Bradley & Co. Private Wealth Management, LLC Top Holdings and 13F Report (2025) About Bradley & Co. Private Wealth Management, LLCInvestment ActivityBradley & Co. Private Wealth Management, LLC has $146.45 million in total holdings as of March 31, 2025.Bradley & Co. Private Wealth Management, LLC owns shares of 190 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.63% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Bradley & Co. Private Wealth Management, LLC has purchased 186 new stocks and bought additional shares in 8 stocks.Bradley & Co. Private Wealth Management, LLC sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $13,111,835Apple $12,604,489Vanguard Total Stock Market ETF $11,630,661Costco Wholesale $10,521,440American Express $10,037,937 Largest New Holdings this Quarter 922042874 - Vanguard FTSE Europe ETF $638,560 Holding68389X105 - Oracle $5,592 Holding922908744 - Vanguard Value ETF $1 Holding78464A516 - SPDR Bloomberg Barclays International Treasury Bond ETF $0 Holding464287242 - iShares iBoxx $ Investment Grade Corporate Bond ETF $0 Holding Largest Purchases this Quarter iShares iBonds 2029 Term High Yield and Income ETF 117,841 shares (about $2.74M)Vanguard FTSE Europe ETF 9,095 shares (about $638.56K)iShares Gold Trust 3,105 shares (about $183.07K)Fortrea 16,304 shares (about $123.10K)PALANTIR TECHNOLOGIES INC 1,155 shares (about $97.48K) Largest Sales this Quarter JPMorgan Chase & Co. 3,841 shares (about $942.22K)American Express 3,123 shares (about $840.26K)Apple 3,521 shares (about $782.13K)Amazon.com 3,783 shares (about $719.76K)Alphabet 4,268 shares (about $666.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBradley & Co. Private Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$13,111,835$336,597 ▼-2.5%24,6199.0%FinanceAAPLApple$12,604,489$782,130 ▼-5.8%56,7438.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$11,630,661$78,606 ▼-0.7%42,3177.9%ETFCOSTCostco Wholesale$10,521,440$627,087 ▼-5.6%11,1247.2%Retail/WholesaleAXPAmerican Express$10,037,937$840,262 ▼-7.7%37,3086.9%FinanceJPMJPMorgan Chase & Co.$9,773,439$942,216 ▼-8.8%39,8426.7%FinanceWMTWalmart$9,258,489$532,368 ▼-5.4%105,4606.3%Retail/WholesaleAMZNAmazon.com$9,131,056$719,761 ▼-7.3%47,9926.2%Retail/WholesaleMSFTMicrosoft$8,851,931$454,609 ▼-4.9%23,5806.0%Computer and TechnologyGOOGAlphabet$8,744,727$666,795 ▼-7.1%55,9736.0%Computer and TechnologyNVDANVIDIA$7,740,828$632,723 ▼-7.6%71,4235.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$6,771,4390.0%55,4994.6%ETFIBHIiShares iBonds 2029 Term High Yield and Income ETF$2,787,352$2,736,268 ▲5,356.4%120,0411.9%ETFTSLATesla$2,621,403$225,469 ▼-7.9%10,1151.8%Auto/Tires/TrucksGOOGLAlphabet$2,163,568$33,557 ▼-1.5%13,9911.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,911,1150.0%3,4161.3%FinanceQQQInvesco QQQ$1,670,7840.0%3,5631.1%FinanceMETAMeta Platforms$1,623,0300.0%2,8161.1%Computer and TechnologyIAUiShares Gold Trust$1,355,078$183,071 ▲15.6%22,9830.9%FinanceGLDSPDR Gold Shares$1,073,0330.0%3,7240.7%FinanceSBUXStarbucks$770,889$39,432 ▼-4.9%7,8590.5%Retail/WholesaleKOCoca-Cola$684,257$40,967 ▼-5.6%9,5540.5%Consumer StaplesVGKVanguard FTSE Europe ETF$638,560$638,560 ▲New Holding9,0950.4%ETFFDXFedEx$582,3900.0%2,3890.4%TransportationIWViShares Russell 3000 ETF$494,5650.0%1,5570.3%ETFSUSAiShares MSCI USA ESG Select ETF$457,642$3,331 ▼-0.7%3,9840.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$436,568$25,184 ▲6.1%17,2830.3%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$425,245$25,721 ▲6.4%18,3850.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$419,8800.0%1,0000.3%FinanceVEUVanguard FTSE All-World ex-US ETF$410,2440.0%6,7630.3%ETFISHARES TR$375,5080.0%14,2860.3%IBONDS OCT 2027ISHARES TR$361,7050.0%13,7740.2%IBONDS OCT 2028BCSBarclays$295,8950.0%19,2640.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$295,043$2,867 ▼-1.0%2,8810.2%ETFNEENextEra Energy$276,0450.0%3,8940.2%UtilitiesDALDelta Air Lines$255,8450.0%5,8680.2%TransportationMCDMcDonald's$229,2790.0%7340.2%Retail/WholesaleCDNACareDx$223,4190.0%12,5870.2%MedicalXLKTechnology Select Sector SPDR Fund$219,4880.0%1,0630.1%ETFISHARES TR$204,1790.0%7,7370.1%IBONDS OCT 2029IBDViShares iBonds Dec 2030 Term Corporate ETF$200,975$10,165 ▲5.3%9,2530.1%ETFLABStandard BioTools$193,7130.0%179,3640.1%MedicalJNJJohnson & Johnson$186,5700.0%1,1250.1%MedicalCMFiShares California Muni Bond ETF$180,3770.0%3,2050.1%ETFDISWalt Disney$172,8230.0%1,7510.1%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$172,007$97,482 ▲130.8%2,0380.1%CL ALUVSouthwest Airlines$151,1100.0%4,5000.1%TransportationISHARES TR$150,0840.0%5,6850.1%IBONDS OCT 2030ISHARES TR$147,2900.0%5,6690.1%IBONDS OCT 2026PGProcter & Gamble$137,6990.0%8080.1%Consumer StaplesCRMSalesforce$136,5950.0%5090.1%Computer and TechnologyNFLXNetflix$135,2170.0%1450.1%Consumer DiscretionaryTILEInterface$130,7460.0%6,5900.1%Consumer DiscretionaryFTREFortrea$123,699$123,095 ▲20,380.0%16,3840.1%MedicalIEFAiShares Core MSCI EAFE ETF$122,3260.0%1,6170.1%ETFVUGVanguard Growth ETF$105,3130.0%2840.1%ETFVBRVanguard Small-Cap Value ETF$94,2630.0%5060.1%ETFNACPImpact Shares NAACP Minority Empowerment ETF$92,4290.0%2,3200.1%ETFMARMarriott International$85,0370.0%3570.1%Consumer DiscretionaryCLColgate-Palmolive$79,2700.0%8460.1%Consumer StaplesISHARES TR$77,5330.0%2,9750.1%IBONDS OCT 2032HONHoneywell International$77,5010.0%3660.1%Multi-Sector ConglomeratesIBMInternational Business Machines$75,8420.0%3050.1%Computer and TechnologyRTXRTX$69,1440.0%5220.0%AerospaceVOVanguard Mid-Cap ETF$56,8960.0%2200.0%ETFDHRDanaher$56,7850.0%2770.0%MedicalASMLASML$55,661$6,626 ▲13.5%840.0%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$53,8040.0%5200.0%ETFPYPLPayPal$53,7660.0%8240.0%Computer and TechnologyCVXChevron$53,5330.0%3200.0%EnergyEWUSiShares MSCI United Kingdom Small-Cap ETF$53,3830.0%1,5340.0%ETFIVViShares Core S&P 500 ETF$53,3810.0%950.0%ETFGDGeneral Dynamics$52,8810.0%1940.0%AerospaceBMYBristol-Myers Squibb$52,8780.0%8670.0%MedicalVBKVanguard Small-Cap Growth ETF$50,3540.0%2000.0%ETFCOINCoinbase Global$48,9130.0%2840.0%FinanceEWUiShares MSCI United Kingdom ETF$43,0910.0%1,1500.0%ETFEFGiShares MSCI EAFE Growth ETF$42,2000.0%4220.0%ETFWFCWells Fargo & Company$37,403$933 ▼-2.4%5210.0%FinanceABBVAbbVie$37,0850.0%1770.0%MedicalINCYIncyte$36,9360.0%6100.0%MedicalPFFiShares Preferred and Income Securities ETF$35,1240.0%1,1430.0%ETFEMNEastman Chemical$34,1870.0%3880.0%Basic MaterialsIXPiShares Global Comm Services ETF$33,9570.0%3500.0%ETFIBBiShares Biotechnology ETF$31,3360.0%2450.0%FinanceIJRiShares Core S&P Small-Cap ETF$30,3250.0%2900.0%ETFHDHome Depot$30,0520.0%820.0%Retail/WholesaleVVisa$29,4390.0%840.0%Business ServicesCARRCarrier Global$29,1640.0%4600.0%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$27,2240.0%1,3120.0%ETFLHXL3Harris Technologies$27,2100.0%1300.0%AerospaceDUKDuke Energy$27,0770.0%2220.0%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$25,1260.0%2540.0%FinanceMORNMorningstar$24,8890.0%830.0%Business ServicesLULULululemon Athletica$23,7770.0%840.0%Consumer DiscretionaryOTISOtis Worldwide$23,7360.0%2300.0%ConstructionIBHEiShares iBonds 2025 Term High Yield and Income ETF$23,2400.0%1,0000.0%ETFBBYBest Buy$20,1690.0%2740.0%Retail/WholesaleIWMiShares Russell 2000 ETF$19,9490.0%1000.0%FinanceVDCVanguard Consumer Staples ETF$19,9130.0%910.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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