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Fidelity msci info tech i shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth investment in Fidelity msci info tech i

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All positions including Fidelity msci info tech i held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci info tech i by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 1.1k 222.17
2025-06-30 $220k 1.1k 197.22
2024-12-31 $213k 1.2k 184.88

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Vanguard World Inf Tech Etf (VGT)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Global Reit Etf (REET)

View all positions for Brandywine Oak Private Wealth

Top funds holding Fidelity msci info tech i

Lido Advisors
Charles Schwab Investment Management
Richard Bernstein Advisors
Commonwealth Equity Services
Agf Management
Envestnet Asset Management
LPL Financial
Mercer Global Advisors
Full Sail Capital
Morgan Stanley
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Advisor Group Holdings
Kestra Investment Management
Portfolio Strategies

View all funds holding Fidelity msci info tech i