Brandywine Oak Private Wealth LLC Purchases in Q4 2024

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
8
+ 0.83%
N/A
977 $0
Bitwise Ethereum ETF
9.83K
New
N/A
9.83K $0
Blackrock Inc
1.16K
New
N/A
1.16K $0
Bitwise Bitcoin ETF Tr
3.34K
+ 40.07%
N/A
11.7K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.04%
N/A
2.83K $515K
ACN
Accenture PLC

Technology
1
+ 0.14%
$343.9 - $376.86 $344 - $377
720 $253K
ORCL
Oracle Corp

Technology
26
+ 1.35%
$165.41 - $192.43 $4.3K - $5K
1.96K $326K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
32
+ 1.06%
$70.12 - $75.48 $2.24K - $2.42K
3.07K $216K
DUK
Duke Energy Corp

Utilities
161
+ 4.44%
$105.76 - $120.76 $17K - $19.4K
3.79K $408K
VT
Vanguard Total World Stk Index

ETFs
19
+ 0.31%
$117.09 - $123.07 $2.22K - $2.34K
6.19K $727K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.81%
$131.66 - $144.0 $1.97K - $2.16K
1.87K $246K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.13%
$285.5 - $335.62 $857 - $1.01K
2.26K $654K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.12%
$130.37 - $146.09 $261 - $292
1.72K $225K
CAT
Caterpillar Inc

Industrials
1
+ 0.13%
$360.37 - $416.88 $360 - $417
761 $276K
ASML
Asml Holding Nv

Technology
24
+ 8.45%
$658.43 - $872.27 $15.8K - $20.9K
308 $213K
VVV
Valvoline Inc

Energy
200
+ 3.56%
$36.18 - $43.41 $7.24K - $8.68K
5.82K $210K
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 0.62%
$208.94 - $264.22 $1.25K - $1.59K
979 $205K
CSX
Csx Corp

Industrials
6
+ 0.05%
$31.58 - $36.88 $189 - $221
13K $420K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
438
+ 2.95%
$33.39 - $37.66 $14.6K - $16.5K
15.3K $510K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.06%
$87.44 - $102.5 $262 - $308
4.81K $437K
COP
Conocophillips

Energy
156
+ 2.04%
$95.12 - $114.72 $14.8K - $17.9K
7.82K $775K
SO
Southern CO

Utilities
17
+ 0.41%
$81.5 - $94.15 $1.39K - $1.6K
4.18K $344K
RTX
Raytheon Technologies Corp

Industrials
62
+ 0.86%
$114.45 - $127.21 $7.1K - $7.89K
7.25K $838K
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
+ 9.73%
$47.57 - $52.44 $498K - $549K
118K $5.65M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.29K
+ 8.44%
$75.65 - $83.47 $173K - $191K
29.4K $2.24M
CARR
Carrier Global Corp

Industrials
4
+ 0.11%
$66.69 - $82.65 $267 - $331
3.68K $251K
AMT
American Tower Corp

Real Estate
1
+ 0.08%
$179.4 - $232.01 $179 - $232
1.18K $216K
CI
Cigna Corp

Healthcare
4
+ 0.44%
$265.59 - $358.58 $1.06K - $1.43K
913 $252K
GE
General Electric CO

Industrials
30
+ 0.77%
$159.95 - $194.23 $4.8K - $5.83K
3.93K $654K
SCHV
Schwab Strategic Tr Us Large C

ETFs
81K
+ 200.0%
$25.79 - $80.4 $2.09M - $6.51M
121K $3.17M
CTVA
Corteva, Inc.

Basic Materials
9
+ 0.02%
$55.21 - $64.13 $497 - $577
48.7K $2.78M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.3K
+ 2.99%
$51.09 - $55.27 $782K - $846K
526K $26.9M
IFF
International Flavors & Fragrances Inc

Basic Materials
1
+ 0.02%
$83.96 - $106.19 $84 - $106
4.69K $396K
NEE
Nextera Energy Inc

Utilities
121
+ 1.27%
$69.77 - $85.43 $8.44K - $10.3K
9.66K $692K
GD
General Dynamics Corp

Industrials
24
+ 0.69%
$260.28 - $314.03 $6.25K - $7.54K
3.52K $926K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
823
+ 2.6%
$58.88 - $64.8 $48.5K - $53.3K
32.5K $1.92M
IXUS
Ishares Tr

ETFs
542
+ 1.84%
$65.95 - $72.56 $35.7K - $39.3K
29.9K $1.98M
HDV
Ishares Core High Dividend ETF

ETFs
63
+ 0.17%
$110.82 - $121.28 $6.98K - $7.64K
37.8K $4.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
858
+ 0.81%
$26.63 - $30.23 $22.8K - $25.9K
107K $2.85M
URI
United Rentals, Inc.

Industrials
2
+ 0.06%
$704.44 - $880.32 $1.41K - $1.76K
3.19K $2.24M
DD
Du Pont De Nemours, Inc.

Basic Materials
11
+ 0.03%
$75.95 - $88.05 $835 - $969
36.4K $2.78M
AZN
Astrazeneca PLC

Healthcare
43
+ 0.06%
$63.2 - $79.58 $2.72K - $3.42K
67.6K $4.43M
REET
Ishares Global Reit ETF

ETFs
16.3K
+ 2.8%
$23.43 - $26.54 $381K - $432K
597K $14.3M
SCHO
Schwab Short Term Us Treasury

ETFs
676K
+ 94.45%
$24.06 - $48.88 $16.3M - $33M
1.39M $33.5M
IEFA
Ishares Tr

ETFs
12.7K
+ 3.93%
$70.06 - $77.43 $891K - $984K
336K $23.6M
VTV
Vanguard Value ETF

ETFs
8.57K
+ 1.34%
$168.32 - $181.87 $1.44M - $1.56M
649K $110M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.28M
+ 115.18%
$18.41 - $40.87 $60.4M - $134M
6.13M $113M
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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