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:
24.26%
Gain +0.8%
Monthly
1.01%
Yearly
12.89%
Drawdown
15.86%
$197.5M
Equity
Holdings
$197.5M
Investment
$174.01M
$23.77M
Profit +$935,628.32
Realized
$285,233.69
Unrealized
$23.49M
Dividends
$4.01M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.8%
Profit
$935,628.32
Win %
57%
This Week
Compared To Last Week
Gain
0.79%
Profit
$1.55M
Win %
57%
This Month
Compared to last month
Gain
2.58%
Profit
$4.96M
Win %
57%
This Year
Compared to last year
Gain
1.66%
Profit
$3.22M
Win %
57%
HONA Honeywell Aerospace Inc.
+3.59%
+$8,383.05 
C Citigroup Inc.
+2.17%
+$16,610.07 
LOW Lowe's Companies Inc.
+2.09%
+$6,347.25 
GD General Dynamics Corporation
+2.06%
+$84,899.44 
HD The Home Depot, Inc.
+2.05%
+$88,466.06 
PM Philip Morris International Inc.
+1.92%
+$44,586.36 
BLK BlackRock, Inc.
+1.9%
+$10,386.35 
BKR Baker Hughes Company
+1.87%
+$11,606.58 
JPM JPMorgan Chase & Co.
+1.78%
+$15,904.08 
ALL Allstate Corporation
+1.75%
+$9,196 
UPS United Parcel Service, Inc.
+1.69%
+$3,529.35 
PG Procter & Gamble Co
+1.67%
+$9,859.86 
PEP PepsiCo, Inc.
+1.64%
+$5,718.1 
AEP American Electric Power Company, Inc.
+1.64%
+$11,101.68 
PGR Progressive Corporation
+1.52%
+$13,630.5 
KO The Coca-Cola Company
+1.47%
+$10,953.9 
CINF Cincinnati Financial Corporation
+1.44%
+$6,357.58 
AMG Affiliated Managers Group Inc.
+1.43%
+$3,914.81 
AON Aon plc
+1.41%
+$2,734.43 
ADP Automatic Data Processing Inc.
+1.4%
+$4,373.05 
GS The Goldman Sachs Group, Inc.
+1.39%
+$49,429.03 
MO Altria Group, Inc.
+1.34%
+$11,016.72 
USFD US Foods Holding Corp
+1.34%
+$3,429.92 
DIS The Walt Disney Company
+1.34%
+$4,928.4 
AFRM Affirm Holdings, Inc.
+1.33%
+$2,820.93 
DUK Duke Energy Corporation
+1.32%
+$5,118.2 
APPF Appfolio Inc.
+1.3%
+$3,779.1 
NEE NextEra Energy, Inc.
+1.3%
+$13,501.24 
TD The Toronto-Dominion Bank
+1.3%
+$4,416.36 
TSLA Tesla, Inc.
+1.3%
+$4,111.12 
EXC Exelon Corporation
+1.29%
+$4,705.25 
MRK Merck & Co., Inc.
+1.29%
+$6,363.75 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.29%
+$20,590.01 
AWK American Water Works Company, Inc.
+1.28%
+$5,482.28 
WMT Walmart Inc.
+1.28%
+$9,116.67 
AXP American Express Company
+1.28%
+$250,299.27 
CI The Cigna Group
+1.26%
+$8,580.32 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$75,896.35 
CVX Chevron Corporation
+1.17%
+$16,417.16 
CNP CenterPoint Energy Inc.
+1.16%
+$3,281.18 
AIG American International Group Inc.
+1.15%
+$7,201.74 
WEC WEC Energy Group Inc.
+1.13%
+$11,596.27 
BRK-A Berkshire Hathaway Inc.
+1.11%
+$175,368 
PEG Public Service Enterprise Group Incorporated
+1.1%
+$2,227.61 
WM Waste Management, Inc.
+1.08%
+$2,581.64 
MCD McDonald's Corporation
+1.08%
+$4,186.44 
EPD Enterprise Products Partners L.P.
+1.07%
+$2,164.1 
SPG Simon Property Group, Inc.
+1.03%
+$4,288.47 
AMP Ameriprise Financial, Inc.
+1.02%
+$52,257.15 
V Visa Inc. Class A
+1%
+$7,500 
ABT Abbott Laboratories
+0.99%
+$4,073.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.97%
+$2,533.76 
FDX FedEx Corporation
+0.96%
+$2,123.24 
XEL Xcel Energy Inc.
+0.91%
+$3,214.36 
SBUX Starbucks Corporation
+0.88%
+$1,802.85 
BAC Bank of America Corporation
+0.87%
+$25,203.6 
JNJ Johnson & Johnson
+0.87%
+$32,142 
GOLY Strategy Shares Gold ETFS Enhanced Fund
+0.81%
+$2,352.24 
MA Mastercard Incorporated
+0.79%
+$5,819.99 
VZ Verizon Communications Inc.
+0.76%
+$7,596.12 
T AT&T Inc.
+0.74%
+$9,806.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$37,681 
UNP Union Pacific Corporation
+0.71%
+$3,414.96 
NSC Norfolk Southern Corporation
+0.68%
+$3,116.89 
AAPL Apple Inc.
+0.63%
+$54,736.92 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$26,873.04 
BMY Bristol-Myers Squibb Company
+0.59%
+$1,369.8 
GEV GE Vernova Inc.
+0.54%
+$913.64 
XOM Exxon Mobil Corporation
+0.48%
+$5,628.07 
KR Kroger Co.
+0.45%
+$1,723.12 
WELL Welltower Inc.
+0.38%
+$891.78 
CCJ Cameco Corporation
+0.38%
+$3,382.16 
CME CME Group Inc.
+0.37%
+$2,336.06 
PFE Pfizer Inc.
+0.34%
+$952.9 
ADBE Adobe Inc.
+0.32%
+$924.21 
ABBV AbbVie Inc.
+0.29%
+$3,234.9 
SHOP Shopify Inc.
+0.28%
+$1,528 
SCHP Schwab U.S. TIPS ETF
+0.22%
+$4,006.59 
SOUN SoundHound AI Inc.
+0.2%
+$840.97 
DFCF Dimensional Core Fixed Income ETF
+0.12%
+$271.55 
MBB iShares MBS ETF
+0.11%
+$1,094.5 
TXN Texas Instruments Inc
+0.11%
+$318.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$383.3 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.1%
+$1,838.4 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$2,128.38 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.07%
+$986.55 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$512.76 
DFCA Dimensional California Municipal Bond ETF
+0.03%
+$83.39 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IQMM ProShares GENIUS Money Market ETF
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
-5.92%
-$28,244.07 
SNOW Snowflake Inc.
-5.23%
-$30,388.54 
DRAM Roundhill Memory ETF
-3.9%
-$37,329.6 
CRDO Credo Technology Group Holding Ltd.
-3.72%
-$10,159.2 
DELL Dell Technologies Inc.
-3.69%
-$16,343.81 
AMD Advanced Micro Devices, Inc.
-3.59%
-$63,858.16 
GLW Corning Incorporated
-3.37%
-$9,625.67 
TQQQ ProShares UltraPro QQQ
-3.01%
-$10,192.73 
INTC Intel Corporation
-2.79%
-$5,383.84 
KLAC KLA Corporation
-2.71%
-$7,796.25 
SPCX Space Exploration Technologies Corp. Class A
-2.26%
-$8,005.34 
BMEA Biomea Fusion, Inc.
-1.97%
-$231 
AVGO Broadcom Inc.
-1.84%
-$5,677.95 
ORCL Oracle Corporation
-1.78%
-$9,783.58 
CSCO Cisco Systems, Inc.
-1.73%
-$6,138.9 
NFLX Netflix, Inc.
-1.47%
-$9,015.23 
AXSM Axsome Therapeutics, Inc.
-1.41%
-$3,818.98 
GOOGL Alphabet Inc
-1.21%
-$12,592.11 
GOOG Alphabet Inc
-1.14%
-$29,675.43 
META Meta Platforms Inc Class A
-1.1%
-$14,624.12 
UNH UnitedHealth Group Incorporated
-1.07%
-$4,189.97 
QQQM Invesco NASDAQ 100 ETF
-0.99%
-$13,773.61 
APP AppLovin Corporation Class A Common Stock
-0.96%
-$6,230.1 
SHOC SHOC US Semiconductor Equity ETF
-0.72%
-$6,888.95 
SPEM SPDR Portfolio Emerging Markets ETF
-0.67%
-$20,913.9 
TMO Thermo Fisher Scientific Inc.
-0.55%
-$3,006.54 
NVDA NVIDIA Corporation
-0.52%
-$12,285.79 
ETN Eaton Corporation plc
-0.49%
-$960.3 
DY Dycom Industries Inc.
-0.47%
-$1,215 
AMZN Amazon.com Inc
-0.44%
-$13,671.01 
MSCI MSCI Inc.
-0.34%
-$840.03 
MSFT Microsoft Corp.
-0.33%
-$17,676.25 
PSX Phillips 66
-0.25%
-$11,449.46 
ASND Ascendis Pharma A/S
-0.23%
-$526.29 
IBM International Business Machines Corporation
-0.14%
-$585.28 
AES AES Corporation
-0.13%
-$256.46 
MUB iShares National Muni Bond ETF
-0.11%
-$1,710.61 
BNDX Vanguard Total International Bond ETF
-0.11%
-$1,310.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.07%
-$1,729.96 
VOO Vanguard S&P 500 ETF
-0.06%
-$8,705.32 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$445.05 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$283.79 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$25.66 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$47.42 Events
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Dividends
Dividend Analysis
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| Trades 814 | Longs Won 460/814 56% | Profit Factor 3.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $181,698.09 |
| Average Win $72,997.75 | Best Trade (Oct 14) $2.6M | Sharpe Ratio -13.77 |
| Average Loss -$27,697.87 | Worst Trade (Oct 14) -$1.02M | Z-Score 1.74 (91.83%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $29,206.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,578 | $6.32M | $8.8M | - | $2.49M | 39.34% | +0.626% |
| ABBV AbbVie Inc. | 3,945 | $809,529.71 | $1.12M | - | $311,718.19 | 38.51% | +0.289% |
| ABT Abbott Laboratories | 3,917 | $452,932.21 | $414,105.24 | - | -$38,826.97 | -8.57% | +0.994% |
| ADBE Adobe Inc. | 1,141 | $468,961.45 | $288,079.68 | - | -$180,881.77 | -38.57% | +0.322% |
| ADP Automatic Data Processing Inc. | 1,096 | $304,770.67 | $317,445.44 | - | $12,674.77 | 4.16% | +1.397% |
| AEP American Electric Power Company, Inc. | 5,442 | $624,979.2 | $687,487.86 | - | $62,508.66 | 10% | +1.641% |
| AES AES Corporation | 12,823 | $168,757 | $191,703.85 | - | $22,946.85 | 13.6% | -0.134% |
| AFRM Affirm Holdings, Inc. | 2,793 | $227,747 | $214,865.49 | - | -$12,881.51 | -5.66% | +1.33% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,833 | $371,429.31 | $366,089.83 | - | -$5,339.48 | -1.44% | +0.105% |
| AIG American International Group Inc. | 7,914 | $666,949.81 | $633,357.42 | - | -$33,592.39 | -5.04% | +1.15% |
| ALL Allstate Corporation | 2,200 | $451,040.89 | $536,316 | - | $85,275.11 | 18.91% | +1.745% |
| AMD Advanced Micro Devices, Inc. | 3,166 | $646,448.8 | $1.72M | - | $1.07M | 165.48% | -3.587% |
| AMG Affiliated Managers Group Inc. | 717 | $141,133.01 | $278,554.5 | - | $137,421.49 | 97.37% | +1.425% |
| AMP Ameriprise Financial, Inc. | 10,147 | $5.4M | $5.15M | - | -$245,500.24 | -4.55% | +1.025% |
| AMZN Amazon.com Inc | 12,261 | $2.66M | $3.11M | - | $448,849.17 | 16.87% | -0.438% |
| AON Aon plc | 676 | $241,342.74 | $196,611.22 | - | -$44,731.52 | -18.53% | +1.41% |
| APP AppLovin Corporation Class A Common Stock | 2,329 | $771,282.5 | $644,236.33 | - | -$127,046.17 | -16.47% | -0.958% |
| APPF Appfolio Inc. | 1,326 | $212,619 | $293,655.96 | - | $81,036.96 | 38.11% | +1.304% |
| ASND Ascendis Pharma A/S | 993 | $264,804 | $224,507.37 | - | -$40,296.63 | -15.22% | -0.234% |
| AVGO Broadcom Inc. | 896 | $156,850.89 | $302,841.73 | - | $145,990.84 | 93.08% | -1.84% |
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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 - $491,944.02, Eli Lilly and Company - $410,211.48, American Express Company - $373,102.06, AppLovin Corporation Class A Common Stock - $304,574.61, and Broadcom Inc - $264,469.09. 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 $4.01M earned over time. The largest contributors to dividend income include American Express Company - $347,688.28, Vanguard S&P 500 ETF - $178,009.23, The Home Depot, Inc - $160,530.09, iShares 1-3 Year Treasury Bond ETF - $141,886.7, and VANGUARD FTSE DEVELOPED MARKETS ETF - $141,781.55. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
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