Brandywine Oak Private Wealth LLC Reduced Holdings in Q3 2025

Brandywine Oak Private Wealth LLC

  • $1.15 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-423K
- 95.65%
$78.96 - $80.04 $33.4M - $33.9M
19.2K $1.54M
SCHO
Schwab Short Term Us Treasury

ETFs
-642K
- 46.0%
$24.23 - $24.42 $15.6M - $15.7M
754K $18.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
-108K
- 10.75%
$58.97 - $60.36 $6.35M - $6.5M
894K $53.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 50.0%
$692600.0 - $759798.0 $693K - $760K
1 $754K
SF
Stifel Financial Corp

Financial Services
-10.7K
- 18.31%
$105.26 - $116.4 $1.12M - $1.24M
47.6K $5.4M
CTVA
Corteva, Inc.

Basic Materials
-41
- 0.09%
$67.08 - $77.12 $2.75K - $3.16K
47.9K $3.24M
SUB
Ishares Short Term National Mu

ETFs
-3.51K
- 2.45%
$106.17 - $107.3 $373K - $377K
140K $14.9M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-6.31K
- 13.57%
$47.76 - $48.46 $301K - $306K
40.2K $1.94M
PEP
Pepsico Inc

Consumer Defensive
-1.98K
- 19.24%
$133.81 - $152.16 $265K - $302K
8.33K $1.17M
DOW
Dow Inc.

Basic Materials
-746
- 2.0%
$20.87 - $30.37 $15.6K - $22.7K
36.6K $838K
NFLX
Netflix Inc

Communication Services
-4
- 0.45%
$1147.87 - $1297.18 $4.59K - $5.19K
882 $1.06M
GIS
General Mills Inc

Consumer Defensive
-2.26K
- 27.06%
$48.44 - $53.83 $110K - $122K
6.1K $307K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-542
- 6.29%
$459.11 - $506.91 $249K - $275K
8.08K $4.06M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.66K
- 4.31%
$92.18 - $95.14 $153K - $158K
36.8K $3.5M
IBM
International Business Machines Corp

Technology
-140
- 2.67%
$234.77 - $292.47 $32.9K - $40.9K
5.09K $1.44M
XLV
Select Sector Spdr Fund Health

ETFs
-1.58K
- 5.79%
$129.01 - $139.72 $204K - $221K
25.8K $3.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-458
- 1.4%
$211.65 - $238.24 $96.9K - $109K
32.4K $7.1M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.93K
- 3.76%
$50.9 - $52.37 $149K - $153K
75K $3.92M
SYK
Stryker Corp

Healthcare
-50
- 2.36%
$368.57 - $403.53 $18.4K - $20.2K
2.07K $764K
ITW
Illinois Tool Works Inc

Industrials
-355
- 23.53%
$252.31 - $269.41 $89.6K - $95.6K
1.15K $300K
IFF
International Flavors & Fragrances Inc

Basic Materials
-229
- 4.93%
$60.3 - $77.46 $13.8K - $17.7K
4.41K $271K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.43K
- 1.69%
$50.81 - $51.07 $72.8K - $73.1K
83.4K $4.26M
HON
Honeywell International Inc

Industrials
-3
- 0.16%
$207.7 - $240.4 $623 - $721
1.84K $386K
IEMG
Ishares Inc

ETFs
-762
- 0.61%
N/A
125K $6.68M
V
Visa Inc.

Financial Services
-10
- 0.37%
$332.09 - $358.86 $3.32K - $3.59K
2.69K $918K
ABT
Abbott Laboratories

Healthcare
-183
- 2.43%
$120.51 - $136.62 $22.1K - $25K
7.34K $982K
SBUX
Starbucks Corp

Consumer Cyclical
-46
- 0.96%
$81.9 - $96.86 $3.77K - $4.46K
4.76K $402K
ZTS
Zoetis Inc.

Healthcare
-71
- 4.32%
$141.13 - $159.19 $10K - $11.3K
1.57K $230K
TGT
Target Corp

Consumer Defensive
-27
- 1.16%
$86.56 - $107.43 $2.34K - $2.9K
2.3K $206K
CME
Cme Group Inc.

Financial Services
-16
- 0.52%
$258.83 - $287.1 $4.14K - $4.59K
3.04K $820K
EMR
Emerson Electric CO

Industrials
-45
- 0.83%
$128.6 - $149.63 $5.79K - $6.73K
5.4K $707K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-143
- 1.67%
$86.07 - $90.74 $12.3K - $13K
8.41K $753K
VDC
Vanguard Consumer Staples ETF

ETFs
-7
- 0.36%
$212.64 - $225.25 $1.49K - $1.58K
1.93K $412K
PFE
Pfizer Inc

Healthcare
-1.06K
- 7.75%
$23.29 - $25.88 $24.6K - $27.3K
12.6K $319K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-540
- 7.85%
$185.88 - $207.44 $100K - $112K
6.34K $1.27M
PID
Invesco Exchange Traded Fd Tr

ETFs
-467
- 0.67%
N/A
69.4K $1.24M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-514
- 5.76%
$91.28 - $97.59 $46.9K - $50.2K
8.41K $806K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.15K
- 4.28%
$87.05 - $93.19 $99.8K - $107K
25.7K $2.39M
VZ
Verizon Communications Inc

Communication Services
-156
- 1.62%
$40.84 - $45.06 $6.37K - $7.03K
9.48K $416K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.99K
- 2.08%
$48.5 - $50.19 $194K - $200K
188K $9.41M
Ge Vernova Inc
-8
- 0.76%
N/A
1.05K $0
DUK
Duke Energy Corp

Utilities
-150
- 3.99%
$116.31 - $125.93 $17.4K - $18.9K
3.61K $446K
CSX
Csx Corp

Industrials
-960
- 7.37%
$32.05 - $36.52 $30.8K - $35.1K
12.1K $428K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-12
- 0.18%
$41.43 - $44.2 $497 - $530
6.69K $295K
QCOM
Qualcomm Inc

Technology
-19
- 1.26%
$145.84 - $173.55 $2.77K - $3.3K
1.49K $248K
XLB
Select Sector Spdr Fd Material

ETFs
-13
- 0.23%
$86.72 - $92.61 $1.13K - $1.2K
5.66K $507K
AXP
American Express CO

Financial Services
-21
- 1.64%
$294.27 - $342.31 $6.18K - $7.19K
1.26K $417K
IGRO
Ishares Tr International Divid

ETFs
-19
- 0.11%
$75.97 - $80.24 $1.44K - $1.52K
17.3K $1.38M
MA
Mastercard Inc

Financial Services
-11
- 0.39%
$550.18 - $598.96 $6.05K - $6.59K
2.82K $1.61M
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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