Brandywine Oak Private Wealth LLC Sells in Q3 2025

Brandywine Oak Private Wealth LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VAW
Vanguard Materials ETF

ETFs
-11
- 0.67%
$193.21 - $210.15 $2.13K - $2.31K
1.64K $336K
XLC
Select Sector Spdr Tr Communic

ETFs
-1
- 0.05%
$105.99 - $119.41 $106 - $119
1.94K $229K
VCR
Vanguard Consumer Discretionar

ETFs
-11
- 1.6%
$359.61 - $401.35 $3.96K - $4.41K
677 $268K
VHT
Vanguard Health Care ETF

ETFs
-49
- 1.66%
$239.12 - $259.95 $11.7K - $12.7K
2.9K $753K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1
- 0.09%
$195.29 - $223.85 $195 - $224
1.11K $247K
LHX
L3 Harris Technologies, Inc.

Industrials
-68
- 6.99%
$252.18 - $305.41 $17.1K - $20.8K
905 $276K
UNP
Union Pacific Corp

Industrials
-44
- 0.63%
$214.91 - $237.16 $9.46K - $10.4K
6.94K $1.64M
UNH
Unitedhealth Group Inc

Healthcare
-37
- 2.64%
$237.77 - $353.61 $8.8K - $13.1K
1.37K $471K
WEC
Wec Energy Group, Inc.

Utilities
-41
- 1.07%
$103.66 - $114.59 $4.25K - $4.7K
3.79K $434K
IBB
Ishares Biotechnology ETF

ETFs
-145
- 4.66%
$127.63 - $144.37 $18.5K - $20.9K
2.97K $428K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-320
- 2.25%
$39.06 - $43.42 $12.5K - $13.9K
13.9K $603K
NEE
Nextera Energy Inc

Utilities
-38
- 0.47%
$69.77 - $77.54 $2.65K - $2.95K
8.07K $609K
MCD
Mcdonalds Corp

Consumer Cyclical
-131
- 1.74%
$291.67 - $316.99 $38.2K - $41.5K
7.42K $2.25M
IDV
Ishares Tr

ETFs
-170
- 0.59%
$34.54 - $37.28 $5.87K - $6.34K
28.6K $1.05M
DGRO
Ishares Core Dividend Growth E

ETFs
-167
- 1.09%
$64.12 - $68.08 $10.7K - $11.4K
15.2K $1.04M
LMT
Lockheed Martin Corp

Industrials
-148
- 4.1%
$410.74 - $499.21 $60.8K - $73.9K
3.47K $1.73M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-22
- 0.23%
$132.9 - $142.03 $2.92K - $3.12K
9.52K $1.34M
WMT
Walmart Inc.

Consumer Defensive
-56
- 0.39%
$94.4 - $104.27 $5.29K - $5.84K
14.2K $1.46M
XLF
Financial Sector Spdr

ETFs
-646
- 0.9%
$51.37 - $54.25 $33.2K - $35K
71.4K $3.85M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-7
- 0.02%
$65.41 - $69.67 $458 - $488
34.6K $2.41M
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.53%
$215.01 - $273.02 $3.44K - $4.37K
2.98K $749K
CVX
Chevron Corp

Energy
-24
- 0.33%
$145.57 - $161.83 $3.49K - $3.88K
7.33K $1.14M
MRK
Merck & Co., Inc.

Healthcare
-294
- 1.25%
$77.6 - $87.37 $22.8K - $25.7K
23.3K $1.96M
CC
Chemours CO

Basic Materials
-171
- 0.72%
$11.5 - $17.53 $1.97K - $3K
23.6K $373K
AEP
American Electric Power CO Inc

Utilities
-4
- 0.03%
$103.26 - $115.0 $413 - $460
12.8K $1.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-26
- 1.15%
$224.68 - $282.71 $5.84K - $7.35K
2.24K $625K
VIS
Vanguard Industrial ETF

ETFs
-18
- 0.18%
$281.0 - $296.29 $5.06K - $5.33K
9.79K $2.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-40
- 0.11%
$68.24 - $73.73 $2.73K - $2.95K
36.7K $2.69M
VEA
Vanguard Ftse Developed Market

ETFs
-3.31K
- 2.64%
$56.02 - $60.3 $185K - $200K
122K $7.3M
HDV
Ishares Core High Dividend ETF

ETFs
-178
- 0.47%
$118.16 - $123.66 $21K - $22K
37.5K $4.59M
VOX
Vanguard Communication Service

ETFs
-36
- 0.32%
$169.0 - $192.17 $6.08K - $6.92K
11.1K $2.09M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.94K
- 4.11%
$109.47 - $119.06 $212K - $231K
45.2K $5.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
-75
- 1.5%
$617.65 - $666.84 $46.3K - $50K
4.94K $3.29M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-31
- 0.5%
$546.99 - $602.2 $17K - $18.7K
6.15K $3.69M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-305
- 0.89%
$85.31 - $97.03 $26K - $29.6K
34.1K $3.24M
AZN
Astrazeneca PLC

Healthcare
-1.73K
- 2.6%
$68.72 - $82.11 $119K - $142K
64.7K $4.97M
MSFT
Microsoft Corp

Technology
-389
- 1.49%
$491.09 - $535.64 $191K - $208K
25.8K $13.3M
XLY
Select Sector Spdr Consumer Di

ETFs
-105
- 0.61%
$216.09 - $242.18 $22.7K - $25.4K
17K $4.07M
ABBV
Abb Vie Inc.

Healthcare
-601
- 5.0%
$184.85 - $231.54 $111K - $139K
11.4K $2.65M
GOOG
Alphabet Inc.

Communication Services
-65
- 0.59%
$175.16 - $255.24 $11.4K - $16.6K
10.9K $2.65M
AVGO
Broadcom Inc.

Technology
-59
- 0.29%
$264.74 - $369.57 $15.6K - $21.8K
20.4K $6.73M
GLDM
World Gold Trust

ETFs
-18.5K
- 6.69%
$64.73 - $76.45 $1.2M - $1.41M
258K $19.7M
GOOGL
Alphabet Inc.

Communication Services
-416
- 1.26%
$174.36 - $254.72 $72.5K - $106K
32.5K $7.9M
VGT
Vanguard Information Technolog

ETFs
-19
- 0.07%
$656.44 - $753.15 $12.5K - $14.3K
26.6K $19.9M
BAR
Granite Shares Gold Trust

ETFs
-2.69K
- 0.61%
$32.23 - $38.06 $86.5K - $102K
437K $16.6M
SPYG
Spdr Portfolio

ETFs
-969
- 0.37%
$94.33 - $105.31 $91.4K - $102K
264K $27.6M
AAPL
Apple Inc.

Technology
-707
- 0.54%
$202.38 - $256.87 $143K - $182K
130K $33.2M
VUG
Vanguard Growth ETF

ETFs
-6.2K
- 2.71%
$433.97 - $484.08 $2.69M - $3M
222K $107M
Activity Summary
Buys All Purchases 60 New Holdings 7 Increased Positions 53 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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