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, MSFT, AMZN, BRK.B, GOOG, and represent 42.38% of Bradley & Co. Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ITOT, QQQ, IOO, MSFT, AXP, CRM, VMBS, FNDX, TSLA, SCHI.
- Started 31 new stock positions in SCHF, EBND, SCHR, FYLD, FNDX, SCHP, FNDF, VMBS, RDFN, AMAT.
- Reduced shares in these 10 stocks: VTI, AAPL, VT, KO, FDX, SBUX, GOOG, DIS, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, JPM.
- Sold out of its positions in BCRX, EXAS, GIS, Invesco Exch Trd Slf Idx Fd bulshs 2023 hy, Ishares Tr ibnd dec23 etf, Ishares Tr ibonds 23 trm hg, MARA, NIO, QS, CSHI. SBSW, UA, UAL, VT, VSCO, Z.
- Bradley & Co. Private Wealth Management was a net seller of stock by $-55k.
- Bradley & Co. Private Wealth Management has $108M in assets under management (AUM), dropping by 12.75%.
- Central Index Key (CIK): 0001861678
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Bradley & Co. Private Wealth Management holds 201 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 10.7 | $12M | -4% | 60k | 192.53 |
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Microsoft Corporation (MSFT) | 8.6 | $9.3M | +2% | 25k | 376.05 |
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Amazon (AMZN) | 7.8 | $8.4M | 56k | 151.94 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.7 | $8.3M | 23k | 356.67 |
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Alphabet Cap Stk Cl C (GOOG) | 7.6 | $8.2M | 58k | 140.93 |
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Costco Wholesale Corporation (COST) | 7.4 | $8.0M | 12k | 660.10 |
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salesforce (CRM) | 6.7 | $7.2M | 28k | 263.14 |
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JPMorgan Chase & Co. (JPM) | 6.3 | $6.8M | 40k | 170.10 |
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American Express Company (AXP) | 6.2 | $6.7M | +2% | 36k | 187.34 |
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Tesla Motors (TSLA) | 4.4 | $4.7M | 19k | 248.48 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 4.2 | $4.5M | -15% | 19k | 237.23 |
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Coca-Cola Company (KO) | 4.1 | $4.4M | -3% | 75k | 58.93 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 3.5 | $3.8M | +35% | 36k | 105.23 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $2.2M | 16k | 139.69 |
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Starbucks Corporation (SBUX) | 1.3 | $1.5M | -7% | 15k | 96.01 |
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Meta Platforms Cl A (META) | 0.9 | $997k | 2.8k | 353.96 |
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Ishares Gold Tr Ishares New (IAU) | 0.7 | $778k | 20k | 39.03 |
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Spdr Gold Tr Gold Shs (GLD) | 0.7 | $712k | 3.7k | 191.17 |
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FedEx Corporation (FDX) | 0.6 | $700k | -16% | 2.8k | 252.97 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $565k | +819% | 1.4k | 409.53 |
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Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $489k | 20k | 25.09 |
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Ishares Tr Ibonds Dec 29 (IBDU) | 0.4 | $478k | 21k | 23.07 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $426k | 1.6k | 273.74 |
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Walt Disney Company (DIS) | 0.4 | $424k | -17% | 4.7k | 90.29 |
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Ishares Tr Global 100 Etf (IOO) | 0.4 | $419k | NEW | 5.2k | 80.52 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $380k | 6.8k | 56.14 |
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Nike CL B (NKE) | 0.3 | $340k | 3.1k | 108.59 |
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Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $301k | 14k | 21.64 |
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Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $231k | 4.0k | 57.94 |
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Nextera Energy (NEE) | 0.2 | $230k | 3.8k | 60.74 |
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Southwest Airlines (LUV) | 0.2 | $218k | 7.6k | 28.88 |
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McDonald's Corporation (MCD) | 0.2 | $218k | 734.00 | 296.51 |
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Select Sector Spdr Tr Technology (XLK) | 0.2 | $205k | 1.1k | 192.48 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.2 | $181k | 1.8k | 100.51 |
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Caredx (CDNA) | 0.2 | $169k | 14k | 12.00 |
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Barclays Adr (BCS) | 0.1 | $152k | 19k | 7.88 |
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Johnson & Johnson (JNJ) | 0.1 | $147k | 936.00 | 156.74 |
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Ishares Tr Ibonds 25 Trm Hg (IBHE) | 0.1 | $122k | 5.3k | 23.10 |
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Procter & Gamble Company (PG) | 0.1 | $118k | 808.00 | 146.54 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $114k | 1.6k | 70.35 |
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D Fluidigm Corp Del (LAB) | 0.1 | $111k | 50k | 2.21 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $91k | 506.00 | 179.97 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $88k | 284.00 | 310.88 |
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NVIDIA Corporation (NVDA) | 0.1 | $84k | +3% | 169.00 | 495.22 |
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Interface (TILE) | 0.1 | $83k | 6.6k | 12.62 |
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Impact Shs Tr I Naacp Mino Etf (NACP) | 0.1 | $79k | 2.3k | 33.96 |
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Ishares Tr Msci Uk Sm Etf (EWUS) | 0.1 | $78k | 2.2k | 34.72 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $77k | -11% | 383.00 | 200.71 |
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Honeywell International (HON) | 0.1 | $77k | 366.00 | 209.71 |
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $76k | 1.9k | 40.23 |
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Netflix (NFLX) | 0.1 | $71k | 145.00 | 486.88 |
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Colgate-Palmolive Company (CL) | 0.1 | $67k | 846.00 | 79.71 |
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Danaher Corporation (DHR) | 0.1 | $64k | 277.00 | 231.34 |
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Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.1 | $58k | 2.5k | 23.14 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $56k | 74.00 | 756.92 |
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Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $51k | 520.00 | 98.59 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $51k | 220.00 | 232.64 |
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Paypal Holdings (PYPL) | 0.0 | $51k | 824.00 | 61.41 |
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General Dynamics Corporation (GD) | 0.0 | $50k | 194.00 | 259.67 |
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International Business Machines (IBM) | 0.0 | $50k | 305.00 | 163.54 |
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Coinbase Global Com Cl A (COIN) | 0.0 | $49k | 284.00 | 173.92 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $48k | 200.00 | 241.77 |
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Chevron Corporation (CVX) | 0.0 | $48k | 320.00 | 149.15 |
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Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $46k | 506.00 | 91.05 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $45k | 95.00 | 477.63 |
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Bristol Myers Squibb (BMY) | 0.0 | $45k | 867.00 | 51.31 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $44k | -14% | 74.00 | 596.59 |
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Raytheon Technologies Corp (RTX) | 0.0 | $44k | 522.00 | 84.14 |
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Lululemon Athletica (LULU) | 0.0 | $43k | 84.00 | 511.29 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $41k | 422.00 | 96.85 |
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Incyte Corporation (INCY) | 0.0 | $38k | 610.00 | 62.79 |
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Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $38k | 1.2k | 33.05 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $36k | 1.1k | 31.19 |
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Eastman Chemical Company (EMN) | 0.0 | $35k | 388.00 | 89.82 |
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Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $34k | 1.7k | 20.77 |
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Ishares Tr Ishares Biotech (IBB) | 0.0 | $33k | 245.00 | 135.85 |
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Home Depot (HD) | 0.0 | $32k | +12% | 92.00 | 346.55 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $31k | 290.00 | 108.25 |
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Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.0 | $29k | 1.3k | 23.21 |
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Boeing Company (BA) | 0.0 | $29k | 111.00 | 260.66 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $29k | NEW | 619.00 | 46.36 |
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Abbvie (ABBV) | 0.0 | $27k | 177.00 | 154.97 |
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L3harris Technologies (LHX) | 0.0 | $27k | 130.00 | 210.62 |
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Carrier Global Corporation (CARR) | 0.0 | $26k | 460.00 | 57.45 |
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Wells Fargo & Company (WFC) | 0.0 | $26k | 534.00 | 49.22 |
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Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $26k | 350.00 | 74.62 |
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ON Semiconductor (ON) | 0.0 | $26k | 312.00 | 83.53 |
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Madrigal Pharmaceuticals (MDGL) | 0.0 | $26k | 110.00 | 231.37 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $25k | 254.00 | 99.25 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 0.0 | $25k | NEW | 399.00 | 61.94 |
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Morningstar (MORN) | 0.0 | $24k | 83.00 | 286.24 |
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Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $22k | 898.00 | 24.91 |
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Visa Com Cl A (V) | 0.0 | $22k | 84.00 | 260.35 |
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Best Buy (BBY) | 0.0 | $21k | 274.00 | 78.28 |
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Schwab Strategic Tr 5 10yr Corp Bd (SCHI) | 0.0 | $21k | NEW | 460.00 | 44.94 |
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Otis Worldwide Corp (OTIS) | 0.0 | $21k | 230.00 | 89.47 |
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Duke Energy Corp Com New (DUK) | 0.0 | $21k | 212.00 | 97.04 |
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Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $20k | 786.00 | 24.76 |
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $19k | NEW | 525.00 | 35.20 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $18k | NEW | 326.00 | 56.40 |
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Toyota Motor Corp Ads (TM) | 0.0 | $18k | 100.00 | 183.38 |
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Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $18k | 80.00 | 227.29 |
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Pepsi (PEP) | 0.0 | $18k | 105.00 | 169.84 |
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $18k | NEW | 320.00 | 55.35 |
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Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $17k | 91.00 | 190.96 |
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10x Genomics Cl A Com (TXG) | 0.0 | $17k | 304.00 | 55.96 |
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Illumina (ILMN) | 0.0 | $16k | -60% | 118.00 | 139.24 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $16k | NEW | 595.00 | 27.14 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $15k | +15% | 115.00 | 130.92 |
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Alx Oncology Hldgs (ALXO) | 0.0 | $15k | 1.0k | 14.89 |
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Schlumberger Com Stk (SLB) | 0.0 | $15k | 280.00 | 52.04 |
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Quest Diagnostics Incorporated (DGX) | 0.0 | $14k | 100.00 | 137.88 |
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Goldman Sachs (GS) | 0.0 | $14k | 35.00 | 385.77 |
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Palantir Technologies Cl A (PLTR) | 0.0 | $13k | NEW | 749.00 | 17.17 |
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Block Cl A (SQ) | 0.0 | $13k | +13% | 166.00 | 77.35 |
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3M Company (MMM) | 0.0 | $13k | 117.00 | 109.32 |
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $12k | NEW | 352.00 | 33.73 |
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Cisco Systems (CSCO) | 0.0 | $12k | +261% | 235.00 | 50.52 |
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Us Bancorp Del Com New (USB) | 0.0 | $11k | 263.00 | 43.29 |
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Lockheed Martin Corporation (LMT) | 0.0 | $11k | +84% | 24.00 | 453.23 |
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Guidewire Software (GWRE) | 0.0 | $11k | 99.00 | 109.04 |
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $11k | NEW | 216.00 | 49.72 |
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Cambria Etf Tr Shshld Yield Etf (SYLD) | 0.0 | $10k | NEW | 150.00 | 67.57 |
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $10k | 485.00 | 20.88 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $10k | +2000% | 21.00 | 475.33 |
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $9.9k | 483.00 | 20.46 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $9.6k | NEW | 260.00 | 36.96 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $9.5k | NEW | 201.00 | 47.24 |
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.0 | $9.3k | NEW | 267.00 | 34.86 |
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Harley-Davidson (HOG) | 0.0 | $9.2k | 250.00 | 36.84 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $9.0k | NEW | 365.00 | 24.79 |
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Ishares Tr Us Industrials (IYJ) | 0.0 | $8.0k | 70.00 | 114.36 |
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Veralto Corp Com Shs (VLTO) | 0.0 | $7.6k | NEW | 92.00 | 82.26 |
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Verizon Communications (VZ) | 0.0 | $7.5k | 200.00 | 37.70 |
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Blackrock Res & Commodities SHS (BCX) | 0.0 | $7.5k | 848.00 | 8.88 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $7.2k | NEW | 205.00 | 34.89 |
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Ishares Tr Ibonds 2027 Term (IBHG) | 0.0 | $7.0k | 315.00 | 22.21 |
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Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.0 | $7.0k | 300.00 | 23.30 |
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Ishares Tr Ibonds 2026 Term (IBHF) | 0.0 | $6.9k | 300.00 | 22.92 |
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Pfizer (PFE) | 0.0 | $6.5k | 225.00 | 28.79 |
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Exxon Mobil Corporation (XOM) | 0.0 | $6.0k | 60.00 | 99.98 |
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Phillips 66 (PSX) | 0.0 | $5.9k | 44.00 | 133.14 |
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Mondelez Intl Cl A (MDLZ) | 0.0 | $5.8k | 80.00 | 72.42 |
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Merck & Co (MRK) | 0.0 | $5.6k | 51.00 | 109.02 |
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UnitedHealth (UNH) | 0.0 | $5.3k | 10.00 | 526.50 |
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Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $5.2k | NEW | 175.00 | 29.84 |
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Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.0 | $5.2k | NEW | 200.00 | 25.78 |
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Automatic Data Processing (ADP) | 0.0 | $5.1k | 22.00 | 232.95 |
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Intuit (INTU) | 0.0 | $5.0k | 8.00 | 625.00 |
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Illinois Tool Works (ITW) | 0.0 | $5.0k | 19.00 | 261.95 |
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Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $4.9k | -85% | 16.00 | 304.56 |
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Waste Management (WM) | 0.0 | $4.7k | 26.00 | 179.12 |
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Spdr Ser Tr Bloomberg Emergi (EBND) | 0.0 | $4.4k | NEW | 206.00 | 21.24 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $4.3k | NEW | 82.00 | 52.20 |
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Amgen (AMGN) | 0.0 | $4.0k | 14.00 | 288.00 |
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Crown Castle Intl (CCI) | 0.0 | $4.0k | 35.00 | 115.20 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $3.9k | +28% | 9.00 | 436.78 |
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Bank of New York Mellon Corporation (BK) | 0.0 | $3.7k | 71.00 | 52.06 |
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Genuine Parts Company (GPC) | 0.0 | $3.6k | 26.00 | 138.50 |
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Marsh & McLennan Companies (MMC) | 0.0 | $3.6k | 19.00 | 189.47 |
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Dover Corporation (DOV) | 0.0 | $3.5k | 23.00 | 153.83 |
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Target Corporation (TGT) | 0.0 | $3.4k | 24.00 | 142.42 |
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Broadcom (AVGO) | 0.0 | $3.3k | 3.00 | 1116.33 |
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United Parcel Service CL B (UPS) | 0.0 | $3.3k | 21.00 | 157.24 |
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Applied Materials (AMAT) | 0.0 | $3.2k | NEW | 20.00 | 162.05 |
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M&T Bank Corporation (MTB) | 0.0 | $3.0k | 22.00 | 137.09 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $3.0k | 19.00 | 155.32 |
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Fortrea Hldgs Common Stock (FTRE) | 0.0 | $2.8k | 80.00 | 34.90 |
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American Electric Power Company (AEP) | 0.0 | $2.5k | 31.00 | 81.23 |
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Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $2.2k | NEW | 62.00 | 35.55 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.2k | NEW | 106.00 | 20.71 |
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Dominion Resources (D) | 0.0 | $2.1k | 44.00 | 47.00 |
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $2.0k | NEW | 46.00 | 42.59 |
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Galectin Therapeutics Com New (GALT) | 0.0 | $1.7k | 1.0k | 1.66 |
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Smucker J M Com New (SJM) | 0.0 | $1.3k | 10.00 | 126.40 |
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Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.2k | 58.00 | 20.78 |
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Resideo Technologies (REZI) | 0.0 | $1.2k | 63.00 | 18.83 |
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Ishares Tr Core Div Grwth (DGRO) | 0.0 | $1.1k | 20.00 | 53.80 |
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Medtronic SHS (MDT) | 0.0 | $824.000000 | 10.00 | 82.40 |
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At&t (T) | 0.0 | $621.000600 | 37.00 | 16.78 |
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Ford Motor Company (F) | 0.0 | $610.000000 | 50.00 | 12.20 |
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Summit Therapeutics (SMMT) | 0.0 | $522.000000 | 200.00 | 2.61 |
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Rivian Automotive Com Cl A (RIVN) | 0.0 | $493.000200 | +2000% | 21.00 | 23.48 |
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Science App Int'l (SAIC) | 0.0 | $372.999900 | 3.00 | 124.33 |
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Redfin Corp (RDFN) | 0.0 | $309.999000 | NEW | 30.00 | 10.33 |
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Rocket Lab Usa (RKLB) | 0.0 | $248.998500 | 45.00 | 5.53 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $247.000200 | 6.00 | 41.17 |
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General Motors Company (GM) | 0.0 | $216.000000 | -99% | 6.00 | 36.00 |
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Garrett Motion (GTX) | 0.0 | $209.000000 | 38.00 | 5.50 |
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Viatris (VTRS) | 0.0 | $205.999900 | 19.00 | 10.84 |
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Sphere Entertainment Cl A (SPHR) | 0.0 | $204.000000 | NEW | 6.00 | 34.00 |
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General Electric Com New (GE) | 0.0 | $128.000000 | 1.00 | 128.00 |
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Vanguard World Fds Energy Etf (VDE) | 0.0 | $117.000000 | 1.00 | 117.00 |
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Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.0 | $48.000000 | NEW | 1.00 | 48.00 |
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Dbx Etf Tr Xtrack Intl Real (HAUZ) | 0.0 | $44.000000 | NEW | 2.00 | 22.00 |
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.0 | $19.000000 | NEW | 1.00 | 19.00 |
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Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $0 | 0 | 0.00 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $0 | 62.00 | 0.00 |
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Vanguard Index Fds Value Etf (VTV) | 0.0 | $0 | 0 | 0.00 |
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Spdr Ser Tr Bloomberg Intl T (BWX) | 0.0 | $0 | 0 | 0.00 |
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Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.0 | $0 | 0 | 0.00 |
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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 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
- Bradley & Co. Private Wealth Management 2021 Q2 filed Aug. 9, 2021
- Bradley & Co. Private Wealth Management 2021 Q1 filed May 12, 2021