Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BIRCH HILL INVESTMENT ADVISORS LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 22, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
MICROSOFT CORP (594918104)
|
486,273 |
$65,141k |
|
MERCK & CO INC (58933Y105)
|
690,280 |
$57,880k |
|
MARSH & MCLENNAN COS (571748102)
|
578,875 |
$57,743k |
|
ECOLAB INC (278865100)
|
285,636 |
$56,396k |
|
Amazon.com Inc (023135106)
|
29,774 |
$56,381k |
|
GENTEX CORP (371901109)
|
1,758,109 |
$43,267k |
|
COMCAST CORP (20030N101)
|
907,413 |
$38,365k |
|
DONALDSON INC COM (257651109)
|
750,237 |
$38,157k |
|
ALPHABET INC (02079K305)
|
34,636 |
$37,504k |
|
COSTCO WHSL CORP (22160K105)
|
138,193 |
$36,519k |
|
SYNCHRONY FINL (87165B103)
|
1,018,311 |
$35,305k |
|
PROCTER & GAMBLE CO (742718109)
|
321,679 |
$35,272k |
|
Apple Inc (037833100)
|
177,404 |
$35,112k |
|
JOHNSON & JOHNSON (478160104)
|
249,628 |
$34,768k |
|
Bank of America Corp. (060505104)
|
1,183,240 |
$34,314k |
|
Booking Holdings, Inc. (09857L108)
|
16,376 |
$30,700k |
|
EDWARDS LIFESCIENCE (28176E108)
|
157,126 |
$29,027k |
|
WABTEC (929740108)
|
340,660 |
$24,446k |
|
CDK GLOBAL INC (12508E101)
|
455,068 |
$22,499k |
|
EBAY INC (278642103)
|
513,974 |
$20,302k |
|
UNITED PARCEL SERVIC (911312106)
|
194,421 |
$20,078k |
|
CAPITAL ONE FINL CO (14040H105)
|
216,492 |
$19,644k |
|
MONDELEZ INTL INC (609207105)
|
359,525 |
$19,378k |
|
Alphabet Inc (02079K107)
|
17,548 |
$18,968k |
|
Schlumberger Ltd (806857108)
|
463,905 |
$18,436k |
|
MASTERCARD INC (57636Q104)
|
63,598 |
$16,824k |
|
Nutrien Ltd (67077M108)
|
312,747 |
$16,719k |
|
LABORATORY CORP AMER (50540R409)
|
87,844 |
$15,188k |
|
COLGATE PALMOLIVE CO (194162103)
|
191,874 |
$13,752k |
|
PEPSICO INC (713448108)
|
101,255 |
$13,278k |
|
JPMORGAN CHASE & CO (46625H100)
|
110,510 |
$12,355k |
|
INTEL CORP (458140100)
|
208,302 |
$9,971k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
31,816 |
$9,378k |
|
Exxon Mobil Corp (30231G102)
|
119,522 |
$9,159k |
|
GRAINGER W W INC (384802104)
|
34,071 |
$9,139k |
|
MCCORMICK & CO INC (579780206)
|
58,782 |
$9,112k |
|
US BANCORP DEL (902973304)
|
161,990 |
$8,488k |
|
Berkshire Hathaway, Inc. (084670702)
|
38,444 |
$8,195k |
|
BOSTON PROPERTIES INC (101121101)
|
57,500 |
$7,417k |
|
ADP (053015103)
|
34,407 |
$5,689k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
133,626 |
$5,683k |
|
ISHARES (464287465)
|
79,093 |
$5,199k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
27,063 |
$5,000k |
|
UNION PAC CORP (907818108)
|
28,826 |
$4,875k |
|
INGERSOLL-RAND PLC (G47791101)
|
36,680 |
$4,646k |
|
WELLS FARGO CO NEW (949746101)
|
93,104 |
$4,406k |
|
CELGENE CORP (151020104)
|
42,571 |
$3,935k |
|
COCA-COLA CO (191216100)
|
75,943 |
$3,867k |
|
FEDEX CORP (31428X106)
|
22,511 |
$3,696k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
44,050 |
$3,448k |
|
NEXTERA ENERGY INC (65339F101)
|
15,918 |
$3,261k |
|
HOME DEPOT INC (437076102)
|
14,582 |
$3,033k |
|
ORACLE CORP (68389X105)
|
52,698 |
$3,002k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
15,163 |
$2,946k |
|
ABBOTT LABS (002824100)
|
34,822 |
$2,929k |
|
Chevron Corp (166764100)
|
22,448 |
$2,793k |
|
ISHARES (464287234)
|
62,429 |
$2,679k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
16,865 |
$2,622k |
|
Thermo Fisher Scientific Inc (883556102)
|
8,495 |
$2,495k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
59,595 |
$2,486k |
|
EMERSON ELEC CO (291011104)
|
34,760 |
$2,319k |
|
Facebook Inc (30303M102)
|
11,933 |
$2,303k |
|
PFIZER INC (717081103)
|
49,504 |
$2,145k |
|
DISNEY WALT CO (254687106)
|
15,130 |
$2,113k |
|
AIR PRODS & CHEMS INC (009158106)
|
9,242 |
$2,092k |
|
ABBVIE INC (00287Y109)
|
28,502 |
$2,073k |
|
3M CO (88579Y101)
|
11,424 |
$1,980k |
|
CARNIVAL CORP (143658300)
|
37,071 |
$1,726k |
|
Boeing Co/The (097023105)
|
4,537 |
$1,652k |
|
DOMINION ENERGY INC (25746U109)
|
20,493 |
$1,585k |
|
GENERAL ELECTRIC CO (369604103)
|
149,728 |
$1,572k |
|
ILLINOIS TOOL WORKS (452308109)
|
10,205 |
$1,539k |
|
WALMART INC COM (931142103)
|
12,306 |
$1,360k |
|
ALLEGION PLC (G0176J109)
|
12,126 |
$1,341k |
|
salesforce.com Inc (79466L302)
|
8,825 |
$1,339k |
|
CONSTELLATION BRANDS (21036P108)
|
6,768 |
$1,333k |
|
BROADCOM INC (11135F101)
|
4,160 |
$1,197k |
|
ANADARKO PETE (032511107)
|
16,614 |
$1,172k |
|
VERIZON COMMUNICATIONS (92343V104)
|
20,019 |
$1,144k |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
7,121 |
$1,069k |
|
BOSTON SCIENTIFIC (101137107)
|
23,550 |
$1,012k |
|
S&P GLOBAL INC (78409V104)
|
4,375 |
$997k |
|
MCDONALDS CORP (580135101)
|
4,765 |
$989k |
|
INTL BUSINESS MCHN (459200101)
|
7,022 |
$968k |
|
BERKSHIRE HATHAWAY (084670108)
|
3 |
$955k |
|
MARRIOTT INTL INC (571903202)
|
6,612 |
$928k |
|
ROPER TECHNOLOGIES (776696106)
|
2,515 |
$921k |
|
CARLISLE COS INC (142339100)
|
6,405 |
$899k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,942 |
$862k |
|
Deere & Co (244199105)
|
4,545 |
$753k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
4,373 |
$731k |
|
NIKE INC (654106103)
|
8,646 |
$726k |
|
WASTE MGMT INC DEL (94106L109)
|
6,129 |
$707k |
|
DUKE ENERGY CORP (26441C204)
|
7,888 |
$696k |
|
BECTON DICKINSON (075887109)
|
2,713 |
$684k |
|
IDEXX LABS INC (45168D104)
|
2,300 |
$633k |
|
Caterpillar Inc (149123101)
|
4,388 |
$598k |
|
DIAGEO P L C (25243Q205)
|
3,295 |
$568k |
|
DOVER CORP (260003108)
|
5,614 |
$563k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
1,978 |
$532k |
|
PORTLAND GEN ELEC CO (736508847)
|
9,700 |
$525k |
|
Royal Dutch Shell PLC (780259206)
|
8,015 |
$522k |
|
AMPHENOL CORPORATION (032095101)
|
5,371 |
$515k |
|
ISHARES (464288885)
|
6,113 |
$494k |
|
SPDR INDEX SHS FDS (78463X301)
|
5,020 |
$491k |
|
UNILEVER N.V (904784709)
|
7,833 |
$476k |
|
SYSCO CORP (871829107)
|
6,576 |
$465k |
|
HONEYWELL INTL INC (438516106)
|
2,557 |
$446k |
|
PPG INDUSTRIES INC (693506107)
|
3,800 |
$443k |
|
Bristol-Myers Squibb Co (110122108)
|
9,548 |
$433k |
|
GOLDMAN SACHS GROUP (38141G104)
|
2,117 |
$433k |
|
ADOBE INC (00724F101)
|
1,461 |
$430k |
|
ARCH CAP GROUP LTD (G0450A105)
|
10,332 |
$383k |
|
PHILIP MORRIS INTL (718172109)
|
4,800 |
$377k |
|
ISHARES TR (464288240)
|
7,813 |
$365k |
|
AMGEN INC (031162100)
|
1,963 |
$362k |
|
ISHARES RUS (464287689)
|
2,097 |
$361k |
|
Illumina Inc (452327109)
|
850 |
$313k |
|
FACTSET RESH SYS INC (303075105)
|
1,012 |
$290k |
|
WALGREENS BOOTS ALLI (931427108)
|
5,085 |
$278k |
|
American Express Co. (025816109)
|
2,250 |
$278k |
|
AQUA AMERICA INC (03836W103)
|
6,666 |
$276k |
|
Avery Dennison Corp. (053611109)
|
2,283 |
$264k |
|
STRYKER CORP (863667101)
|
1,273 |
$262k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,550 |
$253k |
|
MEDTRONIC PLC (G5960L103)
|
2,485 |
$242k |
|
METLIFE INC (59156R108)
|
4,800 |
$238k |
|
DANAHER CORP (235851102)
|
1,607 |
$230k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
613 |
$217k |
|
RAYTHEON (755111507)
|
1,225 |
$213k |
|
CROWN CASTLE INTL (22822V101)
|
1,600 |
$209k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
3,620 |
$202k |
|
GLOBAL X FDS (37950E226)
|
11,000 |
$142k |
|
FISERV INC (337738108)
|
1,000 |
$91k |
|
CVS HEALTH CORP (126650100)
|
1,500 |
$82k |
|
TJX COMPANIES INC (872540109)
|
1,500 |
$79k |
|
UNITED TECHNOLOGIES (913017109)
|
152,359 |
$78k |
|
LAREDO PETROLEUM INC (516806106)
|
19,200 |
$56k |
|
ZIMMER BIOMET HLDGS (98956P102)
|
450 |
$53k |
|
DuPont de Nemours Inc (26614N102)
|
533 |
$40k |
|
AT&T INC (00206R102)
|
1,000 |
$34k |
|
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