Notify me when Bradley & Co. Private Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 205 | $186,535,642 | +$3,730,499 | -$6,370,249 | -$2,639,750 | GOOG, AAPL, VTI, AXP, JPM | 13F-HR | 11 Feb 2026, 14:28 |
| Q3 2025 | 204 | $180,632,778 | +$3,101,354 | -$1,827,599 | +$1,273,755 | AAPL, VTI, GOOG, NVDA, BRKB | 13F-HR | 12 Nov 2025, 15:48 |
| Q2 2025 | 193 | $163,328,877 | +$3,016,332 | -$2,818,042 | +$198,290 | VTI, BRKB, AXP, MSFT, AAPL | 13F-HR | 06 Aug 2025, 18:49 |
| Q1 2025 | 187 | $146,446,960 | +$3,851,764 | -$7,061,588 | -$3,209,824 | BRKB, AAPL, VTI, COST, AXP | 13F-HR | 01 May 2025, 14:05 |
| Q4 2024 | 186 | $160,187,497 | +$12,692,129 | -$8,661,182 | +$4,030,947 | AAPL, VTI, AXP, GOOG, BRKB | 13F-HR | 04 Feb 2025, 16:39 |
| Q2 2024 | 182 | $135,241,335 | +$13,599,310 | -$4,024,622 | +$9,574,688 | AAPL, NVDA, GOOG, MSFT, BRKB | 13F-HR | 31 Jul 2024, 14:21 |
| Q1 2024 | 184 | $123,653,230 | +$22,748,861 | -$16,178,866 | +$6,569,995 | AAPL, BRKB, MSFT, AXP, GOOG | 13F-HR | 26 Apr 2024, 18:25 |
| Q4 2023 | 197 | $108,065,756 | +$2,653,390 | -$2,708,179 | -$54,789 | AAPL, MSFT, AMZN, BRKB, GOOG | 13F-HR | 02 Feb 2024, 14:39 |
| Q3 2023 | 182 | $95,845,524 | +$4,173,580 | -$5,735,421 | -$1,561,841 | AAPL, BRKB, GOOG, MSFT, AMZN | 13F-HR | 26 Oct 2023, 17:52 |
| Q2 2023 | 180 | $100,981,294 | +$1,644,604 | -$1,930,179 | -$285,575 | AAPL, MSFT, BRKB, GOOG, AMZN | 13F-HR | 24 Jul 2023, 17:47 |
| Q1 2023 | 168 | $91,292,526 | +$11,663,661 | -$13,013,914 | -$1,350,253 | AAPL, MSFT, BRKB, GOOG, COST | 13F-HR | 08 May 2023, 18:29 |
| Q4 2022 | 171 | $82,125,518 | +$2,915,994 | -$4,285,909 | -$1,369,915 | AAPL, BRKB, SBUX, MSFT, JPM | 13F-HR | 13 Feb 2023, 16:24 |
| Q3 2022 | 178 | $83,866,000 | +$12,268,500 | -$6,618,353 | +$5,650,147 | AAPL, BRKB, MSFT, COST, SBUX | 13F-HR | 21 Oct 2022, 14:36 |
| Q2 2022 | 183 | $90,749,000 | +$10,326,080 | -$6,424,817 | +$3,901,263 | AAPL, BRKB, MSFT, COST, GOOG | 13F-HR | 25 Jul 2022, 14:24 |
| Q1 2022 | 149 | $116,331,000 | +$8,751,754 | -$9,389,773 | -$638,019 | AAPL, BRKB, GOOG, MSFT, TSLA | 13F-HR | 06 May 2022, 14:30 |
| Q4 2021 | 160 | $124,769,000 | +$3,474,957 | -$3,252,860 | +$222,097 | AAPL, MSFT, COST, BRKB, GOOG | 13F-HR | 21 Jan 2022, 13:56 |
| Q3 2021 | 164 | $115,924,000 | +$2,234,583 | -$3,230,301 | -$995,718 | AAPL, GOOG, BRKB, MSFT, COST | 13F-HR | 05 Nov 2021, 16:56 |
| Q2 2021 | 167 | $114,600,000 | +$2,097,064 | -$3,745,486 | -$1,648,422 | AAPL, GOOG, BRKB, MSFT, AMZN | 13F-HR | 06 Aug 2021, 18:01 |
| Q1 2021 | 170 | $108,342,000 | $0 | $0 | $0 | AAPL, BRKB, DIS, AMZN, GOOG | 13F-HR | 12 May 2021, 17:24 |