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Home > Institutional Investor > Bradley & Co. Private Wealth Management, Llc > Profile

Instuitional Investor - Bradley & Co. Private Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bradley & Co. Private Wealth Management, Llc
Portfolio Value $108,065,966
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 59,965 $11,545,213 10.68%
2.
Microsoft Corp
 MSFT 24,805 $9,327,821 8.63%
3.
Amazon Com Inc
 AMZN 55,512 $8,434,518 7.8%
4.
Berkshire Hathaway Inc
 BRK.A 23,339 $8,324,253 7.7%
5.
Alphabet Inc.
 GOOG 57,907 $8,160,873 7.55%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)