Birchcreek Wealth Management, LLC Purchases in Q2 2024

Birchcreek Wealth Management, LLC

  • $174 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
10.3K
+ 9.49%
$110.04 - $110.51 $1.13M - $1.13M
118K $13.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
13.9K
New
$46.64 - $47.15 $648K - $656K
13.9K $653K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.78K
+ 142.38%
$113.43 - $115.88 $542K - $554K
8.14K $939K
NVO
Novo Nordisk A S

Healthcare
2.35K
New
$122.71 - $146.91 $288K - $345K
2.35K $335K
AVUV
American Centy ETF Tr Avantis

ETFs
3.61K
New
$86.93 - $93.77 $313K - $338K
3.61K $323K
FSMD
Fidelity Covington Tr Small Mi

ETFs
8.57K
New
$36.08 - $38.91 $309K - $333K
8.57K $322K
LLY
Eli Lilly & CO

Healthcare
48
+ 2.24%
$724.87 - $909.04 $34.8K - $43.6K
2.19K $1.98M
IEF
Ishares Barclays

ETFs
3K
+ 58.27%
$91.24 - $94.6 $273K - $283K
8.14K $761K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
5.27K
+ 60.52%
$49.72 - $50.18 $262K - $264K
14K $697K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.14K
New
$183.74 - $229.78 $209K - $262K
1.14K $244K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
683
New
$286.24 - $337.0 $196K - $230K
683 $227K
SHEL
Shell PLC

Energy
3.05K
New
$67.92 - $74.17 $207K - $226K
3.05K $220K
TJX
Tjx Companies Inc

Consumer Cyclical
1.94K
New
$92.66 - $111.05 $180K - $216K
1.94K $213K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.61K
New
$72.5 - $82.16 $189K - $214K
2.61K $210K
SO
Southern CO

Utilities
2.72K
New
$67.77 - $80.71 $184K - $219K
2.72K $210K
GE
General Electric CO

Industrials
1.32K
New
$136.47 - $175.36 $180K - $231K
1.32K $209K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.17K
New
$170.84 - $180.49 $200K - $211K
1.17K $205K
TMUS
T Mobile Us, Inc.

Communication Services
1.15K
New
$159.79 - $180.69 $183K - $207K
1.15K $201K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
403
New
$455.1 - $504.28 $183K - $203K
403 $201K
NXPI
Nxp Semiconductors N.V.

Technology
745
New
$215.12 - $282.99 $160K - $211K
745 $200K
NVDA
Nvidia Corp

Technology
22.1K
+ 671.48%
$118.11 - $1224.4 $2.61M - $27M
25.3K $3.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
432
+ 26.68%
$127.7 - $179.69 $55.2K - $77.6K
2.05K $356K
MRK
Merck & Co., Inc.

Healthcare
1.13K
+ 31.6%
$123.8 - $132.96 $140K - $150K
4.7K $581K
TT
Trane Technologies PLC

Industrials
187
+ 12.29%
$288.27 - $345.38 $53.9K - $64.6K
1.71K $562K
KR
Kroger CO

Consumer Defensive
2.72K
+ 64.41%
$49.37 - $57.82 $134K - $157K
6.94K $346K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
742
+ 3.11%
$55.18 - $59.2 $40.9K - $43.9K
24.6K $1.46M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 2.11%
$704.88 - $870.75 $7.05K - $8.71K
483 $410K
AMP
Ameriprise Financial Inc

Financial Services
148
+ 29.08%
$407.69 - $442.22 $60.3K - $65.4K
657 $280K
MCK
Mckesson Corp

Healthcare
27
+ 6.52%
$518.81 - $607.81 $14K - $16.4K
441 $257K
META
Meta Platforms, Inc.

Communication Services
50
+ 10.85%
$430.17 - $527.34 $21.5K - $26.4K
511 $257K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.06%
$495.16 - $548.49 $495 - $548
1.56K $846K
AMGN
Amgen Inc

Healthcare
28
+ 3.44%
$262.75 - $319.31 $7.36K - $8.94K
842 $263K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.3K
+ 4997.17%
$62.41 - $3427.61 $331K - $18.2M
5.4K $338K
PRK
Park National Corp

Financial Services
11
+ 0.27%
$124.3 - $142.47 $1.37K - $1.57K
4.15K $590K
AXP
American Express CO

Financial Services
57
+ 3.51%
$217.5 - $243.08 $12.4K - $13.9K
1.68K $389K
VDC
Vanguard Consumer Staples ETF

ETFs
104
+ 2.51%
$194.57 - $209.07 $20.2K - $21.7K
4.25K $863K
BX
Blackstone Inc.

Financial Services
128
+ 8.25%
$116.13 - $132.0 $14.9K - $16.9K
1.68K $207K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
270
+ 2.45%
$17.22 - $18.04 $4.65K - $4.87K
11.3K $199K
ACN
Accenture PLC

Technology
112
+ 14.8%
$281.76 - $339.17 $31.6K - $38K
869 $263K
FDEM
Fidelity Emerging Markets Mult
13.7K
New
N/A
13.7K $0
BYLD
Ishares Tr Yield Optimized Bd
14.7K
+ 36.8%
N/A
54.7K $0
TFLR
T Rowe Price Exchange Traded F
7.19K
New
N/A
7.19K $0
Fidelity Covington Trust
29.8K
New
N/A
29.8K $0
Fidelity Covington Trust
7.13K
New
N/A
7.13K $0
Fidelity Covington Trust
8.79K
New
N/A
8.79K $0
VNQ
Vanguard Specialized Funds Van

ETFs
58
+ 1.84%
$78.61 - $85.97 $4.56K - $4.99K
3.2K $268K
DVY
Ishares Tr

ETFs
2
+ 0.06%
$115.73 - $125.75 $231 - $252
3.56K $430K
QS
Quantum Scape Corp

Consumer Cyclical
800
+ 7.12%
$4.83 - $6.27 $3.86K - $5.02K
12K $59K
V
Visa Inc.

Financial Services
9
+ 0.83%
$262.47 - $281.5 $2.36K - $2.53K
1.1K $287K
Activity Summary
Buys All Purchases 55 New Holdings 21 Increased Positions 34 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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