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
Manager:
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Page 8 of 12
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:6.4K
Value:$526.7K
46434G863
Shares:14.9K
Value:$520.8K
BRISTOL MYERS SQUIBB CO
Shares:8.4K
Value:$513.9K
464287309
Shares:5.5K
Value:$512.8K
Salesforce, Inc.
Shares:1.9K
Value:$505.3K
GENERAL MILLS INC
Shares:8.4K
Value:$500.2K
92206C680
Shares:5.3K
Value:$495.5K
81369Y100
Shares:5.7K
Value:$488.9K
STARBUCKS CORP
Shares:4.8K
Value:$471.3K
46435U663
Shares:12.1K
Value:$466.2K
ADVANCED MICRO DEVICES INC
Shares:4.5K
Value:$460.2K
Duke Energy CORP
Shares:3.7K
Value:$455.0K
ADOBE INC.
Shares:1.2K
Value:$445.3K
AUTOMATIC DATA PROCESSING INC
Shares:1.4K
Value:$442.4K
VERIZON COMMUNICATIONS INC
Shares:9.5K
Value:$430.0K
464287556
Shares:3.4K
Value:$428.6K
92204A207
Shares:1.9K
Value:$422.5K
Phillips 66
Shares:3.4K
Value:$421.5K
WEC ENERGY GROUP, INC.
Shares:3.8K
Value:$417.6K
464286665
Shares:9.2K
Value:$403.9K