BC
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Bradley & Co. Private Wealth Management, LLC13F | |
| Bradley & Co. Private Wealth Management, LLC | |
| Last update 2025-05-01 | 190 Stocks (2 new) |
| Value $146.00 Mil | Turnover 3 % |
Bradley & Co. Private Wealth M... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 24,619 | 13,111.8 | -2.50% | 8.950 | -0.18% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
AAPL | Apple Inc | 56,743 | 12,604.5 | -5.84% | 8.610 | -0.55% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VTI | Vanguard Total Stock Market ETF | 42,317 | 11,630.7 | -0.67% | 7.940 | -0.05% | 0.000 | +19.46% | +6.65% | 476,615.2 | ||
COST | Costco Wholesale Corp | 11,124 | 10,521.4 | -5.62% | 7.180 | -0.38% | 0.000 | -4.25% | +4.03% | 421,724.5 | Retail - Defensive | |
AXP | American Express Co | 37,308 | 10,037.9 | -7.72% | 6.850 | -0.58% | 0.010 | +22.85% | +4.61% | 215,746.3 | Credit Services | |
JPM | JPMorgan Chase & Co | 39,842 | 9,773.4 | -8.79% | 6.670 | -0.58% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
WMT | Walmart Inc | 105,460 | 9,258.5 | -5.44% | 6.320 | -0.34% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
AMZN | Amazon.com Inc | 47,992 | 9,131.1 | -7.31% | 6.240 | -0.52% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 23,580 | 8,851.9 | -4.88% | 6.040 | -0.32% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
GOOG | Alphabet Inc | 55,973 | 8,744.7 | -7.08% | 5.970 | -0.51% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media |
Bradley & Co. Private Wealth Management, LLC's Historical Top Holdings Breakdowns
Bradley & Co. Private Wealth Management, LLC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IBHI |
iShares iBonds 2029 Term High Yield and Income ETF
iShares iBonds 2029 Term High Yield and Income ETF
| 2025-03-31 | Add Add | +1.87% | 23.15 ($23.55) 23.78 | $23.55 | 0% | Add 5356.41% | 120,041 | 117,841 | |
AXP | American Express Co | 2025-03-31 | Reduce Reduce | -0.58% | 255.39 ($295.58) 325.87 | $307.95 | 4.18% | Reduce -7.72% | 37,308 | -3,123 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.58% | 225.19 ($254.94) 279.95 | $291.27 | 14.25% | Reduce -8.79% | 39,842 | -3,841 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.55% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -5.84% | 56,743 | -3,521 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.52% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -7.31% | 47,992 | -3,783 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.51% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Reduce -7.08% | 55,973 | -4,268 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.49% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -7.56% | 71,423 | -5,838 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | New Buy New Buy | +0.44% | 63.07 ($68.94) 73.5 | $77.17 | 11.94% | New holding | 9,095 | 9,095 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.38% | 890.62 ($974.97) 1076.86 | $950.95 | -2.46% | Reduce -5.62% | 11,124 | -663 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.34% | 84.5 ($93.81) 105.05 | $95.05 | 1.32% | Reduce -5.44% | 105,460 | -6,064 |
Bradley & Co. Private Wealth Management, LLC Total Holding History ($B)
Bradley & Co. Private Wealth Management, LLC's Asset Allocation
Bradley & Co. Private Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bradley & Co. Private Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Bradley & Co. Private Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bradley & Co. Private Wealth Management, LLC's Holdings Heat Map
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Bradley & Co. Private Wealth Management, LLC's Holdings Bubble Chart
Bradley & Co. Private Wealth Management, LLC News
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