Bradley & Co. Private Wealth Management

Latest statistics and disclosures from Bradley & Co. Private Wealth Management's latest quarterly 13F-HR filing:

  • Reduced shares in these 10 stocks: GOOG (-$16M), AAPL (-$15M), VTI (-$14M), AXP (-$13M), , BRK.B (-$12M), NVDA (-$11M), WMT (-$11M), MSFT (-$11M), AMZN (-$11M).
  • Sold out of its positions in ALXO, T, ABT, ABBV, AMD, GOOG, GOOGL, AMZN, AEP, AXP.
  • Bradley & Co. Private Wealth Management was a net seller of stock by $-189M.
  • Bradley & Co. Private Wealth Management has $190M in assets under management (AUM), dropping by 0.39%.
  • 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Bradley & Co. Private Wealth Management

Bradley & Co. Private Wealth Management holds 0 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Sorry, no holdings found in Bradley & Co. Private Wealth Management 13F-HR filing.

Past Filings by Bradley & Co. Private Wealth Management

SEC 13F filings are viewable for Bradley & Co. Private Wealth Management going back to 2021

View all past filings