Bradley & Co. Private Wealth Management, LLC Incresed Positions in Q1 2024

Bradley & Co. Private Wealth Management, LLC

  • $123 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
8.35K
+ 4942.01%
$475.69 - $950.02 $3.97M - $7.93M
8.52K $7.7M
AXP
American Express CO

Financial Services
4.15K
+ 11.54%
$179.79 - $229.12 $745K - $950K
40.1K $9.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
746
+ 3.2%
$359.29 - $420.52 $268K - $314K
24.1K $10.1M
JPM
Jpmorgan Chase & CO

Financial Services
1.73K
+ 4.3%
$167.09 - $200.3 $289K - $346K
41.9K $8.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.4K
+ 11404.76%
$467.28 - $523.17 $1.12M - $1.25M
2.42K $1.26M
LAB
Standard Biotools Inc.

Healthcare
398K
+ 795.75%
$1.87 - $2.78 $744K - $1.11M
448K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
2.48K
+ 12.95%
$232.77 - $260.14 $577K - $645K
21.6K $5.62M
GOOG
Alphabet Inc.

Communication Services
140
+ 0.24%
$132.56 - $154.84 $18.6K - $21.7K
58K $8.84M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.72K
+ 7.53%
$103.16 - $115.3 $280K - $313K
38.8K $4.47M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.15K
+ 83.61%
$396.28 - $446.38 $457K - $515K
2.53K $1.12M
TSLA
Tesla, Inc.

Consumer Cyclical
8.81K
+ 46.58%
$162.5 - $248.42 $1.43M - $2.19M
27.7K $4.87M
JNJ
Johnson & Johnson

Healthcare
147
+ 15.71%
$155.22 - $162.74 $22.8K - $23.9K
1.08K $171K
NEE
Nextera Energy Inc

Utilities
104
+ 2.74%
$54.97 - $63.91 $5.72K - $6.65K
3.89K $248K
PLTR
Palantir Technologies Inc.

Technology
133
+ 17.76%
$15.98 - $26.46 $2.13K - $3.52K
882 $20K
VDE
Vanguard Energy ETF

ETFs
20
+ 2000.0%
$111.77 - $131.7 $2.24K - $2.63K
21 $2K
DUK
Duke Energy Corp

Utilities
10
+ 4.72%
$90.65 - $99.39 $907 - $994
222 $21K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
30
+ 142.86%
$10.07 - $21.1 $302 - $633
51 $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10
+ 166.67%
$39.04 - $42.23 $390 - $422
16 $0
RDFN
Redfin Corp

Real Estate
11
+ 36.67%
$5.57 - $10.22 $61.3 - $112
41 $0
AAPL
Apple Inc.

Technology
3.39K
+ 5.65%
$169.0 - $195.18 $573K - $662K
63.4K $10.9M
Activity Summary
Buys All Purchases 37 New Holdings 16 Increased Positions 21 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bradley & Co. Private Wealth Management, LLC Portfolio

Follow Bradley & Co. Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bradley & Co. Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bradley & Co. Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email