Bradley--Co-Private-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-01
Total Holdings
190
Total Value
32382174
Accession Number
0001861678-25-000002
Form Type
13F-HR
Manager Name
Bradley--Co-Private-Wealth-Management
Data Enrichment
80% identified
152 identified38 unidentified

Holdings

190 positions
Manager:
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464287150
Shares:55.5K
Value:$6.8M
46436E379
Shares:120.0K
Value:$2.8M
SPDR S&P 500 ETF TRUST
Shares:3.4K
Value:$1.9M
Meta Platforms, Inc.
Shares:2.8K
Value:$1.6M
Apple Inc.
Shares:6.0K
Value:$1.3M
922908769
Shares:4.1K
Value:$1.1M
SPDR GOLD TRUST
Shares:3.7K
Value:$1.1M
STARBUCKS CORP
Shares:7.9K
Value:$770.9K
BERKSHIRE HATHAWAY INC
Shares:1.4K
Value:$766.4K
JPMORGAN CHASE & CO
Shares:2.9K
Value:$711.4K
COSTCO WHOLESALE CORP /NEW
Shares:744
Value:$703.8K
Walmart Inc.
Shares:7.8K
Value:$687.5K
AMERICAN EXPRESS CO
Shares:2.4K
Value:$646.1K
922042874
Shares:9.1K
Value:$638.6K
NVIDIA CORP
Shares:5.8K
Value:$624.7K
MICROSOFT CORP
Shares:1.6K
Value:$618.0K
AMAZON COM INC
Shares:3.2K
Value:$606.4K
FEDEX CORP
Shares:2.4K
Value:$582.4K
464287689
Shares:1.6K
Value:$494.6K
Alphabet Inc.
Shares:3.1K
Value:$482.6K