Brandywine Oak Private Wealth LLC Reduced Holdings in Q1 2025

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
-3
- 0.23%
$255.39 - $325.87 $766 - $978
1.27K $342K
BAC
Bank Of America Corp

Financial Services
-186
- 1.44%
$39.61 - $47.74 $7.37K - $8.88K
12.7K $530K
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.7%
$524.81 - $672.19 $4.2K - $5.38K
1.14K $620K
IFF
International Flavors & Fragrances Inc

Basic Materials
-9
- 0.19%
$76.48 - $87.72 $688 - $789
4.68K $363K
DHR
Danaher Corp

Healthcare
-5
- 0.39%
$201.62 - $250.59 $1.01K - $1.25K
1.29K $263K
CL
Colgate Palmolive CO

Consumer Defensive
-403
- 14.33%
$85.68 - $97.5 $34.5K - $39.3K
2.41K $225K
ACN
Accenture PLC

Technology
-1
- 0.14%
$300.91 - $398.25 $301 - $398
719 $224K
SCHO
Schwab Short Term Us Treasury

ETFs
-17.1K
- 1.23%
$24.1 - $24.34 $413K - $417K
1.37M $33.5M
ZTS
Zoetis Inc.

Healthcare
-181
- 9.91%
$156.48 - $175.67 $28.3K - $31.8K
1.65K $270K
IBB
Ishares Biotechnology ETF

ETFs
-75
- 2.19%
$127.9 - $140.56 $9.59K - $10.5K
3.35K $428K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-611
- 1.25%
$47.33 - $47.92 $28.9K - $29.3K
48.2K $2.3M
QCOM
Qualcomm Inc

Technology
-115
- 7.07%
$151.94 - $175.86 $17.5K - $20.2K
1.51K $232K
DGRO
Ishares Core Dividend Growth E

ETFs
-295
- 1.88%
$60.46 - $64.42 $17.8K - $19K
15.4K $950K
ASML
Asml Holding Nv

Technology
-2
- 0.65%
$662.63 - $776.99 $1.33K - $1.55K
306 $202K
CSCO
Cisco Systems, Inc.

Technology
-585
- 4.48%
$58.74 - $64.87 $34.4K - $37.9K
12.5K $769K
VAW
Vanguard Materials ETF

ETFs
-22
- 1.29%
$185.71 - $202.46 $4.09K - $4.45K
1.68K $317K
LHX
L3 Harris Technologies, Inc.

Industrials
-6
- 0.61%
$194.65 - $222.86 $1.17K - $1.34K
973 $203K
VDC
Vanguard Consumer Staples ETF

ETFs
-67
- 3.35%
$206.54 - $226.16 $13.8K - $15.2K
1.93K $422K
Blackrock Inc
-8
- 0.69%
N/A
1.15K $0
XLB
Select Sector Spdr Fd Material

ETFs
-107
- 1.85%
$83.19 - $90.99 $8.9K - $9.74K
5.69K $488K
APD
Air Products & Chemicals, Inc.

Basic Materials
-33
- 1.46%
$283.24 - $338.07 $9.35K - $11.2K
2.23K $656K
PSX
Phillips 66

Energy
-198
- 5.48%
$113.93 - $131.55 $22.6K - $26K
3.41K $421K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-388
- 2.54%
$32.74 - $36.2 $12.7K - $14K
14.9K $520K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-359
- 2.03%
$39.65 - $43.35 $14.2K - $15.6K
17.3K $727K
AMT
American Tower Corp

Real Estate
-123
- 10.42%
$173.46 - $217.6 $21.3K - $26.8K
1.06K $230K
ADP
Automatic Data Processing Inc

Industrials
-10
- 0.69%
$286.85 - $318.64 $2.87K - $3.19K
1.45K $442K
JPM
Jpmorgan Chase & CO

Financial Services
-552
- 2.0%
$225.19 - $279.95 $124K - $155K
27K $6.63M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.76K
- 5.98%
$75.32 - $84.77 $133K - $149K
27.7K $2.26M
VZ
Verizon Communications Inc

Communication Services
-773
- 7.54%
$37.81 - $46.49 $29.2K - $35.9K
9.48K $430K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-1.64K
- 6.59%
$34.34 - $38.51 $56.2K - $63K
23.2K $890K
MCD
Mcdonalds Corp

Consumer Cyclical
-511
- 6.26%
$279.74 - $321.29 $143K - $164K
7.65K $2.39M
GD
General Dynamics Corp

Industrials
-24
- 0.68%
$241.94 - $272.58 $5.81K - $6.54K
3.49K $952K
COP
Conocophillips

Energy
-164
- 2.1%
$88.6 - $105.85 $14.5K - $17.4K
7.66K $804K
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.17%
$365.9 - $436.25 $366 - $436
577 $250K
CI
Cigna Corp

Healthcare
-3
- 0.33%
$274.49 - $329.0 $823 - $987
910 $299K
DUK
Duke Energy Corp

Utilities
-59
- 1.56%
$105.87 - $121.97 $6.25K - $7.2K
3.73K $455K
XLV
Select Sector Spdr Fund Health

ETFs
-1.36K
- 4.67%
$137.61 - $149.68 $187K - $204K
27.8K $4.06M
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.06%
$158.56 - $176.26 $1.9K - $2.12K
19K $3.23M
T
At&T Inc.

Communication Services
-109
- 1.07%
$21.56 - $28.28 $2.35K - $3.08K
10.1K $284K
WEC
Wec Energy Group, Inc.

Utilities
-3
- 0.08%
$92.12 - $108.98 $276 - $327
3.83K $417K
UNP
Union Pacific Corp

Industrials
-5
- 0.07%
$225.21 - $254.42 $1.13K - $1.27K
6.99K $1.65M
IGRO
Ishares Tr International Divid

ETFs
-86
- 0.49%
$66.91 - $73.87 $5.75K - $6.35K
17.3K $1.26M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-879
- 0.82%
$25.81 - $28.52 $22.7K - $25.1K
106K $2.93M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-26
- 0.2%
$74.85 - $84.89 $1.95K - $2.21K
12.7K $1.04M
CME
Cme Group Inc.

Financial Services
-72
- 2.27%
$225.82 - $266.54 $16.3K - $19.2K
3.1K $822K
IBM
International Business Machines Corp

Technology
-229
- 4.15%
$217.4 - $264.74 $49.8K - $60.6K
5.29K $1.32M
IXUS
Ishares Tr

ETFs
-105
- 0.35%
$65.06 - $72.31 $6.83K - $7.59K
29.8K $2.08M
CVX
Chevron Corp

Energy
-390
- 5.11%
$146.71 - $167.97 $57.2K - $65.5K
7.25K $1.21M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-734
- 1.85%
$87.68 - $94.52 $64.4K - $69.4K
38.9K $3.65M
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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