Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BIRCHCREEK WEALTH MANAGEMENT LLC | 08-02-2024 | 06-30-2024 | 151 | 177,637,479 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 101 | $430,280 | 1,628 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 102 | $425,503 | 5,472 | 0.00 | 0.00 | -2,695 | -33.00 | 06-30-2024 |
| LOCKHEED MARTIN CORP | COM | 103 | $417,587 | 894 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 104 | $417,257 | 4,163 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
