Bradley--Co-Private-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", null, "GTX", null, null, null, null, null, null, "MORN", null, "ALXO", "MDGL", "MMM", "ABBV", null, "GOOGL", "VDE", "AXP", null, "ASML", "T", "AVGO", null, null, "CCI", null, "DUK", "D", "REZI", null, "RDFN", null, "RL", "SMMT", "GD", null, "HON", "HD", "MCD", "INTU", null, "GALT", "ITW", "RIVN", "META", "LUNR", "LAB", null, null, null, null, null, null, null, null, null, null, "LHX", "MMC", "TXG", "MSFT", "MDLZ", "EQT", "GE", "GPC", "GTLB", "GWRE", "INCY", "EMN", "BX", "DG", "IJR", "EFG", "ORCL", null, null, "PYPL", "PEP", "PNC", null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", "AMGN", "DGX", "IEFA", "SLB", "RTX", "GLD", "IBM", "SBUX", "TGT", "TM", "UPS", "VO", "RKLB", "IVOO", "VWO", "IWV", "IWN", "SAIC", "GM", "AMD", "DOV", "F", "WM", "AEP", "FTRE", "TILE", "AMZN", "LUV", "HOG", "KD", null, null, "VEU", null, "USB", "VUG", "VGK", "VBK", "VBR", "VOO", "VLTO", "VTV", "VTRS", "V", "WMT", "WFC", "SOLV", "MTB", null, "LH", "SJM", "OTIS", "PSX", "CRM", "DIA", "DGRO", null, null, "FDX", "MSGE", "LULU", "ADP", "BCS", "BK", "BRK-B", "BBY", "BA", null, "BCX", "BMY", "CDNA", "CARR", "CVX", "CSCO", "KO", "COIN", "CL", "COST", "DHR", "DAL", null, "NEE", "NKE", "MAR", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "TSLA", "NFLX", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified152 identified38 unidentified
Holdings
190 positions
Manager:
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Page 2 of 10
464288802
Shares:2.2K
Value:$250.9K
464288570
Shares:2.4K
Value:$243.2K
464288356
Shares:3.2K
Value:$180.4K
46438G703
Shares:6.1K
Value:$160.7K
46438G604
Shares:5.9K
Value:$154.6K
46438G885
Shares:5.7K
Value:$150.1K
46438G505
Shares:5.7K
Value:$147.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.0K | QoQ 0.00% (-0)YoY NEW(+1.0K) | All Managers (Combined) | $419.9K | YoY NEW(+$419.9K) | |
6.8K | All Managers (Combined) | $410.2K | |||
Tesla, Inc.(TSLAcusip88160R101) | 1.2K | All Managers (Combined) | $316.4K | ||
BARCLAYS PLC(BCScusip06738E204) | 19.3K | All Managers (Combined) | $295.9K | ||
(cusip464288802)✕ | 2.2K | QoQ -1.31% (-29) | All Managers (Combined) | $250.9K | |
(cusip464288570)✕ | 2.4K | All Managers (Combined) | $243.2K | ||
CareDx, Inc.(CDNAcusip14167L103) | 12.6K | QoQ 0.00% (-0) | All Managers (Combined) | $223.4K | |
1.1K | All Managers (Combined) | $219.5K | |||
179.4K | All Managers (Combined) | $193.7K | |||
(cusip464288356)✕ | 3.2K | All Managers (Combined) | $180.4K | ||
2.4K | All Managers (Combined) | $167.4K | |||
(cusip46438G703)✕ | 6.1K | QoQ 0.00% (+0) | All Managers (Combined) | $160.7K | |
(cusip46438G604)✕ | 5.9K | QoQ 0.00% (+0) | All Managers (Combined) | $154.6K | |
4.5K | All Managers (Combined) | $151.1K | |||
(cusip46438G885)✕ | 5.7K | All Managers (Combined) | $150.1K | ||
(cusip46438G505)✕ | 5.7K | QoQ 0.00% (+0)YoY NEW(+5.7K) | All Managers (Combined) | $147.3K | YoY NEW(+$147.3K) |
Salesforce, Inc.(CRMcusip79466L302) | 509 | QoQ 0.00% (-0)YoY +4.51% (-22) | All Managers (Combined) | $136.6K | |
NETFLIX INC(NFLXcusip64110L106) | 145 | All Managers (Combined) | $135.2K | ||
INTERFACE INC(TILEcusip458665304) | 6.6K | All Managers (Combined) | $130.7K | ||
1.6K | All Managers (Combined) | $122.3K |