Brandywine Oak Private Wealth LLC Reduced Holdings in Q2 2025

Brandywine Oak Private Wealth LLC

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-42.3K
- 38.91%
$102.31 - $105.8 $4.33M - $4.48M
66.5K $6.94M
ITM
Vaneck Intermediate Muni ETF

ETFs
-77.1K
- 47.73%
$44.27 - $45.82 $3.41M - $3.53M
84.4K $3.84M
AAPL
Apple Inc.

Technology
-2.87K
- 2.14%
$172.42 - $223.89 $494K - $642K
131K $26.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-26.8K
- 4.9%
$45.11 - $52.34 $1.21M - $1.4M
520K $27.2M
BAR
Granite Shares Gold Trust

ETFs
-46K
- 9.47%
$29.34 - $33.87 $1.35M - $1.56M
440K $14.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-274
- 3.08%
$483.48 - $539.8 $132K - $148K
8.62K $4.19M
WFC
Wells Fargo & Company

Financial Services
-7.08K
- 64.77%
$60.98 - $80.12 $432K - $568K
3.85K $308K
IEMG
Ishares Inc

ETFs
-8.17K
- 6.12%
N/A
125K $6.72M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.55K
- 11.66%
$162.76 - $195.77 $578K - $695K
26.9K $5.25M
DOW
Dow Inc.

Basic Materials
-2.55K
- 6.39%
$25.81 - $34.89 $65.7K - $88.8K
37.3K $988K
UNH
Unitedhealth Group Inc

Healthcare
-114
- 7.51%
$274.35 - $599.47 $31.3K - $68.3K
1.4K $437K
LLY
Eli Lilly & CO

Healthcare
-39
- 0.62%
$713.71 - $898.95 $27.8K - $35.1K
6.3K $4.91M
GD
General Dynamics Corp

Industrials
-1.24K
- 35.39%
$247.68 - $291.66 $306K - $360K
2.26K $658K
PG
Procter & Gamble CO

Consumer Defensive
-458
- 2.42%
$157.66 - $172.39 $72.2K - $79K
18.5K $2.95M
IXUS
Ishares Tr

ETFs
-6.48K
- 21.71%
$62.37 - $77.63 $404K - $503K
23.4K $1.81M
MRK
Merck & Co., Inc.

Healthcare
-174
- 0.73%
$73.47 - $87.12 $12.8K - $15.2K
23.6K $1.87M
SUB
Ishares Short Term National Mu

ETFs
-3.09K
- 2.11%
$104.77 - $106.34 $324K - $329K
143K $15.2M
JNJ
Johnson & Johnson

Healthcare
-365
- 3.11%
$146.36 - $159.82 $53.4K - $58.3K
11.4K $1.74M
PEP
Pepsico Inc

Consumer Defensive
-111
- 1.07%
$128.02 - $151.37 $14.2K - $16.8K
10.3K $1.36M
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 1.32%
$285.55 - $321.23 $28.8K - $32.4K
7.55K $2.21M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.57K
- 49.75%
$62.73 - $78.42 $161K - $202K
2.6K $201K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.39K
- 37.45%
$96.84 - $99.46 $135K - $138K
2.32K $230K
BMY
Bristol Myers Squibb CO

Healthcare
-142
- 1.69%
$44.12 - $59.6 $6.27K - $8.46K
8.28K $383K
VT
Vanguard Total World Stk Index

ETFs
-1.38K
- 22.14%
$103.16 - $128.52 $142K - $177K
4.85K $623K
ABT
Abbott Laboratories

Healthcare
-852
- 10.18%
$123.95 - $138.08 $106K - $118K
7.52K $1.02M
APD
Air Products & Chemicals, Inc.

Basic Materials
-182
- 8.18%
$248.61 - $294.96 $45.2K - $53.7K
2.04K $576K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.75K
- 3.63%
$47.02 - $47.83 $82.4K - $83.8K
46.5K $2.22M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.54K
- 1.79%
$50.52 - $50.92 $77.9K - $78.5K
84.8K $4.32M
AEP
American Electric Power CO Inc

Utilities
-2
- 0.02%
$98.59 - $109.11 $197 - $218
12.8K $1.33M
HD
Home Depot, Inc.

Consumer Cyclical
-184
- 6.17%
$335.24 - $380.78 $61.7K - $70.1K
2.8K $1.03M
PFE
Pfizer Inc

Healthcare
-1.97K
- 12.65%
$21.59 - $24.84 $42.6K - $49K
13.6K $329K
VHT
Vanguard Health Care ETF

ETFs
-7
- 0.24%
$236.71 - $261.92 $1.66K - $1.83K
2.95K $732K
MA
Mastercard Inc

Financial Services
-151
- 5.06%
$479.92 - $590.74 $72.5K - $89.2K
2.83K $1.59M
GOOG
Alphabet Inc.

Communication Services
-1.76K
- 13.81%
$146.58 - $180.01 $257K - $316K
11K $1.94M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-521
- 1.34%
$85.42 - $94.39 $44.5K - $49.2K
38.4K $3.61M
PCAR
Paccar Inc

Industrials
-241
- 3.88%
$86.4 - $99.09 $20.8K - $23.9K
5.97K $567K
IBB
Ishares Biotechnology ETF

ETFs
-237
- 7.07%
$112.02 - $129.0 $26.5K - $30.6K
3.11K $393K
PSX
Phillips 66

Energy
-160
- 4.69%
$92.87 - $125.73 $14.9K - $20.1K
3.25K $388K
SBUX
Starbucks Corp

Consumer Cyclical
-3
- 0.06%
$79.69 - $99.41 $239 - $298
4.8K $440K
KO
Coca Cola CO

Consumer Defensive
-109
- 0.48%
$68.37 - $73.9 $7.45K - $8.06K
22.5K $1.59M
FDX
Fedex Corp

Industrials
-50
- 5.07%
$198.07 - $245.17 $9.9K - $12.3K
937 $212K
NEE
Nextera Energy Inc

Utilities
-199
- 2.39%
$64.11 - $75.0 $12.8K - $14.9K
8.11K $562K
IFF
International Flavors & Fragrances Inc

Basic Materials
-42
- 0.9%
$66.85 - $79.33 $2.81K - $3.33K
4.64K $341K
ITW
Illinois Tool Works Inc

Industrials
-82
- 5.15%
$218.41 - $252.43 $17.9K - $20.7K
1.51K $373K
PEG
Public Service Enterprise Group Inc

Utilities
-400
- 6.25%
$77.13 - $84.18 $30.9K - $33.7K
6K $505K
SYK
Stryker Corp

Healthcare
-181
- 7.87%
$337.37 - $395.63 $61.1K - $71.6K
2.12K $838K
CL
Colgate Palmolive CO

Consumer Defensive
-100
- 4.15%
$87.57 - $96.0 $8.76K - $9.6K
2.31K $209K
SHYD
Vaneck Short High Yield Muni E

ETFs
-791
- 5.71%
$21.84 - $22.79 $17.3K - $18K
13.1K $295K
ACN
Accenture PLC

Technology
-1
- 0.14%
$279.23 - $323.21 $279 - $323
718 $214K
Activity Summary
Buys All Purchases 70 New Holdings 16 Increased Positions 54 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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