Sponsored

The Analysis of BIRCH FINANCIAL GROUP, LLC's Holdings & P&L

Currently, BIRCH FINANCIAL GROUP, LLC holds 136 types of securities in its portfolio with a total value $171.2M. In the most recent quarter, they have increased their positions in N/A (+2.7K shares, valued at $1.6M), QQQM (+3.7K shares, valued at $881.7K), CCJ (+6.1K shares, valued at $664.4K); decreased their positions in V (-1.0K shares, valued at $310.4K), N/A (-458 shares, valued at $219.5K), T (-6.3K shares, valued at $182.5K); initiated new positions in AWK (+3.0K shares, valued at $408.9K), DDOG (+2.3K shares, valued at $270.9K), COP (+2.0K shares, valued at $263.0K).

1M P&L

+3.3M+2.16%

3M P&L

+1.3M+0.86%

HY P&L

+4.9M+3.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A42.8M

30.0%

2Credit Services20.7M

14.5%

3Consumer Electronics6.5M

4.6%

Top Industries by Stock Count

1N/A23 stocks

19.0%

2Software - Application11 stocks

9.1%

3Utilities - Regulated Electric6 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AXP AMERICAN EXPRESS CO62.7K shares1.13%2026-03-312026-04-17

BRK.A BERKSHIRE HATHAWAY INC DEL20 shares0.00%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS17.2K shares18.97%2026-03-312026-04-17

AAPL APPLE INC25.7K shares-0.04%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.6K shares-3.81%2026-03-312026-04-17

HD HOME DEPOT INC14.0K shares0.08%2026-03-312026-04-17

AMP AMERIPRISE FINL INC10.2K shares0.03%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP12.3K shares0.00%2026-03-312026-04-17

Sponsored

MSFT MICROSOFT CORP10.3K shares7.71%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS57.0K shares2.69%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON14.4K shares-0.86%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC4.0K shares0.03%2026-03-312026-04-17

IJR ISHARES TR24.4K shares7.36%2026-03-312026-04-17

PSX PHILLIPS 6616.1K shares-0.04%2026-03-312026-04-17

AMZN AMAZON COM INC14.0K shares-1.58%2026-03-312026-04-17

BAC BANK AMERICA CORP55.4K shares0.21%2026-03-312026-04-17

Sponsored

SHY ISHARES TR32.6K shares1.27%2026-03-312026-04-17

ALPHABET INC ALPHABET INC8.3K shares-5.52%2026-03-312026-04-17

ITOT ISHARES TR14.9K shares-1.64%2026-03-312026-04-17

SPEM SPDR INDEX SHS FDS44.1K shares7.75%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC11.8K shares12.00%2026-03-312026-04-17

NVDA NVIDIA CORPORATION10.6K shares-0.84%2026-03-312026-04-17

SPTL SPDR SERIES TRUST67.1K shares1.37%2026-03-312026-04-17

SCHP SCHWAB STRATEGIC TR66.1K shares-0.29%2026-03-312026-04-17

Sponsored

T AT&T INC54.6K shares-10.33%2026-03-312026-04-17

MUB ISHARES TR14.1K shares-0.97%2026-03-312026-04-17

XOM EXXON MOBIL CORP8.2K shares13.64%2026-03-312026-04-17

LQD ISHARES TR12.1K shares0.52%2026-03-312026-04-17

CVX CHEVRON CORPORATION6.4K shares-1.27%2026-03-312026-04-17

NEE NEXTERA ENERGY INC12.8K shares5.14%2026-03-312026-04-17

CCJ CAMECO CORP10.8K shares131.55%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC22.4K shares-9.33%2026-03-312026-04-17

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.6K shares0.86%2026-03-312026-04-17

HYG ISHARES TR13.6K shares-1.11%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II4.5K shares444.96%2026-03-312026-04-17

SCZ ISHARES TR13.5K shares7.51%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS21.9K shares-0.86%2026-03-312026-04-17

APP APPLOVIN CORP2.6K shares16.11%2026-03-312026-04-17

META META PLATFORMS INC1.7K shares34.71%2026-03-312026-04-17

MBB ISHARES TR10.0K shares-1.40%2026-03-312026-04-17

Sponsored

V VISA INC2.9K shares-25.91%2026-03-312026-04-17

ALPHABET INC ALPHABET INC3.1K shares7.57%2026-03-312026-04-17

ORCL ORACLE CORP5.7K shares23.16%2026-03-312026-04-17

MA MASTERCARD INCORPORATED1.7K shares-7.35%2026-03-312026-04-17

MO ALTRIA GROUP INC12.7K shares15.67%2026-03-312026-04-17

ABBV ABBVIE INC3.8K shares2.18%2026-03-312026-04-17

PGR PROGRESSIVE CORP4.1K shares27.81%2026-03-312026-04-17

SHOC EA SERIES TRUST11.3K shares9.91%2026-03-312026-04-17

Sponsored

NFLX NETFLIX INC.8.3K shares-14.92%2026-03-312026-04-17

WMT WALMART INC6.2K shares-3.33%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO2.6K shares0.43%2026-03-312026-04-17

SOUN SOUNDHOUND AI INC110.0K shares15.13%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC5.6K shares16.97%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.37%2026-03-312026-04-17

BKR BAKER HUGHES COMPANY11.4K shares0.00%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC6.0K shares0.84%2026-03-312026-04-17

Sponsored

SHOP SHOPIFY INC5.7K shares-6.00%2026-03-312026-04-17

ABT ABBOTT LABORATORIES6.4K shares-7.87%2026-03-312026-04-17

HON HONEYWELL INTL INC2.9K shares0.32%2026-03-312026-04-17

THE CIGNA GROUP THE CIGNA GROUP2.4K shares27.71%2026-03-312026-04-17

KO COCA COLA CO8.0K shares13.84%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC2.9K shares35.66%2026-03-312026-04-17

AIG AMERICAN INTL GROUP INC7.8K shares12.51%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-7.55%2026-03-312026-04-17

Sponsored

AXSM AXSOME THERAPEUTICS INC.3.4K shares206.29%2026-03-312026-04-17

CME CME GROUP INC1.9K shares13.87%2026-03-312026-04-17

AON PLC AON PLC1.7K shares-11.71%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR917 shares8.01%2026-03-312026-04-17

PG PROCTER & GAMBLE CO3.5K shares4.76%2026-03-312026-04-17

MSCI MSCI INC891 shares-17.12%2026-03-312026-04-17

MCD MCDONALDS CORP1.5K shares0.80%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC491 shares0.61%2026-03-312026-04-17

Sponsored

ADBE ADOBE INC1.9K shares-0.36%2026-03-312026-04-17

ALL ALLSTATE CORP2.3K shares40.40%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-18.98%2026-03-312026-04-17

SAP SAP SE2.6K shares8.81%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares-0.56%2026-03-312026-04-17

AGG ISHARES TR4.2K shares-1.08%2026-03-312026-04-17

PEP PEPSICO INC2.7K shares-0.49%2026-03-312026-04-17

KR KROGER CO5.7K shares36.31%2026-03-312026-04-17

Sponsored

AWK AMERICAN WTR WKS CO INC NEW3.0K sharesnew addition2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS8.2K shares0.07%2026-03-312026-04-17

EXC EXELON CORP8.3K shares16.37%2026-03-312026-04-17

UNP UNION PAC CORP1.7K shares0.97%2026-03-312026-04-17

NSC NORFOLK SOUTHN CORP1.4K shares-0.98%2026-03-312026-04-17

CINF CINCINNATI FINL CORP2.6K shares20.21%2026-03-312026-04-17

SPG SIMON PPTY GROUP INC NEW2.0K shares0.24%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC3.2K shares3.75%2026-03-312026-04-17

Sponsored

XEL XCEL ENERGY INC4.7K shares22.51%2026-03-312026-04-17

LOW LOWES COS INC1.5K shares-0.52%2026-03-312026-04-17

GOLY STRATEGY SHS12.0K shares22.55%2026-03-312026-04-17

DY DYCOM INDS INC1.0K shares0.00%2026-03-312026-04-17

RTX RTX CORPORATION1.7K shares-0.12%2026-03-312026-04-17

TSLA TESLA INC891 shares28.76%2026-03-312026-04-17

SBUX STARBUCKS CORP3.6K shares-20.61%2026-03-312026-04-17

WDAY WORKDAY INC2.5K shares10.29%2026-03-312026-04-17

Sponsored

CNP CENTERPOINT ENERGY INC7.3K shares20.77%2026-03-312026-04-17

DIS DISNEY WALT CO3.3K shares2.00%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN1.5K shares13.23%2026-03-312026-04-17

BROADCOM INC BROADCOM INC967 shares5.22%2026-03-312026-04-17

ZTS ZOETIS INC2.5K shares-16.44%2026-03-312026-04-17

SNOW SNOWFLAKE INC2.0K shares56.56%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC1.1K shares-37.97%2026-03-312026-04-17

GLW CORNING INC2.1K shares-30.88%2026-03-312026-04-17

Sponsored

NVO NOVO-NORDISK A S7.5K shares-9.81%2026-03-312026-04-17

DDOG DATADOG INC2.3K sharesnew addition2026-03-312026-04-17

FDX FEDEX CORP744 shares-1.46%2026-03-312026-04-17

TD TORONTO DOMINION BK ONT2.8K shares0.00%2026-03-312026-04-17

COP CONOCOPHILLIPS2.0K sharesnew addition2026-03-312026-04-17

CSCO CISCO SYS INC3.4K shares0.00%2026-03-312026-04-17

USFD US FOODS HLDG CORP2.8K shares-13.53%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L6.8K shares0.65%2026-03-312026-04-17

Sponsored

KLAC KLA CORP173 shares-1.70%2026-03-312026-04-17

CRM SALESFORCE INC1.3K sharesnew addition2026-03-312026-04-17

ASND ASCENDIS PHARMA A/S1.1K shares0.86%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR7.8K shares-9.12%2026-03-312026-04-17

WM WASTE MGMT INC DEL1.0K shares-0.10%2026-03-312026-04-17

TXN TEXAS INSTRS INC1.2K shares-4.51%2026-03-312026-04-17

ORLY OREILLY AUTOMOTIVE INC2.6K shares0.74%2026-03-312026-04-17

NOW SERVICENOW INC2.3K shares9.79%2026-03-312026-04-17

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP2.9K shares0.73%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC2.3K shares-4.27%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO3.7K sharesnew addition2026-03-312026-04-17

AMG AFFILIATED MANAGERS GROUP817 shares-17.06%2026-03-312026-04-17

TJX TJX COS INC NEW1.4K shares-2.79%2026-03-312026-04-17

ABNB AIRBNB INC1.7K shares-22.96%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares-3.10%2026-03-312026-04-17

URNM SPROTT FDS TR3.4K sharesnew addition2026-03-312026-04-17

Sponsored

WELL WELLTOWER INC1.1K shares-4.76%2026-03-312026-04-17

SN SHARKNINJA INC2.0K sharesnew addition2026-03-312026-04-17

WTW WILLIS TOWERS WATSON PLC LTD707 shares-15.53%2026-03-312026-04-17

DFCA DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-04-17

APG API GROUP CORP5.0K sharesnew addition2026-03-312026-04-17

AES AES CORP12.8K shares0.00%2026-03-312026-04-17

CLVT CLARIVATE PLC18.6K shares0.00%2026-03-312026-04-17

BMEA BIOMEA FUSION INC14.0K shares0.00%2026-03-312026-04-17

Sponsored

AXP

AMERICAN EXPRESS CO

1.13%

Shares62.7K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares20

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

18.97%

Shares17.2K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-0.04%

Shares25.7K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-3.81%

Shares11.6K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

0.08%

Shares14.0K

Event2026-03-31

Filed2026-04-17

AMP

AMERIPRISE FINL INC

0.03%

Shares10.2K

Event2026-03-31

Filed2026-04-17

GENERAL DYNAMICS CORP

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

7.71%

Shares10.3K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

2.69%

Shares57.0K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-0.86%

Shares14.4K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

0.03%

Shares4.0K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

7.36%

Shares24.4K

Event2026-03-31

Filed2026-04-17

PSX

PHILLIPS 66

-0.04%

Shares16.1K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-1.58%

Shares14.0K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

0.21%

Shares55.4K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES TR

1.27%

Shares32.6K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-5.52%

Shares8.3K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

-1.64%

Shares14.9K

Event2026-03-31

Filed2026-04-17

SPEM

SPDR INDEX SHS FDS

7.75%

Shares44.1K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

12.00%

Shares11.8K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-0.84%

Shares10.6K

Event2026-03-31

Filed2026-04-17

SPTL

SPDR SERIES TRUST

1.37%

Shares67.1K

Event2026-03-31

Filed2026-04-17

SCHP

SCHWAB STRATEGIC TR

-0.29%

Shares66.1K

Event2026-03-31

Filed2026-04-17

AT&T INC

-10.33%

Shares54.6K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

-0.97%

Shares14.1K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

13.64%

Shares8.2K

Event2026-03-31

Filed2026-04-17

LQD

ISHARES TR

0.52%

Shares12.1K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-1.27%

Shares6.4K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

5.14%

Shares12.8K

Event2026-03-31

Filed2026-04-17

CCJ

CAMECO CORP

131.55%

Shares10.8K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

-9.33%

Shares22.4K

Event2026-03-31

Filed2026-04-17

WEC ENERGY GROUP INC

0.86%

Shares9.6K

Event2026-03-31

Filed2026-04-17

HYG

ISHARES TR

-1.11%

Shares13.6K

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

444.96%

Shares4.5K

Event2026-03-31

Filed2026-04-17

SCZ

ISHARES TR

7.51%

Shares13.5K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

-0.86%

Shares21.9K

Event2026-03-31

Filed2026-04-17

APP

APPLOVIN CORP

16.11%

Shares2.6K

Event2026-03-31

Filed2026-04-17