The Analysis of BIRCH FINANCIAL GROUP, LLC's Holdings

Currently, BIRCH FINANCIAL GROUP, LLC holds 136 types of securities in its portfolio with a total value $175.4M. In the most recent quarter, they have increased their positions in NFLX (+8.8K shares, valued at $826.6K), MO (+10.9K shares, valued at $631.3K), AIG (+6.9K shares, valued at $594.0K); decreased their positions in LLY (-986 shares, valued at $1.1M), AAPL (-2.4K shares, valued at $650.0K), N/A (-1.7K shares, valued at $519.6K); initiated new positions in MO (+10.9K shares, valued at $631.3K), AIG (+6.9K shares, valued at $594.0K), CME (+1.7K shares, valued at $458.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AXP AMERICAN EXPRESS CO62.0K shares0.00%2025-12-312026-01-15

BRK.A BERKSHIRE HATHAWAY INC DEL20 shares0.00%2025-12-312026-01-15

VANGUARD INDEX FDS VANGUARD INDEX FDS14.5K shares2.22%2025-12-312026-01-15

AAPL APPLE INC25.7K shares-8.52%2025-12-312026-01-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.0K shares-0.16%2025-12-312026-01-15

AMP AMERIPRISE FINL INC10.1K shares0.00%2025-12-312026-01-15

HD HOME DEPOT INC13.9K shares0.04%2025-12-312026-01-15

MSFT MICROSOFT CORP9.6K shares3.40%2025-12-312026-01-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP12.3K shares0.40%2025-12-312026-01-15

GS GOLDMAN SACHS GROUP INC4.0K shares0.03%2025-12-312026-01-15

VEA VANGUARD TAX-MANAGED FDS55.5K shares2.82%2025-12-312026-01-15

AMZN AMAZON COM INC14.2K shares-7.84%2025-12-312026-01-15

BAC BANK AMERICA CORP55.3K shares0.01%2025-12-312026-01-15

JNJ JOHNSON & JOHNSON14.6K shares-0.12%2025-12-312026-01-15

ALPHABET INC ALPHABET INC8.8K shares-15.85%2025-12-312026-01-15

IJR ISHARES TR22.8K shares4.09%2025-12-312026-01-15

Sponsored

SHY ISHARES TR32.2K shares4.14%2025-12-312026-01-15

ITOT ISHARES TR15.2K shares-5.83%2025-12-312026-01-15

PSX PHILLIPS 6616.1K shares0.04%2025-12-312026-01-15

NVDA NVIDIA CORPORATION10.7K shares-15.90%2025-12-312026-01-15

SPEM SPDR INDEX SHS FDS40.9K shares4.10%2025-12-312026-01-15

SCHP SCHWAB STRATEGIC TR66.3K shares5.52%2025-12-312026-01-15

SPTL SPDR SERIES TRUST66.2K shares3.74%2025-12-312026-01-15

PM PHILIP MORRIS INTL INC10.5K shares38.46%2025-12-312026-01-15

Sponsored

APP APPLOVIN CORP2.3K shares-21.10%2025-12-312026-01-15

MUB ISHARES TR14.2K shares2.99%2025-12-312026-01-15

T AT&T INC60.9K shares21.98%2025-12-312026-01-15

V VISA INC4.0K shares-9.79%2025-12-312026-01-15

LQD ISHARES TR12.0K shares4.65%2025-12-312026-01-15

HYG ISHARES TR13.7K shares6.03%2025-12-312026-01-15

BNDX VANGUARD CHARLOTTE FDS22.1K shares5.59%2025-12-312026-01-15

MA MASTERCARD INCORPORATED1.8K shares2.30%2025-12-312026-01-15

Sponsored

VZ VERIZON COMMUNICATIONS INC24.7K shares71.33%2025-12-312026-01-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.5K shares0.77%2025-12-312026-01-15

SHOP SHOPIFY INC6.1K shares-4.78%2025-12-312026-01-15

CVX CHEVRON CORP NEW6.4K shares0.30%2025-12-312026-01-15

NEE NEXTERA ENERGY INC12.2K shares3.35%2025-12-312026-01-15

SCZ ISHARES TR12.6K shares7.93%2025-12-312026-01-15

MBB ISHARES TR10.1K shares4.46%2025-12-312026-01-15

SOUN SOUNDHOUND AI INC95.6K shares154.09%2025-12-312026-01-15

Sponsored

NFLX NETFLIX INC9.7K shares976.30%2025-12-312026-01-15

ORCL ORACLE CORP4.7K shares1.79%2025-12-312026-01-15

ALPHABET INC ALPHABET INC2.8K shares-1.32%2025-12-312026-01-15

ABT ABBOTT LABS6.9K shares1.79%2025-12-312026-01-15

XOM EXXON MOBIL CORP7.2K shares70.09%2025-12-312026-01-15

ABBV ABBVIE INC3.8K shares-0.40%2025-12-312026-01-15

META META PLATFORMS INC1.3K shares-38.05%2025-12-312026-01-15

JPM JPMORGAN CHASE & CO.2.6K shares0.23%2025-12-312026-01-15

Sponsored

PGR PROGRESSIVE CORP3.2K shares62.11%2025-12-312026-01-15

SPY SPDR S&P 500 ETF TR1.1K shares12.77%2025-12-312026-01-15

TMO THERMO FISHER SCIENTIFIC INC1.3K shares-5.48%2025-12-312026-01-15

WMT WALMART INC6.4K shares-32.45%2025-12-312026-01-15

SHOC EA SERIES TRUST10.2K shares8.31%2025-12-312026-01-15

IBM INTERNATIONAL BUSINESS MACHS2.4K shares109.15%2025-12-312026-01-15

CITIGROUP INC CITIGROUP INC6.0K shares0.10%2025-12-312026-01-15

ADBE ADOBE INC1.9K shares0.47%2025-12-312026-01-15

Sponsored

AON PLC AON PLC1.9K shares9.04%2025-12-312026-01-15

MO ALTRIA GROUP INC10.9K sharesnew addition2025-12-312026-01-15

MSCI MSCI INC1.1K shares0.84%2025-12-312026-01-15

AIG AMERICAN INTL GROUP INC6.9K sharesnew addition2025-12-312026-01-15

SAP SAP SE2.4K shares2.89%2025-12-312026-01-15

UNH UNITEDHEALTH GROUP INC1.7K shares-17.97%2025-12-312026-01-15

HON HONEYWELL INTL INC2.9K shares0.00%2025-12-312026-01-15

AEP AMERICAN ELEC PWR CO INC4.8K shares72.51%2025-12-312026-01-15

Sponsored

BLACKROCK INC BLACKROCK INC488 shares0.21%2025-12-312026-01-15

PAYC PAYCOM SOFTWARE INC3.3K shares12.34%2025-12-312026-01-15

INVESCO QQQ TR INVESCO QQQ TR849 shares-3.08%2025-12-312026-01-15

BKR BAKER HUGHES COMPANY11.4K shares0.01%2025-12-312026-01-15

THE CIGNA GROUP THE CIGNA GROUP1.9K shares94.82%2025-12-312026-01-15

KO COCA COLA CO7.0K shares87.69%2025-12-312026-01-15

WDAY WORKDAY INC2.2K shares1.13%2025-12-312026-01-15

PG PROCTER AND GAMBLE CO3.3K shares5.76%2025-12-312026-01-15

Sponsored

LLY ELI LILLY & CO439 shares-69.19%2025-12-312026-01-15

AMD ADVANCED MICRO DEVICES INC2.2K shares5.61%2025-12-312026-01-15

MCD MCDONALDS CORP1.5K shares0.20%2025-12-312026-01-15

CME CME GROUP INC1.7K sharesnew addition2025-12-312026-01-15

CCJ CAMECO CORP4.7K shares23.77%2025-12-312026-01-15

AGG ISHARES TR4.2K shares-6.87%2025-12-312026-01-15

NVO NOVO-NORDISK A S8.3K shares-50.75%2025-12-312026-01-15

NSC NORFOLK SOUTHN CORP1.4K shares-0.63%2025-12-312026-01-15

Sponsored

VTEB VANGUARD MUN BD FDS8.2K shares-1.91%2025-12-312026-01-15

CSGP COSTAR GROUP INC6.0K shares1.78%2025-12-312026-01-15

PEP PEPSICO INC2.7K shares0.91%2025-12-312026-01-15

UNP UNION PAC CORP1.7K shares0.49%2025-12-312026-01-15

SBUX STARBUCKS CORP4.5K shares7.69%2025-12-312026-01-15

SPG SIMON PPTY GROUP INC NEW2.0K shares0.05%2025-12-312026-01-15

ZTS ZOETIS INC3.0K shares4.97%2025-12-312026-01-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K sharesnew addition2025-12-312026-01-15

Sponsored

LOW LOWES COS INC1.5K shares1.59%2025-12-312026-01-15

DIS DISNEY WALT CO3.2K shares-0.65%2025-12-312026-01-15

CINF CINCINNATI FINL CORP2.1K sharesnew addition2025-12-312026-01-15

GOLY STRATEGY SHS9.8K sharesnew addition2025-12-312026-01-15

ADP AUTOMATIC DATA PROCESSING IN1.3K shares4.31%2025-12-312026-01-15

DY DYCOM INDS INC1.0K shares0.00%2025-12-312026-01-15

ALL ALLSTATE CORP1.6K shares32.34%2025-12-312026-01-15

MERCK & CO INC MERCK & CO INC3.0K shares-0.16%2025-12-312026-01-15

Sponsored

BROADCOM INC BROADCOM INC919 shares-56.51%2025-12-312026-01-15

RTX RTX CORPORATION1.7K shares8.55%2025-12-312026-01-15

NOW SERVICENOW INC2.1K shares414.46%2025-12-312026-01-15

EXC EXELON CORP7.1K sharesnew addition2025-12-312026-01-15

TSLA TESLA INC692 shares18.49%2025-12-312026-01-15

ABNB AIRBNB INC2.2K shares-0.13%2025-12-312026-01-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares1.53%2025-12-312026-01-15

XEL XCEL ENERGY INC3.9K sharesnew addition2025-12-312026-01-15

Sponsored

AMG AFFILIATED MANAGERS GROUP IN985 shares-1.40%2025-12-312026-01-15

WTW WILLIS TOWERS WATSON PLC LTD837 shares0.12%2025-12-312026-01-15

SNOW SNOWFLAKE INC1.3K shares-26.69%2025-12-312026-01-15

EXAS EXACT SCIENCES CORP2.7K sharesnew addition2025-12-312026-01-15

TD TORONTO DOMINION BK ONT2.8K shares0.00%2025-12-312026-01-15

GLW CORNING INC3.0K shares0.10%2025-12-312026-01-15

KR KROGER CO4.2K sharesnew addition2025-12-312026-01-15

CSCO CISCO SYS INC3.4K shares-1.20%2025-12-312026-01-15

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY707 sharesnew addition2025-12-312026-01-15

USFD US FOODS HLDG CORP3.3K shares-1.24%2025-12-312026-01-15

TQQQ PROSHARES TR4.6K sharesnew addition2025-12-312026-01-15

UPS UNITED PARCEL SERVICE INC2.4K shares-4.89%2025-12-312026-01-15

SCHD SCHWAB STRATEGIC TR8.6K shares1.04%2025-12-312026-01-15

LPLA LPL FINL HLDGS INC654 shares-1.95%2025-12-312026-01-15

ORLY OREILLY AUTOMOTIVE INC2.6K shares8.64%2025-12-312026-01-15

CNP CENTERPOINT ENERGY INC6.1K sharesnew addition2025-12-312026-01-15

Sponsored

PEG PUBLIC SVC ENTERPRISE GRP IN2.9K shares2.02%2025-12-312026-01-15

WM WASTE MGMT INC DEL1.0K shares2.55%2025-12-312026-01-15

ASND ASCENDIS PHARMA A/S1.1K shares-19.04%2025-12-312026-01-15

TXN TEXAS INSTRS INC1.3K shares6.99%2025-12-312026-01-15

MELI MERCADOLIBRE INC110 shares6.80%2025-12-312026-01-15

TJX TJX COS INC NEW1.4K shares-4.84%2025-12-312026-01-15

FDX FEDEX CORP755 sharesnew addition2025-12-312026-01-15

EPD ENTERPRISE PRODS PARTNERS L6.8K shares3.64%2025-12-312026-01-15

Sponsored

KLAC KLA CORP176 sharesnew addition2025-12-312026-01-15

QQQM INVESCO EXCH TRADED FD TR II834 sharesnew addition2025-12-312026-01-15

WELL WELLTOWER INC1.1K shares-1.33%2025-12-312026-01-15

DFCA DIMENSIONAL ETF TRUST4.1K shares0.00%2025-12-312026-01-15

AXSM AXSOME THERAPEUTICS INC1.1K sharesnew addition2025-12-312026-01-15

AES AES CORP12.8K shares0.00%2025-12-312026-01-15

CLVT CLARIVATE PLC18.6K shares-5.03%2025-12-312026-01-15

BMEA BIOMEA FUSION INC14.0K shares0.00%2025-12-312026-01-15

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available