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| Name: |
Birchcreek Wealth Management LLC |
| City: |
MIAMI TOWNSHIP |
| State: |
OH |
| Zip: |
45342 |
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data |
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| Holdings
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23 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
PRK |
Park National Corp |
75 |
New |
$134.25 |
$562,000 |
4,137 |
0.3% |
562,000 |
4,137 |
0.025 |
Domestic Regional Banks |
|
|
FTNT |
Fortinet Inc |
107 |
New |
$59.74 |
$353,000 |
5,170 |
0.19% |
353,000 |
5,170 |
0.001 |
Computer Peripherals |
|
|
V |
Visa Inc |
116 |
New |
$274.67 |
$303,000 |
1,087 |
0.16% |
303,000 |
1,087 |
0 |
Business Services |
|
|
MBSD |
Flexshares Disciplined Dura... |
118 |
New |
$20.23 |
$300,000 |
14,706 |
0.16% |
300,000 |
14,706 |
0.067 |
N/A |
|
|
DIS |
Walt Disney Co |
119 |
New |
$100.87 |
$299,000 |
2,448 |
0.16% |
299,000 |
2,448 |
0 |
Entertainment - Diver... |
|
|
MU |
Micron Technology Inc |
123 |
New |
$135.07 |
$274,000 |
2,320 |
0.14% |
274,000 |
2,320 |
0 |
Semiconductor - Memor... |
|
|
PXLG |
Invesco Russell Top 200 Pur... |
128 |
New |
$102.87 |
$253,000 |
2,373 |
0.13% |
253,000 |
2,373 |
0.005 |
N/A |
|
|
KR |
Kroger Co |
132 |
New |
$51.37 |
$241,000 |
4,223 |
0.13% |
241,000 |
4,223 |
0.001 |
Grocery Stores |
|
|
BILS |
Spdr Bloomberg Barclays 312... |
133 |
New |
$0.00 |
$238,000 |
2,398 |
0.13% |
238,000 |
2,398 |
0.002 |
N/A |
|
|
PSX |
Phillips 66 |
137 |
New |
$138.29 |
$233,000 |
1,425 |
0.12% |
233,000 |
1,425 |
0 |
Oil & Gas Refining, P... |
|
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AMGN |
Amgen Inc |
138 |
New |
$300.70 |
$231,000 |
814 |
0.12% |
231,000 |
814 |
0 |
Biotechnology |
|
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FB |
Meta Platforms Inc |
140 |
New |
$507.47 |
$224,000 |
461 |
0.12% |
224,000 |
461 |
0 |
Internet Service Prov... |
|
|
AMP |
Ameriprise Financial Inc |
142 |
New |
$422.02 |
$223,000 |
509 |
0.12% |
223,000 |
509 |
0 |
Asset Management |
|
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MCK |
McKesson Corp |
143 |
New |
$531.10 |
$222,000 |
414 |
0.12% |
222,000 |
414 |
0 |
Drugs Wholesale |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
145 |
New |
$165.71 |
$220,000 |
1,619 |
0.12% |
220,000 |
1,619 |
0 |
Semiconductor - Integ... |
|
|
USB |
US Bancorp Delaware |
144 |
New |
$38.45 |
$220,000 |
4,922 |
0.12% |
220,000 |
4,922 |
0 |
Domestic Regional Banks |
|
|
AMD |
Advanced Micro Devices Inc |
147 |
New |
$158.96 |
$217,000 |
1,200 |
0.11% |
217,000 |
1,200 |
0 |
Semiconductor- Broad... |
|
|
ACMR |
Acm Research Inc |
148 |
New |
$22.88 |
$216,000 |
7,400 |
0.11% |
216,000 |
7,400 |
0.014 |
N/A |
|
|
BMY |
Bristol-Myers Squibb Co |
149 |
New |
$43.02 |
$210,000 |
3,872 |
0.11% |
210,000 |
3,872 |
0 |
Drug Manufacturers - ... |
|
|
ORLY |
O Reilly Automotive Inc |
150 |
New |
$1,000.03 |
$205,000 |
182 |
0.11% |
205,000 |
182 |
0 |
Auto Parts Stores |
|
|
BX |
Blackstone Group LP |
151 |
New |
$120.62 |
$204,000 |
1,551 |
0.11% |
204,000 |
1,551 |
0 |
Asset Management |
|
|
IGV |
iShares S&P GSTI Software I... |
152 |
New |
$0.00 |
$202,000 |
2,370 |
0.11% |
202,000 |
2,370 |
0.015 |
Closed - End Fund - E... |
|
|
QS |
Quantumscape Ord Shs Class A |
155 |
New |
$5.61 |
$71,000 |
11,230 |
0.04% |
71,000 |
11,230 |
0.005 |
N/A |
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