Bradley & Co. Private Wealth Management, LLC Purchases in Q2 2025

Bradley & Co. Private Wealth Management, LLC

  • $162 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
240
+ 0.57%
$243.75 - $303.93 $58.5K - $72.9K
42.6K $12.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.9K
New
$55.54 - $69.09 $880K - $1.1M
15.9K $1.1M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
25.3K
+ 21.1%
$22.15 - $23.69 $561K - $600K
145K $3.44M
PLTR
Palantir Technologies Inc.

Technology
2.97K
+ 145.93%
$74.01 - $144.25 $220K - $429K
5.01K $683K
GOOGL
Alphabet Inc.

Communication Services
165
+ 1.18%
$144.7 - $178.6 $23.9K - $29.5K
14.2K $2.49M
DAL
Delta Air Lines, Inc.

Industrials
4.69K
+ 79.98%
$35.88 - $52.99 $168K - $249K
10.6K $519K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
12.3K
New
$20.29 - $21.52 $249K - $264K
12.3K $264K
NFLX
Netflix Inc

Communication Services
23
+ 15.86%
$855.86 - $1339.13 $19.7K - $30.8K
168 $224K
INDA
Ishares Msci India Index Fund

ETFs
958
New
$49.13 - $55.86 $47.1K - $53.5K
958 $53K
MAR
Marriott International Inc

Consumer Cyclical
114
+ 31.93%
$211.12 - $274.14 $24.1K - $31.3K
471 $128K
GS
Goldman Sachs Group Inc

Financial Services
49
+ 140.0%
$462.22 - $707.75 $22.6K - $34.7K
84 $59K
CRM
Salesforce, Inc.

Technology
112
+ 22.0%
$236.26 - $291.15 $26.5K - $32.6K
621 $169K
HD
Home Depot, Inc.

Consumer Cyclical
80
+ 97.56%
$335.24 - $380.78 $26.8K - $30.5K
162 $59K
EWG
Ishares Msci Germany ETF

ETFs
295
New
$33.22 - $42.57 $9.8K - $12.6K
295 $12K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
50
New
$105.72 - $1416.0 $5.29K - $70.8K
50 $5K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
37
New
$100.45 - $111.8 $3.72K - $4.14K
37 $4K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
64
New
$61.48 - $65.6 $3.93K - $4.2K
64 $4K
TTWO
Take Two Interactive Software Inc

Communication Services
10
New
$194.58 - $243.05 $1.95K - $2.43K
10 $2K
UNH
Unitedhealth Group Inc

Healthcare
11
+ 110.0%
$274.35 - $599.47 $3.02K - $6.59K
21 $6K
VTV
Vanguard Value ETF

ETFs
0
New
$153.67 - $176.74 $0 - $0
0 $0
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
New
$141.37 - $228.57 $141 - $229
1 $0
BWX
Spdr Bloomberg International T

ETFs
0
New
$21.87 - $23.49 $0 - $0
0 $0
Rocket Lab Corp
45
New
N/A
45 $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
0
New
$105.23 - $109.61 $0 - $0
0 $0
XOM
Exxon Mobil Corp

Energy
1
+ 1.67%
$99.93 - $119.04 $99.9 - $119
61 $6K
FDX
Fedex Corp

Industrials
137
+ 5.73%
$198.07 - $245.17 $27.1K - $33.6K
2.53K $574K
Activity Summary
Buys All Purchases 27 New Holdings 14 Increased Positions 13 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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