Bradley & Co. Private Wealth Management, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $145 Million distributed in 231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $13.1M, Apple Inc. with a value of $12.6M, Vanguard Total Stock Market Et with a value of $11.6M, Costco Wholesale Corp with a value of $10.5M, and American Express CO with a value of $10M.
Examining the 13F form we can see an decrease of $13.8M in the current position value, from $159M to 145M.
Below you can find more details about Bradley & Co. Private Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
Financial Services: $33.4 Million
ETFs: $32.3 Million
Technology: $29.7 Million
Consumer Defensive: $20.7 Million
Consumer Cyclical: $13.1 Million
Communication Services: $12.8 Million
Industrials: $1.33 Million
Healthcare: $828,000
Other: $426,000
Stock Holdings Table Market Cap. of $200 Billions or more
