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| Name: |
Brandywine Oak Private Wealth LLC |
| City: |
KENNETT SQUARE |
| State: |
PA |
| Zip: |
19348 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMLP |
Alerian MLP ETF |
207 |
New |
$4.60 |
$253,000 |
5,333 |
0.03% |
253,000 |
5,333 |
0 |
Closed - End Fund - Debt |
|
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COIN |
Coinbase Global, Inc. |
208 |
New |
$199.17 |
$252,000 |
949 |
0.03% |
252,000 |
949 |
0.001 |
N/A |
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CAT |
Caterpillar Inc |
214 |
New |
$350.72 |
$242,000 |
660 |
0.03% |
242,000 |
660 |
0 |
Farm & Construction M... |
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EMXC |
Ishares Msci Emerging Marke... |
216 |
New |
$0.00 |
$239,000 |
4,156 |
0.02% |
239,000 |
4,156 |
0 |
N/A |
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AMAT |
Applied Materials Inc |
221 |
New |
$214.03 |
$227,000 |
1,101 |
0.02% |
227,000 |
1,101 |
0 |
Semiconductor Equipme... |
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QCOM |
QUALCOMM Inc |
223 |
New |
$193.27 |
$218,000 |
1,285 |
0.02% |
218,000 |
1,285 |
0 |
Communication Equipment |
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ASML |
ASML Holding N.V. (ADR) |
224 |
New |
$0.00 |
$217,000 |
224 |
0.02% |
217,000 |
224 |
0 |
Semiconductor Equipme... |
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PM |
Philip Morris International... |
227 |
New |
$100.66 |
$207,000 |
2,256 |
0.02% |
207,000 |
2,256 |
0.001 |
Cigarettes & Other To... |
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BBCA |
Jpmorgan Betabuilders Canad... |
230 |
New |
$0.00 |
$203,000 |
3,033 |
0.02% |
203,000 |
3,033 |
0 |
N/A |
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ISTB |
Ishares Core Short Term Us ... |
232 |
New |
$47.29 |
$201,000 |
4,234 |
0.02% |
201,000 |
4,234 |
0 |
N/A |
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SCHC |
Schwab International Small-... |
231 |
New |
$36.50 |
$201,000 |
5,623 |
0.02% |
201,000 |
5,623 |
0.006 |
Closed - End Fund - E... |
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