Birchcreek Wealth Management, LLC Sells in Q4 2024

Birchcreek Wealth Management, LLC

  • $159 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-21.6K
- 49.49%
$109.92 - $110.57 $2.38M - $2.39M
22.1K $2.43M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.45K
- 34.65%
$113.92 - $127.38 $621K - $694K
10.3K $1.18M
LLY
Eli Lilly & CO

Healthcare
-216
- 11.19%
$727.2 - $932.06 $157K - $201K
1.71K $1.32M
MSFT
Microsoft Corp

Technology
-702
- 8.83%
$406.35 - $454.46 $285K - $319K
7.25K $3.05M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.38K
- 12.56%
$64.85 - $73.04 $154K - $174K
16.6K $1.08M
INTC
Intel Corp

Technology
-8.15K
- 25.89%
$19.07 - $26.23 $155K - $214K
23.3K $467K
VGT
Vanguard Information Technolog

ETFs
-632
- 11.35%
$571.78 - $647.97 $361K - $410K
4.93K $3.07M
UNH
Unitedhealth Group Inc

Healthcare
-161
- 18.99%
$485.52 - $625.25 $78.2K - $101K
687 $347K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-221
- 1.18%
$58.88 - $64.8 $13K - $14.3K
18.4K $1.09M
IVV
Ishares Core S&P 500 ETF

ETFs
-225
- 9.46%
$570.51 - $610.59 $128K - $137K
2.15K $1.27M
XOM
Exxon Mobil Corp

Energy
-400
- 7.65%
$105.51 - $125.37 $42.2K - $50.1K
4.83K $519K
UNP
Union Pacific Corp

Industrials
-196
- 11.72%
$223.15 - $249.32 $43.7K - $48.9K
1.48K $336K
XLY
Select Sector Spdr Consumer Di

ETFs
-952
- 16.33%
$194.8 - $239.43 $185K - $228K
4.88K $1.09M
PEP
Pepsico Inc

Consumer Defensive
-53
- 1.71%
$151.29 - $176.1 $8.02K - $9.33K
3.05K $463K
VIS
Vanguard Industrial ETF

ETFs
-137
- 2.72%
$254.39 - $279.7 $34.9K - $38.3K
4.9K $1.25M
LOW
Lowes Companies Inc

Consumer Cyclical
-61
- 3.68%
$244.52 - $284.07 $14.9K - $17.3K
1.6K $393K
XLI
Industrial Sector Spdr

ETFs
-291
- 14.28%
$131.76 - $143.99 $38.3K - $41.9K
1.75K $230K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-959
- 15.57%
$55.73 - $66.16 $53.4K - $63.4K
5.2K $313K
XLU
Utilities Sector Spdr

ETFs
-126
- 2.45%
$74.89 - $82.93 $9.44K - $10.4K
5.02K $380K
TMUS
T Mobile Us, Inc.

Communication Services
-231
- 18.81%
$206.1 - $246.94 $47.6K - $57K
997 $220K
PRK
Park National Corp

Financial Services
-245
- 5.89%
$160.0 - $206.49 $39.2K - $50.6K
3.91K $670K
NVDA
Nvidia Corp

Technology
-2.22K
- 10.47%
$117.0 - $148.88 $260K - $331K
19K $2.55M
AXP
American Express CO

Financial Services
-202
- 11.4%
$267.35 - $305.57 $54K - $61.7K
1.57K $465K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-610
- 5.55%
$17.93 - $18.8 $10.9K - $11.5K
10.4K $189K
BX
Blackstone Inc.

Financial Services
-249
- 14.07%
$148.45 - $199.05 $37K - $49.6K
1.52K $262K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.04%
$126.68 - $134.74 $507 - $539
10.1K $1.29M
VO
Vanguard Mid Cap ETF

ETFs
-17
- 0.93%
$261.5 - $284.63 $4.45K - $4.84K
1.81K $479K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-48
- 2.62%
$124.26 - $134.12 $5.96K - $6.44K
1.78K $229K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 1.01%
$521.84 - $558.82 $2.09K - $2.24K
394 $212K
V
Visa Inc.

Financial Services
-106
- 9.75%
$273.87 - $320.91 $29K - $34K
981 $310K
VCR
Vanguard Consumer Discretionar

ETFs
-23
- 1.72%
$328.51 - $401.37 $7.56K - $9.23K
1.31K $492K
FTNT
Fortinet, Inc.

Technology
-15
- 0.28%
$76.49 - $99.21 $1.15K - $1.49K
5.26K $496K
TSLA
Tesla, Inc.

Consumer Cyclical
-70
- 6.61%
$213.65 - $479.86 $15K - $33.6K
989 $399K
NFLX
Netflix Inc

Communication Services
-88
- 7.87%
$687.65 - $936.56 $60.5K - $82.4K
1.03K $918K
AAPL
Apple Inc.

Technology
-234
- 1.13%
$221.69 - $259.02 $51.9K - $60.6K
20.5K $5.13M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.53K
- 1.47%
$129.96 - $144.97 $199K - $222K
103K $14.3M
Activity Summary
Buys All Purchases 65 New Holdings 14 Increased Positions 51 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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