Brandywine Oak Private Wealth LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 237 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $117M, Vanguard Value ETF with a value of $112M, Vanguard Growth ETF with a value of $87.5M, Vanguard Intermediate Term Tre with a value of $61.2M, and Vanguard Intermediate Term Cor with a value of $44.4M.
Examining the 13F form we can see an increase of $59.3M in the current position value, from $973M to 1.03B.
Below you can find more details about Brandywine Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.03 Billion
ETFs: $849 Million
Technology: $55.4 Million
Healthcare: $27.5 Million
Financial Services: $27 Million
Industrials: $16.4 Million
Consumer Cyclical: $12.7 Million
Consumer Defensive: $11.6 Million
Communication Services: $10.6 Million
Other: $21.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
