BRANDYWINE OAK PRIVATE WEALTH LLC - Q4 2021 holdings

$916 Million is the total value of BRANDYWINE OAK PRIVATE WEALTH LLC's 346 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 11.9% .

 Value Shares↓ Weighting
GLDM SellWORLD GOLD TR SPDR GLD MINISspdr gld minis$22,520,000
-12.6%
1,262,375
-21.9%
2.46%
-17.8%
VHT SellVANGUARD HEALTH CARE ETFhealth car etf$20,722,000
+7.0%
77,989
-3.2%
2.26%
+0.6%
XLF SellSELECT SECTOR SPDR TR FINANCIALfinancial$20,478,000
-7.0%
528,455
-11.2%
2.24%
-12.6%
AAPL SellAPPLE INC$20,408,000
+17.9%
114,933
-6.0%
2.23%
+10.8%
VOX SellVANGUARD WORLD FDS COMM SRVC ETF$18,489,000
-4.4%
136,728
-2.2%
2.02%
-10.1%
VCR SellVANGUARD CONSUMER DISCRETIONARY ETFconsum dis etf$16,970,000
-3.5%
50,216
-13.0%
1.85%
-9.3%
MSFT SellMICROSOFT CORP$10,743,000
+18.5%
31,945
-0.6%
1.17%
+11.4%
REET SellISHARES TRUST GLOBAL REIT ETFglobal reit etf$7,615,000
+9.0%
249,254
-2.5%
0.83%
+2.6%
VDC SellVANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETFconsum stp etf$6,543,000
+8.5%
32,813
-2.5%
0.72%
+2.1%
GOOGL SellALPHABET INC CAP STK CL Acap stk cl a$5,446,000
+7.6%
1,880
-0.7%
0.60%
+1.2%
JPM SellJPMORGAN CHASE & CO$5,033,000
-5.9%
31,534
-3.5%
0.55%
-11.4%
XLY SellCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUNDsbi cons discr$4,865,000
+14.1%
23,767
-0.2%
0.53%
+7.3%
PFE SellPFIZER INC$4,137,000
+31.0%
70,071
-4.5%
0.45%
+23.2%
QQQ SellINVESCO QQQ TR UNIT SER 1unit ser 1$4,073,000
-28.2%
10,239
-35.4%
0.44%
-32.5%
NEE SellNEXTERA ENERGY INC COM USD0.01$3,585,000
+16.7%
38,401
-1.8%
0.39%
+9.8%
PEP SellPEPSICO INC$3,219,000
+12.7%
18,535
-2.4%
0.35%
+6.0%
MCD SellMCDONALD S CORP$3,064,000
+9.4%
11,433
-1.6%
0.34%
+3.1%
DLR SellDIGITAL REALTY TRUST INC$3,037,000
+21.4%
17,172
-0.9%
0.33%
+14.1%
BRKB SellBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS Bcl b new$3,032,000
+7.5%
10,141
-1.9%
0.33%
+0.9%
VBR SellVANGUARD SMALL CAP VALUE ETFsm cp val etf$2,914,000
-27.5%
18,147
-23.5%
0.32%
-31.9%
DWX SellSPDR S & P INTERNATIONAL DIVIDEND ETFs&p intl etf$2,889,000
+1.5%
74,326
-0.8%
0.32%
-4.2%
NVDA SellNVIDIA CORPORATION COM$2,815,000
+36.3%
9,704
-2.2%
0.31%
+27.9%
BX SellBLACKSTONE INC$2,660,000
+9.8%
20,562
-1.3%
0.29%
+3.6%
EXPD SellEXPEDITORS INTERNATIONAL OF WASHINGTON INC$2,536,000
+12.5%
18,887
-0.2%
0.28%
+5.7%
JNJ SellJOHNSON &JOHNSON COM USD1.00$2,505,000
-4.7%
14,647
-10.0%
0.27%
-10.2%
MRK SellMERCK &CO. INC COM$2,254,000
-4.0%
29,411
-6.0%
0.25%
-9.9%
IDV SellISHARES TR INTL SEL DIV ETFintl sel div etf$2,246,000
+1.2%
72,001
-0.5%
0.24%
-5.0%
SCHE SellSCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETFemrg mkteq etf$2,197,000
-5.2%
74,187
-2.5%
0.24%
-10.8%
VZ SellVERIZON COMMUNICATIONS INC$2,123,000
-28.3%
40,948
-25.4%
0.23%
-32.6%
KO SellCOCA-COLA CO$2,103,000
+5.2%
35,526
-6.8%
0.23%
-0.9%
UNP SellUNION PAC CORP COM$1,970,000
+27.8%
7,822
-0.6%
0.22%
+20.1%
AEP SellAMERICAN ELEC PWR CO INC COM$1,677,000
+4.7%
18,850
-4.5%
0.18%
-1.6%
IBB SellISHARES TR ISHARES BIOTECHishares biotech$1,663,000
-6.2%
10,888
-0.7%
0.18%
-11.7%
HD SellHOME DEPOT INC$1,631,000
+22.3%
3,932
-3.3%
0.18%
+14.8%
FB SellMETA PLATFORMS INC CLASS A COMMON STOCKcl a$1,623,000
-14.8%
4,826
-13.9%
0.18%
-19.9%
AMT SellAMERICAN TOWER CORP NEW COM$1,613,000
+9.1%
5,517
-1.0%
0.18%
+2.3%
V SellVISA INC$1,605,000
-7.8%
7,408
-5.2%
0.18%
-13.4%
XLI SellINDUSTRIAL SELECT SECTOR SPDR FUNDsbi int-inds$1,556,000
+8.4%
14,572
-0.9%
0.17%
+1.8%
AVGO SellBROADCOM INC COM$1,555,000
+33.0%
2,338
-3.1%
0.17%
+25.0%
BLK SellBLACKROCK INC COM USD0.01$1,539,000
+6.0%
1,682
-2.9%
0.17%
-0.6%
LMT SellLOCKHEED MARTIN CORP COM USD1.00$1,510,000
-4.5%
4,250
-7.3%
0.16%
-10.3%
BAC SellBK OF AMERICA CORP COM$1,456,000
+2.0%
32,732
-2.7%
0.16%
-4.2%
TSLA SellTESLA INC COM$1,433,000
+34.3%
1,356
-1.5%
0.16%
+26.6%
XOM SellEXXON MOBIL CORP$1,421,000
+3.8%
23,226
-0.2%
0.16%
-2.5%
CSCO SellCISCO SYSTEMS INC$1,378,000
+8.2%
21,547
-7.1%
0.15%
+1.4%
INTC SellINTEL CORP COM USD0.001$1,364,000
-4.7%
26,589
-0.3%
0.15%
-10.2%
IFF SellINTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125$1,358,000
+11.9%
9,014
-0.7%
0.15%
+5.0%
CME SellCME GROUP INC COM$1,321,000
+12.4%
5,783
-4.8%
0.14%
+5.9%
CRM SellSALESFORCE.COM INC COM USD0.001$1,209,000
-9.8%
4,835
-2.3%
0.13%
-15.4%
CVX SellCHEVRON CORP NEW COM$1,107,000
+12.0%
9,434
-3.2%
0.12%
+5.2%
COST SellCOSTCO WHOLESALE CORP COM USD0.01$1,091,000
+14.5%
1,922
-9.4%
0.12%
+7.2%
MUI SellBLACKROCK MUNICIPAL INCOME FUND INC$1,081,000
-4.3%
71,300
-4.0%
0.12%
-9.9%
TMO SellTHERMO FISHER SCIENTIFIC INC$1,075,000
+10.4%
1,650
-3.3%
0.12%
+3.5%
GD SellGENERAL DYNAMICS CORP COM USD1.00$1,046,000
+1.9%
4,893
-6.7%
0.11%
-4.2%
RSP SellINVESCO EXCHANGE TRADED FD TR S&P500 EQL WGTs&p500 eql wgt$1,009,000
+4.9%
6,204
-3.5%
0.11%
-1.8%
XLK SellSELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIStechnology$1,003,000
+16.5%
5,707
-1.0%
0.11%
+10.0%
VTI SellVANGUARD IDX FUNDtotal stk mkt$983,000
-59.1%
3,927
-63.3%
0.11%
-61.6%
GLD SellSPDR GOLD TR GOLD SHS$944,000
-0.4%
5,524
-4.4%
0.10%
-6.4%
IJK SellISHARES S&P MID-CAP 400 GROWTH ETFs&p mc 400gr etf$944,000
-8.3%
11,083
-14.7%
0.10%
-14.2%
LOW SellLOWES COMPANIES INC COM USD0.50$924,000
+22.5%
3,577
-3.8%
0.10%
+14.8%
AMGN SellAMGEN INC$906,000
+3.7%
4,029
-2.1%
0.10%
-2.9%
ADBE SellADOBE SYSTEMS INCORPORATED COM$881,000
-7.8%
1,604
-3.4%
0.10%
-13.5%
IPAC SellISHARES CORE MSCI PACIFIC ETFcore msci pac$868,000
-4.1%
13,376
-1.0%
0.10%
-9.5%
DVYE SellISHARES INC EM MKTS DIV ETFem mkts div etf$871,000
-3.1%
22,629
-9.6%
0.10%
-8.7%
WMT SellWALMART INC COM$840,000
-2.2%
5,810
-5.8%
0.09%
-8.0%
CQQQ SellINVESCO EXCH TRADED FD TR II CHINA TECHNLGYchina technlgy$830,000
-71.8%
14,692
-66.7%
0.09%
-73.4%
D SellDOMINION ENERGY INC COM$828,000
-36.1%
10,616
-40.2%
0.09%
-40.4%
DGRO SellISHARES TRUST CORE DIVID GWTHcore div grwth$815,000
+10.4%
14,671
-0.2%
0.09%
+3.5%
DUK SellDUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0$817,000
+1.0%
7,796
-6.0%
0.09%
-5.3%
NFLX SellNETFLIX INC$771,000
-1.7%
1,280
-7.5%
0.08%
-7.7%
DEO SellDIAGEO ADR EACH REPR 4 ORD GBX28.935185spon adr new$750,000
+13.6%
3,411
-0.6%
0.08%
+6.5%
HON SellHONEYWELL INTERNATIONAL INC COM USD1$742,000
-7.1%
3,562
-5.4%
0.08%
-12.9%
IWB SellISHARES RUSSELL 1000 INDEX FUNDrus 1000 etf$722,000
-12.9%
2,731
-20.4%
0.08%
-17.7%
TXN SellTEXAS INSTRUMENTS INC COM USD1.00$726,000
-1.8%
3,725
-3.2%
0.08%
-8.1%
APD SellAIR PRODUCTS AND CHEMICALS INC$711,000
+8.4%
2,337
-8.9%
0.08%
+2.6%
SHYG SellISHARES TRUST 0-5YR HIGH YIELD CORP BD ISIN #US46434V4077 SEDOL #BFS2LL00-5yr hi yl cp$685,000
-1.6%
15,131
-4.7%
0.08%
-7.4%
IJH SellISHARES S&P MIDCAP 400 INDEX FUNDcore s&p mcp etf$682,000
+6.1%
2,411
-1.4%
0.07%
-1.3%
ACN SellACCENTURE PLC$668,000
+26.5%
1,613
-2.4%
0.07%
+19.7%
DHR SellDANAHER CORPORATION COM$653,000
+5.5%
1,985
-2.5%
0.07%
-1.4%
VIGI SellVANGUARD WHITEHALL FDS INTL DVD ETFintl dvd etf$641,000
-33.6%
7,514
-32.1%
0.07%
-37.5%
MMM Sell3M CO$628,000
-10.5%
3,540
-11.7%
0.07%
-15.9%
AMD SellADVANCED MICRO DEVICES INC$606,000
+37.4%
4,216
-1.7%
0.07%
+29.4%
ADP SellAUTOMATIC DATA PROCESSING INC COM USD0.10$585,000
+22.9%
2,374
-0.3%
0.06%
+16.4%
CMCSA SellCOMCAST CORPcl a$582,000
-16.0%
11,573
-6.7%
0.06%
-20.0%
T SellAT&T INC COM USD1$557,000
-34.2%
22,669
-27.7%
0.06%
-37.8%
STZ SellCONSTELLATION BRANDS INC COM USD0.01 CLASS Acl a$558,000
+14.3%
2,227
-3.9%
0.06%
+7.0%
CL SellCOLGATE-PALMOLIVE CO COM USD1.00$546,000
+12.1%
6,405
-0.6%
0.06%
+5.3%
VWOB SellVANGUARD WHITEHALL FDS EMERG MKT BD ETFemerg mkt bd etf$516,000
-3.4%
6,656
-2.7%
0.06%
-9.7%
BMY SellBRISTOL-MYERS SQUIBB CO COM$496,000
-17.1%
7,963
-21.3%
0.05%
-21.7%
ARCC SellARES CAPITAL CORP COM$496,000
-20.0%
23,452
-23.1%
0.05%
-25.0%
NVS SellNOVARTIS AG SPONSORED ADRsponsored adr$489,000
-17.5%
5,596
-22.9%
0.05%
-23.2%
IVW SellISHARES S&P 500 GROWTH ETFs&p 500 grwt etf$462,000
-25.1%
5,524
-33.9%
0.05%
-30.6%
SellGENERAL ELECTRIC CO COM NEW$451,000
-20.0%
4,777
-23.8%
0.05%
-25.8%
TIP SellISHARES TIPS BOND ETFtips bd etf$453,000
-0.9%
3,513
-1.8%
0.05%
-7.5%
EL SellESTEE LAUDER COMPANIES INC COM USD0.01 CLASS Acl a$427,000
+21.3%
1,154
-1.9%
0.05%
+14.6%
ANTM SellANTHEM INC$415,000
+21.0%
897
-2.7%
0.04%
+12.5%
NVO SellNOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS B DKK1adr$402,000
+3.9%
3,594
-12.8%
0.04%
-2.2%
AXP SellAMERICAN EXPRESS CO COM USD0.20$390,000
-4.9%
2,385
-2.6%
0.04%
-10.4%
MDT SellMEDTRONIC PLC$396,000
-42.5%
3,828
-30.4%
0.04%
-46.2%
PSX SellPHILLIPS 66 COM$382,000
+1.9%
5,283
-1.5%
0.04%
-4.5%
LWLG SellLIGHTWAVE LOGIC INC COM$389,000
+8.4%
21,208
-44.1%
0.04%0.0%
IAU SellISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6ishares new$386,000
-30.1%
11,112
-32.8%
0.04%
-34.4%
C SellCITIGROUP INC$382,000
-16.6%
6,334
-3.0%
0.04%
-20.8%
GEM SellGOLDMAN SACHS ETF TR ACTIVEBETA EMEactivebeta eme$372,000
-11.0%
10,065
-10.9%
0.04%
-16.3%
ASML SellASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012$353,000
+4.4%
444
-4.3%
0.04%0.0%
ICE SellINTERCONTINENTAL EXCHANGE INC COM USD0.01$347,000
+16.4%
2,538
-2.2%
0.04%
+8.6%
KMB SellKIMBERLY-CLARK CORP COM$351,000
+5.7%
2,457
-2.3%
0.04%
-2.6%
SYY SellSYSCO CORP$349,000
-33.7%
4,455
-33.6%
0.04%
-37.7%
MDLZ SellMONDELEZ INTL INC COM NPVcl a$335,000
-9.5%
5,063
-20.4%
0.04%
-14.0%
NKE SellNIKE INC CLASS B COM NPVcl b$340,000
+9.0%
2,045
-4.9%
0.04%
+2.8%
QCOM SellQUALCOMM INC$328,000
+15.5%
1,799
-18.4%
0.04%
+9.1%
DOV SellDOVER CORP COM USD1.00$333,000
+11.4%
1,838
-4.7%
0.04%
+2.9%
UPS SellUNITED PARCEL SERVICE INCcl b$324,000
+15.7%
1,516
-1.4%
0.04%
+6.1%
PGX SellINVESCO EXCH TRADED FD TR II PFD ETFpfd etf$312,000
+2.3%
20,810
-9.0%
0.03%
-2.9%
BBN SellBLACKROCK TAXABLE MUNICIPAL BOND TRUST$305,000
-19.1%
11,680
-11.2%
0.03%
-25.0%
YUM SellYUM! BRANDS INC$298,000
+12.0%
2,147
-1.2%
0.03%
+6.5%
SRLN SellSSGA ACTIVE ETF TR BLACKSTONE SENRblackstone senr$296,000
+1.7%
6,494
-10.6%
0.03%
-5.9%
DGX SellQUEST DIAGNOSTICS INC COM USD0.01$293,000
+2.1%
1,546
-22.4%
0.03%
-3.0%
ASO SellACADEMY SPORTS &OUTDOORS INC COM$287,000
-7.1%
6,359
-17.0%
0.03%
-13.9%
CB SellCHUBB LIMITED COM NPV ISIN #CH0044328745$288,000
-11.1%
1,495
-20.1%
0.03%
-18.4%
REGN SellREGENERON PHARMACEUTICALS INC$284,000
-3.7%
451
-7.6%
0.03%
-8.8%
PAG SellPENSKE AUTOMOTIVE GROUP INC$278,000
-3.5%
2,472
-13.7%
0.03%
-9.1%
ADSK SellAUTODESK INC$275,000
-19.1%
979
-18.0%
0.03%
-23.1%
CTLT SellCATALENT INC COM$275,000
-8.3%
2,065
-8.5%
0.03%
-14.3%
BJ SellBJS WHSL CLUB HLDGS INC COM$272,000
-7.8%
3,868
-28.2%
0.03%
-11.8%
BERY SellBERRY GLOBAL GROUP INC$272,000
+14.8%
3,432
-12.1%
0.03%
+7.1%
TRI SellTHOMSON-REUTERS CORP COM NPV(POST REV SPLIT) ISIN #CA8849037095 SEDOL #BFXPTB0$274,000
-1.1%
2,298
-9.1%
0.03%
-6.2%
RYT SellINVESCO EXCHANGE TRADED FD TR S&P500 EQL TECs&p500 eql tec$266,000
-18.7%
971
-97.2%
0.03%
-23.7%
SBNY SellSIGNATURE BANK$267,000
-6.6%
800
-24.0%
0.03%
-12.1%
WMS SellADVANCED DRAINAGE SYSTEMS INC$265,000
+12.3%
1,880
-14.1%
0.03%
+7.4%
JBL SellJABIL INC COM$262,000
+0.4%
3,529
-21.1%
0.03%
-3.3%
KBR SellKBR INC COM USD0.001$267,000
+9.4%
5,334
-14.0%
0.03%
+3.6%
TRTN SellTRITON INTL LTD CL A ISIN #BMG9078F1077cl a$262,000
-8.4%
4,192
-23.7%
0.03%
-12.1%
GNRC SellGENERAC HLDGS INC COM USD0.01$263,000
-12.6%
711
-3.7%
0.03%
-17.1%
CFX SellCOLFAX CORP$262,000
+0.8%
5,392
-5.0%
0.03%
-3.3%
CRL SellCHARLES RIVER LABORATORIES INTERNATIONAL INC$264,000
-15.9%
674
-11.7%
0.03%
-19.4%
CHRW SellCH ROBINSON WORLDWIDE INC COM USD0.10$270,000
+20.0%
2,264
-12.9%
0.03%
+11.5%
ROAD SellCONSTRUCTION PARTNERS INC COM CL A$259,000
-18.3%
8,293
-12.7%
0.03%
-24.3%
WDC SellWESTERN DIGITAL CORP. COM$254,000
-11.5%
3,900
-23.5%
0.03%
-15.2%
TM SellTOYOTA MOTOR CORP ADR-EACH REP 10 ORD NPV LVLads$254,000
+2.4%
1,376
-1.9%
0.03%
-3.4%
LHX SellL3HARRIS TECHNOLOGIES INC COM$257,000
-14.0%
1,208
-11.1%
0.03%
-20.0%
AOR SellISHARES CORE GROWTH ALLOCATION ETFgrwt allocat etf$247,000
-2.0%
4,344
-4.7%
0.03%
-6.9%
TJX SellTJX COMPANIES INC$251,000
+9.6%
3,318
-4.5%
0.03%0.0%
MO SellALTRIA GROUP INC$248,000
+3.3%
5,241
-0.7%
0.03%
-3.6%
ECL SellECOLAB INC$240,000
-2.0%
1,027
-12.7%
0.03%
-7.1%
XLP SellCONSUMER STAPLES SELECT SECTOR SPDRsbi cons stpls$234,000
+9.9%
3,036
-4.0%
0.03%
+4.0%
DE SellDEERE & CO$226,000
-8.5%
661
-10.6%
0.02%
-13.8%
AOA SellISHARES CORE AGGRESSIVE ALLOCATION ETFaggres alloc etf$225,000
-13.8%
3,096
-17.5%
0.02%
-16.7%
PM SellPHILIP MORRIS INTERNATIONAL INC COM NPV$229,000
-14.2%
2,413
-12.9%
0.02%
-19.4%
ABB SellABB LTD SPON ADR EACH REP 1 ORD SHSsponsored adr$216,000
+4.9%
5,664
-10.3%
0.02%0.0%
SAP SellSAP ADR REP 1 ORDspon adr$213,000
-2.7%
1,523
-8.0%
0.02%
-8.0%
VO SellVANGUARD MID-CAP INDEX FUNDmid cap etf$209,000
-0.9%
823
-7.9%
0.02%
-8.0%
BDX SellBECTON DICKINSON &CO COM USD1.00$212,000
-22.9%
844
-24.6%
0.02%
-28.1%
MMC SellMARSH &MCLENNAN COMPANIES INC COM USD1.00$214,000
-7.0%
1,233
-18.8%
0.02%
-14.8%
TTE SellTOTAL ENERGIES SEsponsored ads$210,000
-9.9%
4,262
-13.6%
0.02%
-14.8%
FLCH SellFRANKLIN TEMPLETON ETF TR FTSE CHINAftse china$180,000
-96.6%
19,132
-88.2%
0.02%
-96.7%
ExitARES CAPITAL CORP BOND 3.75000 02/01/2022note 3.750% 2/0$0-50,000
-100.0%
-0.01%
ENB ExitENBRIDGE INC COM ISIN CA29250N1050 SEDOL 2466149$0-4,999
-100.0%
-0.02%
CAT ExitCATERPILLAR INC COM$0-1,094
-100.0%
-0.02%
ZEN ExitZENDESK INC COM USD0.01$0-1,751
-100.0%
-0.02%
VXF ExitVANGUARD EXTENDED MARKETS INDEX FUNDextend mkt etf$0-1,161
-100.0%
-0.02%
SNA ExitSNAP-ON INC$0-1,137
-100.0%
-0.03%
ITT ExitITT INC COM$0-2,679
-100.0%
-0.03%
CRUS ExitCIRRUS LOGIC INC$0-2,909
-100.0%
-0.03%
RDN ExitRADIAN GROUP INC COM USD0.001$0-10,818
-100.0%
-0.03%
SHOP ExitSHOPIFY INC COM NPV CL A ISIN CA82509L1076 SEDOL BX865C7cl a$0-202
-100.0%
-0.03%
RHI ExitROBERT HALF INTERNATIONAL INC$0-2,772
-100.0%
-0.03%
MCHI ExitISHARES TR MSCI CHINA ETFmsci china etf$0-4,193
-100.0%
-0.03%
VIAC ExitVIACOMCBS INC CL Bcl b$0-7,742
-100.0%
-0.04%
AGG ExitISHARES CORE US AGGREGATE BOND ETFcore us aggbd et$0-2,681
-100.0%
-0.04%
PSA ExitPUBLIC STORAGE COM USD0.10$0-1,042
-100.0%
-0.04%
HRC ExitHILL-ROM HLDGS INC COM$0-2,120
-100.0%
-0.04%
CTAS ExitCINTAS CORP$0-860
-100.0%
-0.04%
BABA ExitALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHSsponsored ads$0-2,509
-100.0%
-0.04%
CONE ExitCYRUSONE INC COM USD0.01$0-5,314
-100.0%
-0.05%
ISTB ExitISHARES CORE 1-5 YEAR USD BOND ETFcore 1 5 yr usd$0-8,301
-100.0%
-0.05%
IBMJ ExitISHARES IBONDS DEC 2021 TERM MUNI BOND ETFibonds dec2021$0-85,064
-100.0%
-0.25%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-02-07
Signatures

The EDGAR filing(s) were signed by:

Latest filings
TypeFiled
13F-HR2024-05-07
13F-HR2024-02-05
13F-HR2023-11-14
13F-HR2023-08-11
13F-HR2023-05-10
13F-HR2023-02-06
13F-HR2022-11-14
13F-HR2022-07-22
13F-HR2022-05-02
13F-HR2022-02-07

View BRANDYWINE OAK PRIVATE WEALTH LLC's complete filings history.

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