Birch Financial Group, LLC Portfolio Holdings by Sector
Birch Financial Group, LLC
- $175 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VEA IJR SHY ITOT SPEM SCHP SPTL 21 stocks |
$35.4 Million
20.37% of portfolio
|
17
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA 3 stocks |
$25.4 Million
14.62% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B AIG 3 stocks |
$21.7 Million
12.52% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.98 Million
4.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$6.22 Million
3.59% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP SHOP SOUN SAP PAYC WDAY NOW SNOW 8 stocks |
$5.64 Million
3.25% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP AMG 2 stocks |
$5.26 Million
3.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$5.17 Million
2.98% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM C TD 4 stocks |
$4.83 Million
2.78% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV LLY MRK 4 stocks |
$4.67 Million
2.69% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$4.48 Million
2.58% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$4.44 Million
2.56% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC NEE AEP DUK EXC XEL CNP PEG 8 stocks |
$3.98 Million
2.29% of portfolio
|
8
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS LPLA 2 stocks |
$3.73 Million
2.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$3.5 Million
2.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD AVGO TXN 4 stocks |
$3 Million
1.73% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$2.52 Million
1.45% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$2.32 Million
1.33% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$2.08 Million
1.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.85 Million
1.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CINF ALL 3 stocks |
$1.42 Million
0.82% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI ELV 3 stocks |
$1.33 Million
0.77% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1.28 Million
0.73% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI CME 2 stocks |
$1.08 Million
0.62% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN CLVT 3 stocks |
$1.06 Million
0.61% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO EXAS 2 stocks |
$999,518
0.58% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON WTW 2 stocks |
$934,834
0.54% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$876,121
0.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$869,124
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO ASND AXSM BMEA 4 stocks |
$863,013
0.5% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$842,547
0.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC UNP 2 stocks |
$794,303
0.46% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$713,085
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$557,078
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
BKR 1 stocks |
$518,221
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$478,455
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Integrated Freight & Logistics | Industrials
UPS FDX 2 stocks |
$457,115
0.26% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$425,405
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$402,656
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$377,928
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$377,303
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$342,230
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
DY 1 stocks |
$337,900
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$311,003
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$304,404
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$261,953
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$259,980
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$259,805
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
USFD 1 stocks |
$246,538
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$232,875
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$229,391
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$220,202
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$217,355
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$213,526
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$206,527
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$183,888
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|