BT
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BRANDYWINE TRUST CO13F | |
BRANDYWINE TRUST CO | |
Last update 2025-05-15 | 35 Stocks (4 new) |
Value $645.00 Mil | Turnover 3 % |
BRANDYWINE TRUST CO Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VT | Vanguard Total World Stock ETF | 2,144,130 | 248,611.9 | +3.76% | 38.550 | +1.40% | 0.610 | +15.28% | +10.53% | 45,601.8 | ||
CPB | The Campbell's Co | 4,867,984 | 194,329.9 | 0% | 30.130 | 0% | 1.630 | -18.38% | -25.06% | 9,066.1 | Consumer Packaged Goods | |
SPY | SPDR S&P 500 ETF Trust | 146,207 | 81,786.7 | +1.69% | 12.680 | +0.21% | 0.010 | +16.07% | +6.79% | 637,713.5 | ||
ABBV | AbbVie Inc | 116,789 | 24,469.6 | -3.95% | 3.790 | -0.13% | 0.010 | +6.33% | +7.78% | 329,239.9 | Drug Manufacturers | |
BRK.A | Berkshire Hathaway Inc | 22 | 17,565.7 | 0% | 2.720 | 0% | 0.000 | -11.04% | +3.54% | 1,014,122.1 | Insurance | |
ABT | Abbott Laboratories | 116,669 | 15,476.1 | 0% | 2.400 | 0% | 0.010 | +4.64% | +17.93% | 228,771.2 | Medical Devices & Instruments | |
WFC | Wells Fargo & Co | 210,138 | 15,085.8 | -6.79% | 2.340 | -0.17% | 0.010 | +22.86% | +13.45% | 253,958.2 | Banks | |
XOM | Exxon Mobil Corp | 67,048 | 7,974.0 | -6.79% | 1.240 | -0.08% | 0.000 | +10.52% | +6.88% | 486,601.3 | Oil & Gas | |
ACWI | iShares MSCI ACWI Index Fund | 61,715 | 7,183.0 | +533.23% | 1.110 | +0.93% | 0.040 | +15.18% | +10.50% | 22,289.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 136,018 | 6,913.8 | +4.82% | 1.070 | +0.05% | 0.010 | +12.91% | +19.37% | 156,855.9 |
BRANDYWINE TRUST CO's Historical Top Holdings Breakdowns
BRANDYWINE TRUST CO's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
VT | Vanguard Total World Stock ETF | 2025-03-31 | Add Add | +1.40% | 115.08 ($119.66) 123.97 | $128.81 | 7.65% | Add 3.76% | 2,144,130 | 77,657 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Add Add | +0.93% | 115.16 ($119.81) 124.13 | $128.84 | 7.54% | Add 533.23% | 61,715 | 51,969 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.21% | 551.42 ($587.78) 612.93 | $622.14 | 5.85% | Add 1.69% | 146,207 | 2,429 | |
WFC | Wells Fargo & Co | 2025-03-31 | Reduce Reduce | -0.17% | 66.78 ($75.08) 81.42 | $78.86 | 5.03% | Reduce -6.79% | 210,138 | -15,300 | |
ABBV | AbbVie Inc | 2025-03-31 | Reduce Reduce | -0.13% | 169.2 ($194.4) 216.66 | $186.39 | -4.12% | Reduce -3.95% | 116,789 | -4,800 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Sold Out Sold Out | -0.13% | 308.86 ($381.06) 455.36 | $473.28 | 24.20% | Sold Out | 0 | -2,472 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.09% | 554.06 ($590.51) 615.85 | $624.99 | 5.84% | Add 105.89% | 1,958 | 1,007 | |
XOM | Exxon Mobil Corp | 2025-03-31 | Reduce Reduce | -0.08% | 105.44 ($110.59) 118.93 | $112.91 | 2.10% | Reduce -6.79% | 67,048 | -4,883 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | New Buy New Buy | +0.05% | 468.34 ($508.07) 539.52 | $556.72 | 9.58% | New holding | 688 | 688 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Add Add | +0.05% | 47.4 ($50.6) 52.99 | $56.37 | 11.40% | Add 4.82% | 136,018 | 6,251 |
BRANDYWINE TRUST CO Total Holding History ($B)
BRANDYWINE TRUST CO's Asset Allocation
BRANDYWINE TRUST CO Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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BRANDYWINE TRUST CO's Hypothetical Growth since 2025-03-31
BRANDYWINE TRUST CO's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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BRANDYWINE TRUST CO's Holdings Heat Map
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BRANDYWINE TRUST CO's Holdings Bubble Chart
BRANDYWINE TRUST CO News
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