Birch Financial Group, LLC
- SEC CIK
- 0002083592
- 最新申報
- 2026/7/15
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/10/31 申報。只含多頭部位。
- 持股檔數
- 85
- 2024 年第 3 季沒有申報
- 總值
- $8,887 萬
- 2024 年第 3 季沒有申報
Birch Financial Group, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 21 | $1,430 萬 | 16.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 29,033 | $861.7 萬 | 9.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 22,444 | $562.0 萬 | 6.3% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 10,000 | $532.4 萬 | 6.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,418 | $472.2 萬 | 5.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,122 | $342.3 萬 | 3.9% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 25,020 | $321.8 萬 | 3.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 13,259 | $290.9 萬 | 3.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,691 | $252.8 萬 | 2.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 9,907 | $188.7 萬 | 2.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 4,257 | $165.6 萬 | 1.9% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 5,631 | $148.4 萬 | 1.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,455 | $109.2 萬 | 1.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,273 | $106.5 萬 | 1.2% | – | – | – |
| MAMastercard Inc | Stock | 1,809 | $95.2 萬 | 1.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 9,240 | $86.9 萬 | 1.0% | – | – | 歷史 |
| SAPSAP SE | ADR | 3,388 | $83.4 萬 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,524 | $79.9 萬 | 0.9% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,157 | $79.0 萬 | 0.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,788 | $77.7 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,824 | $77.2 萬 | 0.9% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 6,744 | $71.7 萬 | 0.8% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,802 | $66.9 萬 | 0.8% | – | – | – |
| APPAppLovin Corp | COM CL A | 2,056 | $66.6 萬 | 0.7% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 2,503 | $64.6 萬 | 0.7% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 1,070 | $64.2 萬 | 0.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,221 | $63.5 萬 | 0.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,393 | $62.0 萬 | 0.7% | – | – | 歷史 |
| AONAon plc | CL A | 1,588 | $57.0 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,567 | $56.0 萬 | 0.6% | – | – | – |
| NVONovo Nordisk A S | ADR | 6,489 | $55.8 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,751 | $54.3 萬 | 0.6% | – | – | 歷史 |
| TAT&T Inc. | Stock | 23,057 | $52.5 萬 | 0.6% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,454 | $51.2 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 868 | $50.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 6,054 | $49.6 萬 | 0.6% | – | – | – |
| PAYCPaycom Software, Inc. | Stock | 2,406 | $49.3 萬 | 0.6% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,654 | $48.6 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 5,319 | $48.1 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,943 | $46.6 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 19,558 | $45.9 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,731 | $45.8 萬 | 0.5% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 425 | $45.1 萬 | 0.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 572 | $44.2 萬 | 0.5% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 852 | $43.6 萬 | 0.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,282 | $43.2 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,812 | $42.0 萬 | 0.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 5,799 | $41.6 萬 | 0.5% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,337 | $39.1 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,227 | $38.8 萬 | 0.4% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,598 | $38.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,523 | $37.5 萬 | 0.4% | – | – | – |
| ICLRIcon PLC | COM | 1,772 | $37.2 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,274 | $36.9 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 8,319 | $36.6 萬 | 0.4% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 5,097 | $36.5 萬 | 0.4% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 13,982 | $36.1 萬 | 0.4% | – | – | – |
| GLOBGlobant S.A. | COM | 1,649 | $35.4 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 13,102 | $34.3 萬 | 0.4% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,464 | $33.4 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,992 | $33.2 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 4,616 | $32.5 萬 | 0.4% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,984 | $31.9 萬 | 0.4% | – | – | – |
| ZTSZoetis Inc. | Stock | 1,938 | $31.6 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 7,724 | $30.9 萬 | 0.3% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,295 | $30.4 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 4,861 | $30.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,053 | $29.7 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 585 | $29.6 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,957 | $29.4 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 308 | $27.4 萬 | 0.3% | – | – | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 2,615 | $27.1 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,494 | $26.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,237 | $25.5 萬 | 0.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 2,696 | $24.7 萬 | 0.3% | – | – | – |
| LPLALPL Financial Holdings Inc. | COM | 717 | $23.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,681 | $22.4 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 945 | $22.0 萬 | 0.2% | – | – | – |
| TDGTransDigm Group INC | COM | 169 | $21.5 萬 | 0.2% | – | – | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,539 | $21.2 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,861 | $20.7 萬 | 0.2% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 2,418 | $20.4 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,324 | $20.3 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 2,435 | $20.0 萬 | 0.2% | – | – | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,194 | $20.0 萬 | 0.2% | – | – | 歷史 |