Brandywine Oak Private Wealth LLC Sells in Q4 2024

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-21.4K
- 2.12%
$57.78 - $60.4 $1.24M - $1.3M
991K $57.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-11.7K
- 2.2%
$80.13 - $83.77 $936K - $978K
518K $41.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-465
- 0.07%
$44.04 - $49.49 $20.5K - $23K
671K $29.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.8K
- 2.63%
$77.86 - $79.27 $922K - $939K
438K $34.2M
GLDM
World Gold Trust

ETFs
-18.1K
- 5.14%
$50.76 - $55.23 $919K - $999K
334K $17.4M
LLY
Eli Lilly & CO

Healthcare
-36
- 0.56%
$727.2 - $932.06 $26.2K - $33.6K
6.35K $4.9M
DOW
Dow Inc.

Basic Materials
-2.6K
- 5.87%
$39.1 - $55.34 $102K - $144K
41.7K $1.67M
XLV
Select Sector Spdr Fund Health

ETFs
-338
- 1.15%
$136.28 - $154.74 $46.1K - $52.3K
29.2K $4.01M
ABBV
Abb Vie Inc.

Healthcare
-1.47K
- 10.85%
$164.99 - $203.87 $242K - $299K
12K $2.14M
MRK
Merck & Co., Inc.

Healthcare
-719
- 2.58%
$96.31 - $114.76 $69.2K - $82.5K
27.1K $2.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-5.48K
- 4.64%
$49.79 - $51.14 $273K - $280K
113K $5.65M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-7.25K
- 7.63%
$50.67 - $50.9 $367K - $369K
87.7K $4.45M
UNH
Unitedhealth Group Inc

Healthcare
-389
- 16.72%
$485.52 - $625.25 $189K - $243K
1.94K $980K
XOM
Exxon Mobil Corp

Energy
-990
- 3.94%
$105.51 - $125.37 $104K - $124K
24.1K $2.6M
LMT
Lockheed Martin Corp

Industrials
-12
- 0.36%
$479.66 - $614.62 $5.76K - $7.38K
3.33K $1.62M
KO
Coca Cola CO

Consumer Defensive
-1.27K
- 5.1%
$61.74 - $71.71 $78.1K - $90.7K
23.5K $1.47M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-670
- 1.82%
$55.42 - $61.69 $37.1K - $41.3K
36.1K $2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.59K
- 1.8%
$84.34 - $95.14 $387K - $436K
251K $21.9M
PEP
Pepsico Inc

Consumer Defensive
-317
- 2.78%
$151.29 - $176.1 $48K - $55.8K
11.1K $1.69M
AMGN
Amgen Inc

Healthcare
-58
- 1.62%
$258.78 - $328.31 $15K - $19K
3.52K $917K
JNJ
Johnson & Johnson

Healthcare
-3
- 0.02%
$143.34 - $165.86 $430 - $498
12.4K $1.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.12K
- 2.75%
$88.59 - $94.57 $99.6K - $106K
39.7K $3.52M
AMD
Advanced Micro Devices Inc

Technology
-31
- 0.71%
$118.88 - $172.8 $3.69K - $5.36K
4.33K $522K
TGT
Target Corp

Consumer Defensive
-914
- 28.18%
$121.59 - $160.69 $111K - $147K
2.33K $314K
AEP
American Electric Power CO Inc

Utilities
-316
- 2.26%
$90.91 - $102.21 $28.7K - $32.3K
13.7K $1.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-200
- 2.08%
$442.29 - $483.08 $88.5K - $96.6K
9.41K $4.27M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-486
- 2.98%
$70.63 - $78.23 $34.3K - $38K
15.8K $1.12M
UNP
Union Pacific Corp

Industrials
-95
- 1.34%
$223.15 - $249.32 $21.2K - $23.7K
6.99K $1.59M
MCD
Mcdonalds Corp

Consumer Cyclical
-105
- 1.27%
$288.47 - $316.54 $30.3K - $33.2K
8.16K $2.37M
VCR
Vanguard Consumer Discretionar

ETFs
-507
- 42.82%
$328.51 - $401.37 $167K - $203K
677 $254K
ELV
Elevance Health, Inc.

Healthcare
-100
- 14.75%
$365.96 - $514.62 $36.6K - $51.5K
578 $213K
IBM
International Business Machines Corp

Technology
-537
- 8.87%
$204.9 - $238.04 $110K - $128K
5.52K $1.21M
VZ
Verizon Communications Inc

Communication Services
-1.59K
- 13.45%
$39.6 - $45.21 $63.1K - $72.1K
10.3K $410K
PSX
Phillips 66

Energy
-373
- 9.36%
$110.35 - $138.93 $41.2K - $51.8K
3.61K $411K
PG
Procter & Gamble CO

Consumer Defensive
-19
- 0.1%
$161.05 - $179.7 $3.06K - $3.41K
19K $3.18M
GLD
Spdr Gold Trust

ETFs
-416
- 7.44%
$236.59 - $257.5 $98.4K - $107K
5.17K $1.25M
CC
Chemours CO

Basic Materials
-1.08K
- 4.33%
$16.82 - $21.94 $18.1K - $23.6K
23.7K $401K
DHR
Danaher Corp

Healthcare
-138
- 9.65%
$226.16 - $274.52 $31.2K - $37.9K
1.29K $296K
IDV
Ishares Tr

ETFs
-571
- 1.95%
$27.03 - $29.92 $15.4K - $17.1K
28.8K $788K
ADBE
Adobe Inc.

Technology
-13
- 1.11%
$437.39 - $552.96 $5.69K - $7.19K
1.16K $517K
PFE
Pfizer Inc

Healthcare
-1.69K
- 8.96%
$24.8 - $30.19 $41.9K - $51.1K
17.2K $455K
HYD
Vaneck High Yield Muni ETF

ETFs
-1.62K
- 27.79%
$51.09 - $53.06 $82.6K - $85.7K
4.2K $217K
ARCC
Ares Capital Corp

Financial Services
-4.94K
- 25.85%
$20.74 - $22.27 $102K - $110K
14.2K $309K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-80
- 0.32%
$34.74 - $38.36 $2.78K - $3.07K
24.8K $868K
VHT
Vanguard Health Care ETF

ETFs
-3
- 0.1%
$250.81 - $283.3 $752 - $850
2.96K $750K
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 1.64%
$244.52 - $284.07 $12.2K - $14.2K
3.01K $742K
HD
Home Depot, Inc.

Consumer Cyclical
-84
- 2.69%
$385.02 - $431.37 $32.3K - $36.2K
3.04K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
-202
- 6.69%
$570.51 - $610.59 $115K - $123K
2.82K $1.66M
VIS
Vanguard Industrial ETF

ETFs
-70
- 0.68%
$254.39 - $279.7 $17.8K - $19.6K
10.2K $2.59M
Activity Summary
Buys All Purchases 98 New Holdings 9 Increased Positions 89 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 1
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