Bradley & Co. Private Wealth Management, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $162 Million distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $12.9M, Berkshire Hathaway Inc Class B with a value of $11.9M, American Express CO with a value of $11.8M, Microsoft Corp with a value of $11.7M, and Apple Inc. with a value of $11.6M.
Examining the 13F form we can see an increase of $17.5M in the current position value, from $145M to 162M.
Below you can find more details about Bradley & Co. Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$162 Million
ETFs: $36.8 Million
Financial Services: $35.7 Million
Technology: $35.3 Million
Consumer Defensive: $22 Million
Consumer Cyclical: $15 Million
Communication Services: $14.8 Million
Industrials: $1.61 Million
Healthcare: $630,000
Other: $403,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
