Brandywine Oak Private Wealth LLC Sells in Q2 2025

Brandywine Oak Private Wealth LLC

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-68
- 3.64%
$121.58 - $136.74 $8.27K - $9.3K
1.8K $244K
V
Visa Inc.

Financial Services
-55
- 2.0%
$308.27 - $373.31 $17K - $20.5K
2.7K $958K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-735
- 6.31%
$51.16 - $62.02 $37.6K - $45.6K
10.9K $676K
SO
Southern CO

Utilities
-17
- 0.41%
$84.91 - $92.56 $1.44K - $1.57K
4.16K $382K
Blackrock Inc
-11
- 0.95%
N/A
1.14K $0
ADP
Automatic Data Processing Inc

Industrials
-14
- 0.97%
$276.76 - $326.81 $3.87K - $4.58K
1.43K $442K
VAW
Vanguard Materials ETF

ETFs
-28
- 1.67%
$163.82 - $196.64 $4.59K - $5.51K
1.65K $321K
T
At&T Inc.

Communication Services
-17
- 0.17%
$26.33 - $28.94 $448 - $492
10.1K $290K
CRM
Salesforce, Inc.

Technology
-2
- 0.11%
$236.26 - $291.15 $473 - $582
1.88K $512K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-633
- 5.22%
$33.46 - $41.33 $21.2K - $26.2K
11.5K $475K
XLB
Select Sector Spdr Fd Material

ETFs
-13
- 0.23%
$74.27 - $88.92 $966 - $1.16K
5.67K $498K
KMI
Kinder Morgan, Inc.

Energy
-12
- 0.09%
$25.21 - $29.4 $303 - $353
13.2K $388K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-425
- 5.62%
$152.42 - $182.82 $64.8K - $77.7K
7.14K $1.31M
CME
Cme Group Inc.

Financial Services
-50
- 1.61%
$252.37 - $290.71 $12.6K - $14.5K
3.05K $841K
NSC
Norfolk Southern Corp

Industrials
-1
- 0.1%
$206.34 - $257.46 $206 - $257
999 $255K
VFH
Vanguard Financial ETF

ETFs
-234
- 3.69%
$104.87 - $127.3 $24.5K - $29.8K
6.1K $776K
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.23%
$451.58 - $565.94 $452 - $566
443 $240K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-401
- 1.15%
$71.94 - $86.02 $28.8K - $34.5K
34.4K $2.94M
ASML
Asml Holding Nv

Technology
-22
- 7.19%
$595.37 - $815.24 $13.1K - $17.9K
284 $227K
CARR
Carrier Global Corp

Industrials
-4
- 0.11%
$55.55 - $75.83 $222 - $303
3.67K $268K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-673
- 4.52%
$30.87 - $39.17 $20.8K - $26.4K
14.2K $557K
DIS
Walt Disney CO

Communication Services
-110
- 5.36%
$81.72 - $124.01 $8.99K - $13.6K
1.94K $240K
HON
Honeywell International Inc

Industrials
-2
- 0.11%
$182.86 - $232.88 $366 - $466
1.84K $428K
DLR
Digital Realty Trust, Inc.

Real Estate
-76
- 4.26%
$136.11 - $177.69 $10.3K - $13.5K
1.71K $297K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-272
- 1.57%
$37.51 - $45.52 $10.2K - $12.4K
17K $770K
ORCL
Oracle Corp

Technology
-435
- 22.22%
$122.82 - $218.63 $53.4K - $95.1K
1.52K $332K
MS
Morgan Stanley

Financial Services
-14
- 0.52%
$99.83 - $140.86 $1.4K - $1.97K
2.69K $379K
RTX
Raytheon Technologies Corp

Industrials
-19
- 0.34%
$113.75 - $148.48 $2.16K - $2.82K
5.51K $803K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-6
- 0.09%
$149.76 - $186.42 $899 - $1.12K
6.88K $1.28M
CSCO
Cisco Systems, Inc.

Technology
-18
- 0.14%
$53.19 - $69.38 $957 - $1.25K
12.4K $863K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-194
- 1.44%
$65.04 - $82.18 $12.6K - $15.9K
13.3K $1.09M
CEG
Constellation Energy Corp

Utilities
-6
- 0.58%
$170.96 - $322.76 $1.03K - $1.94K
1.02K $329K
FLEE
Franklin Templeton ETF Tr

ETFs
-90
- 0.18%
$27.51 - $34.48 $2.48K - $3.1K
48.9K $1.64M
EMR
Emerson Electric CO

Industrials
-2
- 0.04%
$94.15 - $133.33 $188 - $267
5.44K $725K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-19
- 0.83%
$141.37 - $228.57 $2.69K - $4.34K
2.27K $513K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-824
- 2.98%
$73.02 - $90.22 $60.2K - $74.3K
26.8K $2.39M
XLF
Financial Sector Spdr

ETFs
-887
- 1.22%
$43.92 - $52.37 $39K - $46.5K
72.1K $3.77M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
-2.75K
- 10.54%
$10.8 - $19.72 $29.7K - $54.2K
23.3K $460K
AMD
Advanced Micro Devices Inc

Technology
-182
- 4.06%
$78.21 - $143.81 $14.2K - $26.2K
4.3K $609K
GS
Goldman Sachs Group Inc

Financial Services
-14
- 1.23%
$462.22 - $707.75 $6.47K - $9.91K
1.12K $793K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-121
- 0.35%
$55.24 - $68.55 $6.68K - $8.29K
34.6K $2.33M
XLK
Technology Sector Spdr

ETFs
-107
- 2.32%
$179.73 - $253.23 $19.2K - $27.1K
4.51K $1.14M
IBM
International Business Machines Corp

Technology
-55
- 1.04%
$221.03 - $294.78 $12.2K - $16.2K
5.23K $1.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
-31
- 0.61%
$496.48 - $617.85 $15.4K - $19.2K
5.02K $3.1M
JPM
Jpmorgan Chase & CO

Financial Services
-3.15K
- 11.64%
$210.28 - $289.91 $662K - $912K
23.9K $6.92M
VIS
Vanguard Industrial ETF

ETFs
-65
- 0.66%
$220.04 - $280.07 $14.3K - $18.2K
9.81K $2.75M
XLY
Select Sector Spdr Consumer Di

ETFs
-30
- 0.18%
$176.34 - $218.59 $5.29K - $6.56K
17.1K $3.71M
NFLX
Netflix Inc

Communication Services
-12
- 1.34%
$855.86 - $1339.13 $10.3K - $16.1K
886 $1.19M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.91K
- 3.89%
$86.93 - $109.64 $166K - $209K
47.1K $5.17M
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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