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:
23.82%
Gain +0.61%
Monthly
1.16%
Yearly
14.91%
Drawdown
15.68%
$188.91M
Equity
Holdings
$188.91M
Investment
$165.9M
$24.53M
Profit +$646,482.84
Realized
$1.34M
Unrealized
$23.19M
Dividends
$3.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$646,482.84
Win %
61%
This Week
Compared To Last Week
Gain
0.39%
Profit
$731,402.29
Win %
61%
This Month
Compared to last month
Gain
2.18%
Profit
$4.03M
Win %
61%
This Year
Compared to last year
Gain
10.38%
Profit
$17.77M
Win %
61%
AAPL Apple Inc.
+4.01%
+$324,330.02 
AMG Affiliated Managers Group Inc.
+3.71%
+$11,103.03 
GOOGL Alphabet Inc
+3.17%
+$34,846.11 
BMY Bristol-Myers Squibb Company
+3.11%
+$6,607.41 
META Meta Platforms Inc Class A
+3.07%
+$34,459.04 
MSFT Microsoft Corp.
+2.78%
+$110,509.7 
MRK Merck & Co., Inc.
+2.34%
+$8,934.31 
MSCI MSCI Inc.
+1.69%
+$9,212.95 
AMP Ameriprise Financial, Inc.
+1.67%
+$88,110.88 
BAC Bank of America Corporation
+1.6%
+$53,761.28 
WDAY Workday Inc.
+1.44%
+$4,954.65 
AVGO Broadcom Inc.
+1.33%
+$4,999.4 
RTX RTX Corporation
+1.29%
+$4,312.5 
ABNB Airbnb, Inc.
+1.26%
+$3,179.54 
C Citigroup Inc.
+1.22%
+$9,752.4 
ASND Ascendis Pharma A/S
+1.13%
+$3,176.99 
HD The Home Depot, Inc.
+1.1%
+$51,622.54 
AXSM Axsome Therapeutics, Inc.
+0.96%
+$7,627.23 
LOW Lowe's Companies Inc.
+0.95%
+$3,027.44 
VZ Verizon Communications Inc.
+0.85%
+$8,074.44 
APP AppLovin Corporation Class A Common Stock
+0.83%
+$9,866.22 
CME CME Group Inc.
+0.64%
+$3,003.41 
ZTS Zoetis Inc.
+0.62%
+$1,152.76 
NSC Norfolk Southern Corporation
+0.52%
+$2,414.53 
SCHD Schwab U.S. Dividend Equity ETF
+0.43%
+$1,095.22 
TJX The TJX Companies, Inc.
+0.42%
+$878.22 
ADP Automatic Data Processing Inc.
+0.42%
+$1,551.18 
VOO Vanguard S&P 500 ETF
+0.39%
+$46,489.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.34%
+$8,352.96 
NVDA NVIDIA Corporation
+0.33%
+$7,434 
SPG Simon Property Group, Inc.
+0.33%
+$1,494.31 
TMO Thermo Fisher Scientific Inc.
+0.23%
+$1,420.07 
GOLY Strategy Shares Gold ETFS Enhanced Fund
+0.16%
+$481.08 
SN SharkNinja, Inc.
+0.11%
+$312.8 
UNP Union Pacific Corporation
+0.02%
+$100.22 
QQQ Invesco QQQ Trust, Series 1
0%
+$18.34 
DFCA Dimensional California Municipal Bond ETF
0%
+$1.63 
ABT Abbott Laboratories
0%
$0 
ACN Accenture plc Class A
0%
$0 
ADBE Adobe Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AES AES Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AIG American International Group Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
-$0.14 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BLK BlackRock, Inc.
0%
+$0.03 
BMEA Biomea Fusion, Inc.
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CLVT Clarivate Plc
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DY Dycom Industries Inc.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
FDX FedEx Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HON Honeywell International Inc.
0%
+$0.01 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MA Mastercard Incorporated
0%
$0 
MBB iShares MBS ETF
0%
$0 
MO Altria Group, Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
0%
$0 
ORCL Oracle Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PG Procter & Gamble Co
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PSX Phillips 66
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
+$0.03 
SHOC SHOC US Semiconductor Equity ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SOUN SoundHound AI Inc.
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
T AT&T Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TXN Texas Instruments Inc
0%
$0 
URNM Sprott Uranium Miners ETF
0%
$0 
USFD US Foods Holding Corp
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
PGR Progressive Corporation
-9.43%
-$88,067.28 
CINF Cincinnati Financial Corporation
-4.22%
-$19,440.8 
KR Kroger Co.
-3.71%
-$12,364.96 
ORLY O'Reilly Automotive Inc.
-3.52%
-$7,767.44 
EXC Exelon Corporation
-2.52%
-$9,808.16 
DDOG Datadog, Inc. Class A Common Stock
-2.32%
-$14,389.67 
SHOP Shopify Inc.
-1.7%
-$12,245.37 
DUK Duke Energy Corporation
-1.61%
-$6,479.76 
UNH UnitedHealth Group Incorporated
-1.57%
-$7,083.54 
MCD McDonald's Corporation
-1.48%
-$6,060.81 
XEL Xcel Energy Inc.
-1.15%
-$4,346.08 
AON Aon plc
-1.04%
-$6,174.76 
KO The Coca-Cola Company
-0.76%
-$5,053.25 
APG Api Group Corporation
-0.75%
-$1,537.6 
CCJ Cameco Corporation
-0.64%
-$6,352.53 
UPS United Parcel Service, Inc.
-0.64%
-$1,684.84 
TSLA Tesla, Inc.
-0.43%
-$1,532.51 
XOM Exxon Mobil Corporation
-0.4%
-$4,744.37 
COP ConocoPhillips
-0.37%
-$816.72 
ABBV AbbVie Inc.
-0.27%
-$2,572.13 
V Visa Inc. Class A
-0.25%
-$2,583.65 
VTEB Vanguard Tax-Exempt Bond ETF
-0.16%
-$653.36 
NOW ServiceNow, Inc.
-0.11%
-$271.8 
PEP PepsiCo, Inc.
-0.04%
-$133 
BKR Baker Hughes Company
-0.01%
-$56.9 Events
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Dividends
Dividend Analysis
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No Data
| Trades 688 | Longs Won 410/688 59% | Profit Factor 4.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $169,355.71 |
| Average Win $78,049.44 | Best Trade (Jul 16) $1.69M | Sharpe Ratio -14.19 |
| Average Loss -$26,879.98 | Worst Trade (Jul 16) -$595,622.32 | Z-Score 4.21 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $35,650.63 |
| 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 | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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