Brandywine Oak Private Wealth LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.02 Billion distributed in 231 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 $113M, Vanguard Value ETF with a value of $110M, Vanguard Growth ETF with a value of $90.4M, Vanguard Intermediate Term Tre with a value of $57.5M, and Vanguard Intermediate Term Cor with a value of $41.6M.
Examining the 13F form we can see an decrease of $11.6M in the current position value, from $1.03B to 1.02B.
Below you can find more details about Brandywine Oak Private Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.02 Billion
ETFs: $832 Million
Technology: $67 Million
Financial Services: $28.8 Million
Healthcare: $22.5 Million
Industrials: $14.8 Million
Consumer Cyclical: $14.1 Million
Communication Services: $11.4 Million
Consumer Defensive: $10.5 Million
Other: $19.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
