Brandywine Oak Private Wealth LLC Incresed Positions in Q1 2025

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
6.04K
+ 0.93%
$167.73 - $179.21 $1.01M - $1.08M
656K $113M
BAR
Granite Shares Gold Trust

ETFs
2.72K
+ 0.56%
$26.01 - $30.84 $70.8K - $83.9K
486K $15M
IEFA
Ishares Tr

ETFs
8.8K
+ 2.62%
$69.57 - $78.65 $612K - $692K
345K $26.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.2K
+ 1.22%
$42.5 - $46.71 $349K - $383K
680K $30.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
20.1K
+ 3.83%
$49.78 - $53.19 $1M - $1.07M
547K $27.9M
VEA
Vanguard Ftse Developed Market

ETFs
11.8K
+ 9.98%
$47.4 - $52.99 $559K - $625K
130K $6.6M
VTI
Vanguard Total Stock Market Et

ETFs
2.64K
+ 56.3%
$271.18 - $303.12 $717K - $801K
7.34K $2.02M
REET
Ishares Global Reit ETF

ETFs
15K
+ 2.52%
$23.24 - $25.16 $349K - $378K
612K $14.9M
MUB
Ishares National Muni Bond ETF

ETFs
5.45K
+ 5.28%
$104.71 - $107.69 $571K - $587K
109K $11.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.15K
+ 12.75%
$58.01 - $64.46 $241K - $267K
36.7K $2.28M
ITM
Vaneck Intermediate Muni ETF

ETFs
7.16K
+ 4.64%
$45.21 - $46.67 $324K - $334K
162K $7.35M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.39K
+ 59.86%
$95.85 - $99.25 $133K - $138K
3.71K $367K
XLF
Financial Sector Spdr

ETFs
274
+ 0.38%
$47.32 - $52.19 $13K - $14.3K
73K $3.63M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.17K
+ 9.29%
$96.93 - $109.51 $404K - $457K
49K $4.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
739
+ 10.82%
$168.16 - $186.21 $124K - $138K
7.57K $1.29M
NFLX
Netflix Inc

Communication Services
13
+ 1.47%
$828.4 - $1058.6 $10.8K - $13.8K
898 $837K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.58K
+ 14.96%
$37.84 - $44.02 $59.7K - $69.5K
12.1K $466K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
40
+ 0.74%
$48.65 - $53.06 $1.95K - $2.12K
5.47K $284K
ITOT
Ishares Core S&P Total U.S. St

ETFs
470
+ 8.45%
$120.29 - $134.6 $56.5K - $63.3K
6.04K $736K
AOM
Ishares Tr Core Moderate Alloc

ETFs
34
+ 0.7%
$42.93 - $44.71 $1.46K - $1.52K
4.87K $213K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.04%
N/A
2.83K $515K
Bitwise Bitcoin ETF Tr
2.88K
+ 24.7%
N/A
14.6K $0
Bitwise Ethereum ETF
2.97K
+ 30.25%
N/A
12.8K $0
VT
Vanguard Total World Stk Index

ETFs
37
+ 0.6%
$115.08 - $123.97 $4.26K - $4.59K
6.23K $722K
META
Meta Platforms, Inc.

Communication Services
15
+ 0.64%
$576.36 - $736.67 $8.65K - $11.1K
2.37K $1.36M
ORCL
Oracle Corp

Technology
1
+ 0.05%
$139.81 - $186.47 $140 - $186
1.96K $273K
AMD
Advanced Micro Devices Inc

Technology
152
+ 3.51%
$96.63 - $129.55 $14.7K - $19.7K
4.48K $460K
SPY
Spdr S&P 500 ETF Trust

ETFs
114
+ 2.31%
$551.42 - $612.93 $62.9K - $69.9K
5.05K $2.82M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.18%
$554.06 - $615.85 $2.77K - $3.08K
2.82K $1.59M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
295
+ 3.66%
$192.82 - $222.1 $56.9K - $65.5K
8.36K $1.61M
XLK
Technology Sector Spdr

ETFs
2
+ 0.04%
$206.38 - $242.18 $413 - $484
4.62K $953K
CRM
Salesforce, Inc.

Technology
5
+ 0.27%
$268.36 - $359.95 $1.34K - $1.8K
1.88K $505K
VBR
Vanguard Small Cap Value ETF

ETFs
952
+ 3.23%
$183.02 - $207.75 $174K - $198K
30.5K $5.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.41%
$468.34 - $539.52 $11.7K - $13.5K
6.14K $2.88M
GOOG
Alphabet Inc.

Communication Services
545
+ 4.48%
$156.06 - $207.71 $85.1K - $113K
12.7K $1.99M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
18.5K
+ 7.36%
$77.33 - $90.16 $1.43M - $1.66M
269K $21.1M
GOOGL
Alphabet Inc.

Communication Services
129
+ 0.39%
$154.33 - $206.19 $19.9K - $26.6K
33K $5.11M
AVGO
Broadcom Inc.

Technology
15
+ 0.07%
$167.43 - $244.7 $2.51K - $3.67K
20.6K $3.45M
SPYG
Spdr Portfolio

ETFs
6.67K
+ 2.46%
$80.05 - $92.39 $534K - $616K
278K $22.3M
VUG
Vanguard Growth ETF

ETFs
11.4K
+ 5.17%
$369.1 - $427.61 $4.21M - $4.87M
232K $85.9M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 119 Reductions 119 Sold out 0 Options Calls 0 Puts 1
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