Brandywine Oak Private Wealth LLC Reduced Holdings in Q4 2024

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
-38
- 0.65%
$83.8 - $97.58 $3.18K - $3.71K
5.79K $487K
IEMG
Ishares Inc

ETFs
-1.3K
- 0.96%
N/A
135K $7.23M
IBB
Ishares Biotechnology ETF

ETFs
-143
- 4.01%
$131.21 - $148.85 $18.8K - $21.3K
3.43K $452K
SHYD
Vaneck Short High Yield Muni E

ETFs
-2.76K
- 16.59%
$22.45 - $22.81 $61.9K - $62.9K
13.9K $311K
ZTS
Zoetis Inc.

Healthcare
-35
- 1.88%
$162.24 - $194.42 $5.68K - $6.8K
1.83K $297K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-298
- 4.18%
$176.42 - $186.91 $52.6K - $55.7K
6.83K $1.22M
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
-3.22K
- 13.61%
$10.19 - $11.38 $32.8K - $36.7K
20.5K $210K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-294
- 0.6%
$47.26 - $48.18 $13.9K - $14.2K
48.9K $2.32M
CL
Colgate Palmolive CO

Consumer Defensive
-90
- 3.1%
$90.22 - $102.31 $8.12K - $9.21K
2.81K $255K
QCOM
Qualcomm Inc

Technology
-46
- 2.75%
$150.4 - $178.04 $6.92K - $8.19K
1.63K $249K
ITW
Illinois Tool Works Inc

Industrials
-48
- 2.93%
$253.56 - $278.5 $12.2K - $13.4K
1.59K $403K
BA
Boeing CO

Industrials
-399
- 20.31%
$138.14 - $180.72 $55.1K - $72.1K
1.57K $277K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-66
- 1.22%
$113.92 - $127.38 $7.52K - $8.41K
5.33K $614K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-78
- 0.72%
$126.68 - $134.74 $9.88K - $10.5K
10.7K $1.37M
T
At&T Inc.

Communication Services
-849
- 7.7%
$21.22 - $23.88 $18K - $20.3K
10.2K $231K
PID
Invesco Exchange Traded Fd Tr

ETFs
-268
- 0.35%
N/A
75.5K $1.35M
CME
Cme Group Inc.

Financial Services
-187
- 5.56%
$221.17 - $246.02 $41.4K - $46K
3.17K $737K
HON
Honeywell International Inc

Industrials
-208
- 8.98%
$202.84 - $236.0 $42.2K - $49.1K
2.11K $476K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-40
- 0.38%
$41.09 - $45.94 $1.64K - $1.84K
10.6K $443K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-128
- 2.25%
$124.26 - $134.12 $15.9K - $17.2K
5.57K $715K
VTI
Vanguard Total Stock Market Et

ETFs
-99
- 2.06%
$280.04 - $302.45 $27.7K - $29.9K
4.7K $1.36M
VBK
Vanguard Small Cap Growth ETF

ETFs
-32
- 2.18%
$264.18 - $304.19 $8.45K - $9.73K
1.43K $401K
ADP
Automatic Data Processing Inc

Industrials
-22
- 1.49%
$280.08 - $307.97 $6.16K - $6.78K
1.46K $426K
DLR
Digital Realty Trust, Inc.

Real Estate
-56
- 2.92%
$156.46 - $195.69 $8.76K - $11K
1.87K $330K
EMR
Emerson Electric CO

Industrials
-516
- 8.59%
$108.13 - $134.33 $55.8K - $69.3K
5.49K $680K
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 1.16%
$873.59 - $994.69 $13.1K - $14.9K
1.28K $1.17M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-6
- 0.02%
$89.88 - $101.38 $539 - $608
34.8K $3.25M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-996
- 2.17%
$100.18 - $109.1 $99.8K - $109K
44.9K $4.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-150
- 2.39%
$481.22 - $538.17 $72.2K - $80.7K
6.12K $3.13M
VOX
Vanguard Communication Service

ETFs
-119
- 1.05%
$144.31 - $163.57 $17.2K - $19.5K
11.2K $1.73M
XLF
Financial Sector Spdr

ETFs
-257
- 0.35%
$44.89 - $51.34 $11.5K - $13.2K
72.7K $3.51M
GOOG
Alphabet Inc.

Communication Services
-92
- 0.75%
$163.08 - $198.16 $15K - $18.2K
12.2K $2.32M
XLY
Select Sector Spdr Consumer Di

ETFs
-104
- 0.57%
$194.8 - $239.43 $20.3K - $24.9K
18K $4.04M
SF
Stifel Financial Corp

Financial Services
-135
- 0.23%
$93.4 - $117.72 $12.6K - $15.9K
59.3K $6.29M
GOOGL
Alphabet Inc.

Communication Services
-144
- 0.44%
$161.86 - $196.66 $23.3K - $28.3K
32.9K $6.23M
VGT
Vanguard Information Technolog

ETFs
-48
- 0.18%
$571.78 - $647.97 $27.4K - $31.1K
27.3K $17M
AMZN
Amazon Com Inc

Consumer Cyclical
-59
- 0.18%
$180.88 - $232.93 $10.7K - $13.7K
33K $7.24M
VUG
Vanguard Growth ETF

ETFs
-7.67K
- 3.37%
$378.79 - $428.11 $2.91M - $3.28M
220K $90.4M
Activity Summary
Buys All Purchases 98 New Holdings 9 Increased Positions 89 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 1
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