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  Name: Brandywine Oak Private Wealth LLC
  City: KENNETT SQUARE
  State: PA
  Zip: 19348
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $957,179,000
  Total Value Change : $59,014,000
  Securities Held Change : 6
   
All Securities Held : 235
  New Positions : 11
  Closed Positions : 5
  Increased Positions : 60
  Unchanged Positions : 68
  Decreased Positions : 96

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (UPS)1 Year Chart         UPS United Parcel Service Inc 237 Closed $149.66 $0 0 0% -209,000 -1,328 0    AirDelivery & Freight...
   (CCI)1 Year Chart         CCI Crown Castle International ... 236 Closed $104.02 $0 0 0% -228,000 -1,975 0    Integrated Telecommun...
   (NKE)1 Year Chart         NKE Nike Inc B 240 Closed $91.77 $0 0 0% -205,000 -1,886 0    Textile - Apparel Foo...
   (KWEB)1 Year Chart         KWEB Kraneshares Csi China Internet 239 Closed $32.16 $0 0 0% -234,000 -8,660 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 238 Closed $97.08 $0 0 0% -200,000 -2,019 0    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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