BC

Bradley & Co. Private Wealth Management, LLC

13F
Bradley & Co. Private Wealth Management, LLC
Last update 2024-07-31 185 Stocks (2 new)
Value $135.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(9.56%)NVDA(7.80%)GOOG(7.58%)MSFT(7.30%)BRK.B(7.02%)
Portfolio Report
Summary Stock Picks Current Portfolio
Bradley & Co. Private Wealth M... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
61,405
12933.230
-3.08%
9.560
-0.27%
0.000
+9.00%
+19.03%
3471028.454
Hardware
NVDA 		NVIDIA Corp
85,340
10542.900
+0.15%
7.800
+0.01%
0.000
-11.29%
+134.29%
2845480.000
Semiconductors
GOOG 		Alphabet Inc
55,867
10247.200
-3.76%
7.580
-0.27%
0.000
-7.23%
+17.11%
2019257.453
Interactive Media
MSFT 		Microsoft Corp
22,087
9872.280
-2.79%
7.300
-0.22%
0.000
-2.16%
+16.38%
3235378.615
Software
BRK.B 		Berkshire Hathaway Inc
23,327
9489.620
-3.15%
7.020
-0.26%
0.000
+11.44%
+27.84%
980267.664
Insurance
COST 		Costco Wholesale Corp
11,085
9422.610
-4.39%
6.970
-0.30%
0.000
+5.31%
+38.02%
402096.005
Retail - Defensive
VTI 		Vanguard Total Stock Market ETF
34,440
9213.380
+59.33%
6.810
+2.54%
-
+4.74%
+18.65%
425470.408
 
AMZN 		Amazon.com Inc
46,516
8989.360
-3.60%
6.650
-0.25%
0.000
+2.96%
+26.10%
2010950.617
Retail - Cyclical
AXP 		American Express Co
38,681
8956.840
-3.49%
6.620
-0.26%
0.010
+17.11%
+44.82%
191228.128
Credit Services
JPM 		JPMorgan Chase & Co
41,095
8312.140
-2.03%
6.150
-0.14%
0.000
+6.85%
+26.29%
600585.820
Banks

Bradley & Co. Private Wealth Management, LLC's Historical Top Holdings Breakdowns

Bradley & Co. Private Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+2.54%
●
245.23 ($258.82) 269.4
$281.46
8.75%
Add 59.33%
34,440
12,825
LAB 		Standard BioTools Inc2024-06-30Reduce
-0.49%
●
1.65 ($2.44) 2.92
$2.01
-17.62%
Reduce -50%
223,939
-223,938
COST 		Costco Wholesale Corp2024-06-30Reduce
-0.30%
●
704.88 ($780.33) 870.75
$906.98
16.23%
Reduce -4.39%
11,085
-509
GOOG 		Alphabet Inc2024-06-30Reduce
-0.27%
●
151.94 ($170.1) 186.86
$164.64
-3.21%
Reduce -3.76%
55,867
-2,180
AAPL 		Apple Inc2024-06-30Reduce
-0.27%
●
165 ($186.49) 216.67
$228.29
22.42%
Reduce -3.08%
61,405
-1,951
AXP 		American Express Co2024-06-30Reduce
-0.26%
●
217.5 ($231.59) 243.08
$268.99
16.15%
Reduce -3.49%
38,681
-1,398
BRK.B 		Berkshire Hathaway Inc2024-06-30Reduce
-0.26%
●
396.73 ($408.62) 420.24
$455.31
11.43%
Reduce -3.15%
23,327
-758
AMZN 		Amazon.com Inc2024-06-30Reduce
-0.25%
●
173.67 ($183.7) 197.85
$191.60
4.30%
Reduce -3.6%
46,516
-1,736
MSFT 		Microsoft Corp2024-06-30Reduce
-0.22%
●
389.33 ($422.32) 452.85
$435.27
3.07%
Reduce -2.79%
22,087
-635
SUSA 		MSCI USA ESG Select ETF2024-06-30Add
+0.17%
●
102.41 ($108.38) 112.98
$119.40
10.17%
Add 110.83%
3,795
1,995

Bradley & Co. Private Wealth Management, LLC Total Holding History ($B)

To

Bradley & Co. Private Wealth Management, LLC's Asset Allocation

To

Bradley & Co. Private Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bradley & Co. Private Wealth Management, LLC's Hypothetical Growth since 2024-06-30

Bradley & Co. Private Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bradley & Co. Private Wealth Management, LLC's Holdings Heat Map

Size field:

Bradley & Co. Private Wealth Management, LLC's Holdings Bubble Chart

Bradley & Co. Private Wealth Management, LLC News

  • 1

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