Portfolio (Quarterly)
Guide ↗
Birchcreek Wealth Management, LLC
· CIK 0001840341| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SYK | STRYKER CORPORATION | Healthcare | 2,060.0 | $649K | 0.25% | NEW | — | $314.84 | -3.7% |
| 2 | ACMR | ACM RESH INC | Technology | 5,000.0 | $634K | 0.25% | NEW | — | $126.89 | -41.3% |
| 3 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 4,422.0 | $400K | 0.16% | NEW | — | $90.46 | -0.6% |
| 4 | ADI | ANALOG DEVICES INC | Technology | 832.0 | $330K | 0.13% | NEW | — | $397.17 | -8.8% |
| 5 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,789.0 | $324K | 0.13% | NEW | — | $180.91 | +0.9% |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 400.0 | $305K | 0.12% | NEW | — | $190.78 | +11.7% |
| 7 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 733.0 | $305K | 0.12% | NEW | — | $415.63 | -4.4% |
| 8 | CAH | CARDINAL HEALTH INC | Healthcare | 1,282.0 | $305K | 0.12% | NEW | — | $237.56 | +4.0% |
| 9 | SNDK | SANDISK CORP | Technology | 127.0 | $289K | 0.11% | NEW | — | $2273.73 | -23.5% |
| 10 | IRM | IRON MTN INC DEL | Real Estate | 2,190.0 | $277K | 0.11% | NEW | — | $126.31 | -7.5% |
| 11 | ABT | ABBOTT LABORATORIES | Healthcare | 2,832.0 | $257K | 0.10% | NEW | — | $90.74 | +19.4% |
| 12 | GLW | CORNING INC | Technology | 1,000.0 | $255K | 0.10% | NEW | — | $255.43 | -39.6% |
| 13 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,121.0 | $251K | 0.10% | NEW | — | $223.95 | +24.0% |
| 14 | SLV | ISHARES SILVER TR | Financial Services | 4,285.0 | $229K | 0.09% | NEW | — | $53.47 | +11.9% |
| 15 | CIBR | FIRST TR EXCHANGE-TRADED FD | — | 2,443.0 | $220K | 0.09% | NEW | — | $89.85 | +5.3% |
| 16 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,406.0 | $213K | 0.08% | NEW | — | $151.50 | -12.8% |
| 17 | IEZ | ISHARES TR | — | 7,688.0 | $207K | 0.08% | NEW | — | $26.90 | +13.6% |
| 18 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,874.0 | $206K | 0.08% | NEW | — | $42.34 | +18.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
49.5%
Financial Services
11.6%
Healthcare
9.8%
Industrials
8.1%
Consumer Cyclical
7.5%
Communication Services
5.1%
Consumer Defensive
3.9%
Energy
2.7%
Utilities
1.4%
Real Estate
0.4%