Bradley & Co. Private Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2024 - Jul 31, 2024
Value $
$135M
Signature - Title
Michael Bradley - Managing Member
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Bradley & Co. Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bradley & Co. Private Wealth Management, LLC reported 182 stock holdings with total value $135M as of Q2 2024. Top holdings included AAPL, NVDA, GOOG, MSFT, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 182 $135M +$13.6M -$4.02M +$9.57M AAPL, NVDA, GOOG, MSFT, BRKB 13F-HR 7/31/2024, 02:21 PM
Q1 2024 184 $124M +$22.7M -$16.2M +$6.57M AAPL, BRKB, MSFT, AXP, GOOG 13F-HR 4/26/2024, 06:25 PM
Q4 2023 197 $108M +$2.65M -$2.71M -$54.8K AAPL, MSFT, AMZN, BRKB, GOOG 13F-HR 2/2/2024, 02:39 PM
Q3 2023 182 $95.8M +$4.17M -$5.74M -$1.56M AAPL, BRKB, GOOG, MSFT, AMZN 13F-HR 10/26/2023, 05:52 PM
Q2 2023 180 $101M +$1.64M -$1.93M -$286K AAPL, MSFT, BRKB, GOOG, AMZN 13F-HR 7/24/2023, 05:47 PM
Q1 2023 168 $91.3M +$11.7M -$13M -$1.35M AAPL, MSFT, BRKB, GOOG, COST 13F-HR 5/8/2023, 06:29 PM
Q4 2022 171 $82.1M +$2.92M -$4.29M -$1.37M AAPL, BRKB, SBUX, MSFT, JPM 13F-HR 2/13/2023, 04:24 PM
Q3 2022 178 $83.9M +$12.3M -$6.62M +$5.65M AAPL, BRKB, MSFT, COST, SBUX 13F-HR 10/21/2022, 02:36 PM
Q2 2022 183 $90.7M +$10.3M -$6.42M +$3.9M AAPL, BRKB, MSFT, COST, GOOG 13F-HR 7/25/2022, 02:24 PM
Q1 2022 149 $116M +$8.75M -$9.39M -$638K AAPL, BRKB, GOOG, MSFT, TSLA 13F-HR 5/6/2022, 02:30 PM
Q4 2021 160 $125M +$3.47M -$3.25M +$222K AAPL, MSFT, COST, BRKB, GOOG 13F-HR 1/21/2022, 01:56 PM
Q3 2021 164 $116M +$2.23M -$3.23M -$996K AAPL, GOOG, MSFT, BRKB, COST 13F-HR 11/5/2021, 04:56 PM
Q2 2021 167 $115M +$2.1M -$3.75M -$1.65M AAPL, GOOG, BRKB, MSFT, AMZN 13F-HR 8/6/2021, 06:01 PM
Q1 2021 170 $108M $0 $0 AAPL, BRKB, DIS, AMZN, GOOG 13F-HR 5/12/2021, 05:24 PM