Birch Financial Group, LLC Incresed Positions 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
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
VZ
Verizon Communications Inc

Communication Services
10.3K
+ 71.33%
$38.4 - $43.83 $395K - $451K
24.7K $1.01B
SOUN
Soundhound Ai, Inc.

Technology
58K
+ 154.09%
$12.17 - $20.86 $705K - $1.21M
95.6K $953M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.03%
$744.6 - $838.97 $745 - $839
3.98K $3.5B
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
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
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
MBB
Ishares Tr

ETFs
432
+ 4.46%
$94.9 - $96.23 $41K - $41.6K
10.1K $964M
BNDX
Vanguard Total International B

ETFs
1.17K
+ 5.59%
$49.3 - $49.91 $57.8K - $58.5K
22.1K $1.07B
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.39K
+ 3.74%
$26.76 - $27.67 $63.8K - $66K
66.2K $1.75B
ACN
Accenture PLC

Technology
17
+ 1.53%
$234.02 - $253.35 $3.98K - $4.31K
1.13K $303M
MA
Mastercard Inc

Financial Services
41
+ 2.3%
$536.85 - $580.45 $22K - $23.8K
1.82K $1.04B
SBUX
Starbucks Corp

Consumer Cyclical
324
+ 7.69%
$78.46 - $87.26 $25.4K - $28.3K
4.54K $382M
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.23%
$294.11 - $320.41 $1.76K - $1.92K
2.57K $827M
GLW
Corning Inc

Technology
3
+ 0.1%
$82.06 - $90.29 $246 - $271
2.99K $262M
EPD
Enterprise Products Partners L.P.

Energy
238
+ 3.64%
$30.19 - $32.26 $7.19K - $7.68K
6.78K $217M
MSCI
Msci Inc.

Financial Services
9
+ 0.84%
$533.34 - $593.76 $4.8K - $5.34K
1.08K $617M
PEP
Pepsico Inc

Consumer Defensive
24
+ 0.91%
$138.84 - $153.71 $3.33K - $3.69K
2.67K $384M
WM
Waste Management Inc

Industrials
26
+ 2.55%
$196.77 - $219.98 $5.12K - $5.72K
1.04K $229M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
89
+ 1.04%
$26.44 - $27.53 $2.35K - $2.45K
8.61K $236M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.2%
$293.81 - $310.11 $881 - $930
1.51K $460M
TXN
Texas Instruments Inc

Technology
84
+ 6.99%
N/A
1.29K $223M
ADBE
Adobe Inc.

Technology
9
+ 0.47%
$325.07 - $359.91 $2.93K - $3.24K
1.94K $678M
PEG
Public Service Enterprise Group Inc

Utilities
57
+ 2.02%
$79.86 - $84.83 $4.55K - $4.84K
2.87K $231M
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
Track This Portfolio

Track Birch Financial Group, LLC Portfolio

Follow Birch Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birch Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email