Institutions / BIRCH FINANCIAL GROUP, LLC / Holdings
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Birch Financial Group, LLC

All holdings · as of Dec 31, 2025

136 positions

CompanyClassValueShares% of portfolio
Simon Property Group Inc—$377.9K2,0420.2%
STARBUCKS CORP—$382.1K4,5370.2%
Union Pacific Corp—$382.5K1,6540.2%
PEPSICO INC—$383.6K2,6730.2%
CoStar Group Inc—$402.7K5,9880.2%
VANGUARD MUN BD FDS—$410.4K8,1610.2%
NORFOLK SOUTHERN CORP—$411.8K1,4260.2%
NOVO-NORDISK A S—$421.5K8,2840.2%
ISHARES TR—$423.8K4,2430.2%
CAMECO CORP—$425.4K4,6500.2%
CME Group Inc—$458.7K1,6800.3%
MCDONALD'S CORP—$460.5K1,5070.3%
ADVANCED MICRO DEVICES INC—$463.6K2,1650.3%
ELI LILLY & Co—$471.9K4390.3%
PROCTER & GAMBLE Co—$478.5K3,3390.3%
Workday Inc—$480.1K2,2350.3%
COCA COLA CO—$492.6K7,0460.3%
Cigna Group—$517.5K1,8800.3%
Baker Hughes Co—$518.2K11,3790.3%
INVESCO QQQ TR—$521.5K8490.3%
Paycom Software, Inc.—$522.2K3,2770.3%
BlackRock, Inc.—$522.5K4880.3%
AMERICAN ELECTRIC POWER CO INC—$556.4K4,8250.3%
HONEYWELL INTERNATIONAL INC—$557.1K2,8550.3%
UNITEDHEALTH GROUP INC—$565.0K1,7120.3%
SAP SE—$578.7K2,3830.3%
AMERICAN INTERNATIONAL GROUP, INC.—$594.0K6,9440.3%
MSCI Inc.—$617.0K1,0750.4%
ALTRIA GROUP, INC.—$631.3K10,9480.4%
Aon plc—$659.7K1,8700.4%
ADOBE INC.—$677.7K1,9360.4%
CITIGROUP INC—$696.7K5,9700.4%
INTERNATIONAL BUSINESS MACHINES CORP—$697.4K2,3550.4%
EA SERIES TRUST—$702.5K10,2360.4%
Walmart Inc.—$713.1K6,4010.4%
THERMO FISHER SCIENTIFIC INC.—$729.3K1,2590.4%
SPDR S&P 500 ETF TR—$734.2K1,0770.4%
PROGRESSIVE CORP/OH—$734.6K3,2260.4%
JPMORGAN CHASE & CO—$826.9K2,5660.5%
Meta Platforms Inc—$833.2K1,2620.5%
AbbVie Inc.—$858.4K3,7570.5%
EXXON MOBIL CORP—$866.2K7,1980.5%
ABBOTT LABORATORIES—$869.1K6,9370.5%
Alphabet Inc.—$888.5K2,8390.5%
ORACLE CORP—$909.1K4,6640.5%
Netflix Inc—$911.2K9,7190.5%
SOUNDHOUND AI, INC.—$952.9K95,5800.5%
ISHARES TR—$964.2K10,1260.5%
ISHARES TR—$975.6K12,5840.6%
NEXTERA ENERGY INC—$979.6K12,2030.6%
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