BFG
Birch Financial Group LLC Portfolio
Invests via Birch Financial Group LLC | Managed by Liana Poodiack, Travis Poodiack
Invests via Birch Financial Group LLC
Managed by Liana Poodiack, Travis Poodiack
Automatically Tracked
Company Profile
Regional insurance distribution and wealth-management firm focused on retirement planning, Medicare products and advisor-led distribution for individual and small employer markets. Birch Financial Group LLC operates an independent advisory and brokerage network, offering annuities, life insurance and fee-based financial planning while supporting recruiting, marketing and compliance for RIAs and producers. Capital relevance: consolidation candidate in sector and partner for regional carriers and asset managers seeking distribution.
Regional insurance distribution and wealth-management firm focused on retirement planning, Medicare products and advisor-led distribution for individual and small employer markets. Birch Financial Group LLC operates an independent advisory and brokerage network, offering annuities, life insurance and fee-based financial planning while supporting recruiting, marketing and compliance for RIAs and producers. Capital relevance: consolidation candidate in sector and partner for regional carriers and asset managers seeking distribution.
Investment Philosophy & Strategy
Focuses on roll-up and distribution-led growth, prioritizing acquisitions that expand regional insurance and wealth-advisory reach while preserving advisor autonomy. Capital allocation targets fee-bearing wealth platforms, annuity and Medicare product distribution, and advisory teams with recurring revenue. Underwriting emphasizes cultural fit, scalable compliance and producer retention. Strategy balances opportunistic consolidation with stable cashflow generation, partnering with regional carriers and asset managers to monetize distribution and accelerate organic recruitment and cross-sell.
Focuses on roll-up and distribution-led growth, prioritizing acquisitions that expand regional insurance and wealth-advisory reach while preserving advisor autonomy. Capital allocation targets fee-bearing wealth platforms, annuity and Medicare product distribution, and advisory teams with recurring revenue. Underwriting emphasizes cultural fit, scalable compliance and producer retention. Strategy balances opportunistic consolidation with stable cashflow generation, partnering with regional carriers and asset managers to monetize distribution and accelerate organic recruitment and cross-sell.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.71%
Gain -0.55%
Monthly
1.11%
Yearly
14.17%
Drawdown
15.86%
$198.6M
Equity
Holdings
$198.6M
Investment
$174.01M
$24.87M
Profit -$715,554.96
Realized
$285,233.69
Unrealized
$24.59M
Dividends
$3.49M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$715,554.96
Win %
60%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$715,554.96
Win %
60%
This Month
Compared to last month
Gain
1.48%
Profit
$2.89M
Win %
60%
This Year
Compared to last year
Gain
2.22%
Profit
$4.32M
Win %
59%
AMZN Amazon.com Inc
+15.32%
+$442,376.76 
ETN Eaton Corporation plc
+7.32%
+$13,730.35 
GOOG Alphabet Inc
+6.88%
+$173,446.47 
GOOGL Alphabet Inc
+6.73%
+$67,207.77 
META Meta Platforms Inc Class A
+3.28%
+$31,841.66 
MSFT Microsoft Corp.
+3.02%
+$134,497.4 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$9,042.31 
NVDA NVIDIA Corporation
+2.93%
+$62,301.89 
APPF Appfolio Inc.
+2.37%
+$5,529.41 
CVX Chevron Corporation
+2.35%
+$28,873.76 
GLW Corning Incorporated
+2.24%
+$6,253.92 
CSCO Cisco Systems, Inc.
+2.14%
+$7,851.33 
TQQQ ProShares UltraPro QQQ
+2.08%
+$6,046.92 
ORCL Oracle Corporation
+1.81%
+$9,436.35 
CINF Cincinnati Financial Corporation
+1.69%
+$7,782.07 
VZ Verizon Communications Inc.
+1.52%
+$15,872.5 
KLAC KLA Corporation
+1.38%
+$4,108.52 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,467.86 
ADBE Adobe Inc.
+1.01%
+$2,863.92 
BKR Baker Hughes Company
+0.98%
+$6,713.61 
ADP Automatic Data Processing Inc.
+0.98%
+$2,838.63 
UNP Union Pacific Corporation
+0.92%
+$4,469.6 
IBM International Business Machines Corporation
+0.86%
+$3,493.35 
GEV GE Vernova Inc.
+0.85%
+$1,512.42 
MCD McDonald's Corporation
+0.82%
+$3,528.82 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$23,641.8 
TSLA Tesla, Inc.
+0.76%
+$2,055.54 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,137.11 
VOO Vanguard S&P 500 ETF
+0.71%
+$103,193.23 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,712.25 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$8,966.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$13,840.46 
MO Altria Group, Inc.
+0.57%
+$4,339.92 
EXC Exelon Corporation
+0.53%
+$2,053.2 
PSX Phillips 66
+0.51%
+$17,415.76 
NSC Norfolk Southern Corporation
+0.46%
+$2,176.23 
PFE Pfizer Inc.
+0.4%
+$952.9 
AVGO Broadcom Inc.
+0.37%
+$1,290.24 
PG Procter & Gamble Co
+0.37%
+$1,986.97 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$21,585.3 
BAC Bank of America Corporation
+0.36%
+$12,321.76 
AMG Affiliated Managers Group Inc.
+0.35%
+$910.6 
GD General Dynamics Corporation
+0.32%
+$14,946.22 
MRK Merck & Co., Inc.
+0.32%
+$1,391.57 
JPM JPMorgan Chase & Co.
+0.27%
+$2,504.16 
AMP Ameriprise Financial, Inc.
+0.25%
+$14,002.96 
CME CME Group Inc.
+0.21%
+$1,232.93 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$32,199.8 
JNJ Johnson & Johnson
+0.21%
+$7,743.3 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$460.68 
T AT&T Inc.
+0.17%
+$2,241.56 
SHOC SHOC US Semiconductor Equity ETF
+0.16%
+$1,567.83 
DELL Dell Technologies Inc.
+0.14%
+$523.6 
TD The Toronto-Dominion Bank
+0.13%
+$452.96 
C Citigroup Inc.
+0.1%
+$808.67 
WM Waste Management, Inc.
+0.1%
+$235.18 
WMT Walmart Inc.
+0.09%
+$601.81 
ABT Abbott Laboratories
+0.09%
+$352.53 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$598.22 
AEP American Electric Power Company, Inc.
+0.06%
+$380.94 
USFD US Foods Holding Corp
+0.04%
+$100.88 
DIS The Walt Disney Company
+0.03%
+$99.9 
IQMM ProShares GENIUS Money Market ETF
+0.02%
+$944.43 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$148.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$627,172.56 
AXSM Axsome Therapeutics, Inc.
-7.1%
-$27,888.73 
SHOP Shopify Inc.
-4.29%
-$16,044 
BMEA Biomea Fusion, Inc.
-4.1%
-$700 
DY Dycom Industries Inc.
-3.85%
-$16,079.98 
DRAM Roundhill Memory ETF
-3.76%
-$38,202.24 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$9,111.57 
CI The Cigna Group
-2.99%
-$19,648.05 
ASND Ascendis Pharma A/S
-2.85%
-$7,109.89 
ABBV AbbVie Inc.
-2.51%
-$25,524.15 
AFRM Affirm Holdings, Inc.
-2.37%
-$4,859.82 
CCJ Cameco Corporation
-2.1%
-$19,863.45 
NFLX Netflix, Inc.
-2%
-$12,358.9 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$18,562.15 
AWK American Water Works Company, Inc.
-1.93%
-$8,463.84 
AMD Advanced Micro Devices, Inc.
-1.9%
-$29,253.9 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,794.28 
AON Aon plc
-1.64%
-$4,069.53 
SNOW Snowflake Inc.
-1.62%
-$8,362.72 
NEE NextEra Energy, Inc.
-1.15%
-$13,239.08 
AES AES Corporation
-1.15%
-$2,179.91 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,516.91 
TXN Texas Instruments Inc
-1.08%
-$3,207.26 
LOW Lowe's Companies Inc.
-1.08%
-$3,518.5 
INTC Intel Corporation
-1.02%
-$1,882.32 
KO The Coca-Cola Company
-1.02%
-$7,302.6 
UPS United Parcel Service, Inc.
-1%
-$2,245.95 
XOM Exxon Mobil Corporation
-0.97%
-$10,251 
PGR Progressive Corporation
-0.87%
-$7,800.84 
MA Mastercard Incorporated
-0.74%
-$5,100 
BLK BlackRock, Inc.
-0.73%
-$3,902.22 
GOLY Strategy Shares Gold ETFS Enhanced Fund
-0.68%
-$2,018.58 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$12,501.12 
DUK Duke Energy Corporation
-0.67%
-$2,738.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$35,419.84 
GS The Goldman Sachs Group, Inc.
-0.63%
-$25,809.8 
PM Philip Morris International Inc.
-0.61%
-$13,700.86 
MSCI MSCI Inc.
-0.61%
-$1,515.5 
WEC WEC Energy Group Inc.
-0.57%
-$6,113.55 
SBUX Starbucks Corporation
-0.57%
-$1,272.6 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$9,044.21 
WELL Welltower Inc.
-0.51%
-$1,192.38 
ALL Allstate Corporation
-0.49%
-$2,860.03 
SPG Simon Property Group, Inc.
-0.46%
-$2,190.29 
PEP PepsiCo, Inc.
-0.46%
-$1,734.4 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,938.97 
HD The Home Depot, Inc.
-0.42%
-$19,488.08 
MBB iShares MBS ETF
-0.4%
-$4,049.65 
AIG American International Group Inc.
-0.39%
-$2,453.34 
AXP American Express Company
-0.38%
-$78,877.81 
FDX FedEx Corporation
-0.37%
-$856.75 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$651.72 
CNP CenterPoint Energy Inc.
-0.26%
-$784.62 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$958.25 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,884.09 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,056.69 
KR Kroger Co.
-0.21%
-$738.48 
EPD Enterprise Products Partners L.P.
-0.18%
-$398.66 
SOUN SoundHound AI Inc.
-0.16%
-$840.97 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$2,104.64 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$2,185.41 
MUB iShares National Muni Bond ETF
-0.11%
-$1,866.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$474.25 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$194.56 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$102.66 
V Visa Inc. Class A
-0.04%
-$262.48 
XEL Xcel Energy Inc.
-0.04%
-$141.81 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,310.55 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$354.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 814 | Longs Won 476/814 58% | Profit Factor 4.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $153,347.98 |
| Average Win $68,598.46 | Best Trade (Aug 11) $2.26M | Sharpe Ratio -14.29 |
| Average Loss -$23,024.97 | Worst Trade (Sep 01) -$722,766.94 | Z-Score 0.23 (18.26%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $30,553.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,578 | $6.32M | $7.9M | - | $1.58M | 25.08% | -7.354% |
| ABBV AbbVie Inc. | 3,945 | $809,529.71 | $989,958.3 | - | $180,428.59 | 22.29% | -2.513% |
| ABT Abbott Laboratories | 3,917 | $452,932.21 | $414,026.9 | - | -$38,905.31 | -8.59% | +0.085% |
| ADBE Adobe Inc. | 1,141 | $468,961.45 | $285,717.81 | - | -$183,243.64 | -39.07% | +1.013% |
| ADP Automatic Data Processing Inc. | 1,096 | $304,770.67 | $292,040.15 | - | -$12,730.52 | -4.18% | +0.982% |
| AEP American Electric Power Company, Inc. | 5,442 | $624,979.2 | $695,759.7 | - | $70,780.5 | 11.33% | +0.055% |
| AES AES Corporation | 12,823 | $168,757 | $188,241.64 | - | $19,484.64 | 11.55% | -1.145% |
| AFRM Affirm Holdings, Inc. | 2,793 | $227,747 | $199,727.43 | - | -$28,019.57 | -12.3% | -2.375% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,833 | $371,429.31 | $373,219.21 | - | $1,789.9 | 0.48% | -0.256% |
| AIG American International Group Inc. | 7,914 | $666,949.81 | $621,882.12 | - | -$45,067.69 | -6.76% | -0.393% |
| ALL Allstate Corporation | 2,200 | $451,040.89 | $580,975.97 | - | $129,935.08 | 28.81% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 3,166 | $646,448.8 | $1.51M | - | $861,042.07 | 133.2% | -1.904% |
| AMG Affiliated Managers Group Inc. | 717 | $141,133.01 | $262,945.42 | - | $121,812.41 | 86.31% | +0.348% |
| AMP Ameriprise Financial, Inc. | 10,147 | $5.4M | $5.54M | - | $141,202.23 | 2.62% | +0.253% |
| AMZN Amazon.com Inc | 12,261 | $2.66M | $3.33M | - | $668,750.09 | 25.13% | +15.321% |
| AON Aon plc | 676 | $241,342.74 | $243,731.79 | - | $2,389.05 | 0.99% | -1.642% |
| APP AppLovin Corporation Class A Common Stock | 2,329 | $771,282.5 | $922,051.08 | - | $150,768.58 | 19.55% | -1.973% |
| APPF Appfolio Inc. | 1,326 | $212,619 | $238,931.94 | - | $26,312.94 | 12.38% | +2.369% |
| ASND Ascendis Pharma A/S | 993 | $264,804 | $242,202.63 | - | -$22,601.37 | -8.54% | -2.852% |
| AVGO Broadcom Inc. | 896 | $156,850.89 | $348,794.88 | - | $191,943.99 | 122.37% | +0.371% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Birch Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $490,282.8, Eli Lilly and Company - $410,211.48, American Express Company - $314,098.51, AppLovin Corporation Class A Common Stock - $304,574.61, and Broadcom Inc - $263,886.69. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Novo Nordisk A/S Sponsored ADR - $481,692.66, Workday Inc - $291,017.69, SoundHound AI Inc - $249,308.74, ServiceNow, Inc - $218,450.13, and Accenture plc Class A - $197,496.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Birch Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.49M earned over time. The largest contributors to dividend income include American Express Company - $288,684.73, Vanguard S&P 500 ETF - $139,309.96, VANGUARD FTSE DEVELOPED MARKETS ETF - $128,404.79, The Home Depot, Inc - $127,863.49, and iShares 1-3 Year Treasury Bond ETF - $124,691.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Birch Financial Group LLC's monthly returns?
Birch Financial Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Birch Financial Group LLC's strategy be considered aggressive or moderate?
Birch Financial Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Birch Financial Group LLC's strategy?
Birch Financial Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
