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 5 of 12
Meta Platforms, Inc.
Shares:2.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.0B)
46137V548
Shares:69.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.0B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:5.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.0B)
72201R866
Shares:25.1K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.0B)
46432F339
Shares:7.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.0B)
46435G524
Shares:17.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.0B)
922908637
Shares:4.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
921946406
Shares:9.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
CHEVRON CORP
Shares:7.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:6.9K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
Walmart Inc.
Shares:13.3K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.0B)
464287291
Shares:14.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
ABBOTT LABORATORIES
Shares:8.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
BlackRock, Inc.
Shares:1.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
HOME DEPOT, INC.
Shares:3.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
AMGEN INC
Shares:3.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
COSTCO WHOLESALE CORP /NEW
Shares:1.1K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.0B)
464287465
Shares:12.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.0B)
464287622
Shares:3.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.0B)
Tesla, Inc.
Shares:4.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.0B)