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Birchcreek Wealth Management

Latest statistics and disclosures from Birchcreek Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSG, SHV, SHY, IUSV, IEFA, and represent 27.92% of Birchcreek Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SHV, IJH, SHY, IUSV, PRK, VTI, FTNT, EMXC, V, MBSD.
Started 24 new stock positions in BX, META, PRK, SPGP, FTNT, V, MBSD, General Electric, DIS, ORLY. AMGN, BILS, KR, MCK, QS, IGV, PSX, MU, TSM, USB, AMP, AMD, ACMR, BMY.
Reduced shares in these 10 stocks: VCSH, NVDA, HON, FTEC, IEMG, , FDIS, , FHLC, FNCL.
Sold out of its positions in FDIS, HON, ISTB, TSLA.
Birchcreek Wealth Management was a net buyer of stock by $13M.
Birchcreek Wealth Management has $190M in assets under management (AUM), dropping by 13.74%.
Central Index Key (CIK): 0001840341

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Portfolio Holdings for Birchcreek Wealth Management

Birchcreek Wealth Management holds 156 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Us Gwt (IUSG)	6.6	$13M		107k	117.21	View chart
Ishares Tr Short Treas Bd (SHV)	6.3	$12M	+25%	108k	110.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	5.9	$11M	+17%	137k	81.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	5.6	$11M	+6%	118k	90.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.5	$6.7M	+3%	90k	74.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.7	$5.2M	+3%	30k	169.37	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$4.9M	+2%	30k	162.86	View chart
Vanguard Index Fds Growth Etf (VUG)	2.4	$4.6M		13k	344.20	View chart
Select Sector Spdr Tr Technology (XLK)	2.3	$4.3M	+3%	21k	208.27	View chart
Apple (AAPL)	2.1	$4.0M	+3%	23k	171.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$3.6M	+7%	32k	110.52	View chart
Microsoft Corporation (MSFT)	1.8	$3.4M	+2%	8.1k	420.74	View chart
NVIDIA Corporation (NVDA)	1.6	$3.0M	-20%	3.3k	903.57	View chart
Vanguard World Inf Tech Etf (VGT)	1.5	$2.9M	-3%	5.5k	524.34	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.5	$2.8M	+2%	15k	183.89	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.4	$2.8M		47k	58.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$2.7M	+435%	45k	60.74	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.4	$2.7M		18k	147.73	View chart
Procter & Gamble Company (PG)	1.0	$1.9M		12k	162.25	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$1.9M	-36%	25k	77.31	View chart
Select Sector Spdr Tr Financial (XLF)	1.0	$1.9M		45k	42.12	View chart
Select Sector Spdr Tr Indl (XLI)	1.0	$1.9M		15k	125.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$1.9M	-6%	4.3k	444.04	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$1.8M		61k	30.22	View chart
Select Sector Spdr Tr Communication (XLC)	1.0	$1.8M	-2%	22k	81.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.9	$1.8M	+5%	37k	47.89	View chart
Amazon (AMZN)	0.9	$1.7M		9.5k	180.38	View chart
Eli Lilly & Co. (LLY)	0.9	$1.7M	+3%	2.1k	777.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$1.6M		8.8k	182.61	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.8	$1.4M	-11%	21k	69.77	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.4M		7.1k	200.30	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.7	$1.4M		18k	76.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.4M	+5%	2.6k	525.69	View chart
Ishares Msci Emrg Chn (EMXC)	0.7	$1.4M	+30%	24k	57.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$1.4M		11k	120.98	View chart
Intel Corporation (INTC)	0.7	$1.3M		30k	44.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$1.3M	+3%	14k	94.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.3M		8.8k	150.93	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$1.3M		53k	24.72	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$1.3M		22k	58.55	View chart
Vanguard World Industrial Etf (VIS)	0.7	$1.3M	-3%	5.3k	244.15	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.7	$1.3M	-10%	21k	59.40	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.3M	+2%	19k	65.65	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.6	$1.1M	+15%	23k	49.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$1.1M		19k	60.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.1M	+63%	4.1k	259.87	View chart
Johnson & Johnson (JNJ)	0.5	$942k	+6%	6.0k	158.19	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.5	$925k	-2%	19k	49.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$919k	+39%	2.2k	420.49	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.5	$894k	+29%	40k	22.36	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.5	$877k	+14%	34k	26.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$858k		17k	50.17	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.4	$855k		13k	67.39	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$847k	+4%	4.1k	204.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$838k	-14%	3.7k	228.62	View chart
Netflix (NFLX)	0.4	$829k	+5%	1.4k	607.33	View chart
Home Depot (HD)	0.4	$820k	+15%	2.1k	383.66	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$814k	-9%	1.6k	523.18	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$812k	-2%	13k	60.42	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$775k	+6%	19k	41.84	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$705k		12k	58.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$702k		11k	62.34	View chart
Chevron Corporation (CVX)	0.4	$697k	+4%	4.4k	157.74	View chart
Exxon Mobil Corporation (XOM)	0.4	$690k		5.9k	116.24	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$670k		17k	39.53	View chart
Pepsi (PEP)	0.3	$660k	+7%	3.8k	175.01	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$659k		8.2k	80.63	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.3	$658k	-10%	19k	35.61	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$620k	-33%	4.0k	155.84	View chart
Qualcomm (QCOM)	0.3	$619k		3.7k	169.30	View chart
Vanguard World Energy Etf (VDE)	0.3	$612k	-12%	4.6k	131.70	View chart
Vanguard World Financials Etf (VFH)	0.3	$611k		6.0k	102.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$607k		4.0k	152.26	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.3	$598k	+11%	19k	32.19	View chart
Park National Corporation (PRK)	0.3	$562k	NEW	4.1k	135.85	View chart
Oracle Corporation (ORCL)	0.3	$554k	+2%	4.4k	125.61	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.3	$552k	+5%	7.7k	71.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$533k	-7%	2.1k	249.90	View chart
Union Pacific Corporation (UNP)	0.3	$519k	+9%	2.1k	245.90	View chart
Applied Materials (AMAT)	0.3	$512k		2.5k	206.23	View chart
Vanguard World Health Car Etf (VHT)	0.3	$510k	+11%	1.9k	270.46	View chart
Caterpillar (CAT)	0.3	$496k		1.4k	366.43	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$495k	-3%	5.3k	92.89	View chart
Arista Networks (ANET)	0.3	$494k	+4%	1.7k	289.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$487k	+29%	5.1k	94.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$476k		9.4k	50.45	View chart
Merck & Co (MRK)	0.2	$471k	+2%	3.6k	131.94	View chart
Abbvie (ABBV)	0.2	$466k	+4%	2.6k	182.10	View chart
Trane Technologies SHS (TT)	0.2	$457k	+52%	1.5k	300.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$438k		3.6k	123.17	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.2	$435k	-11%	8.7k	49.97	View chart
UnitedHealth (UNH)	0.2	$430k		870.00	494.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$430k		7.9k	54.24	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$424k	+4%	1.3k	317.73	View chart
Lowe's Companies (LOW)	0.2	$422k		1.7k	254.73	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$412k	-6%	9.8k	42.01	View chart
Lockheed Martin Corporation (LMT)	0.2	$407k	+11%	894.00	454.87	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$404k	-42%	7.8k	51.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$403k		1.6k	247.41	View chart
Duke Energy Corp Com New (DUK)	0.2	$403k	-8%	4.2k	96.71	View chart
International Business Machines (IBM)	0.2	$400k		2.1k	190.95	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$398k	-2%	15k	26.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$389k	+92%	3.4k	115.80	View chart
American Express Company (AXP)	0.2	$370k	+18%	1.6k	227.69	View chart
Vanguard World Materials Etf (VAW)	0.2	$369k	-4%	1.8k	204.43	View chart
Northrop Grumman Corporation (NOC)	0.2	$354k	+59%	740.00	478.63	View chart
Fortinet (FTNT)	0.2	$353k	NEW	5.2k	68.31	View chart
Costco Wholesale Corporation (COST)	0.2	$346k	+15%	473.00	732.14	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$339k	-9%	5.0k	67.12	View chart
Emerson Electric (EMR)	0.2	$318k		2.8k	113.42	View chart
Coca-Cola Company (KO)	0.2	$317k	+14%	5.2k	61.18	View chart
Williams Companies (WMB)	0.2	$315k		8.1k	38.97	View chart
McDonald's Corporation (MCD)	0.2	$313k		1.1k	281.82	View chart
Chipotle Mexican Grill (CMG)	0.2	$308k	+17%	106.00	2908.50	View chart
Wal-Mart Stores (WMT)	0.2	$308k	+188%	5.1k	60.18	View chart
Visa Com Cl A (V)	0.2	$303k	NEW	1.1k	279.08	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$301k	+11%	2.7k	110.22	View chart
Flexshares Tr Discp Dur Mbs (MBSD)	0.2	$300k	NEW	15k	20.38	View chart
Walt Disney Company (DIS)	0.2	$300k	NEW	2.4k	122.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$297k	-13%	927.00	320.59	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$291k	-11%	3.6k	80.52	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$288k	+11%	2.9k	100.71	View chart
Micron Technology (MU)	0.1	$274k	NEW	2.3k	117.89	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$272k		3.1k	86.47	View chart
Dominion Resources (D)	0.1	$263k		5.4k	49.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$262k	+6%	757.00	346.61	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$260k	+5%	4.6k	56.18	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$253k	NEW	2.4k	106.50	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$252k		5.0k	50.56	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.1	$250k		13k	19.58	View chart
Deere & Company (DE)	0.1	$248k	-7%	604.00	410.74	View chart
Kroger (KR)	0.1	$241k	NEW	4.2k	57.13	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.1	$238k	NEW	2.4k	99.43	View chart
Verizon Communications (VZ)	0.1	$237k		5.6k	41.96	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$237k	-9%	1.1k	224.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$233k	+2%	2.0k	115.31	View chart
Phillips 66 (PSX)	0.1	$233k	NEW	1.4k	163.34	View chart
General Electric	0.1	$232k	NEW	1.3k	175.57	View chart
Amgen (AMGN)	0.1	$231k	NEW	814.00	284.32	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$230k		4.6k	49.70	View chart
Meta Platforms Cl A (META)	0.1	$224k	NEW	461.00	485.58	View chart
Ameriprise Financial (AMP)	0.1	$223k	NEW	509.00	438.49	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$223k		4.0k	56.39	View chart
McKesson Corporation (MCK)	0.1	$222k	NEW	414.00	536.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$220k	NEW	1.6k	136.05	View chart
Us Bancorp Del Com New (USB)	0.1	$220k	NEW	4.9k	44.70	View chart
Pfizer (PFE)	0.1	$218k	+11%	7.9k	27.75	View chart
Advanced Micro Devices (AMD)	0.1	$217k	NEW	1.2k	180.49	View chart
Acm Resh Com Cl A (ACMR)	0.1	$216k	NEW	7.4k	29.14	View chart
Bristol Myers Squibb (BMY)	0.1	$210k	NEW	3.9k	54.23	View chart
O'reilly Automotive (ORLY)	0.1	$206k	NEW	182.00	1128.88	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$204k	NEW	1.6k	131.37	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$202k	NEW	2.4k	85.27	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$197k		11k	17.91	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$163k		13k	12.93	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$71k	NEW	11k	6.29	View chart

Past Filings by Birchcreek Wealth Management

SEC 13F filings are viewable for Birchcreek Wealth Management going back to 2020

Birchcreek Wealth Management 2024 Q1 filed April 29, 2024
Birchcreek Wealth Management 2023 Q4 filed Feb. 5, 2024
Birchcreek Wealth Management 2023 Q3 filed Oct. 24, 2023
Birchcreek Wealth Management 2023 Q2 filed July 20, 2023
Birchcreek Wealth Management 2023 Q1 filed May 2, 2023
Birchcreek Wealth Management 2022 Q4 filed Feb. 6, 2023
Birchcreek Wealth Management 2022 Q3 filed Nov. 14, 2022
Birchcreek Wealth Management 2022 Q2 filed Aug. 12, 2022
Birchcreek Wealth Management 2022 Q1 filed May 13, 2022
Birchcreek Wealth Management 2021 Q4 filed Feb. 9, 2022
Birchcreek Wealth Management 2021 Q3 filed Nov. 16, 2021
Birchcreek Wealth Management 2021 Q2 filed Aug. 16, 2021
Birchcreek Wealth Management 2021 Q1 filed May 17, 2021
Birchcreek Wealth Management 2020 Q4 filed Jan. 28, 2021

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