Bradley & Co. Private Wealth Management, LLC
Top Portfolio Positions
149 positions ·
$123,126,154 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
58,531 | $14,854,582 | 12.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
100,213 | $12,454,471 | 10.12% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
11,703 | $11,661,219 | 9.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,211 | $11,534,306 | 9.37% | |
| AXP |
American Express Co
Financial Services
|
38,041 | $11,506,641 | 9.35% | |
| NVDA |
Nvidia Corp
Technology
|
62,385 | $10,879,943 | 8.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,727 | $10,356,641 | 8.41% | |
| MSFT |
Microsoft Corp
Technology
|
25,033 | $9,266,465 | 7.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,757 | $3,955,962 | 3.21% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
7,768 | $2,887,754 | 2.35% |
Portfolio Trend
Holdings in FXF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,097 | 19 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,120 | 19 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,115 | 37 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $4,135 | 37 | Shares | Sole | 2025-08-07 | |
| No 13F history on record for this holder in this stock. | ||||||