC
Kla Corp

Technology
176
New
$982.75 - $1235.28 $173K - $217K
176 $214M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
834
New
$242.67 - $261.79 $202K - $218K
834 $211M
AXSM
Axsome Therapeutics, Inc.

Healthcare
1.1K
New
$118.57 - $140.86 $130K - $155K
1.1K $200M
BAC
Bank Of America Corp

Financial Services
3
+ 0.01%
$48.65 - $54.11 $146 - $162
55.3K $3.04B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
895
+ 4.09%
$114.27 - $121.15 $102K - $108K
22.8K $2.73B
AMD
Advanced Micro Devices Inc

Technology
115
+ 5.61%
$164.01 - $264.33 $18.9K - $30.4K
2.17K $464M
SHOC
Ea Ser Tr Strive U S Semicondu
785
+ 8.31%
N/A
10.2K $702M
CCJ
Cameco Corp

Energy
893
+ 23.77%
$82.77 - $106.91 $73.9K - $95.5K
4.65K $425M
T
At&T Inc.

Communication Services
11K
+ 21.98%
$24.44 - $27.55 $268K - $302K
60.9K $1.51B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.28K
+ 4.14%
$82.69 - $83.12 $106K - $106K
32.2K $2.66B
SPY
Spdr S&P 500 ETF Trust

ETFs
122
+ 12.77%
$653.02 - $687.39 $79.7K - $83.9K
1.08K $734M
C
Citigroup Inc

Financial Services
6
+ 0.1%
$93.93 - $102.87 $564 - $617
5.97K $697M
NEE
Nextera Energy Inc

Utilities
396
+ 3.35%
$78.18 - $86.03 $31K - $34.1K
12.2K $980M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
925
+ 7.93%
$75.19 - $77.98 $69.6K - $72.1K
12.6K $976M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.61K
+ 4.1%
$45.45 - $48.31 $73.2K - $77.8K
40.9K $1.92B
ALL
Allstate Corp

Financial Services
392
+ 32.34%
$190.0 - $214.3 $74.5K - $84K
1.6K $334M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.47K
+ 5.52%
$26.75 - $27.15 $92.8K - $94.2K
66.3K $1.76B
HYG
Ishares Tr

ETFs
781
+ 6.03%
$79.95 - $81.28 $62.4K - $63.5K
13.7K $1.11B
MUB
Ishares National Muni Bond ETF

ETFs
414
+ 2.99%
$106.36 - $107.61 $44K - $44.6K
14.2K $1.53B
TSLA
Tesla, Inc.

Consumer Cyclical
108
+ 18.49%
$401.99 - $468.37 $43.4K - $50.6K
692 $311M
RTX
Raytheon Technologies Corp

Industrials
136
+ 8.55%
$157.0 - $179.44 $21.4K - $24.4K
1.73K $317M
AON
Aon PLC

Financial Services
155
+ 9.04%
$326.07 - $366.93 $50.5K - $56.9K
1.87K $660M
LQD
Ishares Iboxx $ Investment Gra

ETFs
535
+ 4.65%
$110.25 - $112.92 $59K - $60.4K
12K $1.33B
Activity Summary
Buys All Purchases 92 New Holdings 17 Increased Positions 75 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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