Brandywine-Oak-Private-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-07
Total Holdings
223
Total Value
1018855004
Accession Number
0001667731-25-000603
Form Type
13F-HR
Manager Name
Brandywine-Oak-Private-Wealth
Data Enrichment
78% identified
175 identified48 unidentified

Holdings

223 positions • $1.0B total value
Manager:
Search and click to pin securities to the top
Page 4 of 12
46432F834
Shares:29.8K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.0B)
922908769
Shares:7.3K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.0B)
UNITED RENTALS, INC.
Shares:3.2K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.0B)
Alphabet Inc.
Shares:12.7K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.0B)
JOHNSON & JOHNSON
Shares:11.7K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.0B)
Blackstone Inc.
Shares:12.9K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$1.0B)
UNION PACIFIC CORP
Shares:7.0K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$1.0B)
92204A884
Shares:11.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$1.0B)
Mastercard Inc
Shares:3.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$1.0B)
COCA COLA CO
Shares:22.6K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$1.0B)
46138G649
Shares:8.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$1.0B)
BERKSHIRE HATHAWAY INC
Shares:2
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$1.0B)
464287200
Shares:2.8K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$1.0B)
PEPSICO INC
Shares:10.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$1.0B)
35473P652
Shares:49.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.0B)
SPDR GOLD TRUST
Shares:5.1K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.0B)
LOCKHEED MARTIN CORP
Shares:3.3K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.0B)
AMERICAN ELECTRIC POWER CO INC
Shares:12.8K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
81369Y704
Shares:10.7K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
DOW INC.
Shares:39.9K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)