Bradley & Co. Private Wealth Management, LLC Portfolio Holdings

Bradley & Co. Private Wealth Management, LLC

  • $162 Million
  • Q2 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$666M
$245,000 0.15% of portfolio
12,587
Q4 2024 Reduced 10.65%
$1.53B
$137,000 0.08% of portfolio
6,590
Q2 2023 Added 7.86%
$1.23B
$3,000 0.0% of portfolio
304
Q3 2022 New
$814M
$0 0.0% of portfolio
38
Q2 2021 New
$959M
$5,000 0.0% of portfolio
50
Q2 2025 New
$1.21B
$4,000 0.0% of portfolio
441
Q2 2024 Added 975.61%
$1.11B
$0 0.0% of portfolio
6
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 240
  • Current Value $162 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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