Brandywine Oak Private Wealth LLC Incresed Positions in Q3 2024

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
4.59K
+ 2.05%
$341.08 - $391.94 $1.56M - $1.8M
228K $87.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.6K
+ 2.95%
$48.51 - $52.86 $710K - $774K
511K $27M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.92K
+ 0.69%
$57.8 - $60.8 $400K - $420K
1.01M $61.2M
IEFA
Ishares Tr

ETFs
9.51K
+ 3.03%
$70.09 - $78.74 $666K - $749K
323K $25.2M
AAPL
Apple Inc.

Technology
690
+ 0.68%
$207.23 - $234.82 $143K - $162K
101K $23.6M
SPYG
Spdr Portfolio

ETFs
9.51K
+ 3.81%
$73.38 - $84.1 $698K - $800K
259K $21.5M
MUB
Ishares National Muni Bond ETF

ETFs
5.98K
+ 7.24%
$106.13 - $108.7 $635K - $650K
88.7K $9.63M
SUB
Ishares Short Term National Mu

ETFs
3.91K
+ 2.88%
$104.3 - $106.3 $408K - $416K
140K $14.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
162
+ 1.71%
$405.19 - $478.57 $65.6K - $77.5K
9.61K $4.42M
VBR
Vanguard Small Cap Value ETF

ETFs
34
+ 0.12%
$179.99 - $201.6 $6.12K - $6.85K
28.8K $5.78M
VEA
Vanguard Ftse Developed Market

ETFs
841
+ 0.79%
$47.6 - $53.31 $40K - $44.8K
108K $5.69M
LMT
Lockheed Martin Corp

Industrials
27
+ 0.82%
$460.3 - $584.56 $12.4K - $15.8K
3.34K $1.95M
ITM
Vaneck Intermediate Muni ETF

ETFs
4.89K
+ 3.62%
$45.67 - $47.0 $223K - $230K
140K $6.58M
IBM
International Business Machines Corp

Technology
426
+ 7.57%
$175.1 - $223.38 $74.6K - $95.2K
6.06K $1.34M
ABBV
Abb Vie Inc.

Healthcare
57
+ 0.42%
$163.84 - $199.33 $9.34K - $11.4K
13.5K $2.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.26K
+ 3.74%
$49.93 - $51.15 $213K - $218K
118K $6.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
312
+ 6.8%
$517.38 - $573.86 $161K - $179K
4.9K $2.81M
CTVA
Corteva, Inc.

Basic Materials
955
+ 2.0%
$50.72 - $58.78 $48.4K - $56.1K
48.7K $2.86M
TSLA
Tesla, Inc.

Consumer Cyclical
66
+ 1.66%
$191.76 - $263.26 $12.7K - $17.4K
4.05K $1.06M
XLK
Technology Sector Spdr

ETFs
1.14K
+ 32.73%
$197.34 - $237.68 $225K - $270K
4.62K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
120
+ 0.45%
$194.9 - $224.8 $23.4K - $27K
26.6K $5.61M
KO
Coca Cola CO

Consumer Defensive
136
+ 0.55%
$62.69 - $73.01 $8.53K - $9.93K
24.8K $1.78M
GLD
Spdr Gold Trust

ETFs
250
+ 4.68%
$215.56 - $246.98 $53.9K - $61.7K
5.59K $1.36M
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 0.9%
$333.64 - $405.2 $9.34K - $11.3K
3.12K $1.27M
WMT
Walmart Inc.

Consumer Defensive
117
+ 0.82%
$66.91 - $81.4 $7.83K - $9.52K
14.4K $1.16M
UNH
Unitedhealth Group Inc

Healthcare
21
+ 0.91%
$488.01 - $604.18 $10.2K - $12.7K
2.33K $1.36M
META
Meta Platforms, Inc.

Communication Services
38
+ 1.67%
$453.41 - $572.44 $17.2K - $21.8K
2.32K $1.33M
LOW
Lowes Companies Inc

Consumer Cyclical
56
+ 1.87%
$213.3 - $270.78 $11.9K - $15.2K
3.06K $827K
PG
Procter & Gamble CO

Consumer Defensive
63
+ 0.33%
$160.76 - $177.82 $10.1K - $11.2K
19K $3.29M
IVV
Ishares Core S&P 500 ETF

ETFs
136
+ 4.72%
$520.18 - $576.82 $70.7K - $78.4K
3.02K $1.74M
UNP
Union Pacific Corp

Industrials
78
+ 1.11%
$221.78 - $256.09 $17.3K - $20K
7.09K $1.74M
GE
General Electric CO

Industrials
250
+ 6.86%
$156.66 - $189.66 $39.2K - $47.4K
3.9K $734K
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.14%
$99.55 - $123.34 $996 - $1.23K
7.18K $870K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.29K
+ 10.04%
$51.78 - $52.98 $119K - $121K
25.1K $1.33M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13
+ 0.04%
$58.03 - $65.37 $754 - $850
31.7K $2.05M
IEMG
Ishares Inc

ETFs
2.27K
+ 1.69%
$53.64 - $53.64 $122K - $122K
136K $7.3M
VTI
Vanguard Total Stock Market Et

ETFs
162
+ 3.5%
$255.18 - $283.2 $41.3K - $45.9K
4.8K $1.36M
SBUX
Starbucks Corp

Consumer Cyclical
102
+ 2.17%
$72.51 - $98.6 $7.4K - $10.1K
4.8K $468K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.62K
+ 1.73%
$50.61 - $50.96 $81.8K - $82.4K
95K $4.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
192
+ 2.77%
$162.64 - $179.3 $31.2K - $34.4K
7.13K $1.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
78
+ 1.26%
$434.77 - $502.96 $33.9K - $39.2K
6.27K $3.06M
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
7K
+ 30.43%
$10.8 - $11.66 $75.6K - $81.6K
30K $342K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
316
+ 4.25%
$178.94 - $207.0 $56.5K - $65.4K
7.76K $1.56M
CSCO
Cisco Systems, Inc.

Technology
218
+ 1.75%
$44.74 - $53.22 $9.75K - $11.6K
12.7K $673K
DOW
Dow Inc.

Basic Materials
162
+ 0.37%
$50.15 - $55.41 $8.12K - $8.98K
44.3K $2.42M
CAT
Caterpillar Inc

Industrials
100
+ 15.15%
$316.8 - $391.12 $31.7K - $39.1K
760 $297K
NFLX
Netflix Inc

Communication Services
71
+ 8.99%
$598.55 - $722.26 $42.5K - $51.3K
861 $610K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
515
+ 4.62%
$57.32 - $62.65 $29.5K - $32.3K
11.7K $726K
SYK
Stryker Corp

Healthcare
76
+ 3.42%
$315.94 - $371.96 $24K - $28.3K
2.3K $830K
Activity Summary
Buys All Purchases 100 New Holdings 14 Increased Positions 86 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 1
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