Bradley & Co. Private Wealth Management, LLC Purchases in Q3 2025

Bradley & Co. Private Wealth Management, LLC

  • $178 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
154
+ 0.27%
$202.38 - $256.87 $31.2K - $39.6K
56.6K $14.4M
VTI
Vanguard Total Stock Market Et

ETFs
328
+ 0.77%
$303.93 - $329.86 $99.7K - $108K
42.9K $14.1M
GOOGL
Alphabet Inc.

Communication Services
499
+ 3.53%
$174.36 - $254.72 $87K - $127K
14.7K $3.56M
PLTR
Palantir Technologies Inc.

Technology
3.2K
+ 63.87%
$130.68 - $186.97 $418K - $598K
8.21K $1.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
126
+ 0.52%
$459.11 - $506.91 $57.8K - $63.9K
24.6K $12.3M
GLD
Spdr Gold Trust

ETFs
590
+ 15.84%
$300.96 - $355.47 $178K - $210K
4.31K $1.53M
IAU
Ishares Gold Trust

ETFs
1.89K
+ 8.21%
$61.62 - $72.77 $116K - $137K
24.9K $1.81M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.71K
+ 17.12%
$68.24 - $73.73 $185K - $200K
18.6K $1.36M
RTX
Raytheon Technologies Corp

Industrials
36
+ 6.9%
$144.19 - $167.33 $5.19K - $6.02K
558 $93K
ORCL
Oracle Corp

Technology
35
+ 87.5%
$218.96 - $328.33 $7.66K - $11.5K
75 $21K
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.02%
$211.65 - $238.24 $2.33K - $2.62K
47.6K $10.4M
RKT
Rocket Companies, Inc.

Financial Services
348
New
$13.31 - $21.16 $4.63K - $7.36K
348 $6K
NVS
Novartis Ag

Healthcare
45
New
$113.5 - $129.73 $5.11K - $5.84K
45 $5K
UTL
Unitil Corp

Utilities
106
New
$44.83 - $52.76 $4.75K - $5.59K
106 $5K
COP
Conocophillips

Energy
46
New
$91.0 - $98.99 $4.19K - $4.55K
46 $4K
MET
Metlife Inc

Financial Services
57
New
$73.82 - $82.37 $4.21K - $4.7K
57 $4K
EMR
Emerson Electric CO

Industrials
35
New
$128.6 - $149.63 $4.5K - $5.24K
35 $4K
PSX
Phillips 66

Energy
23
+ 52.27%
$118.37 - $139.46 $2.72K - $3.21K
67 $9K
ADP
Automatic Data Processing Inc

Industrials
11
+ 50.0%
$288.69 - $310.94 $3.18K - $3.42K
33 $9K
WHR
Whirlpool Corp

Consumer Cyclical
29
New
$77.47 - $110.59 $2.25K - $3.21K
29 $2K
IBM
International Business Machines Corp

Technology
14
+ 4.59%
$234.77 - $292.47 $3.29K - $4.09K
319 $90K
MDU
Mdu Resources Group Inc

Industrials
75
New
$15.85 - $17.81 $1.19K - $1.34K
75 $1K
ABT
Abbott Laboratories

Healthcare
10
New
$120.51 - $136.62 $1.21K - $1.37K
10 $1K
Everus Constr Group
18
New
N/A
18 $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
0
New
$107.66 - $112.36 $0 - $0
0 $0
Ishares Tr
10.8K
New
N/A
10.8K $0
Ishares Tr
7.65K
+ 134.6%
N/A
13.3K $0
Ishares Tr
10.7K
New
N/A
10.7K $0
VTV
Vanguard Value ETF

ETFs
0
New
$175.51 - $186.57 $0 - $0
0 $0
Ishares Tr
10.6K
New
N/A
10.6K $0
BWX
Spdr Bloomberg International T

ETFs
0
New
$22.58 - $23.5 $0 - $0
0 $0
Ishares Tr
10.6K
+ 357.58%
N/A
13.6K $0
Ishares Tr
7.49K
New
N/A
7.49K $0
CARR
Carrier Global Corp

Industrials
36
+ 7.83%
$58.75 - $80.73 $2.12K - $2.91K
496 $29K
COST
Costco Wholesale Corp

Consumer Defensive
48
+ 0.44%
$915.95 - $994.57 $44K - $47.7K
11.1K $10.3M
Activity Summary
Buys All Purchases 36 New Holdings 17 Increased Positions 19 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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