Birch Financial Group, LLC Closed Holding Positions

Birch Financial Group, LLC

  • $170 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ICLR
Icon PLC

Healthcare
Q3 2025 Filed on Oct 30, 2025
2,063
$139.63 - $195.01 $288K - $402K
SNPS
Synopsys Inc

Technology
Q2 2025 Filed on Oct 30, 2025
818
$380.9 - $517.66 $312K - $423K
POST
Post Holdings, Inc.

Consumer Defensive
Q3 2025 Filed on Oct 30, 2025
1,848
$102.36 - $114.04 $189K - $211K
OKE
Oneok Inc

Energy
Q3 2025 Filed on Oct 30, 2025
2,489
$71.36 - $83.47 $178K - $208K
LESL
Leslie'S, Inc.

Consumer Cyclical
Q3 2025 Filed on Oct 30, 2025
26,497
$0.28 - $6.8 $7.42K - $180K
DUK
Duke Energy Corp

Utilities
Q2 2025 Filed on Oct 30, 2025
3,478
$112.46 - $124.05 $391K - $431K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2025 Filed on Oct 30, 2025
3,637
$44.12 - $59.6 $160K - $217K
TDG
Trans Digm Group Inc

Industrials
Q3 2025 Filed on Oct 30, 2025
139
$1271.04 - $1620.83 $177K - $225K
XLK
Technology Sector Spdr

ETFs
Q1 2025 Filed on Oct 30, 2025
945
$206.38 - $242.18 $195K - $229K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
Q2 2025 Filed on Oct 30, 2025
10,611
$22.4 - $23.8 $238K - $253K
QCOM
Qualcomm Inc

Technology
Q2 2025 Filed on Oct 30, 2025
3,080
$124.66 - $159.48 $384K - $491K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q2 2025 Filed on Oct 30, 2025
2,716
$102.02 - $103.5 $277K - $281K
GLOB
Globant S.A.

Technology
Q1 2025 Filed on Oct 30, 2025
1,649
$117.72 - $228.73 $194K - $377K
FISV
Fiserv Inc

Technology
Q3 2025 Filed on Oct 30, 2025
1,204
N/A
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