StockDriftsStockDriftsTop 50 Birch Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 11.08% | 62.7K | $19.0M | +1.13%(+702) | $306.23(+3.17%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8.39% | 20 | $14.4M | +0.00%(+0) | $686050.00(+2.03%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.01% | 17.2K | $10.3M | +18.97%(+2.75K) | $547.63(+21.49%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.8% | 25.7K | $6.5M | -0.04%(-11) | $238.93(+18.94%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.24% | 11.6K | $5.5M | -3.81%(-458) | $462.07(+0.75%) | 2026-03-31 | |
| HD | HOME DEPOT INC | 2.68% | 14.0K | $4.6M | +0.08%(+11) | $389.04(-18.92%) | 2026-03-31 | |
| AMP | AMERIPRISE FINL INC | 2.64% | 10.2K | $4.5M | +0.03%(+3) | $501.25(-5.31%) | 2026-03-31 | |
| GD | GENERAL DYNAMICS CORP | 2.46% | 12.3K | $4.2M | +0.00%(+0) | $300.89(+16.04%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.23% | 10.3K | $3.8M | +7.71%(+739) | $428.33(-3.96%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.13% | 57.0K | $3.7M | +2.69%(+1.50K) | $50.61(+36.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.22% | +13.22% |
| Top 20 Holdings Unweighted | +5.37% | +16.98% |
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