Brandywine Oak Private Wealth LLC Buys JPMorgan Equity Premium Income ETF, WisdomTree China ...

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Investment company Brandywine Oak Private Wealth LLC (Current Portfolio) buys JPMorgan Equity Premium Income ETF, WisdomTree China Dividend Ex-Financials Fund, SPDR S&P Regional Banking ETF, KraneShares CSI China Internet ETF, Vanguard S&P Small-Cap 600 Value ETF, sells SPDR Gold MiniShares Trust, Franklin FTSE China ETF, iShares iBonds Dec 2021 Term Muni Bond ETF, PowerShares QQQ Trust Ser 1, Invesco China Technology ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brandywine Oak Private Wealth LLC. As of 2021Q4, Brandywine Oak Private Wealth LLC owns 347 stocks with a total value of $916 million. These are the details of the buys and sells.

  • New Purchases: CXSE, KRE, KWEB, QQQM, NQP, PKG, SMG, VFVA, IBMP, ESML, HRI, JPI, TSN, MDRX, ASH, NVMI, LHCG, RHP, OVV, ASHR, BHP, CDNS, ITOT, CI, VALE, PPL, CARR, VVV, PPG, RIO, ASX,

  • Added Positions: JEPI, VGT, SCHF, VCSH, VIOV, SUB, BNDX, PBW, STIP, VAW, EMXC, VXUS, IEMG, BAR, ESGV, MBB, VSS, IGRO, SLYV, IXUS, ESGD, IBMN, IBMM, MUB, VYM, HDV, VWO, TGT, SCHP, SHYD, IBMK, NSC, IBMO, ESGE, CNYA, IBML, PG, VPV, FDX, IEFA, IHI, ITM, VTV, VPL, XLB, VEA, XLC, XLV, AMZN, AZN, NOVA, LLY, AYX, TSM, ABBV, MMD, BBEU, MA, TD, MYD, FHN, DD, VIG, GRMN, GSK, GS, IBM, PDCO, EMR, VT, VTEB, TKR, VUG, CCI, CVS, BA, VYMI, ABT, PRG, AOM, AAN, BRBR, CTVA, DOW, GOOG, KMI, MPA, MHN, SBUX, IJS, WEC, IVV, DIS, UNH, RTX, URI, TIMB, SYK,

  • Reduced Positions: GLDM, FLCH, XLF, VCR, CQQQ, QQQ, VTI, AAPL, VBR, VZ, VHT, D, VOX, RYT, VIGI, T, JNJ, FB, ARCC, KO, GE, JPM, MDT, MRK, NVS, PFE, SYY, LWLG, IAU, IJK, IVW, IWB, REET, VDC, MMM, CB, APD, AEP, ADSK, BDX, BRK.B, BMY, CME, CSCO, CMCSA, COST, DUK, NEE, GD, ISRG, JBL, MDLZ, LMT, MMC, MCD, NVDA, NFLX, NVO, PEP, QCOM, DGX, SBNY, WMT, WDC, MUI, V, ROAD, TRTN, BJ, ASO, AOA, DVYE, GEM, SCHE, ABB, ASML, ACN, ADBE, AMD, AXP, AMGN, BAC, BLK, CHRW, CRL, CVX, C, STZ, DHR, DE, DOV, ECL, EL, LHX, HD, HON, ICE, KMB, LOW, NKE, REGN, SAP, CRM, TJX, TXN, TMO, TRI, TTE, TM, PAG, UPS, ANTM, YUM, KBR, BX, PM, CFX, AVGO, GNRC, TSLA, BBN, PSX, BERY, WMS, CTLT, AOR, GLD, IJH, IPAC, PGX, RSP, SHYG, SRLN, TIP, VO, VWOB, XLK, XLP,

  • Sold Out: IBMJ, ISTB, CONE, VIAC, AGG, BABA, PSA, HRC, CTAS, ITT, RDN, RHI, SNA, MCHI, CRUS, SHOP, VXF, ZEN, ENB, CAT,


For the details of Brandywine Oak Private Wealth LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/brandywine+oak+private+wealth+llc/current-portfolio/portfolio

These are the top 5 holdings of Brandywine Oak Private Wealth LLC

  1. Vanguard Information Technology ETF (VGT) - 119,080 shares, 5.94% of the total portfolio. Shares added by 11.97%

  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 610,798 shares, 5.42% of the total portfolio. Shares added by 4.33%

  3. iShares 0-5 Year TIPS Bond ETF (STIP) - 467,850 shares, 5.40% of the total portfolio. Shares added by 2.91%

  4. Schwab International Equity ETF (SCHF) - 1,203,701 shares, 5.13% of the total portfolio. Shares added by 6.19%

  5. Schwab Short-Term U.S. Treasury ETF (SCHO) - 767,940 shares, 4.33% of the total portfolio. Shares added by 0.74%

New Purchase: WisdomTree China Dividend Ex-Financials Fund (CXSE)

Brandywine Oak Private Wealth LLC initiated holding in WisdomTree China Dividend Ex-Financials Fund. The purchase prices were between $48.12 and $57.6, with an estimated average price of $53.41. The stock is now traded at around $47.450000. The impact to a portfolio due to this purchase was 0.76%. The holding were 131,701 shares as of 2021-12-31.

New Purchase: SPDR S&P Regional Banking ETF (KRE)

Brandywine Oak Private Wealth LLC initiated holding in SPDR S&P Regional Banking ETF. The purchase prices were between $66.81 and $75.01, with an estimated average price of $71.21. The stock is now traded at around $73.800000. The impact to a portfolio due to this purchase was 0.59%. The holding were 72,687 shares as of 2021-12-31.

New Purchase: KraneShares CSI China Internet ETF (KWEB)

Brandywine Oak Private Wealth LLC initiated holding in KraneShares CSI China Internet ETF. The purchase prices were between $34.06 and $53.46, with an estimated average price of $46.02. The stock is now traded at around $35.580000. The impact to a portfolio due to this purchase was 0.24%. The holding were 58,909 shares as of 2021-12-31.

New Purchase: Invesco NASDAQ 100 ETF (QQQM)

Brandywine Oak Private Wealth LLC initiated holding in Invesco NASDAQ 100 ETF. The purchase prices were between $144.87 and $165.91, with an estimated average price of $158.75. The stock is now traded at around $146.100000. The impact to a portfolio due to this purchase was 0.13%. The holding were 6,255 shares as of 2021-12-31.

New Purchase: Packaging Corp of America (PKG)

Brandywine Oak Private Wealth LLC initiated holding in Packaging Corp of America. The purchase prices were between $128.17 and $142.67, with an estimated average price of $134.35. The stock is now traded at around $148.390000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,257 shares as of 2021-12-31.

New Purchase: Nuveen Pennsylvania Quality Municipal Income Fund (NQP)

Brandywine Oak Private Wealth LLC initiated holding in Nuveen Pennsylvania Quality Municipal Income Fund. The purchase prices were between $14.74 and $15.45, with an estimated average price of $15.04. The stock is now traded at around $14.070000. The impact to a portfolio due to this purchase was 0.04%. The holding were 21,733 shares as of 2021-12-31.

Added: JPMorgan Equity Premium Income ETF (JEPI)

Brandywine Oak Private Wealth LLC added to a holding in JPMorgan Equity Premium Income ETF by 14026.72%. The purchase prices were between $58.19 and $63.19, with an estimated average price of $60.84. The stock is now traded at around $60.400000. The impact to a portfolio due to this purchase was 1.08%. The holding were 152,286 shares as of 2021-12-31.

Added: Vanguard S&P Small-Cap 600 Value ETF (VIOV)

Brandywine Oak Private Wealth LLC added to a holding in Vanguard S&P Small-Cap 600 Value ETF by 62.37%. The purchase prices were between $170.74 and $190.44, with an estimated average price of $180.46. The stock is now traded at around $170.940000. The impact to a portfolio due to this purchase was 0.19%. The holding were 24,996 shares as of 2021-12-31.

Added: iShares Short-Term National Muni Bond ETF (SUB)

Brandywine Oak Private Wealth LLC added to a holding in iShares Short-Term National Muni Bond ETF by 26.07%. The purchase prices were between $107.15 and $107.38, with an estimated average price of $107.27. The stock is now traded at around $106.110000. The impact to a portfolio due to this purchase was 0.17%. The holding were 68,802 shares as of 2021-12-31.

Added: Invesco WilderHill Clean Energy ETF (PBW)

Brandywine Oak Private Wealth LLC added to a holding in Invesco WilderHill Clean Energy ETF by 24.36%. The purchase prices were between $68.87 and $94.84, with an estimated average price of $81.29. The stock is now traded at around $54.170000. The impact to a portfolio due to this purchase was 0.16%. The holding were 101,948 shares as of 2021-12-31.

Added: Vanguard Total International Stock (VXUS)

Brandywine Oak Private Wealth LLC added to a holding in Vanguard Total International Stock by 209.39%. The purchase prices were between $61.08 and $65.1, with an estimated average price of $63.41. The stock is now traded at around $61.970000. The impact to a portfolio due to this purchase was 0.09%. The holding were 18,025 shares as of 2021-12-31.

Added: Vanguard ESG U.S. Stock ETF (ESGV)

Brandywine Oak Private Wealth LLC added to a holding in Vanguard ESG U.S. Stock ETF by 29.31%. The purchase prices were between $79.46 and $88.45, with an estimated average price of $85.28. The stock is now traded at around $80.670000. The impact to a portfolio due to this purchase was 0.07%. The holding were 31,345 shares as of 2021-12-31.

Sold Out: iShares iBonds Dec 2021 Term Muni Bond ETF (IBMJ)

Brandywine Oak Private Wealth LLC sold out a holding in iShares iBonds Dec 2021 Term Muni Bond ETF. The sale prices were between $25.55 and $25.6, with an estimated average price of $25.57.

Sold Out: ISHARES TRUST (ISTB)

Brandywine Oak Private Wealth LLC sold out a holding in ISHARES TRUST. The sale prices were between $50.26 and $50.76, with an estimated average price of $50.45.

Sold Out: CyrusOne Inc (CONE)

Brandywine Oak Private Wealth LLC sold out a holding in CyrusOne Inc. The sale prices were between $75.25 and $90.23, with an estimated average price of $85.12.

Sold Out: iShares Core U.S. Aggregate Bond ETF (AGG)

Brandywine Oak Private Wealth LLC sold out a holding in iShares Core U.S. Aggregate Bond ETF. The sale prices were between $113.01 and $114.88, with an estimated average price of $113.97.

Sold Out: Alibaba Group Holding Ltd (BABA)

Brandywine Oak Private Wealth LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $111.96 and $177.7, with an estimated average price of $145.1.

Sold Out: Public Storage (PSA)

Brandywine Oak Private Wealth LLC sold out a holding in Public Storage. The sale prices were between $295.26 and $374.56, with an estimated average price of $335.03.



Here is the complete portfolio of Brandywine Oak Private Wealth LLC. Also check out:

1. Brandywine Oak Private Wealth LLC's Undervalued Stocks

2. Brandywine Oak Private Wealth LLC's Top Growth Companies, and

3. Brandywine Oak Private Wealth LLC's High Yield stocks

4. Stocks that Brandywine Oak Private Wealth LLC keeps buyingThis article first appeared on GuruFocus.

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