Brandywine Oak Private Wealth LLC Closed Holding Positions

Brandywine Oak Private Wealth LLC

  • $959 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
2,387
$69.84 - $121.86 $167K - $291K
LHCG
Lhc Group, Inc

Healthcare
Q2 2022 Filed on Jul 22, 2022
2,162
$154.43 - $168.99 $334K - $365K
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2022 Filed on Jul 22, 2022
811
$190.71 - $305.54 $155K - $248K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
2,559
$99.0 - $110.55 $253K - $283K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Jul 22, 2022
2,545
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q2 2022 Filed on Jul 22, 2022
3,380
$58.69 - $69.52 $198K - $235K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
4,799
$40.72 - $45.21 $195K - $217K
GRMN
Garmin LTD

Technology
Q2 2022 Filed on Jul 22, 2022
2,057
$92.78 - $118.75 $191K - $244K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2022 Filed on Jul 22, 2022
1,929
$74.69 - $128.97 $144K - $249K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
58,473
$12.32 - $13.51 $720K - $790K
WERN
Werner Enterprises Inc

Industrials
Q2 2022 Filed on Jul 22, 2022
6,181
$36.86 - $42.83 $228K - $265K
ADSK
Autodesk, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
977
$164.31 - $218.77 $161K - $214K
Colfax Corp
Q2 2022 Filed on Jul 22, 2022
6,550
N/A
BHP
Bhp Group LTD

Basic Materials
Q2 2022 Filed on Jul 22, 2022
3,407
$54.75 - $70.74 $187K - $241K
FHN
First Horizon Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
16,102
$20.74 - $23.62 $334K - $380K
TIMB
Tim S.A.

Communication Services
Q2 2022 Filed on Jul 22, 2022
10,827
$11.88 - $15.41 $129K - $167K
VTHR
Vanguard Russell 3000 ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
1,138
N/A
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q2 2022 Filed on Jul 22, 2022
771
$234.96 - $292.55 $181K - $226K
Blackrock Muniyield N J Fd Inc Com
Q2 2022 Filed on Jul 22, 2022
14,461
N/A
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q2 2022 Filed on Jul 22, 2022
2,604
N/A
JPI
Nuveen Preferred & Income Term Fund

Financial Services
Q2 2022 Filed on Jul 22, 2022
10,200
$18.82 - $22.13 $192K - $226K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q2 2022 Filed on Jul 22, 2022
6,104
$28.48 - $34.17 $174K - $209K
VALE
Vale S.A.

Basic Materials
Q2 2022 Filed on Jul 22, 2022
11,580
$13.92 - $21.23 $161K - $246K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 22, 2022
13,432
$10.05 - $12.08 $135K - $162K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2022 Filed on Jul 22, 2022
6,656
N/A
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 22, 2022
8,830
$22.28 - $29.57 $197K - $261K
DE
Deere & CO

Industrials
Q2 2022 Filed on Jul 22, 2022
600
$297.51 - $438.45 $179K - $263K
NOVA
Sunnova Energy International Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
12,107
$13.25 - $25.46 $160K - $308K
WMS
Advanced Drainage Systems, Inc.

Industrials
Q2 2022 Filed on Jul 22, 2022
2,287
$81.81 - $122.22 $187K - $280K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q2 2022 Filed on Jul 22, 2022
16,890
$8.55 - $9.6 $144K - $162K
CNYA
Ishares Tr Msci China A ETF (D

ETFs
Q2 2022 Filed on Jul 22, 2022
134,184
N/A
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
Q2 2022 Filed on Jul 22, 2022
9,949
N/A
UL
Unilever PLC

Consumer Defensive
Q2 2022 Filed on Jul 22, 2022
4,497
$43.05 - $48.33 $194K - $217K
TRTN
Triton International LTD

Industrials
Q2 2022 Filed on Jul 22, 2022
4,581
$49.45 - $70.5 $227K - $323K
ABB
Abb LTD

Industrials
Q1 2022 Filed on May 02, 2022
5,664
$30.5 - $39.0 $173K - $221K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
3,318
$58.33 - $76.72 $194K - $255K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 02, 2022
1,027
$156.73 - $233.51 $161K - $240K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on May 02, 2022
317,064
N/A
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on May 02, 2022
3,490
$58.6 - $64.21 $205K - $224K
SAP
Sap Se

Technology
Q1 2022 Filed on May 02, 2022
1,523
$104.97 - $141.4 $160K - $215K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on May 02, 2022
823
N/A
BDX
Becton Dickinson & CO

Healthcare
Q1 2022 Filed on May 02, 2022
844
$243.64 - $270.48 $206K - $228K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on May 02, 2022
7,535
$25.45 - $30.25 $192K - $228K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on May 02, 2022
1,197
$114.5 - $173.1 $137K - $207K
Bellring Brands Inc Com Cl A
Q1 2022 Filed on May 02, 2022
9,497
N/A
FLCH
Franklin Templeton ETF Tr

ETFs
Q1 2022 Filed on May 02, 2022
19,132
N/A
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 02, 2022
101,948
$50.93 - $72.96 $5.19M - $7.44M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2022 Filed on May 02, 2022
1,233
$147.31 - $171.84 $182K - $212K
WDC
Western Digital Corp

Technology
Q1 2022 Filed on May 02, 2022
3,900
$44.47 - $67.62 $173K - $264K
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