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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, VCSH, SCHO, and represent 40.49% of Brandywine Oak Private Wealth's stock portfolio.
Added to shares of these 10 stocks: SCHF, IEFA, SPYV, SPYG, VTV, SUB, SCHO, VCSH, VWO, STIP.
Started 4 new stock positions in YUM, FIW, PAVE, WFC.
Reduced shares in these 10 stocks: VUG (-$7.5M), JMST, DLR, VHT, IWN, ADP, IBML, EFA, IBMM, .
Sold out of its positions in ASH, ED, AOR, AOM, NKE, NVS, PKG, PAYX, QCOM, REGN. RLY, VPU, GCC.
Brandywine Oak Private Wealth was a net buyer of stock by $4.7M.
Brandywine Oak Private Wealth has $894M in assets under management (AUM), dropping by 4.28%.
Central Index Key (CIK): 0001764694

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Portfolio Holdings for Brandywine Oak Private Wealth

Brandywine Oak Private Wealth holds 240 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.0	$99M	+2%	2.8M	35.65	View chart
Vanguard Index Fds Value Etf (VTV)	10.6	$95M	+2%	667k	142.10	View chart
Vanguard Index Fds Growth Etf (VUG)	8.4	$75M	-9%	265k	282.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	5.7	$51M	+2%	675k	75.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	4.8	$43M	+2%	886k	48.06	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	3.8	$34M		674k	50.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.0	$26M	+3%	650k	40.68	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	2.9	$26M	+3%	261k	97.60	View chart
Apple (AAPL)	2.4	$21M		109k	193.97	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.2	$20M		527k	38.09	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.1	$19M	+12%	444k	43.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.1	$19M	+13%	276k	67.50	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.1	$19M	+5%	239k	77.19	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.8	$16M	+3%	280k	58.66	View chart
Vanguard World Fds Inf Tech Etf (VGT)	1.5	$13M		30k	442.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.5	$13M	+11%	125k	104.04	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.4	$13M	+19%	205k	61.01	View chart
Ishares Tr Global Reit Etf (REET)	1.1	$10M	+4%	438k	22.97	View chart
Microsoft Corporation (MSFT)	1.1	$9.6M		28k	340.54	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.0	$9.2M		486k	19.01	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$8.2M	+7%	76k	106.73	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$6.9M	-8%	137k	50.65	View chart
Astrazeneca Sponsored Adr (AZN)	0.7	$6.3M		88k	71.57	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$6.0M	+8%	122k	49.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$5.2M	-2%	103k	50.22	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.6	$5.1M	+5%	112k	46.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$5.1M		111k	46.18	View chart
Eli Lilly & Co. (LLY)	0.6	$5.0M		11k	469.00	View chart
Amazon (AMZN)	0.5	$4.6M		35k	130.36	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$4.4M	-5%	33k	132.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$4.2M	+4%	26k	165.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.2M		35k	119.70	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$4.1M	+9%	41k	100.79	View chart
JPMorgan Chase & Co. (JPM)	0.4	$3.9M	-5%	27k	145.44	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$3.9M	+7%	49k	78.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$3.5M	-4%	47k	74.33	View chart
NVIDIA Corporation (NVDA)	0.4	$3.3M		7.9k	423.02	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$3.3M	-3%	20k	169.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.3M	-4%	9.6k	341.00	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.4	$3.3M	-2%	40k	82.11	View chart
Merck & Co (MRK)	0.4	$3.2M		28k	115.39	View chart
Procter & Gamble Company (PG)	0.4	$3.2M	-6%	21k	151.74	View chart
Corteva (CTVA)	0.3	$3.0M		52k	57.30	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$3.0M		120k	24.63	View chart
Dupont De Nemours (DD)	0.3	$2.9M	-2%	41k	71.44	View chart
Stifel Financial (SF)	0.3	$2.9M		49k	59.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.9M	-3%	7.9k	369.42	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.7M	-3%	80k	33.71	View chart
Dow (DOW)	0.3	$2.7M		50k	53.26	View chart
McDonald's Corporation (MCD)	0.3	$2.7M	-2%	8.9k	298.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$2.6M		38k	67.09	View chart
Pepsi (PEP)	0.3	$2.5M		13k	185.22	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.5M		23k	107.25	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$2.4M		33k	74.95	View chart
Nextera Energy (NEE)	0.3	$2.4M	-2%	33k	74.20	View chart
Expeditors International of Washington (EXPD)	0.3	$2.4M	+9%	20k	121.13	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.3	$2.4M		44k	54.12	View chart
Vanguard World Fds Industrial Etf (VIS)	0.3	$2.3M		11k	205.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.3M		5.1k	443.30	View chart
Johnson & Johnson (JNJ)	0.3	$2.2M		14k	165.52	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.1M	+2%	33k	62.62	View chart
Pfizer (PFE)	0.2	$2.0M	-7%	56k	36.68	View chart
Abbvie (ABBV)	0.2	$1.9M		14k	134.73	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$1.9M	+10%	26k	72.93	View chart
Broadcom (AVGO)	0.2	$1.8M	+2%	2.0k	867.43	View chart
Coca-Cola Company (KO)	0.2	$1.7M		29k	60.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.7M	-10%	16k	106.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.7M	-10%	18k	92.97	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.6M		14k	120.97	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.6M	-3%	3.5k	460.38	View chart
United Rentals (URI)	0.2	$1.5M	+61%	3.4k	445.37	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.2	$1.5M		21k	69.72	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.2	$1.4M		13k	107.32	View chart
Chevron Corporation (CVX)	0.2	$1.4M		9.0k	157.35	View chart
Vanguard World Fds Comm Srvc Etf (VOX)	0.2	$1.4M	-8%	13k	106.31	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.2	$1.4M	-5%	76k	18.05	View chart
Union Pacific Corporation (UNP)	0.2	$1.4M	-9%	6.6k	204.61	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$1.3M		22k	62.02	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.3M		3.4k	393.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.3M		3.0k	445.65	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.1	$1.3M		49k	26.94	View chart
American Electric Power Company (AEP)	0.1	$1.3M	-6%	15k	84.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.2M	-5%	22k	56.08	View chart
UnitedHealth (UNH)	0.1	$1.2M		2.6k	480.64	View chart
Tesla Motors (TSLA)	0.1	$1.2M	+5%	4.6k	261.78	View chart
Ishares Tr Ibonds Dec2023 (IBML)	0.1	$1.2M	-20%	47k	25.49	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$1.1M	-5%	33k	34.39	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.1M		7.2k	151.98	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$1.0M		2.00	517810.00	View chart
Home Depot (HD)	0.1	$1.0M		3.3k	310.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.0M	-8%	4.5k	220.29	View chart
Chemours (CC)	0.1	$983k		27k	36.89	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$971k		4.8k	202.72	View chart
Abbott Laboratories (ABT)	0.1	$965k	-2%	8.9k	109.01	View chart
Ishares Tr Ibonds Dec (IBMM)	0.1	$960k	-23%	37k	25.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$942k	+42%	7.0k	134.87	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$941k		18k	52.63	View chart
Visa Com Cl A (V)	0.1	$934k		3.9k	237.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$933k		5.2k	178.27	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$925k		15k	62.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$924k	-24%	13k	72.50	View chart
Meta Platforms Cl A (META)	0.1	$916k		3.2k	286.96	View chart
PNC Financial Services (PNC)	0.1	$913k		7.2k	125.95	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$897k	-14%	34k	26.33	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$849k		17k	51.53	View chart
Vanguard World Fds Health Car Etf (VHT)	0.1	$837k	-34%	3.4k	244.83	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$823k		11k	75.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$822k		3.4k	243.74	View chart
Public Service Enterprise (PEG)	0.1	$806k		13k	62.61	View chart
Amgen (AMGN)	0.1	$805k		3.6k	222.00	View chart
General Dynamics Corporation (GD)	0.1	$801k	-15%	3.7k	215.15	View chart
Wal-Mart Stores (WMT)	0.1	$798k		5.1k	157.18	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$797k	-6%	21k	38.27	View chart
Verizon Communications (VZ)	0.1	$794k	-7%	21k	37.19	View chart
Bank of America Corporation (BAC)	0.1	$784k		27k	28.69	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$780k	+11%	8.0k	97.84	View chart
International Business Machines (IBM)	0.1	$779k		5.8k	133.81	View chart
Raytheon Technologies Corp (RTX)	0.1	$772k		7.9k	97.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$768k		7.9k	96.98	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$758k	-12%	4.4k	173.87	View chart
Cisco Systems (CSCO)	0.1	$746k	-6%	14k	51.74	View chart
Costco Wholesale Corporation (COST)	0.1	$743k		1.4k	538.38	View chart
ConocoPhillips (COP)	0.1	$728k		7.0k	103.62	View chart
Cme (CME)	0.1	$724k	-13%	3.9k	185.27	View chart
General Mills (GIS)	0.1	$719k	+6%	9.4k	76.70	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$704k		11k	61.70	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$700k	-9%	5.5k	126.96	View chart
Lowe's Companies (LOW)	0.1	$691k		3.1k	225.70	View chart
Adobe Systems Incorporated (ADBE)	0.1	$681k		1.4k	488.99	View chart
Stryker Corporation (SYK)	0.1	$679k		2.2k	305.09	View chart
Thermo Fisher Scientific (TMO)	0.1	$660k		1.3k	521.75	View chart
Exelon Corporation (EXC)	0.1	$647k		16k	40.74	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$645k		4.3k	149.63	View chart
Paccar (PCAR)	0.1	$619k	-8%	7.4k	83.65	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$616k	-15%	7.4k	82.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$600k		2.3k	261.45	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$596k		7.9k	75.09	View chart
Starbucks Corporation (SBUX)	0.1	$594k		6.0k	99.06	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$582k		12k	47.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$582k		3.6k	162.44	View chart
Boeing Company (BA)	0.1	$573k	-6%	2.7k	211.16	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$562k		2.9k	194.47	View chart
Ishares Tr Core Msci Pac (IPAC)	0.1	$559k		9.7k	57.43	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.1	$558k	-14%	21k	26.33	View chart
CSX Corporation (CSX)	0.1	$556k		16k	34.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$551k		5.5k	99.66	View chart
Poet Technologies Com New (POET)	0.1	$548k	-5%	124k	4.41	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$539k		24k	22.30	View chart
Darden Restaurants (DRI)	0.1	$535k		3.2k	167.08	View chart
Emerson Electric (EMR)	0.1	$529k		5.9k	90.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$528k	+3%	1.3k	407.42	View chart
Honeywell International (HON)	0.1	$520k	-5%	2.5k	207.50	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$515k		6.3k	81.24	View chart
Bristol Myers Squibb (BMY)	0.1	$499k		7.8k	63.95	View chart
Duke Energy Corp Com New (DUK)	0.1	$487k		5.4k	89.74	View chart
salesforce (CRM)	0.1	$481k		2.3k	211.26	View chart
CVS Caremark Corporation (CVS)	0.1	$472k	-12%	6.8k	69.13	View chart
International Flavors & Fragrances (IFF)	0.1	$471k	-2%	5.9k	79.58	View chart
General Electric Com New (GE)	0.1	$470k	-4%	4.3k	109.85	View chart
Target Corporation (TGT)	0.1	$461k		3.5k	131.90	View chart
Constellation Energy (CEG)	0.1	$460k		5.0k	91.54	View chart
Kinder Morgan (KMI)	0.1	$457k	-3%	27k	17.22	View chart
Advanced Micro Devices (AMD)	0.1	$453k		4.0k	113.91	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$431k	+17%	14k	31.63	View chart
Netflix (NFLX)	0.0	$427k	+2%	969.00	440.42	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$424k	+107%	4.5k	95.08	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$424k	+87%	61k	6.97	View chart
Danaher Corporation (DHR)	0.0	$421k		1.8k	240.00	View chart
Illinois Tool Works (ITW)	0.0	$417k		1.7k	250.16	View chart
BlackRock (BLK)	0.0	$411k	-2%	595.00	691.14	View chart
Wells Fargo & Company (WFC)	0.0	$408k	NEW	9.6k	42.68	View chart
Crown Castle Intl (CCI)	0.0	$392k	-13%	3.4k	113.94	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$389k		5.5k	70.48	View chart
Ishares Msci Pac Jp Etf (EPP)	0.0	$387k		9.2k	42.24	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$387k		1.7k	229.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$378k		5.3k	70.76	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.0	$375k		1.3k	283.25	View chart
Phillips 66 (PSX)	0.0	$373k	-2%	3.9k	95.38	View chart
Intel Corporation (INTC)	0.0	$367k	-9%	11k	33.44	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$359k	+17%	10k	35.52	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$357k		7.0k	51.34	View chart
Ares Capital Corporation (ARCC)	0.0	$356k		19k	18.79	View chart
Microchip Technology (MCHP)	0.0	$352k		3.9k	89.59	View chart
Wec Energy Group (WEC)	0.0	$348k		3.9k	88.24	View chart
American Tower Reit (AMT)	0.0	$348k	-8%	1.8k	193.95	View chart
Diageo Spon Adr New (DEO)	0.0	$333k		1.9k	173.48	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$328k		9.0k	36.39	View chart
Walt Disney Company (DIS)	0.0	$326k	-14%	3.7k	89.28	View chart
Goldman Sachs (GS)	0.0	$323k	-14%	1.0k	322.54	View chart
Oracle Corporation (ORCL)	0.0	$323k	-3%	2.7k	119.09	View chart
Zoetis Cl A (ZTS)	0.0	$321k		1.9k	172.21	View chart
FedEx Corporation (FDX)	0.0	$312k		1.3k	247.90	View chart
Digital Realty Trust (DLR)	0.0	$311k	-64%	2.7k	113.87	View chart
Anthem (ELV)	0.0	$311k		699.00	444.29	View chart
Vanguard World Fds Materials Etf (VAW)	0.0	$310k		1.7k	181.97	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$299k	-54%	2.1k	140.82	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$296k	-3%	2.4k	122.58	View chart
Automatic Data Processing (ADP)	0.0	$295k	-53%	1.3k	219.79	View chart
Kimberly-Clark Corporation (KMB)	0.0	$295k	-14%	2.1k	138.06	View chart
Norfolk Southern (NSC)	0.0	$295k		1.3k	226.76	View chart
Southern Company (SO)	0.0	$292k		4.2k	70.25	View chart
Constellation Brands Cl A (STZ)	0.0	$285k		1.2k	246.13	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$285k		2.0k	144.25	View chart
Invesco Van Kampen Penn Vl MI Trust (VPV)	0.0	$284k	-5%	29k	9.86	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$282k		3.0k	94.28	View chart
Cadence Design Systems (CDNS)	0.0	$281k		1.2k	234.52	View chart
Lululemon Athletica (LULU)	0.0	$278k		734.00	378.30	View chart
Citigroup Com New (C)	0.0	$277k		6.0k	46.04	View chart
Ingevity (NGVT)	0.0	$276k		4.7k	58.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$274k	-2%	2.7k	100.92	View chart
Air Products & Chemicals (APD)	0.0	$274k	-6%	914.00	299.51	View chart
At&t (T)	0.0	$269k		17k	15.95	View chart
Hashicorp Com Cl A (HCP)	0.0	$269k		10k	26.18	View chart
Altria (MO)	0.0	$264k		5.8k	45.30	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$261k	-2%	7.3k	35.60	View chart
United Parcel Service CL B (UPS)	0.0	$260k		1.5k	179.30	View chart
Cigna Corp (CI)	0.0	$255k		909.00	280.58	View chart
Comcast Corp Cl A (CMCSA)	0.0	$250k	-2%	6.0k	41.55	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$248k		22k	11.37	View chart
Mainstay Definedterm Mn Opp (MMD)	0.0	$246k	+11%	14k	17.07	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$242k		5.8k	41.87	View chart
Blackrock Muniyield Fund (MYD)	0.0	$240k	+15%	23k	10.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$237k		4.4k	54.42	View chart
American Express Company (AXP)	0.0	$235k	-14%	1.3k	174.20	View chart
Kraneshares Tr Csi Chi Internet (KWEB)	0.0	$231k		8.6k	26.93	View chart
Valvoline Inc Common (VVV)	0.0	$228k		6.1k	37.51	View chart
Morgan Stanley Com New (MS)	0.0	$224k	+4%	2.6k	85.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$221k	-13%	715.00	308.58	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$217k	-2%	3.0k	72.94	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$215k		5.2k	41.45	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$214k	NEW	6.8k	31.43	View chart
Colgate-Palmolive Company (CL)	0.0	$214k	-23%	2.8k	77.03	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$211k		3.1k	67.50	View chart
First Tr Exchange Traded Wtr Etf (FIW)	0.0	$209k	NEW	2.4k	88.57	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.0	$207k		13k	16.59	View chart
Yum! Brands (YUM)	0.0	$205k	NEW	1.5k	138.55	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$204k		3.1k	65.44	View chart
Texas Instruments Incorporated (TXN)	0.0	$202k	-51%	1.1k	180.02	View chart
Exchange Traded Concepts Tr Bitwise Crypto (BITQ)	0.0	$200k		25k	8.05	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$176k		14k	12.70	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 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
Brandywine Oak Private Wealth 2020 Q3 filed Oct. 16, 2020
Brandywine Oak Private Wealth 2020 Q2 filed Aug. 6, 2020
Brandywine Oak Private Wealth 2020 Q1 filed May 6, 2020
Brandywine Oak Private Wealth 2019 Q4 filed Jan. 28, 2020
Brandywine Oak Private Wealth 2019 Q3 filed Oct. 30, 2019

View all past filings

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