Bradley & Co. Private Wealth Management, LLC Portfolio Holdings
Bradley & Co. Private Wealth Management, LLC
- $123 Million
- Q1 2024
Bradley & Co. Private Wealth Management, LLC has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $123 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.9M, Berkshire Hathaway Inc Class B with a value of $10.1M, Microsoft Corp with a value of $9.56M, American Express CO with a value of $9.13M, and Alphabet Inc. with a value of $8.84M.
Examining the 13F form we can see an increase of $15M in the current position value, from $108M to 123M.
Below you can find more details about Bradley & Co. Private Wealth Management, LLC portfolio as well as his latest detailed transactions.