Birch Financial Group

Birch Financial Group as of March 31, 2025

Portfolio Holdings for Birch Financial Group

Birch Financial Group holds 106 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 14.2 $16M 20.00 798441.60
American Express Company (AXP) 7.0 $7.9M 29k 269.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.8 $6.5M 12k 532.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.7 $6.4M 13k 513.90
Apple (AAPL) 4.8 $5.3M 24k 222.13
Ameriprise Financial (AMP) 4.3 $4.9M 10k 484.11
Microsoft Corporation (MSFT) 3.2 $3.6M 9.7k 375.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $2.8M 55k 50.83
Amazon (AMZN) 2.4 $2.7M 14k 190.26
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $2.4M 20k 122.01
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $1.8M 17k 104.57
Alphabet Cap Stk Cl C (GOOG) 1.6 $1.8M 12k 156.23
Home Depot (HD) 1.5 $1.7M 4.5k 366.46
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $1.6M 19k 82.73
General Dynamics Corporation (GD) 1.4 $1.5M 5.7k 272.57
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $1.4M 36k 39.37
Visa Com Cl A (V) 1.2 $1.4M 4.0k 350.44
NVIDIA Corporation (NVDA) 1.0 $1.2M 11k 108.38
Schwab Strategic Tr Us Tips Etf (SCHP) 0.9 $1.1M 40k 26.89
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.9 $1.1M 39k 27.26
Johnson & Johnson (JNJ) 0.9 $1.0M 6.2k 165.85
Wec Energy Group (WEC) 0.9 $1.0M 9.3k 108.98
Meta Platforms Cl A (META) 0.9 $965k 1.7k 576.34
Mastercard Incorporated Cl A (MA) 0.9 $958k 1.7k 548.13
Eli Lilly & Co. (LLY) 0.8 $935k 1.1k 825.87
Abbott Laboratories (ABT) 0.8 $933k 7.0k 132.64
Ishares Tr National Mun Etf (MUB) 0.8 $890k 8.4k 105.45
Sap Se Spon Adr (SAP) 0.7 $840k 3.1k 268.44
Wal-Mart Stores (WMT) 0.7 $820k 9.3k 87.79
Chevron Corporation (CVX) 0.7 $795k 4.8k 167.28
Novo-nordisk A S Adr (NVO) 0.7 $790k 11k 69.44
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $784k 7.2k 108.69
At&t (T) 0.7 $755k 27k 28.28
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $694k 11k 63.53
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $676k 14k 48.82
Thermo Fisher Scientific (TMO) 0.6 $674k 1.4k 497.51
Applovin Corp Com Cl A (APP) 0.6 $650k 2.5k 264.97
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $647k 8.2k 78.89
Coca-Cola Company (KO) 0.6 $632k 8.8k 71.62
Aon Shs Cl A (AON) 0.5 $615k 1.5k 399.12
Msci (MSCI) 0.5 $602k 1.1k 565.28
Shopify Cl A Sub Vtg Shs (SHOP) 0.5 $600k 6.3k 95.47
Procter & Gamble Company (PG) 0.5 $596k 3.5k 170.44
Ishares Tr Mbs Etf (MBB) 0.5 $594k 6.3k 93.79
Honeywell International (HON) 0.5 $593k 2.8k 211.73
Adobe Systems Incorporated (ADBE) 0.5 $572k 1.5k 383.44
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $566k 5.7k 98.92
Workday Cl A (WDAY) 0.5 $562k 2.4k 233.54
Broadcom (AVGO) 0.5 $559k 3.3k 167.45
Paycom Software (PAYC) 0.4 $495k 2.3k 218.51
JPMorgan Chase & Co. (JPM) 0.4 $491k 2.0k 245.24
Philip Morris International (PM) 0.4 $490k 3.1k 158.72
Exxon Mobil Corporation (XOM) 0.4 $482k 4.0k 118.93
Netflix (NFLX) 0.4 $476k 510.00 932.51
Qualcomm (QCOM) 0.4 $473k 3.1k 153.60
Accenture Plc Ireland Shs Class A (ACN) 0.4 $459k 1.5k 311.95
Abbvie (ABBV) 0.4 $438k 2.1k 209.54
Duke Energy Corp Com New (DUK) 0.4 $424k 3.5k 121.96
Automatic Data Processing (ADP) 0.4 $414k 1.4k 305.64
Southern Company (SO) 0.4 $411k 4.5k 91.94
Alphabet Cap Stk Cl A (GOOGL) 0.4 $405k 2.6k 154.65
McDonald's Corporation (MCD) 0.4 $402k 1.3k 312.30
Nextera Energy (NEE) 0.4 $395k 5.6k 70.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $394k 840.00 469.05
Bank of America Corporation (BAC) 0.3 $388k 9.3k 41.73
American Electric Power Company (AEP) 0.3 $384k 3.5k 109.27
Pepsi (PEP) 0.3 $381k 2.5k 149.93
Norfolk Southern (NSC) 0.3 $357k 1.5k 236.86
Union Pacific Corporation (UNP) 0.3 $355k 1.5k 236.21
Oracle Corporation (ORCL) 0.3 $352k 2.5k 139.79
Servicenow (NOW) 0.3 $351k 441.00 796.58
Synopsys (SNPS) 0.3 $351k 818.00 428.65
Zoetis Cl A (ZTS) 0.3 $350k 2.1k 164.67
Verizon Communications (VZ) 0.3 $347k 7.7k 45.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $342k 612.00 559.18
CoStar (CSGP) 0.3 $335k 4.2k 79.22
Citigroup Com New (C) 0.3 $330k 4.6k 71.00
Icon SHS (ICLR) 0.3 $324k 1.9k 175.02
United Parcel Service CL B (UPS) 0.3 $302k 2.7k 110.00
Merck & Co (MRK) 0.3 $297k 3.3k 89.75
Lowe's Companies (LOW) 0.3 $290k 1.2k 233.20
UnitedHealth (UNH) 0.3 $284k 543.00 523.49
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $281k 2.7k 103.49
Shell Spon Ads (SHEL) 0.2 $271k 3.7k 73.28
Spdr Series Trust Portfli High Yld (SPHY) 0.2 $249k 11k 23.42
International Business Machines (IBM) 0.2 $246k 989.00 248.62
Toronto Dominion Bk Ont Com New (TD) 0.2 $243k 4.1k 59.94
O'reilly Automotive (ORLY) 0.2 $239k 167.00 1432.74
Godaddy Cl A (GDDY) 0.2 $239k 1.3k 180.12
Ascendis Pharma A/s Sponsored Adr (ASND) 0.2 $233k 1.5k 155.88
Datadog Cl A Com (DDOG) 0.2 $232k 2.3k 99.21
Public Service Enterprise (PEG) 0.2 $231k 2.8k 82.31
Us Foods Hldg Corp call (USFD) 0.2 $225k 3.4k 65.46
Oneok (OKE) 0.2 $224k 2.3k 99.21
Bristol Myers Squibb (BMY) 0.2 $222k 3.6k 60.99
Post Holdings Inc Common (POST) 0.2 $218k 1.9k 116.36
Enterprise Products Partners (EPD) 0.2 $217k 6.4k 34.14
Lpl Financial Holdings (LPLA) 0.2 $216k 660.00 327.03
Shift4 Pmts Cl A (FOUR) 0.2 $212k 2.6k 81.72
Texas Instruments Incorporated (TXN) 0.2 $211k 1.2k 179.68
Walt Disney Company (DIS) 0.2 $210k 2.1k 98.71
Waste Management (WM) 0.2 $208k 900.00 231.49
TransDigm Group Incorporated (TDG) 0.2 $206k 149.00 1381.54
Welltower Inc Com reit (WELL) 0.2 $201k 1.3k 153.23
Clarivate Ord Shs (CLVT) 0.1 $89k 23k 3.93
Leslies 0.0 $11k 15k 0.74