Brandywine Oak Private Wealth LLC Incresed Positions in Q4 2024

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
34.3K
+ 33.81%
$221.69 - $259.02 $7.6M - $8.88M
136K $34M
SPYG
Spdr Portfolio

ETFs
11.8K
+ 4.56%
$81.74 - $91.38 $966K - $1.08M
271K $23.8M
MUB
Ishares National Muni Bond ETF

ETFs
14.7K
+ 16.54%
$105.78 - $108.7 $1.55M - $1.59M
103K $11M
AVGO
Broadcom Inc.

Technology
165
+ 0.81%
$159.67 - $250.0 $26.3K - $41.3K
20.6K $4.77M
NVDA
Nvidia Corp

Technology
657
+ 0.88%
$117.0 - $148.88 $76.9K - $97.8K
75.6K $10.2M
JPM
Jpmorgan Chase & CO

Financial Services
951
+ 3.57%
$205.18 - $250.29 $195K - $238K
27.6K $6.61M
TSLA
Tesla, Inc.

Consumer Cyclical
30
+ 0.74%
$213.65 - $479.86 $6.41K - $14.4K
4.08K $1.65M
ITM
Vaneck Intermediate Muni ETF

ETFs
14.2K
+ 10.14%
$45.56 - $46.97 $647K - $667K
154K $7.12M
SUB
Ishares Short Term National Mu

ETFs
4.24K
+ 3.03%
$104.94 - $106.2 $445K - $450K
144K $15.2M
BX
Blackstone Inc.

Financial Services
1
+ 0.01%
$148.45 - $199.05 $148 - $199
12.9K $2.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
320
+ 32.62%
$521.84 - $558.82 $167K - $179K
1.3K $700K
NFLX
Netflix Inc

Communication Services
24
+ 2.79%
$687.65 - $936.56 $16.5K - $22.5K
885 $788K
BAC
Bank Of America Corp

Financial Services
2.98K
+ 30.06%
$39.22 - $47.77 $117K - $142K
12.9K $566K
MO
Altria Group, Inc.

Consumer Defensive
3.04K
+ 73.48%
$49.06 - $57.74 $149K - $175K
7.17K $374K
WMT
Walmart Inc.

Consumer Defensive
16
+ 0.11%
$79.1 - $95.7 $1.27K - $1.53K
14.4K $1.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
306
+ 3.94%
$198.04 - $221.51 $60.6K - $67.8K
8.07K $1.7M
GS
Goldman Sachs Group Inc

Financial Services
96
+ 9.17%
$486.1 - $608.57 $46.7K - $58.4K
1.14K $654K
MA
Mastercard Inc

Financial Services
40
+ 1.36%
$491.3 - $536.15 $19.7K - $21.4K
2.98K $1.57M
V
Visa Inc.

Financial Services
13
+ 0.47%
$273.87 - $320.91 $3.56K - $4.17K
2.76K $870K
BAR
Granite Shares Gold Trust

ETFs
5.81K
+ 1.22%
$25.3 - $27.51 $147K - $160K
483K $12.5M
CRM
Salesforce, Inc.

Technology
2
+ 0.11%
$270.87 - $367.87 $542 - $736
1.88K $627K
CSCO
Cisco Systems, Inc.

Technology
394
+ 3.11%
$52.45 - $60.02 $20.7K - $23.6K
13.1K $772K
BMY
Bristol Myers Squibb CO

Healthcare
889
+ 11.8%
$51.92 - $59.94 $46.2K - $53.3K
8.43K $476K
SPY
Spdr S&P 500 ETF Trust

ETFs
36
+ 0.74%
$567.81 - $607.81 $20.4K - $21.9K
4.93K $2.89M
KMI
Kinder Morgan, Inc.

Energy
112
+ 0.78%
$22.59 - $28.54 $2.53K - $3.2K
14.5K $398K
VBR
Vanguard Small Cap Value ETF

ETFs
733
+ 2.55%
$197.36 - $217.3 $145K - $159K
29.5K $5.85M
MS
Morgan Stanley

Financial Services
81
+ 3.08%
$104.42 - $134.99 $8.46K - $10.9K
2.71K $340K
META
Meta Platforms, Inc.

Communication Services
34
+ 1.47%
$554.08 - $632.68 $18.8K - $21.5K
2.35K $1.39M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19
+ 0.84%
$172.07 - $207.36 $3.27K - $3.94K
2.29K $451K
PNC
Pnc Financial Services Group, Inc.

Financial Services
6
+ 0.09%
$178.39 - $215.0 $1.07K - $1.29K
6.88K $1.33M
CDNS
Cadence Design Systems Inc

Technology
62
+ 5.17%
$249.1 - $324.54 $15.4K - $20.1K
1.26K $379K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.04K
+ 30.71%
$57.29 - $63.1 $59.5K - $65.6K
4.42K $253K
VV
Vanguard Large Cap ETF

ETFs
17
+ 0.35%
$260.27 - $280.65 $4.42K - $4.77K
4.81K $1.3M
AXP
American Express CO

Financial Services
3
+ 0.24%
$267.35 - $305.57 $802 - $917
1.28K $379K
XLK
Technology Sector Spdr

ETFs
3
+ 0.07%
$220.26 - $241.44 $661 - $724
4.62K $1.07M
POET
Poet Technologies Inc.

Technology
1.26K
+ 9.86%
$3.6 - $7.59 $4.52K - $9.53K
14K $83K
CVX
Chevron Corp

Energy
238
+ 3.22%
$141.15 - $162.53 $33.6K - $38.7K
7.64K $1.11M
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.23%
$471.27 - $550.62 $471 - $551
444 $231K
FDX
Fedex Corp

Industrials
3
+ 0.3%
$260.5 - $305.15 $782 - $915
990 $278K
AOM
Ishares Tr Core Moderate Alloc

ETFs
345
+ 7.68%
$43.44 - $45.05 $15K - $15.5K
4.84K $210K
IJS
Ishares S&P Smallcap 600 Value

ETFs
20
+ 1.01%
$104.59 - $118.05 $2.09K - $2.36K
2.01K $218K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11
+ 0.09%
$61.68 - $67.87 $678 - $747
11.7K $727K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.04%
N/A
2.83K $515K
Ge Vernova Inc
8
+ 0.83%
N/A
977 $0
Bitwise Bitcoin ETF Tr
3.34K
+ 40.07%
N/A
11.7K $0
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
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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