Birchcreek-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ROCK",
  "DUK",
  "D",
  "QS",
  null,
  null,
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "EMXC",
  "AMAT",
  "EMR",
  "META",
  "PRK",
  "IJH",
  null,
  "MSFT",
  "ORLY",
  "AMP",
  "IJR",
  "ANET",
  "KR",
  "ORCL",
  "VHT",
  null,
  "PEP",
  "VGSH",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "AMGN",
  "IEFA",
  "GLD",
  null,
  null,
  "IBM",
  "TJX",
  "VNQ",
  "VO",
  "RCL",
  "VIG",
  null,
  null,
  "TSM",
  null,
  "VYM",
  null,
  "TT",
  "FTNT",
  "NVO",
  "AMZN",
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VOOV",
  "VXUS",
  "VOOG",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WMB",
  "IUSG",
  "DVY",
  null,
  null,
  "IUSV",
  "BRK-B",
  "BMY",
  "CVX",
  "CMG",
  "CSCO",
  "NET",
  "COST",
  "DE",
  null,
  "RSP",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "AWK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 115
Total Value: 158437704
Accession Number: 0001951757-25-000520
Form Type: 13F-HR
CIK: birchcreek-wealth-management
Manager Name: Birchcreek-Wealth-Management

Data Enrichment

82% identified

94 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $158.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287150

ITOT|464287150

Shares:1.9K

Value:$232.9K

% of Portfolio:0.1% ($232.9K/$158.4M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:4.6K

Value:$232.0K

% of Portfolio:0.1% ($232.0K/$158.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.9K

Value:$228.7K

% of Portfolio:0.1% ($228.7K/$158.4M)

Cloudflare, Inc.

NET|18915M107

Shares:2.0K

Value:$225.4K

% of Portfolio:0.1% ($225.4K/$158.4M)

81369Y704

Shares:1.7K

Value:$223.7K

% of Portfolio:0.1% ($223.7K/$158.4M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:155

Value:$222.1K

% of Portfolio:0.1% ($222.1K/$158.4M)

American Water Works Company, Inc.

AWK|030420103

Shares:1.5K

Value:$218.0K

% of Portfolio:0.1% ($218.0K/$158.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.5K

Value:$217.2K

% of Portfolio:0.1% ($217.2K/$158.4M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:1.1K

Value:$215.7K

% of Portfolio:0.1% ($215.7K/$158.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:742

Value:$213.8K

% of Portfolio:0.1% ($213.8K/$158.4M)

33734X846

Shares:3.3K

Value:$208.3K

% of Portfolio:0.1% ($208.3K/$158.4M)

DEERE & CO

DE|244199105

Shares:442

Value:$207.5K

% of Portfolio:0.1% ($207.5K/$158.4M)

NOVO NORDISK A S

NVO|670100205

Shares:3.0K

Value:$206.0K

% of Portfolio:0.1% ($206.0K/$158.4M)

922908363

VOO|922908363

Shares:394

Value:$202.5K

% of Portfolio:0.1% ($202.5K/$158.4M)

QuantumScape Corp

QS|74767V109

Shares:25.2K

Value:$104.8K

% of Portfolio:0.1% ($104.8K/$158.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ITOTcusip464287150)	1.9K	QoQ +7.00% (+125) YoY -5.58% (-113)	All Managers (Combined)	$232.9K	0.1% ($232.9K/$158.4M)	QoQ +1.50% (+$3.5K) YoY -0.09% (-$218)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	4.6K	QoQ -11.15% (-580) YoY +4258.49% (-4.5K)	All Managers (Combined)	$232.0K	0.1% ($232.0K/$158.4M)	QoQ -26.02% (-$81.6K) YoY -24.75% (-$76.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$228.7K	0.1% ($228.7K/$158.4M)	QoQ +0.81% (+$1.9K) YoY NEW(+$228.7K)
Cloudflare, Inc.(NETcusip18915M107)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$225.4K	0.1% ($225.4K/$158.4M)	QoQ +4.65% (+$10.0K) YoY NEW(+$225.4K)
(cusip81369Y704)✕	1.7K	QoQ -2.28% (-40) YoY -88.64% (-13.3K)	All Managers (Combined)	$223.7K	0.1% ($223.7K/$158.4M)	QoQ -2.80% (-$6.4K) YoY -88.17% (-$1.7M)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	155	QoQ NEW(+155) YoY -14.83% (-27)	All Managers (Combined)	$222.1K	0.1% ($222.1K/$158.4M)	QoQ NEW(+$222.1K) YoY +8.07% (-$16.6K)
American Water Works Company, Inc.(AWKcusip030420103)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$218.0K	0.1% ($218.0K/$158.4M)	QoQ NEW(+$218.0K) YoY NEW(+$218.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.5K	QoQ +1.17% (+41) YoY NEW(+3.5K)	All Managers (Combined)	$217.2K	0.1% ($217.2K/$158.4M)	QoQ +5.46% (+$11.3K) YoY NEW(+$217.2K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$215.7K	0.1% ($215.7K/$158.4M)	QoQ -10.94% (-$26.5K) YoY NEW(+$215.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	742	QoQ NEW(+742) YoY NEW(+742)	All Managers (Combined)	$213.8K	0.1% ($213.8K/$158.4M)	QoQ NEW(+$213.8K) YoY NEW(+$213.8K)
(cusip33734X846)✕	3.3K	QoQ 0.00% (-0) YoY -16.42% (-650)	All Managers (Combined)	$208.3K	0.1% ($208.3K/$158.4M)	QoQ -0.70% (-$1.5K) YoY -6.63% (-$14.8K)
DEERE & CO(DEcusip244199105)	442	QoQ NEW(+442) YoY -26.82% (-162)	All Managers (Combined)	$207.5K	0.1% ($207.5K/$158.4M)	QoQ NEW(+$207.5K) YoY -16.37% (-$40.6K)
NOVO NORDISK A S(NVOcusip670100205)	3.0K	QoQ -33.78% (-1.5K) YoY NEW(+3.0K)	All Managers (Combined)	$206.0K	0.1% ($206.0K/$158.4M)	QoQ -46.55% (-$179.5K) YoY NEW(+$206.0K)
(VOOcusip922908363)	394	QoQ 0.00% (-0) YoY NEW(+394)	All Managers (Combined)	$202.5K	0.1% ($202.5K/$158.4M)	QoQ -4.62% (-$9.8K) YoY NEW(+$202.5K)
QuantumScape Corp(QScusip74767V109)	25.2K	QoQ +11.51% (-2.6K) YoY +124.24% (+14.0K)	All Managers (Combined)	$104.8K	0.1% ($104.8K/$158.4M)	QoQ -10.61% (-$12.4K) YoY +48.30% (+$34.1K)