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BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC 13F portfolio summary

BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC of BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC has 214 current stock holdings with a reported portfolio value of $189.7M. The portfolio 1 year return is +21.46%. Top holdings include IBDS (0.00%), BSJR (0.00%), AGG (0.00%), BSJT (0.00%), IBDV (0.00%).

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BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC

BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC runs BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC and currently holds 214 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $189.69M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC ranks #768 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC's portfolio at BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC has delivered returns of +21.46%. Their 3-year annualized return is +63.88%. Looking at the 5-year horizon, BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC has achieved +54.33% annualized returns at BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.46%
#597/1000
3 Year
+63.88%
#583/1000
5 Year
+54.33%
#791/1000

Portfolio Value

$189.69M

Alpha Score

44.7

#768 of 1000

Holdings

214

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change