Bradley & Co. Private Wealth Management
Latest statistics and disclosures from Bradley & Co. Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VTI, GOOG, NVDA, BRK.B, and represent 36.80% of Bradley & Co. Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PLTR, IBII, IBIK, IBIL, IBIJ, GLD, IBIG, VXUS, IBIH, IAU.
- Started 14 new stock positions in NVS, ABT, COP, IBIK, IBIH, IBIJ, MDU, WHR, ECG, RKT. IBIL, EMR, UTL, MET.
- Reduced shares in these 10 stocks: NVDA, GOOG, MSFT, CMF, TSLA, JPM, WMT, ITOT, AXP, GS.
- Sold out of its positions in CMF, LULU, RDFN.
- Bradley & Co. Private Wealth Management was a net buyer of stock by $1.3M.
- Bradley & Co. Private Wealth Management has $181M in assets under management (AUM), dropping by 10.59%.
- Central Index Key (CIK): 0001861678
Tip: Access up to 7 years of quarterly data
Positions held by Bradley & Co. Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Bradley & Co. Private Wealth Management
Bradley & Co. Private Wealth Management holds 207 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Om (AAPL) | 8.0 | $14M | 57k | 254.63 |
|
|
| Vanguard Index Fds Otal Stk Mkt (VTI) | 7.8 | $14M | 43k | 328.18 |
|
|
| Alphabet Ap Stk Cl C (GOOG) | 7.3 | $13M | -2% | 54k | 243.55 |
|
| Nvidia Corporation Om (NVDA) | 6.9 | $13M | -3% | 67k | 186.58 |
|
| Berkshire Hathaway Inc Del L B New (BRK.B) | 6.8 | $12M | 25k | 502.76 |
|
|
| Jpmorgan Chase & Co. Om (JPM) | 6.8 | $12M | 39k | 315.43 |
|
|
| American Express Om (AXP) | 6.8 | $12M | 37k | 332.16 |
|
|
| Microsoft Corp Om (MSFT) | 6.6 | $12M | 23k | 517.96 |
|
|
| Walmart Om (WMT) | 5.9 | $11M | 103k | 103.06 |
|
|
| Amazon Om (AMZN) | 5.8 | $10M | 48k | 219.57 |
|
|
| Costco Whsl Corp Om (COST) | 5.7 | $10M | 11k | 925.63 |
|
|
| Ishares Tr Ore S&p Ttl Stk (ITOT) | 4.4 | $8.0M | 55k | 145.65 |
|
|
| Tesla Om (TSLA) | 2.4 | $4.4M | -3% | 9.8k | 444.72 |
|
| Alphabet Ap Stk Cl A (GOOGL) | 2.0 | $3.6M | +3% | 15k | 243.10 |
|
| Ishares Tr Bonds 29 Tr Hi (IBHI) | 1.9 | $3.5M | 145k | 23.85 |
|
|
| Spdr S&p 500 Etf Tr R Unit (SPY) | 1.3 | $2.3M | 3.4k | 666.26 |
|
|
| Invesco Qqq Tr Nit Ser 1 (QQQ) | 1.2 | $2.1M | 3.6k | 600.38 |
|
|
| Meta Platforms L A (META) | 1.1 | $2.0M | 2.7k | 734.38 |
|
|
| Ishares Gold Tr Shares New (IAU) | 1.0 | $1.8M | +8% | 25k | 72.77 |
|
| Spdr Gold Tr Old Shs (GLD) | 0.8 | $1.5M | +15% | 4.3k | 355.47 |
|
| Palantir Technologies L A (PLTR) | 0.8 | $1.5M | +63% | 8.2k | 182.42 |
|
| Vanguard Star Fds G Tl Intl Stk F (VXUS) | 0.8 | $1.4M | +17% | 19k | 73.47 |
|
| Starbucks Corp Om (SBUX) | 0.4 | $665k | 7.9k | 84.60 |
|
|
| Ishares Tr Ussell 3000 Etf (IWV) | 0.3 | $590k | 1.6k | 378.94 |
|
|
| Delta Air Lines Inc Del Om New (DAL) | 0.3 | $578k | -3% | 10k | 56.76 |
|
| Fedex Corp Om (FDX) | 0.3 | $578k | -3% | 2.5k | 235.85 |
|
| Coca Cola Om (KO) | 0.3 | $573k | -2% | 8.6k | 66.32 |
|
| Ishares Tr Sg Optimized (SUSA) | 0.3 | $540k | 4.0k | 135.65 |
|
|
| Vanguard Intl Equity Index F Llwrld Ex Us (VEU) | 0.3 | $468k | -2% | 6.6k | 71.37 |
|
| Spdr Dow Jones Indl Average T Ser 1 (DIA) | 0.3 | $464k | 1.0k | 463.74 |
|
|
| Ishares Tr Bds Dec28 Etf (IBDT) | 0.2 | $441k | 17k | 25.52 |
|
|
| Ishares Tr Bonds Dec 29 (IBDU) | 0.2 | $432k | 18k | 23.47 |
|
|
| Barclays DR (BCS) | 0.2 | $398k | 19k | 20.67 |
|
|
| Ishares Tr Sg Msci Kld 400 (DSI) | 0.2 | $362k | 2.9k | 125.95 |
|
|
| Ishares Tr Bonds Oct 2032 (IBII) | 0.2 | $358k | +357% | 14k | 26.31 |
|
| Ishares Tr Bonds Oct 2030 (IBIG) | 0.2 | $356k | +134% | 13k | 26.68 |
|
| Select Sector Spdr Tr Echnology (XLK) | 0.2 | $300k | 1.1k | 281.86 |
|
|
| Nextera Energy Om (NEE) | 0.2 | $294k | 3.9k | 75.49 |
|
|
| Ishares Tr Bonds Oct 2034 (IBIK) | 0.2 | $280k | NEW | 11k | 26.20 |
|
| Ishares Tr Bonds Oct 2035 (IBIL) | 0.2 | $280k | NEW | 11k | 25.82 |
|
| Ishares Tr Bonds Oct 2033 (IBIJ) | 0.2 | $280k | NEW | 11k | 26.39 |
|
| Invesco Exch Trd Slf Idx Uletshs 2029 Hg (BSJT) | 0.1 | $265k | 12k | 21.57 |
|
|
| Mcdonalds Corp Om (MCD) | 0.1 | $223k | 734.00 | 303.89 |
|
|
| Ishares Tr Bonds Oct 2027 (IBID) | 0.1 | $221k | 8.4k | 26.27 |
|
|
| Johnson & Johnson Om (JNJ) | 0.1 | $209k | 1.1k | 185.42 |
|
|
| Ishares Tr Bonds Dec 2030 (IBDV) | 0.1 | $205k | 9.3k | 22.15 |
|
|
| Ishares Tr Bonds Oct 2028 (IBIE) | 0.1 | $203k | 7.7k | 26.46 |
|
|
| Ishares Tr Bonds Oct 2031 (IBIH) | 0.1 | $199k | NEW | 7.5k | 26.58 |
|
| Interface Om (TILE) | 0.1 | $191k | 6.6k | 28.94 |
|
|
| Netflix Om (NFLX) | 0.1 | $188k | -7% | 156.00 | 1206.29 |
|
| Caredx Om (CDNA) | 0.1 | $183k | 13k | 14.54 |
|
|
| Disney Walt Om (DIS) | 0.1 | $169k | -8% | 1.5k | 114.62 |
|
| Southwest Airls Om (LUV) | 0.1 | $144k | 4.5k | 31.91 |
|
|
| Ishares Tr Ore Msci Eafe (IEFA) | 0.1 | $141k | 1.6k | 87.31 |
|
|
| Fortrea Hldgs Ommon Stock (FTRE) | 0.1 | $138k | 16k | 8.42 |
|
|
| Vanguard Index Fds Rowth Etf (VUG) | 0.1 | $136k | 284.00 | 479.61 |
|
|
| Salesforce Om (CRM) | 0.1 | $134k | -8% | 567.00 | 237.04 |
|
| Procter And Gamble Om (PG) | 0.1 | $124k | 808.00 | 153.65 |
|
|
| Tidal Trust Iii Aacp Mino Etf (NACP) | 0.1 | $111k | 2.3k | 47.68 |
|
|
| Marriott Intl L A (MAR) | 0.1 | $107k | -12% | 410.00 | 260.60 |
|
| Vanguard Index Fds M Cp Val Etf (VBR) | 0.1 | $106k | 506.00 | 208.71 |
|
|
| Coinbase Global Om Cl A (COIN) | 0.1 | $96k | 284.00 | 337.49 |
|
|
| Ishares Tr Bonds Oct 2029 (IBIF) | 0.1 | $95k | 3.6k | 26.53 |
|
|
| Rtx Corporation Om (RTX) | 0.1 | $93k | +6% | 558.00 | 167.33 |
|
| International Business Machs Om (IBM) | 0.0 | $90k | +4% | 319.00 | 282.15 |
|
| Asml Holding N V Y Registry Shs (ASML) | 0.0 | $81k | 84.00 | 968.10 |
|
|
| Honeywell Intl Om (HON) | 0.0 | $77k | 366.00 | 210.50 |
|
|
| Colgate Palmolive Om (CL) | 0.0 | $68k | 846.00 | 79.94 |
|
|
| General Dynamics Corp Om (GD) | 0.0 | $66k | 194.00 | 341.00 |
|
|
| Vanguard Index Fds Id Cap Etf (VO) | 0.0 | $65k | 220.00 | 293.74 |
|
|
| Ishares Tr Ore S&p500 Etf (IVV) | 0.0 | $64k | 95.00 | 669.31 |
|
|
| Ishares Tr Sci Uk Sm Etf (EWUS) | 0.0 | $63k | 1.5k | 41.16 |
|
|
| Vanguard Index Fds Ml Cp Grw Etf (VBK) | 0.0 | $60k | 200.00 | 297.62 |
|
|
| Danaher Corporation Om (DHR) | 0.0 | $55k | 277.00 | 198.26 |
|
|
| Ishares Tr -5 Yr Tips Etf (STIP) | 0.0 | $54k | 520.00 | 103.36 |
|
|
| Incyte Corp Om (INCY) | 0.0 | $52k | 610.00 | 84.81 |
|
|
| Ishares Tr Sci India Etf (INDA) | 0.0 | $50k | 958.00 | 52.06 |
|
|
| Chevron Corp Om (CVX) | 0.0 | $50k | 320.00 | 155.30 |
|
|
| Ishares Tr Sci Uk Etf New (EWU) | 0.0 | $48k | 1.2k | 41.97 |
|
|
| Ishares Tr Afe Grwth Etf (EFG) | 0.0 | $48k | 422.00 | 113.88 |
|
|
| Home Depot Om (HD) | 0.0 | $47k | -29% | 115.00 | 408.24 |
|
| Vanguard Intl Equity Index F T Wrld St Etf (VT) | 0.0 | $46k | 335.00 | 137.80 |
|
|
| Abbvie Om (ABBV) | 0.0 | $46k | +11% | 197.00 | 231.54 |
|
| Wells Fargo Om (WFC) | 0.0 | $44k | 521.00 | 83.82 |
|
|
| Ishares Tr Bl Comm Svc Etf (IXP) | 0.0 | $43k | 350.00 | 123.59 |
|
|
| Goldman Sachs Group Om (GS) | 0.0 | $43k | -36% | 53.00 | 803.08 |
|
| L3harris Technologies Om (LHX) | 0.0 | $40k | 130.00 | 305.41 |
|
|
| Bristol-myers Squibb Om (BMY) | 0.0 | $39k | 867.00 | 45.10 |
|
|
| Ishares Tr Fd And Incm Sec (PFF) | 0.0 | $36k | 1.1k | 31.62 |
|
|
| Ishares Tr Shares Biotech (IBB) | 0.0 | $35k | 245.00 | 144.37 |
|
|
| Ishares Tr Ore S&p Scp Etf (IJR) | 0.0 | $35k | 290.00 | 118.83 |
|
|
| Carrier Global Corporation Om (CARR) | 0.0 | $30k | +7% | 496.00 | 59.70 |
|
| Visa Om Cl A (V) | 0.0 | $29k | 84.00 | 341.38 |
|
|
| Ishares Tr Bonds Dec 2031 (IBDW) | 0.0 | $28k | 1.3k | 21.22 |
|
|
| Duke Energy Corp Om New (DUK) | 0.0 | $28k | 222.00 | 123.75 |
|
|
| Ishares Tr Ore Us Aggbd Et (AGG) | 0.0 | $26k | 254.00 | 100.25 |
|
|
| Eastman Chem Om (EMN) | 0.0 | $25k | 388.00 | 63.05 |
|
|
| Ishares Tr Ussell 2000 Etf (IWM) | 0.0 | $24k | 100.00 | 241.96 |
|
|
| Boeing Om (BA) | 0.0 | $24k | 111.00 | 215.83 |
|
|
| Ishares Tr Bonds 25 Trm Hg (IBHE) | 0.0 | $23k | 1.0k | 23.22 |
|
|
| Vanguard World Sg Intl Stk Etf (VSGX) | 0.0 | $23k | 334.00 | 69.37 |
|
|
| Labcorp Holdings Om Shs (LH) | 0.0 | $23k | 80.00 | 287.06 |
|
|
| Guidewire Software Om (GWRE) | 0.0 | $23k | 99.00 | 229.86 |
|
|
| Oracle Corp Om (ORCL) | 0.0 | $21k | +87% | 75.00 | 281.25 |
|
| Otis Worldwide Corp Om (OTIS) | 0.0 | $21k | 230.00 | 91.43 |
|
|
| Best Buy Om (BBY) | 0.0 | $21k | 274.00 | 75.62 |
|
|
| Ishares Tr Bonds Dec25 Etf (IBDQ) | 0.0 | $20k | 786.00 | 25.19 |
|
|
| Vanguard World Onsum Stp Etf (VDC) | 0.0 | $19k | 91.00 | 213.73 |
|
|
| Morningstar Om (MORN) | 0.0 | $19k | 83.00 | 232.01 |
|
|
| Toyota Motor Corp DS (TM) | 0.0 | $19k | 100.00 | 191.09 |
|
|
| Quest Diagnostics Om (DGX) | 0.0 | $19k | 100.00 | 190.58 |
|
|
| 3M Om (MMM) | 0.0 | $18k | 117.00 | 155.18 |
|
|
| Blackstone Om (BX) | 0.0 | $17k | 100.00 | 170.85 |
|
|
| Cisco Sys Om (CSCO) | 0.0 | $16k | 235.00 | 68.42 |
|
|
| Ishares Tr Bonds 27 Etf (IBDS) | 0.0 | $15k | 628.00 | 24.34 |
|
|
| Invesco Exch Trd Slf Idx Uletshs 2027 (BSJR) | 0.0 | $15k | 670.00 | 22.74 |
|
|
| Ishares Tr Bonds Dec2026 (IBDR) | 0.0 | $15k | 625.00 | 24.30 |
|
|
| Invesco Exch Trd Slf Idx Nvsco Blsh 26 (BSJQ) | 0.0 | $15k | 645.00 | 23.40 |
|
|
| Pepsico Om (PEP) | 0.0 | $15k | 105.00 | 140.44 |
|
|
| Us Bancorp Del Om New (USB) | 0.0 | $13k | 263.00 | 48.33 |
|
|
| Madrigal Pharmaceuticals Om (MDGL) | 0.0 | $12k | 27.00 | 458.67 |
|
|
| Ishares Sci Germany Etf (EWG) | 0.0 | $12k | 295.00 | 41.61 |
|
|
| Pnc Finl Svcs Group Om (PNC) | 0.0 | $12k | 60.00 | 200.93 |
|
|
| Block L A (XYZ) | 0.0 | $12k | 166.00 | 72.27 |
|
|
| Ishares Tr S Industrials (IYJ) | 0.0 | $10k | 70.00 | 145.87 |
|
|
| Invesco Exch Trd Slf Idx Ulshs 2025 Cb (BSCP) | 0.0 | $10k | 483.00 | 20.69 |
|
|
| Broadcom Om (AVGO) | 0.0 | $9.9k | 30.00 | 329.90 |
|
|
| Veralto Corp Om Shs (VLTO) | 0.0 | $9.8k | 92.00 | 106.61 |
|
|
| Automatic Data Processing In Om (ADP) | 0.0 | $9.7k | +50% | 33.00 | 293.50 |
|
| Schlumberger Om Stk (SLB) | 0.0 | $9.6k | 280.00 | 34.37 |
|
|
| Phillips 66 Om (PSX) | 0.0 | $9.1k | +52% | 67.00 | 136.02 |
|
| Verizon Communications Om (VZ) | 0.0 | $8.8k | 200.00 | 43.95 |
|
|
| Blackrock Res & Commodities HS (BCX) | 0.0 | $8.6k | 848.00 | 10.17 |
|
|
| Bank New York Mellon Corp Om (BK) | 0.0 | $7.7k | 71.00 | 108.96 |
|
|
| Lockheed Martin Corp Om (LMT) | 0.0 | $7.5k | 15.00 | 499.20 |
|
|
| Unitedhealth Group Om (UNH) | 0.0 | $7.3k | 21.00 | 345.29 |
|
|
| Harley Davidson Om (HOG) | 0.0 | $7.0k | 250.00 | 27.90 |
|
|
| Exxon Mobil Corp Om (XOM) | 0.0 | $6.9k | 61.00 | 112.75 |
|
|
| Rocket Cos Om Cl A (RKT) | 0.0 | $6.7k | NEW | 348.00 | 19.38 |
|
| Vanguard World Onsum Dis Etf (VCR) | 0.0 | $6.3k | 16.00 | 396.12 |
|
|
| Coca Cola Cons Om (COKE) | 0.0 | $5.9k | 50.00 | 117.16 |
|
|
| Novartis Ponsored Adr (NVS) | 0.0 | $5.8k | NEW | 45.00 | 128.24 |
|
| Waste Mgmt Inc Del Om (WM) | 0.0 | $5.7k | 26.00 | 220.85 |
|
|
| Intel Corp Om (INTC) | 0.0 | $5.5k | 165.00 | 33.55 |
|
|
| Vanguard Index Fds &p 500 Etf Shs (VOO) | 0.0 | $5.5k | 9.00 | 612.33 |
|
|
| Intuit Om (INTU) | 0.0 | $5.5k | 8.00 | 682.88 |
|
|
| Vanguard World Nergy Etf (VDE) | 0.0 | $5.2k | 41.00 | 125.85 |
|
|
| Unitil Corp Om (UTL) | 0.0 | $5.1k | NEW | 106.00 | 47.86 |
|
| Mondelez Intl L A (MDLZ) | 0.0 | $5.0k | 80.00 | 62.48 |
|
|
| Illinois Tool Wks Om (ITW) | 0.0 | $5.0k | 19.00 | 260.74 |
|
|
| Metlife Om (MET) | 0.0 | $4.7k | NEW | 57.00 | 82.37 |
|
| Emerson Elec Om (EMR) | 0.0 | $4.6k | NEW | 35.00 | 131.17 |
|
| Conocophillips Om (COP) | 0.0 | $4.4k | NEW | 46.00 | 94.59 |
|
| M & T Bk Corp Om (MTB) | 0.0 | $4.3k | 22.00 | 197.64 |
|
|
| Merck & Co Om (MRK) | 0.0 | $4.3k | 51.00 | 83.92 |
|
|
| Galectin Therapeutics Om New (GALT) | 0.0 | $4.2k | 1.0k | 4.24 |
|
|
| Intuitive Machines Lass A Com (LUNR) | 0.0 | $4.2k | 400.00 | 10.52 |
|
|
| Summit Therapeutics Om (SMMT) | 0.0 | $4.1k | 200.00 | 20.66 |
|
|
| Invesco Currencyshares Swiss Wiss Franc (FXF) | 0.0 | $4.1k | 37.00 | 111.23 |
|
|
| Pfizer Om (PFE) | 0.0 | $4.1k | -21% | 160.00 | 25.48 |
|
| Invesco Currencyshares Japan Apanese Yen (FXY) | 0.0 | $4.0k | 64.00 | 62.21 |
|
|
| Amgen Om (AMGN) | 0.0 | $4.0k | 14.00 | 282.21 |
|
|
| Dover Corp Om (DOV) | 0.0 | $3.8k | 23.00 | 166.83 |
|
|
| Marsh & Mclennan Cos Om (MMC) | 0.0 | $3.8k | 19.00 | 201.53 |
|
|
| Genuine Parts Om (GPC) | 0.0 | $3.6k | 26.00 | 138.62 |
|
|
| 10x Genomics L A Com (TXG) | 0.0 | $3.6k | 304.00 | 11.69 |
|
|
| American Elec Pwr Om (AEP) | 0.0 | $3.5k | 31.00 | 112.52 |
|
|
| Crown Castle Om (CCI) | 0.0 | $3.4k | 35.00 | 96.49 |
|
|
| Ishares Tr Us 2000 Val Etf (IWN) | 0.0 | $3.4k | 19.00 | 176.79 |
|
|
| Ralph Lauren Corp L A (RL) | 0.0 | $3.1k | 10.00 | 313.60 |
|
|
| Dollar Gen Corp Om (DG) | 0.0 | $3.1k | 30.00 | 103.37 |
|
|
| Resideo Technologies Om (REZI) | 0.0 | $2.7k | 63.00 | 43.17 |
|
|
| Nike L B (NKE) | 0.0 | $2.7k | 39.00 | 69.72 |
|
|
| Dominion Energy Om (D) | 0.0 | $2.7k | 44.00 | 61.16 |
|
|
| Take-two Interactive Softwar Om (TTWO) | 0.0 | $2.6k | 10.00 | 258.40 |
|
|
| Whirlpool Corp Om (WHR) | 0.0 | $2.3k | NEW | 29.00 | 78.59 |
|
| Rocket Lab Corp Om (RKLB) | 0.0 | $2.2k | 45.00 | 47.91 |
|
|
| Target Corp Om (TGT) | 0.0 | $2.2k | 24.00 | 89.71 |
|
|
| Solventum Corp Om Shs (SOLV) | 0.0 | $2.1k | 29.00 | 73.00 |
|
|
| Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO) | 0.0 | $2.0k | 36.00 | 54.17 |
|
|
| Eqt Corp Om (EQT) | 0.0 | $1.9k | 35.00 | 54.43 |
|
|
| Alx Oncology Hldgs Om (ALXO) | 0.0 | $1.8k | 1.0k | 1.83 |
|
|
| United Parcel Service L B (UPS) | 0.0 | $1.8k | 21.00 | 83.52 |
|
|
| Kyndryl Hldgs Ommon Stock (KD) | 0.0 | $1.7k | 58.00 | 30.03 |
|
|
| Everus Constr Group Om (ECG) | 0.0 | $1.5k | NEW | 18.00 | 85.78 |
|
| Ishares Tr Ore Div Grwth (DGRO) | 0.0 | $1.4k | 20.00 | 68.10 |
|
|
| Abbott Labs Om (ABT) | 0.0 | $1.3k | NEW | 10.00 | 133.90 |
|
| Mdu Res Group Om (MDU) | 0.0 | $1.3k | NEW | 75.00 | 17.81 |
|
| Advanced Micro Devices Om (AMD) | 0.0 | $1.3k | 8.00 | 161.75 |
|
|
| Vanguard Admiral Fds Idcp 400 Idx (IVOO) | 0.0 | $1.1k | 10.00 | 110.40 |
|
|
| Smucker J M Om New (SJM) | 0.0 | $1.1k | 10.00 | 108.60 |
|
|
| At&t Om (T) | 0.0 | $1.0k | 37.00 | 28.24 |
|
|
| Gitlab Lass A Com (GTLB) | 0.0 | $902.000000 | 20.00 | 45.10 |
|
|
| Rivian Automotive Om Cl A (RIVN) | 0.0 | $749.001300 | 51.00 | 14.69 |
|
|
| Ford Mtr Om (F) | 0.0 | $598.000000 | 50.00 | 11.96 |
|
|
| Sphere Entertainment L A (SPHR) | 0.0 | $373.000200 | 6.00 | 62.17 |
|
|
| General Mtrs Om (GM) | 0.0 | $366.000000 | 6.00 | 61.00 |
|
|
| Ge Aerospace Om New (GE) | 0.0 | $302.000000 | 1.00 | 302.00 |
|
|
| Science Applications Intl Om (SAIC) | 0.0 | $297.999900 | 3.00 | 99.33 |
|
|
| Taiwan Semiconductor Mfg Ponsored Ads (TSM) | 0.0 | $279.000000 | 1.00 | 279.00 |
|
|
| Garrett Motion Om (GTX) | 0.0 | $209.000000 | 38.00 | 5.50 |
|
|
| Viatris Om (VTRS) | 0.0 | $187.999300 | 19.00 | 9.89 |
|
|
| Neos Etf Trust Eos S&p 500 Hi (SPYI) | 0.0 | $52.000000 | 1.00 | 52.00 |
|
|
| Ishares Tr Boxx Inv Cp Etf (LQD) | 0.0 | $0 | 0 | 0.00 |
|
|
| Ishares Tr Boxx Hi Yd Etf (HYG) | 0.0 | $0 | 62.00 | 0.00 |
|
|
| Vanguard Index Fds Alue Etf (VTV) | 0.0 | $0 | 0 | 0.00 |
|
|
| Spdr Series Trust Loomberg Intl T (BWX) | 0.0 | $0 | 0 | 0.00 |
|
Past Filings by Bradley & Co. Private Wealth Management
SEC 13F filings are viewable for Bradley & Co. Private Wealth Management going back to 2021
- Bradley & Co. Private Wealth Management 2025 Q3 filed Nov. 12, 2025
- Bradley & Co. Private Wealth Management 2025 Q2 filed Aug. 7, 2025
- Bradley & Co. Private Wealth Management 2025 Q1 filed May 1, 2025
- Bradley & Co. Private Wealth Management 2024 Q4 filed Feb. 4, 2025
- Bradley & Co. Private Wealth Management 2024 Q2 filed July 31, 2024
- Bradley & Co. Private Wealth Management 2024 Q1 filed April 29, 2024
- Bradley & Co. Private Wealth Management 2023 Q4 filed Feb. 2, 2024
- Bradley & Co. Private Wealth Management 2023 Q3 filed Oct. 27, 2023
- Bradley & Co. Private Wealth Management 2023 Q2 filed July 25, 2023
- Bradley & Co. Private Wealth Management 2023 Q1 filed May 9, 2023
- Bradley & Co. Private Wealth Management 2022 Q4 filed Feb. 13, 2023
- Bradley & Co. Private Wealth Management 2022 Q3 filed Oct. 21, 2022
- Bradley & Co. Private Wealth Management 2022 Q2 filed July 25, 2022
- Bradley & Co. Private Wealth Management 2022 Q1 filed May 6, 2022
- Bradley & Co. Private Wealth Management 2021 Q4 filed Jan. 21, 2022
- Bradley & Co. Private Wealth Management 2021 Q3 filed Nov. 5, 2021