Brandywine Oak Private Wealth LLC Sells in Q3 2024

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
-12.8K
- 15.94%
$76.67 - $87.62 $983K - $1.12M
67.6K $5.27M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-23.1K
- 4.89%
$76.94 - $79.54 $1.78M - $1.84M
450K $35.7M
LLY
Eli Lilly & CO

Healthcare
-159
- 2.43%
$772.14 - $960.02 $123K - $153K
6.38K $5.65M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-4.97K
- 23.62%
$25.97 - $26.11 $129K - $130K
16.1K $419K
POET
Poet Technologies Inc.

Technology
-75.4K
- 85.55%
$2.38 - $5.39 $180K - $407K
12.7K $56K
BA
Boeing CO

Industrials
-185
- 8.6%
$152.04 - $190.6 $28.1K - $35.3K
1.97K $298K
CVX
Chevron Corp

Energy
-108
- 1.44%
$137.88 - $161.97 $14.9K - $17.5K
7.4K $1.09M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.74K
- 19.84%
$26.42 - $26.67 $72.4K - $73K
11.1K $295K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-674
- 26.69%
$125.95 - $142.04 $84.9K - $95.7K
1.85K $262K
DIS
Walt Disney CO

Communication Services
-380
- 15.0%
$85.6 - $98.61 $32.5K - $37.5K
2.15K $207K
VIG
Vanguard Dividend Appreciation

ETFs
-154
- 5.16%
$182.15 - $182.15 $28.1K - $28.1K
2.83K $515K
SHYD
Vaneck Short High Yield Muni E

ETFs
-1.24K
- 6.96%
$22.24 - $22.81 $27.6K - $28.4K
16.6K $377K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-406
- 10.54%
$56.04 - $62.99 $22.8K - $25.6K
3.45K $210K
PID
Invesco Exchange Traded Fd Tr

ETFs
-259
- 0.34%
$17.85 - $17.85 $4.62K - $4.62K
75.8K $1.35M
VT
Vanguard Total World Stk Index

ETFs
-411
- 6.24%
$107.72 - $119.96 $44.3K - $49.3K
6.17K $738K
BAC
Bank Of America Corp

Financial Services
-3
- 0.03%
$36.65 - $44.13 $110 - $132
9.92K $393K
CSX
Csx Corp

Industrials
-321
- 2.41%
$32.48 - $35.45 $10.4K - $11.4K
13K $449K
PFE
Pfizer Inc

Healthcare
-468
- 2.42%
$27.7 - $31.39 $13K - $14.7K
18.9K $546K
HYD
Vaneck High Yield Muni ETF

ETFs
-42
- 0.72%
$51.46 - $53.07 $2.16K - $2.23K
5.82K $308K
AMD
Advanced Micro Devices Inc

Technology
-1
- 0.02%
$128.67 - $183.96 $129 - $184
4.36K $715K
DLR
Digital Realty Trust, Inc.

Real Estate
-57
- 2.88%
$144.47 - $162.98 $8.23K - $9.29K
1.92K $310K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-608
- 1.22%
$47.01 - $48.2 $28.6K - $29.3K
49.2K $2.37M
MS
Morgan Stanley

Financial Services
-2
- 0.08%
$92.07 - $106.96 $184 - $214
2.63K $273K
VBK
Vanguard Small Cap Growth ETF

ETFs
-10
- 0.68%
$240.48 - $267.94 $2.4K - $2.68K
1.47K $391K
IBB
Ishares Biotechnology ETF

ETFs
-26
- 0.72%
$135.09 - $149.47 $3.51K - $3.89K
3.57K $519K
VDC
Vanguard Consumer Staples ETF

ETFs
-8
- 0.4%
$201.77 - $221.32 $1.61K - $1.77K
2K $436K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-324
- 2.14%
$32.04 - $37.11 $10.4K - $12K
14.9K $540K
VCR
Vanguard Consumer Discretionar

ETFs
-6
- 0.5%
$291.88 - $341.94 $1.75K - $2.05K
1.18K $403K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-100
- 2.76%
$162.83 - $179.16 $16.3K - $17.9K
3.52K $631K
XLB
Select Sector Spdr Fd Material

ETFs
-61
- 1.04%
$86.95 - $97.09 $5.3K - $5.92K
5.83K $561K
ZTS
Zoetis Inc.

Healthcare
-1
- 0.05%
$172.58 - $196.48 $173 - $196
1.86K $363K
IFF
International Flavors & Fragrances Inc

Basic Materials
-36
- 0.76%
$93.14 - $105.12 $3.35K - $3.78K
4.69K $492K
VZ
Verizon Communications Inc

Communication Services
-52
- 0.44%
$38.89 - $45.0 $2.02K - $2.34K
11.8K $532K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-427
- 3.8%
$117.9 - $128.2 $50.3K - $54.7K
10.8K $1.38M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-1.26K
- 3.31%
$57.2 - $62.94 $72.1K - $79.3K
36.8K $2.29M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-199
- 1.21%
$69.61 - $79.56 $13.9K - $15.8K
16.3K $1.28M
DGRO
Ishares Core Dividend Growth E

ETFs
-420
- 2.61%
$57.47 - $62.76 $24.1K - $26.4K
15.7K $983K
ORCL
Oracle Corp

Technology
-2
- 0.1%
$125.9 - $170.35 $252 - $341
1.93K $328K
WEC
Wec Energy Group, Inc.

Utilities
-1
- 0.03%
$77.68 - $96.19 $77.7 - $96.2
3.84K $368K
APD
Air Products & Chemicals, Inc.

Basic Materials
-73
- 3.14%
$247.34 - $300.11 $18.1K - $21.9K
2.26K $671K
VOX
Vanguard Communication Service

ETFs
-56
- 0.49%
$129.82 - $145.39 $7.27K - $8.14K
11.3K $1.64M
CME
Cme Group Inc.

Financial Services
-21
- 0.62%
$193.43 - $220.62 $4.06K - $4.63K
3.36K $741K
ABT
Abbott Laboratories

Healthcare
-1
- 0.01%
$100.07 - $118.13 $100 - $118
8.38K $954K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-414
- 1.63%
$34.35 - $39.16 $14.2K - $16.2K
24.9K $957K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-760
- 2.73%
$75.63 - $84.89 $57.5K - $64.5K
27.1K $2.28M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-25
- 0.08%
$92.63 - $105.69 $2.32K - $2.64K
32.8K $3.42M
IGRO
Ishares Tr International Divid

ETFs
-19
- 0.11%
$66.7 - $75.25 $1.27K - $1.43K
17.4K $1.3M
XLV
Select Sector Spdr Fund Health

ETFs
-782
- 2.58%
$143.3 - $157.24 $112K - $123K
29.5K $4.54M
NEE
Nextera Energy Inc

Utilities
-1
- 0.01%
$69.9 - $84.97 $69.9 - $85
9.54K $806K
Activity Summary
Buys All Purchases 100 New Holdings 14 Increased Positions 86 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 1
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