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 7 of 10
46436E726
Shares:389
Value:$8.4K
92204A108
Shares:16
Value:$5.2K
464288513
Shares:62
Value:$4.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46436E726)✕ | 389 | QoQ 0.00% (+0) | All Managers (Combined) | $8.4K | |
US BANCORP \DE\(USBcusip902973304) | 200 | All Managers (Combined) | $8.4K | ||
848 | All Managers (Combined) | $7.9K | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 60 | All Managers (Combined) | $7.1K | ||
22 | All Managers (Combined) | $6.7K | |||
15 | All Managers (Combined) | $6.7K | |||
250 | All Managers (Combined) | $6.3K | |||
73 | All Managers (Combined) | $6.2K | |||
26 | All Managers (Combined) | $6.0K | |||
71 | All Managers (Combined) | $6.0K | |||
ORACLE CORP(ORCLcusip68389X105) | 40 | QoQ NEW(+40) YoY NEW(+40) | All Managers (Combined) | $5.6K | QoQ NEW(+$5.6K) YoY NEW(+$5.6K) |
Phillips 66(PSXcusip718546104) | 44 | All Managers (Combined) | $5.4K | ||
80 | All Managers (Combined) | $5.4K | |||
41 | QoQ 0.00% (+0)YoY +95.23% (+20) | All Managers (Combined) | $5.3K | ||
10 | All Managers (Combined) | $5.2K | |||
(cusip92204A108)✕ | 16 | All Managers (Combined) | $5.2K | ||
PFIZER INC(PFEcusip717081103) | 205 | All Managers (Combined) | $5.2K | ||
Broadcom Inc.(AVGOcusip11135F101) | 30 | QoQ 0.00% (-0) | All Managers (Combined) | $5.0K | |
INTUIT INC.(INTUcusip461202103) | 8 | All Managers (Combined) | $4.9K | ||
(cusip464288513)✕ | 62 | All Managers (Combined) | $4.9K | QoQ +0.30% (+$15)YoY +1.49% (+$72) |