Fund HoldingsBRANDYWINE OAK PRIVATE WEALTH LLC

Total Portfolio Value
$972.08M
Total Bought
$37.19M
Total Sold
$45.00M
Net Transaction
-$7.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
726,7311,005,548+278,81742,55058,5536.02%+16,003
ISHARES TR
GLOBAL REIT ETF
0627,844+627,844014,5971.50%+14,597
APPLE INC(AAPL)0100,738+100,738021,2172.18%+21,217
SPDR SER TR
ST STR P500GRW
233,757249,594+15,83717,09920,0002.06%+2,901
NVIDIA CORPORATION(NVDA)7,47874,503+67,0256,7579,2040.95%+2,447
SCHWAB STRATEGIC TR0718,369+718,369034,5753.56%+34,575
VANGUARD INDEX FDS238,487223,262-15,22582,08783,5018.59%+1,415
VANGUARD WORLD FD
INF TECH ETF
27,45627,395-6114,39515,7941.62%+1,399
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
525,150542,250+17,10042,28043,3424.46%+1,062
ALPHABET INC(GOOG)32,93132,921-104,9705,9970.62%+1,026
SPDR SER TR
ST NUVE TERM ETF
049,760+49,76002,3480.24%+2,348
VANGUARD INTL EQUITY INDEX F684,775673,594-11,18128,60329,4763.03%+873
SPDR SER TR
ST STR SP600SM C
233,493258,011+24,51819,37320,2052.08%+832
MICROSOFT CORP(MSFT)27,70527,896+19111,65612,4681.28%+812
SPDR SER TR
ST STR P500VAL
469,514496,519+27,00523,52324,2002.49%+678
VANGUARD INDEX FDS27,12328,734+1,6115,2055,8230.60%+618
PIMCO ETF TR
INTER MUN BD ACT
022,830+22,83001,1890.12%+1,189
ELI LILLY & CO(LLY)6,8846,540-3445,3555,9210.61%+566
ASTRAZENECA PLC(AZN)080,430+80,43006,2730.65%+6,273
BROADCOM INC(AVGO)1,8661,871+52,4733,0040.31%+531
GRANITESHARES GOLD TR(BAR)485,185485,103-8210,65511,1381.15%+483
ISHARES INC
CORE MSCI EMKT
131,508133,765+2,2576,7867,1600.74%+375
ALPHABET INC(GOOG)12,28612,211-751,8712,2400.23%+369
STIFEL FINL CORP(SF)60,04360,04304,6945,0530.52%+359
AMAZON COM INC(AMZN)33,11332,715-3985,9736,3220.65%+349
AIR PRODS & CHEMS INC02,328+2,32806010.06%+601
EXPEDITORS INTL WASH INC(EXPD)021,352+21,35202,6650.27%+2,665
ISHARES TR
CORE MSCI EAFE
303,402313,801+10,39922,51922,7942.34%+276
SCHWAB STRATEGIC TR32,84232,84203,0453,3120.34%+267
REGENERON PHARMACEUTICALS(REGN)0195+19502050.02%+205
NXP SEMICONDUCTORS N V
COM
0750+75002020.02%+202
SCHWAB STRATEGIC TR0106,187+106,18702,8200.29%+2,820
INVESCO QQQ TR6,3216,191-1302,8072,9660.31%+159
VANGUARD MUN BD FDS0113,878+113,87805,7060.59%+5,706
VANGUARD WORLD FD46,33046,180-1504,3174,4620.46%+144
COSTCO WHSL CORP NEW(COST)1,2961,286-109491,0930.11%+144
ISHARES TR14,87214,87201,1131,2320.13%+119
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,4447,44401,3601,4670.15%+107
JPMORGAN CHASE & CO.(JPM)26,24726,510+2635,2575,3620.55%+105
SPDR S&P 500 ETF TR(SPY)4,5744,585+112,3922,4950.26%+103
MAINSTAY MACKAY DEFINEDTERM020,000+20,00003320.03%+332
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,477+3,47707860.08%+786
EXXON MOBIL CORP24,07225,124+1,0522,7982,8920.30%+94
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,2362,269+333043940.04%+90
UNITED RENTALS INC(URI)2,7463,184+4381,9802,0590.21%+79
TESLA INC(TSLA)03,983+3,98307880.08%+788
VANGUARD WORLD FD
COMM SRVC ETF
11,36811,352-161,4921,5690.16%+77
AMGEN INC(AMGN)03,498+3,49801,0930.11%+1,093
PUBLIC SVC ENTERPRISE GRP IN(PEG)010,781+10,78107950.08%+795
ASML HOLDING N V
N Y REGISTRY SHS
224284+602172900.03%+73
DUPONT DE NEMOURS INC(DD)036,989+36,98902,9770.31%+2,977
WALMART INC(WMT)15,06914,247-8229079650.10%+58
SPDR GOLD TR(GLD)5,3315,338+71,0971,1480.12%+51
NETFLIX INC(NFLX)794790-44825330.05%+51
QUALCOMM INC(QCOM)1,2851,339+542182670.03%+49
VANGUARD INDEX FDS4,7894,78901,1481,1950.12%+47
GOLDMAN SACHS GROUP INC(GS)01,037+1,03704690.05%+469
ISHARES TR05,524+5,52405110.05%+511
VANGUARD INDEX FDS4,6094,633+241,1981,2400.13%+42
INTERNATIONAL FLAVORS&FRAGRA(IFF)04,727+4,72704500.05%+450
POET TECHNOLOGIES INC(POET)103,97088,169-15,8011421830.02%+40
INGEVITY CORP(NGVT)8,1299,774+1,6453884270.04%+39
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
05,340+5,34005010.05%+501
ISHARES TR3,3733,37309721,0040.10%+32
APPLIED MATLS INC1,1011,095-62272580.03%+31
BANK AMERICA CORP09,920+9,92003950.04%+395
ORACLE CORP(ORCL)01,933+1,93302730.03%+273
LOCKHEED MARTIN CORP(LMT)03,312+3,31201,5470.16%+1,547
GENERAL DYNAMICS CORP(GD)03,493+3,49301,0130.10%+1,013
EXCHANGE TRADED CONCEPTS TRU026,087+26,08703520.04%+352
WISDOMTREE TR(WT)017,647+17,64707640.08%+764
COLGATE PALMOLIVE CO(CL)02,811+2,81102730.03%+273
ISHARES INC
ESG AWR MSCI EM
015,174+15,17405090.05%+509
VANGUARD INDEX FDS0976+97604880.05%+488
CARRIER GLOBAL CORPORATION(CARR)03,674+3,67402320.02%+232
ISHARES GOLD TR(IAU)09,000+9,00003950.04%+395
VANGUARD INTL EQUITY INDEX F06,584+6,58407420.08%+742
ELEVANCE HEALTH INC(ELV)0678+67803670.04%+367
ISHARES TR
MSCI USA MMENTM
01,974+1,97403850.04%+385
INVESCO PA VALUE MUN INC TR023,685+23,68502570.03%+257
RTX CORPORATION(RTX)7,2467,173-737077200.07%+13
ZOETIS INC(ZTS)01,862+1,86203230.03%+323
L3HARRIS TECHNOLOGIES INC(LHX)0973+97302190.02%+219
FEDEX CORP(FDX)0987+98702960.03%+296
MORGAN STANLEY(MS)02,628+2,62802550.03%+255
ISHARES TR
MSCI USA QLT FCT
7,1656,934-2311,1781,1840.12%+6
MICROCHIP TECHNOLOGY INC.(MCHP)03,932+3,93203600.04%+360
KINDER MORGAN INC DEL(KMI)014,316+14,31602840.03%+284
ALPS ETF TR
ALERIAN MLP
5,3335,33302532560.03%+3
ISHARES INC09,158+9,15803940.04%+394
ARES CAPITAL CORP(ARCC)017,924+17,92403740.04%+374
VANGUARD STAR FDS31,67131,693+221,9101,9110.20%+1
AMERICAN EXPRESS CO(AXP)01,274+1,27402950.03%+295
DANAHER CORPORATION(DHR)01,430+1,43003570.04%+357
BLACKROCK TAX MUNICPAL BD TR(BBN)018,000+18,00002940.03%+294
SOUTHERN CO(SO)04,162+4,16203230.03%+323
VANGUARD SPECIALIZED FUNDS02,982+2,98205440.06%+544
SCHWAB STRATEGIC TR5,6235,62302012000.02%-1
ISHARES TR
CORE MSCI TOTAL
29,29829,399+1011,9881,9860.20%-2
VANGUARD WHITEHALL FDS07,943+7,94306460.07%+646
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