13F-HR filed by BIRCH FINANCIAL GROUP, LLC
BIRCH FINANCIAL GROUP, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-10-31, with 85 holding rows worth $88,874,879.
- Accession
- 0001754960-25-000732
- Filer
- CIK 2083592
- Filed
- 2025-10-31
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 85 entries on the cover page, a total value of $88,874,879 stated on the cover page (in dollars after the unit check, H1), rows summing to $88,874,879 with VALUE read as dollars as filed, 13F file number 028-25809. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 21 | $14,299,320 | dollars as filed | |
| American Express Company | 025816109 | COM | 29,033 | $8,616,815 | dollars as filed | |
| Apple Inc | 037833100 | COM | 22,444 | $5,620,321 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 10,000 | $5,324,406 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 10,418 | $4,722,410 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 8,122 | $3,423,400 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 25,020 | $3,218,070 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,259 | $2,908,919 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 4,691 | $2,527,682 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,907 | $1,886,660 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,257 | $1,655,753 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 5,631 | $1,483,829 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,455 | $1,091,941 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 22,273 | $1,065,079 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,809 | $952,423 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 9,240 | $868,930 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 3,388 | $834,167 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,524 | $798,941 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 8,157 | $790,438 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,788 | $777,331 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 6,824 | $771,856 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 6,744 | $717,073 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 5,802 | $668,545 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 2,056 | $665,783 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 2,503 | $645,814 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 1,070 | $642,115 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,221 | $635,289 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,393 | $619,616 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,588 | $570,306 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 5,567 | $560,070 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 6,489 | $558,213 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,751 | $543,264 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 23,057 | $525,000 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,454 | $511,557 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 868 | $508,084 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 6,054 | $496,330 | dollars as filed | |
| PAYCOMSOFTWAREINC | 70432V102 | STOK | 2,406 | $493,227 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 12,654 | $485,531 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 5,319 | $480,590 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,943 | $465,819 | dollars as filed | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 19,558 | $459,030 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,731 | $457,783 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 425 | $450,727 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 572 | $441,677 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 852 | $435,584 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,282 | $431,910 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,812 | $420,056 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 5,799 | $415,700 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,337 | $391,401 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 3,227 | $388,369 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,598 | $387,030 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 3,523 | $375,333 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 1,772 | $371,567 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,274 | $369,359 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 8,319 | $365,612 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 5,097 | $364,869 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 13,982 | $361,155 | dollars as filed | |
| GLOBANT S A | L44385109 | COM | 1,649 | $353,518 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 13,102 | $343,145 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,464 | $333,758 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,992 | $331,932 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 4,616 | $324,897 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 2,984 | $318,825 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 1,938 | $315,729 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 7,724 | $308,873 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 1,295 | $303,967 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,861 | $302,637 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,053 | $296,883 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 585 | $296,133 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,957 | $294,161 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 308 | $274,399 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 2,615 | $271,342 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,494 | $265,470 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3,237 | $254,569 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 2,696 | $247,208 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 717 | $233,972 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 3,681 | $223,592 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 945 | $219,662 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 169 | $214,520 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 1,539 | $211,909 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,861 | $207,197 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 2,418 | $204,318 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,324 | $203,412 | dollars as filed | |
| Southern Company | 842587107 | COM | 2,435 | $200,460 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 1,194 | $200,312 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-25-000732 | this filing | 2025-10-31 | acceptance time not in the bulk data set |