HoldingsChannel.com
Brandywine Oak Private Wealth LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 162,334 -5,039 $39,747
     VGT162,334-5,039$39,747
SCHWAB STRATEGIC TR SHORT TERM US TREASURY ETF (SCHO) 637,515 +3,902 $32,181
     SCHO637,515+3,902$32,181
ISHARES INC CORE MSCI EMERGING MKTS ETF (IEMG) 558,702 +16,049 $30,035
     IEMG558,702+16,049$30,035
ISHARES TRUST CORE MSCI EUROPE (IEUR) 589,921 +50,510 $29,419
     IEUR589,921+50,510$29,419
SELECT SECTOR SPDR TR HEALTH CARE FORMERLY CONSUMER SVCS TO 06 24 2002 (XLV) 260,567 +1,583 $26,541
     XLV260,567+1,583$26,541
ISHARES 0 5 YEAR TIPS BOND ETF (STIP) 246,855 +246,855 $24,860
     STIP246,855+246,855$24,860
ISHARES GOLD TRUST ISHARES (IAU) 1,438,550 +243,122 $20,858
     IAU1,438,550+243,122$20,858
SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS (XLF) 648,768 -13,336 $19,969
     XLF648,768-13,336$19,969
ISHARES TRUST ISHARES CORE MSCI (IPAC) 339,864 -36,202 $19,851
     IPAC339,864-36,202$19,851
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF (IBDM) 640,344 +7,564 $15,982
     IBDM640,344+7,564$15,982
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF (IBDL) 622,090 +7,912 $15,738
     IBDL622,090+7,912$15,738
VANGUARD SECTOR INDEX FDS VANGUARD INDLS VIPERS (VIS) 101,843 -25,426 $15,671
     VIS101,843-25,426$15,671
VANGUARD WORLD FDS COMM SRVC ETF (VOX) 124,662 -1,202 $11,709
     VOX124,662-1,202$11,709
VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS (VCR) 58,309 -190 $11,048
     VCR58,309-190$11,048
VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF (VDC) 66,906 +19,392 $10,785
     VDC66,906+19,392$10,785
ISHARES TR JP MOR EM MK ETF (EMB) 93,446 +2,434 $10,705
     EMB93,446+2,434$10,705
ISHARES TRUST GLOBAL REIT ETF (REET) 377,696 +55,962 $10,431
     REET377,696+55,962$10,431
APPLE INC COM USD0.00001 25,475 +612 $7,480
     AAPL25,475+612$7,480
ISHARES CORE S&P SMALL CAP E (IJR) 81,441 -701 $6,828
     IJR81,441-701$6,828
VANECK VECTORS ETF TRUST SHORT HIGH YIELD (SHYD) 227,490 -5,579 $5,732
     SHYD227,490-5,579$5,732
ISHARES NATIONAL MUNI BOND ETF (MUB) 47,557 +2,114 $5,417
     MUB47,557+2,114$5,417
VANECK VECTORS ETF TR AMT FREE INT ETF (ITM) 100,349 +6,419 $5,040
     ITM100,349+6,419$5,040
VANGUARD SECTOR INDEX FDS VANGUARD MATLS VIPERS (VAW) 34,231 -5,782 $4,591
     VAW34,231-5,782$4,591
DUPONT DE NEMOURS INC COM 66,495 -1,036 $4,269
     DD66,495-1,036$4,269
JPMORGAN CHASE & CO COM USD1.00 27,595 -872 $3,846
     JPM27,595-872$3,846
VANGUARD SECTOR INDEX FDS VANGUARD UTILS VIPERS (VPU) 26,621 -505 $3,803
     VPU26,621-505$3,803
ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) 35,141 +7 $3,752
     SUB35,141+7$3,752
DOW INC COM 67,296 +29 $3,683
     DOW67,296+29$3,683
VANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS (VFH) 46,446 +247 $3,542
     VFH46,446+247$3,542
MICROSOFT CORP 21,775 -93 $3,433
     MSFT21,775-93$3,433
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 52,226 +251 $3,426
     USMV52,226+251$3,426
SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY FORMERLY CYCLICAL TRANSN TO 06 24 2002 (XLY) 23,690 -69 $2,971
     XLY23,690-69$2,971
VERIZON COMMUNICATIONS 47,504 -933 $2,916
     VZ47,504-933$2,916
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) 8,756 -348 $2,818
     SPY8,756-348$2,818
ISHARES TR INTL SEL DIV ETF (IDV) 80,830 +10,642 $2,713
     IDV80,830+10,642$2,713
INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI (PID) 157,860 +7,408 $2,693
     PID157,860+7,408$2,693
AMAZON.COM INC 1,423 +24 $2,629
     AMZN1,423+24$2,629
AMERICAN ELEC PWR CO INC COM 23,692 -188 $2,239
     AEP23,692-188$2,239
PEPSICO INC 16,286 -349 $2,225
     PEP16,286-349$2,225
INVESCO QQQ TR UNIT SER 1 9,910 +56 $2,107
     QQQ9,910+56$2,107
MCDONALDS CORP 10,577 -173 $2,090
     MCD10,577-173$2,090
CORTEVA INC COM 69,693 -258 $2,060
     CTVA69,693-258$2,060
EXXON MOBIL CORP 29,145 -2,348 $2,033
     XOM29,145-2,348$2,033
PFIZER INC 51,766 +38 $2,028
     PFE51,766+38$2,028
ALPHABET INC CAP STK CL A 1,489 +33 $1,994
     GOOGL1,489+33$1,994
CISCO SYS INC COM 40,239 -53 $1,929
     CSCO40,239-53$1,929
SPDR SER TR S&P DIVID ETF (SDY) 16,705 +608 $1,796
     SDY16,705+608$1,796
VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF (VWO) 40,024 -6,390 $1,779
     VWO40,024-6,390$1,779
INTEL CORP COM USD0.001 29,669 +387 $1,775
     INTC29,669+387$1,775
ASTRAZENECA ADR EACH REP 1 ORD USD0.25 MGT 35,263 -1,643 $1,758
     AZN35,263-1,643$1,758

See Full List: All Stocks Held By Brandywine Oak Private Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Brandywine Oak Private Wealth LLC

Size ($ in 1000's)
At 12/31/2019: $549,616
At 09/30/2019: $527,705

Brandywine Oak Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Brandywine Oak Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

Brandywine Oak Private Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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