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BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC
BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30
BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC runs BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC and currently holds 221 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $209.83M. Their top holdings are GOOG, VTI, AAPL, AXP, JPM. The top five represent 37.3% of reported portfolio weight. BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, BRADLEY & CO. PRIVATE WEALTH MANAGEMENT, LLC initiated 5 new positions. They added to 20 existing positions. They trimmed 8 positions. Their current best-performing preview position is INTC with returns of +216.42%.
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221 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 GOOG ALPHABET INC CAP STK CL C | 8.66% | $190.73 | $341.75 | +79.18% | Trimmed -1.18% |
 VTI VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 8.19% | $295.21 | $378.25 | +28.13% | Added +5.60% |
 AAPL APPLE INC COM | 8.12% | $250.87 | $309.35 | +23.31% | Added +0.66% |
 AXP AMERICAN EXPRESS CO COM | 6.20% | $297.53 | $336.07 | +12.95% | Added +1.05% |
 JPM JPMORGAN CHASE & CO COM | 6.14% | $242.15 | $351.64 | +45.21% | Added +0.30% |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.10% | $455.77 | $495.77 | +8.78% | Added +1.45% |
 NVDA NVIDIA CORPORATION COM | 5.88% | $135.31 | $214.76 | +58.72% | Trimmed -1.23% |
 AMZN AMAZON COM INC COM | 5.73% | $218.95 | $258.63 | +18.12% | Added +1.52% |
 WMT WALMART INC COM | 5.39% | $90.35 | $103.70 | +14.78% | Trimmed -0.43% |
 COST COSTCO WHOLESALE CORPORATION COM | 5.31% | $921.80 | $947.74 | +2.81% | Added +1.77% |
Showing 1-10 of 221