Fund HoldingsBRANDYWINE OAK PRIVATE WEALTH LLC

Total Portfolio Value
$840.58M
Total Bought
$78.56M
Total Sold
$117.48M
Net Transaction
-$38.92M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0523,953+523,953039,8104.74%+39,810
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
279,856698,408+418,55216,41639,9144.75%+23,498
ELI LILLY & CO(LLY)(Put)3,50021,500+18,0001,64111,548+9,907
SELECT SECTOR SPDR TR
ST STR INDL ETF
013,045+13,04501,3230.16%+1,323
ELI LILLY & CO(LLY)7,0827,120+383,3213,8240.45%+503
VANECK ETF TRUST
INTRMDT MUNI ETF
111,744128,138+16,3945,1485,6510.67%+503
ALPHABET INC(GOOG)35,30334,591-7124,2264,5270.54%+301
VANGUARD STAR FDS028,120+28,12001,5050.18%+1,505
EXXON MOBIL CORP023,040+23,04002,7090.32%+2,709
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
07,864+7,86402210.03%+221
BLACKSTONE INC(BX)017,419+17,41901,8660.22%+1,866
CARRIER GLOBAL CORPORATION(CARR)03,674+3,67402030.02%+203
ABBVIE INC(ABBV)014,114+14,11402,1040.25%+2,104
AMGEN INC(AMGN)03,576+3,57609610.11%+961
CONOCOPHILLIPS(COP)7,0277,036+97288430.10%+115
ALPHABET INC(GOOG)13,57513,220-3551,6421,7430.21%+101
BERKSHIRE HATHAWAY INC DEL9,6309,63003,2843,3730.40%+90
STIFEL FINL CORP(SF)49,36549,36502,9463,0330.36%+87
PHILLIPS 66(PSX)03,747+3,74704500.05%+450
UNITEDHEALTH GROUP INC(UNH)02,521+2,52101,2710.15%+1,271
ISHARES TR
MSCI USA QLT FCT
6,9877,441+4549429810.12%+38
EMERSON ELEC CO(EMR)05,855+5,85505650.07%+565
DUPONT DE NEMOURS INC(DD)039,991+39,99102,9830.35%+2,983
AUTOMATIC DATA PROCESSING IN01,344+1,34403230.04%+323
BLACKROCK TAX MUNICPAL BD TR(BBN)015,500+15,50002350.03%+235
BERKSHIRE HATHAWAY INC DEL2201,0361,0630.13%+27
CISCO SYS INC(CSCO)014,302+14,30207690.09%+769
INTERNATIONAL BUSINESS MACHS(IBM)05,681+5,68107970.09%+797
WALMART INC(WMT)5,0765,075-17988120.10%+14
ARES CAPITAL CORP(ARCC)018,700+18,70003640.04%+364
ZOETIS INC(ZTS)01,891+1,89103290.04%+329
ISHARES TR
0-5YR HI YL CP
05,383+5,38302210.03%+221
CONSTELLATION BRANDS INC(STZ)01,157+1,15702910.03%+291
LULULEMON ATHLETICA INC(LULU)0734+73402830.03%+283
THE CIGNA GROUP(CI)0909+90902600.03%+260
COMCAST CORP NEW(CCZ)05,746+5,74602550.03%+255
GOLDMAN SACHS GROUP INC(GS)01,013+1,01303280.04%+328
KRANESHARES TR08,585+8,58502350.03%+235
ADOBE INC(ADBE)1,3931,343-506816850.08%+4
SSGA ACTIVE ETF TR
ST STR BL LN ETF
05,788+5,78802430.03%+243
CADENCE DESIGN SYSTEM INC(CDNS)1,2001,20002812810.03%-0
ISHARES TR
MSCI INTL QUALTY
07,689+7,68902580.03%+258
UNITED RENTALS INC(URI)3,3763,37601,5041,5010.18%-3
ALTRIA GROUP INC(MO)06,183+6,18302600.03%+260
SPDR SER TR
ST STR SP DIV
02,537+2,53702920.03%+292
GENERAL DYNAMICS CORP(GD)03,606+3,60607970.09%+797
ISHARES INC
ESG AWR MSCI EM
13,62514,088+4634314270.05%-4
VANGUARD WORLD FDS
FINANCIALS ETF
06,338+6,33805090.06%+509
ELEVANCE HEALTH INC(ELV)0699+69903040.04%+304
COSTCO WHSL CORP NEW(COST)1,3801,303-777437360.09%-7
ISHARES TR
MSCI EAFE MIN VL
03,120+3,12002030.02%+203
GLOBAL X FDS
US INFR DEV ETF
6,8126,81202142070.02%-7
ACCENTURE PLC IRELAND
SHS CLASS A
0695+69502130.03%+213
DUKE ENERGY CORP NEW(DUK)05,429+5,42904790.06%+479
INTEL CORP(INTC)010,083+10,08303580.04%+358
ISHARES TR
MSCI USA MMENTM
01,974+1,97402760.03%+276
INVESCO EXCH TRADED FD TR II021,787+21,78702390.03%+239
MORGAN STANLEY(MS)02,628+2,62802150.03%+215
SPDR SER TR
ST NUVE TERM ETF
012,379+12,37905720.07%+572
MONDELEZ INTL INC(MDLZ)02,971+2,97102060.02%+206
PACCAR INC(PCAR)7,3967,150-2466196080.07%-11
VANGUARD INTL EQUITY INDEX F04,354+4,35402260.03%+226
ISHARES TR5,5245,52403893780.04%-11
UNION PAC CORP(UNP)06,620+6,62001,3480.16%+1,348
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
5,3405,34003783650.04%-12
ISHARES GOLD TR(IAU)09,000+9,00003150.04%+315
ISHARES TR
ESG AWARE MSCI
10,11410,264+1503593450.04%-14
VANECK ETF TRUST
HIGH YLD MUNIETF
06,953+6,95303410.04%+341
VANGUARD WORLD FDS
MATERIALS ETF
01,702+1,70202940.03%+294
MAINSTAY MACKAY DEFINEDTERM014,400+14,40002290.03%+229
PROSHARES TR
S&P 500 DV ARIST
02,987+2,98702640.03%+264
ISHARES TR
CORE MSCI PAC
09,736+9,73605410.06%+541
VANGUARD WORLD FDS
CONSUM DIS ETF
1,3231,32303753560.04%-18
CVS HEALTH CORP(CVS)06,462+6,46204510.05%+451
ISHARES INC09,158+9,15803640.04%+364
BLACKROCK INC(BLK)0601+60103890.05%+389
SOUTHERN CO(SO)04,162+4,16202690.03%+269
PNC FINL SVCS GROUP INC(PNC)07,237+7,23708880.11%+888
VANGUARD SPECIALIZED FUNDS3,5803,581+15825560.07%-25
VANGUARD INDEX FDS01,683+1,68303600.04%+360
ISHARES TR4,4644,46404243980.05%-26
CME GROUP INC(CME)03,477+3,47706960.08%+696
HOME DEPOT INC(HD)3,2613,26101,0139850.12%-28
BLACKROCK MUNIYIELD FD INC023,000+23,00002110.03%+211
ISHARES TR05,533+5,53305220.06%+522
ISHARES TR3,3733,37308227920.09%-30
VANGUARD WHITEHALL FDS07,943+7,94305670.07%+567
WEC ENERGY GROUP INC(WEC)03,940+3,94003170.04%+317
ISHARES TR034,053+34,05308650.10%+865
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
7,2237,22301,0981,0650.13%-33
EXCHANGE TRADED CONCEPTS TR24,86224,86202001670.02%-34
VANGUARD INDEX FDS4,7894,78909719370.11%-34
AMERICAN EXPRESS CO(AXP)01,345+1,34502010.02%+201
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,310+4,31006110.07%+611
VANGUARD WORLD FDS
HEALTH CAR ETF
03,415+3,41508030.10%+803
AIR PRODS & CHEMS INC0844+84402390.03%+239
WISDOMTREE TR(WT)020,348+20,34807630.09%+763
SPDR GOLD TR(GLD)05,231+5,23108970.11%+897
INVESCO PA VALUE MUN INC TR027,707+27,70702480.03%+248
KIMBERLY-CLARK CORP(KMB)02,139+2,13902580.03%+258
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