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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Page 7 of 10
46436E726
Shares:389
Value:$8.4K
US BANCORP \DE\
Shares:200
Value:$8.4K
BlackRock Resources & Commodities Strategy Trust
Shares:848
Value:$7.9K
EXXON MOBIL CORP
Shares:60
Value:$7.1K
AUTOMATIC DATA PROCESSING INC
Shares:22
Value:$6.7K
LOCKHEED MARTIN CORP
Shares:15
Value:$6.7K
HARLEY-DAVIDSON, INC.
Shares:250
Value:$6.3K
Palantir Technologies Inc.
Shares:73
Value:$6.2K
WASTE MANAGEMENT INC
Shares:26
Value:$6.0K
Bank of New York Mellon Corp
Shares:71
Value:$6.0K
ORACLE CORP
Shares:40
Value:$5.6K
Phillips 66
Shares:44
Value:$5.4K
Mondelez International, Inc.
Shares:80
Value:$5.4K
92204A306
Shares:41
Value:$5.3K
UNITEDHEALTH GROUP INC
Shares:10
Value:$5.2K
92204A108
Shares:16
Value:$5.2K
PFIZER INC
Shares:205
Value:$5.2K
Broadcom Inc.
Shares:30
Value:$5.0K
INTUIT INC.
Shares:8
Value:$4.9K
464288513
Shares:62
Value:$4.9K