Brandywine Oak Private Wealth LLC Sells in Q1 2025

Brandywine Oak Private Wealth LLC

  • $1.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.67K
- 1.23%
$209.68 - $247.1 $351K - $413K
134K $29.8M
VGT
Vanguard Information Technolog

ETFs
-622
- 2.28%
$542.38 - $646.34 $337K - $402K
26.7K $14.5M
NVDA
Nvidia Corp

Technology
-894
- 1.18%
$106.98 - $149.43 $95.6K - $134K
74.7K $8.1M
MSFT
Microsoft Corp

Technology
-784
- 2.81%
$375.39 - $447.2 $294K - $351K
27.1K $10.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-411
- 1.25%
$190.26 - $242.06 $78.2K - $99.5K
32.6K $6.2M
XLY
Select Sector Spdr Consumer Di

ETFs
-876
- 4.87%
$192.6 - $233.2 $169K - $204K
17.1K $3.38M
TSLA
Tesla, Inc.

Consumer Cyclical
-122
- 2.99%
$222.15 - $428.22 $27.1K - $52.2K
3.96K $1.03M
MRK
Merck & Co., Inc.

Healthcare
-3.35K
- 12.34%
$83.01 - $101.02 $278K - $338K
23.8K $2.14M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.8K
- 2.89%
$24.91 - $29.02 $94.7K - $110K
127K $3.19M
PEG
Public Service Enterprise Group Inc

Utilities
-4.38K
- 40.64%
$78.2 - $90.39 $343K - $396K
6.4K $526K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-68
- 0.2%
$82.81 - $96.53 $5.63K - $6.56K
34.8K $2.92M
DOW
Dow Inc.

Basic Materials
-1.8K
- 4.31%
$34.36 - $41.92 $61.7K - $75.3K
39.9K $1.39M
URI
United Rentals, Inc.

Industrials
-2
- 0.06%
$594.17 - $789.56 $1.19K - $1.58K
3.18K $2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-406
- 35.43%
$497.6 - $606.74 $202K - $246K
740 $368K
UNH
Unitedhealth Group Inc

Healthcare
-421
- 21.72%
$461.52 - $548.18 $194K - $231K
1.52K $794K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-3.45K
- 40.01%
$63.07 - $73.5 $217K - $253K
5.17K $362K
XLI
Industrial Sector Spdr

ETFs
-1.25K
- 10.49%
$128.78 - $141.67 $161K - $177K
10.7K $1.4M
LMT
Lockheed Martin Corp

Industrials
-70
- 2.1%
$423.19 - $506.29 $29.6K - $35.4K
3.26K $1.45M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-2.37K
- 14.96%
$69.87 - $75.62 $165K - $179K
13.5K $975K
VIS
Vanguard Industrial ETF

ETFs
-297
- 2.92%
$243.63 - $273.99 $72.4K - $81.4K
9.87K $2.44M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.2K
- 11.18%
$126.11 - $135.06 $151K - $162K
9.52K $1.23M
WMT
Walmart Inc.

Consumer Defensive
-1.06K
- 7.36%
$84.5 - $105.05 $89.4K - $111K
13.3K $1.17M
PEP
Pepsico Inc

Consumer Defensive
-660
- 5.96%
$142.64 - $156.42 $94.1K - $103K
10.4K $1.56M
DD
Du Pont De Nemours, Inc.

Basic Materials
-853
- 2.34%
$72.7 - $84.32 $62K - $71.9K
35.6K $2.66M
RTX
Raytheon Technologies Corp

Industrials
-1.72K
- 23.74%
$114.1 - $135.66 $196K - $233K
5.53K $731K
NEE
Nextera Energy Inc

Utilities
-1.35K
- 14.01%
$66.96 - $76.16 $90.7K - $103K
8.31K $589K
COST
Costco Wholesale Corp

Consumer Defensive
-145
- 11.36%
$890.62 - $1076.86 $129K - $156K
1.13K $1.07M
PID
Invesco Exchange Traded Fd Tr

ETFs
-5.61K
- 7.42%
N/A
69.9K $1.25M
VOX
Vanguard Communication Service

ETFs
-138
- 1.23%
$147.73 - $169.24 $20.4K - $23.4K
11K $1.64M
HD
Home Depot, Inc.

Consumer Cyclical
-59
- 1.94%
$347.25 - $424.87 $20.5K - $25.1K
2.98K $1.09M
HON
Honeywell International Inc

Industrials
-266
- 12.61%
$202.75 - $226.52 $53.9K - $60.3K
1.84K $390K
EMR
Emerson Electric CO

Industrials
-47
- 0.86%
$108.64 - $131.17 $5.11K - $6.16K
5.44K $596K
CC
Chemours CO

Basic Materials
-10
- 0.04%
$13.41 - $19.99 $134 - $200
23.7K $321K
DLR
Digital Realty Trust, Inc.

Real Estate
-83
- 4.45%
$142.1 - $183.56 $11.8K - $15.2K
1.78K $255K
TGT
Target Corp

Consumer Defensive
-13
- 0.56%
$103.65 - $142.5 $1.35K - $1.85K
2.32K $241K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2
- 0.09%
$165.25 - $224.62 $331 - $449
2.29K $379K
ADBE
Adobe Inc.

Technology
-2
- 0.17%
$377.84 - $464.11 $756 - $928
1.16K $445K
IEMG
Ishares Inc

ETFs
-1.27K
- 0.94%
N/A
133K $7.16M
VV
Vanguard Large Cap ETF

ETFs
-17
- 0.35%
$253.32 - $282.66 $4.31K - $4.81K
4.79K $1.23M
MO
Altria Group, Inc.

Consumer Defensive
-1.99K
- 27.69%
$50.81 - $60.02 $101K - $119K
5.18K $311K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-63
- 1.18%
$102.49 - $119.96 $6.46K - $7.56K
5.27K $551K
PFE
Pfizer Inc

Healthcare
-1.6K
- 9.31%
$25.01 - $27.13 $40K - $43.4K
15.6K $394K
CDNS
Cadence Design Systems Inc

Technology
-5
- 0.4%
$233.96 - $324.52 $1.17K - $1.62K
1.26K $319K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.34K
- 1.53%
$50.72 - $50.92 $68K - $68.2K
86.4K $4.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-21
- 0.18%
$57.21 - $65.8 $1.2K - $1.38K
11.7K $679K
BA
Boeing CO

Industrials
-194
- 12.39%
$148.15 - $186.25 $28.7K - $36.1K
1.37K $233K
LOW
Lowes Companies Inc

Consumer Cyclical
-9
- 0.3%
$222.66 - $268.42 $2K - $2.42K
3K $699K
FDX
Fedex Corp

Industrials
-3
- 0.3%
$230.33 - $281.53 $691 - $845
987 $240K
CSX
Csx Corp

Industrials
-6
- 0.05%
$29.11 - $33.67 $175 - $202
13K $383K
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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