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Brandywine Oak Private Wealth

Latest statistics and disclosures from Brandywine Oak Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHF, VTV, VUG, VGIT, VCIT, and represent 40.84% of Brandywine Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: AVGO, VUG, SPYG, SPYV, IEFA, MUB, VGIT, SUB, BITB, XLK.
Started 14 new stock positions in TXN, VEU, BITB, CMCSA, BBCA, MO, AOM, MDLZ, ISTB, ISRG. GEV, DEO, ACN, IJS.
Reduced shares in these 10 stocks: VCSH, REET, VCIT, AZN, GLDM, LLY, VTV, POET, RSPT, SLYV.
Sold out of its positions in COIN, RSPT, LWLG, LULU.
Brandywine Oak Private Wealth was a net buyer of stock by $4.4M.
Brandywine Oak Private Wealth has $1.0B in assets under management (AUM), dropping by 6.13%.
Central Index Key (CIK): 0001764694

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Portfolio Holdings for Brandywine Oak Private Wealth

Brandywine Oak Private Wealth holds 236 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.3	$117M		2.8M	41.12	View chart
Vanguard Index Fds Value Etf (VTV)	10.8	$112M		641k	174.57	View chart
Vanguard Index Fds Growth Etf (VUG)	8.5	$88M	+2%	228k	383.92	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	5.9	$61M		1.0M	60.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	4.3	$44M	-2%	530k	83.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	3.5	$36M	-4%	450k	79.42	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	3.4	$35M		716k	48.98	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$32M		672k	47.85	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.6	$27M	+2%	511k	52.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.4	$25M	+3%	323k	78.05	View chart
Apple (AAPL)	2.3	$24M		101k	233.00	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.1	$22M		255k	86.82	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.1	$22M	+3%	259k	82.94	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.8	$18M	-5%	352k	52.13	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$16M		27k	586.49	View chart
Ishares Tr Global Reit Etf (REET)	1.5	$16M	-7%	581k	26.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.4	$15M	+2%	140k	106.19	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.2	$12M		477k	25.97	View chart
Microsoft Corporation (MSFT)	1.2	$12M		28k	430.30	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$9.6M	+7%	89k	108.63	View chart
NVIDIA Corporation (NVDA)	0.9	$9.1M		75k	121.44	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$7.8M		136k	57.41	View chart
Eli Lilly & Co. Put Option (LLY)	0.6	$6.6M	-11%	7.5k	885.94	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.6	$6.6M	+3%	140k	46.95	View chart
Amazon (AMZN)	0.6	$6.2M		33k	186.34	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$6.0M	+3%	118k	51.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$5.8M		29k	200.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.7M		108k	52.81	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.6M		27k	210.86	View chart
Stifel Financial (SF)	0.5	$5.6M		60k	93.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.5M		33k	165.85	View chart
Astrazeneca Sponsored Adr (AZN)	0.5	$5.3M	-15%	68k	77.91	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$4.8M		95k	50.94	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$4.7M		46k	101.65	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.4	$4.5M	-2%	30k	154.02	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$4.4M		38k	117.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.4M		9.6k	460.26	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$3.7M		41k	91.31	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$3.6M		18k	200.36	View chart
Broadcom (AVGO)	0.3	$3.5M	+991%	20k	172.50	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.4M		33k	104.18	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$3.3M		73k	45.32	View chart
Procter & Gamble Company (PG)	0.3	$3.3M		19k	173.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$3.3M		41k	80.37	View chart
Dupont De Nemours (DD)	0.3	$3.2M		36k	89.11	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$3.2M		35k	92.46	View chart
Merck & Co (MRK)	0.3	$3.2M		28k	113.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$3.1M		106k	29.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.1M		6.3k	488.14	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.9M		25k	117.21	View chart
Corteva (CTVA)	0.3	$2.9M		49k	58.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.8M	+6%	4.9k	573.77	View chart
Expeditors International of Washington (EXPD)	0.3	$2.8M		21k	131.40	View chart
Abbvie (ABBV)	0.3	$2.7M		14k	197.48	View chart
Vanguard World Industrial Etf (VIS)	0.3	$2.7M		10k	260.05	View chart
United Rentals (URI)	0.2	$2.6M		3.2k	809.73	View chart
McDonald's Corporation (MCD)	0.2	$2.5M		8.3k	304.51	View chart
Dow (DOW)	0.2	$2.4M		44k	54.63	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$2.4M		49k	48.14	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.2	$2.3M	-3%	37k	62.34	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$2.3M	-2%	27k	84.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.1M		29k	72.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.1M		32k	64.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.0M		12k	167.19	View chart
Johnson & Johnson (JNJ)	0.2	$2.0M		12k	162.05	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$2.0M		13k	153.13	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.0M		3.3k	584.56	View chart
Pepsi (PEP)	0.2	$1.9M		11k	170.06	View chart
Coca-Cola Company (KO)	0.2	$1.8M		25k	71.86	View chart
Union Pacific Corporation (UNP)	0.2	$1.7M		7.1k	246.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.7M	+4%	3.0k	576.79	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$1.6M		11k	145.39	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$1.6M		12k	135.44	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.6M	+4%	7.8k	200.84	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$1.5M		49k	31.00	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.5M		76k	19.78	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.5M		2.9k	493.80	View chart
American Electric Power Company (AEP)	0.1	$1.4M		14k	102.60	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.4M	-3%	11k	128.21	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.4M		2.00	691180.00	View chart
UnitedHealth (UNH)	0.1	$1.4M		2.3k	584.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.4M	+4%	5.6k	243.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.4M	+3%	4.8k	283.17	View chart
International Business Machines (IBM)	0.1	$1.3M	+7%	6.1k	221.08	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.3M	+10%	25k	52.98	View chart
Meta Platforms Cl A (META)	0.1	$1.3M		2.3k	572.39	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$1.3M		17k	74.59	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$1.3M		16k	78.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.3M	+2%	7.1k	179.30	View chart
PNC Financial Services (PNC)	0.1	$1.3M		6.9k	184.85	View chart
Home Depot (HD)	0.1	$1.3M		3.1k	405.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.3M		4.8k	263.29	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.2M		15k	82.53	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M		14k	80.75	View chart
Amgen (AMGN)	0.1	$1.2M	+2%	3.6k	322.20	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M		1.3k	886.52	View chart
Chevron Corporation (CVX)	0.1	$1.1M		7.4k	147.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M		13k	83.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.1M		3.4k	314.39	View chart
Tesla Motors (TSLA)	0.1	$1.1M		4.0k	261.61	View chart
General Dynamics Corporation (GD)	0.1	$1.1M		3.5k	302.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.0M	+32%	4.6k	225.75	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$1.0M		17k	60.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$983k	-2%	16k	62.69	View chart
Public Service Enterprise (PEG)	0.1	$962k		11k	89.21	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$957k		25k	38.40	View chart
Abbott Laboratories (ABT)	0.1	$955k		8.4k	114.01	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$888k		29k	30.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$870k		7.2k	121.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$840k		9.1k	91.93	View chart
Vanguard World Health Car Etf (VHT)	0.1	$836k		3.0k	282.20	View chart
Stryker Corporation (SYK)	0.1	$831k	+3%	2.3k	361.26	View chart
Lowe's Companies (LOW)	0.1	$828k		3.1k	270.85	View chart
ConocoPhillips (COP)	0.1	$807k		7.7k	105.29	View chart
Nextera Energy (NEE)	0.1	$807k		9.5k	84.53	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$777k		18k	44.01	View chart
Visa Com Cl A (V)	0.1	$754k	+3%	2.7k	274.95	View chart
Cme (CME)	0.1	$742k		3.4k	220.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$739k	-6%	6.2k	119.71	View chart
Ge Aerospace Com New (GE)	0.1	$735k	+6%	3.9k	188.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$727k	+4%	12k	62.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$715k		5.7k	125.61	View chart
Advanced Micro Devices (AMD)	0.1	$715k		4.4k	164.08	View chart
Thermo Fisher Scientific (TMO)	0.1	$709k		1.1k	618.57	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$701k		7.9k	88.28	View chart
Vanguard World Financials Etf (VFH)	0.1	$696k		6.3k	109.91	View chart
Cisco Systems (CSCO)	0.1	$674k		13k	53.22	View chart
Air Products & Chemicals (APD)	0.1	$672k	-3%	2.3k	297.78	View chart
Emerson Electric (EMR)	0.1	$657k	+3%	6.0k	109.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$632k	+3%	5.4k	116.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$631k	-2%	3.5k	179.17	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$629k		9.4k	66.59	View chart
General Mills (GIS)	0.1	$618k		8.4k	73.85	View chart
Paccar (PCAR)	0.1	$613k		6.2k	98.68	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$613k	-10%	8.6k	71.10	View chart
Netflix (NFLX)	0.1	$611k	+8%	861.00	709.13	View chart
Adobe Systems Incorporated (ADBE)	0.1	$609k		1.2k	517.78	View chart
BlackRock (BLK)	0.1	$571k		601.00	949.51	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$562k		5.8k	96.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$560k	-5%	2.8k	198.07	View chart
Pfizer (PFE)	0.1	$546k	-2%	19k	28.94	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$541k	-2%	15k	36.41	View chart
Verizon Communications (VZ)	0.1	$532k		12k	44.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$529k		5.5k	95.75	View chart
Phillips 66 (PSX)	0.1	$524k	+6%	4.0k	131.45	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$520k		3.6k	145.60	View chart
Goldman Sachs (GS)	0.1	$518k		1.0k	495.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$517k		981.00	527.43	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$515k		5.3k	96.52	View chart
salesforce (CRM)	0.0	$514k		1.9k	273.71	View chart
Target Corporation (TGT)	0.0	$506k		3.2k	155.86	View chart
Chemours (CC)	0.0	$504k	+2%	25k	20.32	View chart
International Flavors & Fragrances (IFF)	0.0	$492k		4.7k	104.93	View chart
Honeywell International (HON)	0.0	$479k	+4%	2.3k	206.71	View chart
Starbucks Corporation (SBUX)	0.0	$468k	+2%	4.8k	97.49	View chart
Darden Restaurants (DRI)	0.0	$455k		2.8k	164.13	View chart
CSX Corporation (CSX)	0.0	$450k	-2%	13k	34.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$447k		9.0k	49.70	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$447k		9.2k	48.84	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$443k		11k	41.82	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$437k		2.0k	218.48	View chart
Illinois Tool Works (ITW)	0.0	$430k	+6%	1.6k	262.07	View chart
Ishares Tr Ibonds Dec (IBMM)	0.0	$419k	-23%	16k	26.10	View chart
Duke Energy Corp Com New (DUK)	0.0	$418k		3.6k	115.29	View chart
Automatic Data Processing (ADP)	0.0	$410k	+2%	1.5k	276.73	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$403k		1.2k	340.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$400k		2.0k	202.76	View chart
Ares Capital Corporation (ARCC)	0.0	$400k	+6%	19k	20.94	View chart
Danaher Corporation (DHR)	0.0	$398k		1.4k	278.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$394k		2.3k	173.67	View chart
Bank of America Corporation (BAC)	0.0	$394k		9.9k	39.68	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$392k		1.5k	267.38	View chart
Bristol Myers Squibb (BMY)	0.0	$390k		7.5k	51.74	View chart
Ingevity (NGVT)	0.0	$381k		9.8k	39.00	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$378k	-6%	17k	22.72	View chart
Southern Company (SO)	0.0	$375k		4.2k	90.18	View chart
Wec Energy Group (WEC)	0.0	$369k		3.8k	96.18	View chart
Zoetis Cl A (ZTS)	0.0	$364k		1.9k	195.38	View chart
Vanguard World Materials Etf (VAW)	0.0	$360k		1.7k	211.47	View chart
Anthem (ELV)	0.0	$353k		678.00	520.00	View chart
Exchange Traded Concepts Tru Bitwise Crypto (BITQ)	0.0	$348k		26k	13.33	View chart
American Express Company (AXP)	0.0	$346k		1.3k	271.20	View chart
Blackrock Muniyield Fund (MYD)	0.0	$343k	+30%	30k	11.43	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$337k		20k	16.86	View chart
Oracle Corporation (ORCL)	0.0	$329k		1.9k	170.40	View chart
Cadence Design Systems (CDNS)	0.0	$325k		1.2k	271.03	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$321k		18k	17.82	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$319k		3.0k	106.76	View chart
Kinder Morgan (KMI)	0.0	$318k		14k	22.09	View chart
Microchip Technology (MCHP)	0.0	$317k		3.9k	80.29	View chart
Cigna Corp (CI)	0.0	$315k		909.00	346.59	View chart
Digital Realty Trust (DLR)	0.0	$311k	-2%	1.9k	161.83	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$309k		5.8k	53.07	View chart
Colgate-Palmolive Company (CL)	0.0	$301k	+3%	2.9k	103.81	View chart
Boeing Company (BA)	0.0	$299k	-8%	2.0k	152.04	View chart
Caterpillar (CAT)	0.0	$297k	+15%	760.00	391.12	View chart
Carrier Global Corporation (CARR)	0.0	$296k		3.7k	80.49	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$295k	-19%	11k	26.66	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$288k	NEW	8.3k	34.59	View chart
Qualcomm (QCOM)	0.0	$285k	+24%	1.7k	170.05	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$280k		6.8k	41.16	View chart
American Tower Reit (AMT)	0.0	$274k	+3%	1.2k	232.58	View chart
Morgan Stanley Com New (MS)	0.0	$274k		2.6k	104.24	View chart
FedEx Corporation (FDX)	0.0	$270k		987.00	273.68	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$268k		24k	11.31	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$263k	-26%	1.9k	142.04	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$258k		2.4k	109.33	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$256k		5.4k	47.13	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$254k	NEW	719.00	353.48	View chart
Nxp Semiconductors N V (NXPI)	0.0	$252k	+40%	1.1k	240.01	View chart
Norfolk Southern (NSC)	0.0	$248k		999.00	248.50	View chart
Ge Vernova (GEV)	0.0	$247k	NEW	969.00	254.98	View chart
Kimberly-Clark Corporation (KMB)	0.0	$245k		1.7k	142.28	View chart
At&t (T)	0.0	$243k		11k	22.00	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$239k		3.1k	76.70	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$237k		284.00	833.25	View chart
Valvoline Inc Common (VVV)	0.0	$235k		5.6k	41.85	View chart
Intel Corporation (INTC)	0.0	$234k	+24%	10k	23.46	View chart
L3harris Technologies (LHX)	0.0	$231k		973.00	237.87	View chart
Applied Materials (AMAT)	0.0	$222k		1.1k	202.08	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$219k	NEW	3.0k	72.29	View chart
Intuitive Surgical Com New (ISRG)	0.0	$218k	NEW	443.00	491.27	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$217k		5.6k	38.53	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$214k	NEW	2.0k	107.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$213k	NEW	3.4k	63.00	View chart
Texas Instruments Incorporated (TXN)	0.0	$211k	NEW	1.0k	206.37	View chart
Altria (MO)	0.0	$211k	NEW	4.1k	51.04	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$211k	NEW	2.9k	73.67	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$211k	-10%	3.4k	61.11	View chart
Walt Disney Company (DIS)	0.0	$207k	-14%	2.2k	96.19	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$205k		195.00	1051.24	View chart
Diageo Spon Adr New (DEO)	0.0	$204k	NEW	1.5k	140.34	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$203k	NEW	4.5k	45.11	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$201k	NEW	4.1k	48.68	View chart
Comcast Corp Cl A (CMCSA)	0.0	$200k	NEW	4.8k	41.77	View chart
Poet Technologies Com New (POET)	0.0	$57k	-85%	13k	4.44	View chart

Past Filings by Brandywine Oak Private Wealth

SEC 13F filings are viewable for Brandywine Oak Private Wealth going back to 2018

Brandywine Oak Private Wealth 2024 Q3 filed Nov. 7, 2024
Brandywine Oak Private Wealth 2024 Q2 filed July 30, 2024
Brandywine Oak Private Wealth 2024 Q1 filed May 7, 2024
Brandywine Oak Private Wealth 2023 Q4 filed Feb. 5, 2024
Brandywine Oak Private Wealth 2023 Q3 filed Nov. 14, 2023
Brandywine Oak Private Wealth 2023 Q2 filed Aug. 11, 2023
Brandywine Oak Private Wealth 2023 Q1 filed May 10, 2023
Brandywine Oak Private Wealth 2022 Q4 filed Feb. 6, 2023
Brandywine Oak Private Wealth 2022 Q3 filed Nov. 14, 2022
Brandywine Oak Private Wealth 2022 Q2 filed July 22, 2022
Brandywine Oak Private Wealth 2022 Q1 filed May 2, 2022
Brandywine Oak Private Wealth 2021 Q4 filed Feb. 7, 2022
Brandywine Oak Private Wealth 2021 Q3 filed Oct. 18, 2021
Brandywine Oak Private Wealth 2021 Q2 filed Aug. 9, 2021
Brandywine Oak Private Wealth 2021 Q1 filed May 6, 2021
Brandywine Oak Private Wealth 2020 Q4 filed Feb. 8, 2021

View all past filings

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