Bradley & Co. Private Wealth Management, LLC Portfolio Holdings
Bradley & Co. Private Wealth Management, LLC
- $134 Million
- Q2 2024
Bradley & Co. Private Wealth Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $134 Million distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.9M, Nvidia Corp with a value of $10.5M, Alphabet Inc. with a value of $10.2M, Microsoft Corp with a value of $9.87M, and Berkshire Hathaway Inc Class B with a value of $9.49M.
Examining the 13F form we can see an increase of $11.4M in the current position value, from $123M to 134M.
Below you can find more details about Bradley & Co. Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$134 Million
Technology: $33.8 Million
Financial Services: $27.1 Million
ETFs: $22.1 Million
Consumer Defensive: $17.9 Million
Consumer Cyclical: $15.4 Million
Communication Services: $14.7 Million
Industrials: $1.51 Million
Healthcare: $1.03 Million
Other: $420,000