Bradley & Co. Private Wealth Management, LLC Purchases in Q4 2024

Bradley & Co. Private Wealth Management, LLC

  • $159 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.16K
+ 23.7%
$280.04 - $302.45 $2.29M - $2.47M
42.6K $12.3M
AXP
American Express CO

Financial Services
1.75K
+ 4.52%
$267.35 - $305.57 $468K - $535K
40.4K $12M
WMT
Walmart Inc.

Consumer Defensive
245
+ 0.22%
$79.1 - $95.7 $19.4K - $23.4K
112K $10.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
16.7K
+ 43.14%
$124.26 - $134.12 $2.08M - $2.24M
55.5K $7.14M
AMZN
Amazon Com Inc

Consumer Cyclical
5.26K
+ 11.31%
$180.88 - $232.93 $951K - $1.22M
51.8K $11.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.59K
+ 6.3%
$205.18 - $250.29 $531K - $648K
43.7K $10.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.92K
+ 8.25%
$442.29 - $483.08 $851K - $929K
25.3K $11.4M
COST
Costco Wholesale Corp

Consumer Defensive
702
+ 6.33%
$873.59 - $994.69 $613K - $698K
11.8K $10.8M
GOOG
Alphabet Inc.

Communication Services
4.37K
+ 7.83%
$163.08 - $198.16 $713K - $867K
60.2K $11.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
1K
+ 41.39%
$567.81 - $607.81 $568K - $608K
3.42K $2M
MSFT
Microsoft Corp

Technology
2.7K
+ 12.24%
$406.35 - $454.46 $1.1M - $1.23M
24.8K $10.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1K
New
$417.69 - $450.94 $418K - $451K
1K $425K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
218
+ 5.74%
$118.0 - $127.04 $25.7K - $27.7K
4.01K $487K
DSI
Ishares Msci Kld 400 Social Et

ETFs
245
+ 9.2%
$107.41 - $115.71 $26.3K - $28.3K
2.91K $320K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
351
New
$56.61 - $61.63 $19.9K - $21.6K
351 $19K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
628
New
$23.88 - $24.32 $15K - $15.3K
628 $15K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
645
New
$23.25 - $23.56 $15K - $15.2K
645 $15K
BSJR
Invesco Indx Tr

ETFs
670
New
$22.37 - $22.7 $15K - $15.2K
670 $15K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
625
New
N/A
625 $14K
PNC
Pnc Financial Services Group, Inc.

Financial Services
60
New
$178.39 - $215.0 $10.7K - $12.9K
60 $11K
JNJ
Johnson & Johnson

Healthcare
42
+ 3.88%
$143.34 - $165.86 $6.02K - $6.97K
1.13K $162K
AVGO
Broadcom Inc.

Technology
27
+ 900.0%
$159.67 - $250.0 $4.31K - $6.75K
30 $6K
DG
Dollar General Corp

Consumer Defensive
30
New
$73.27 - $84.47 $2.2K - $2.53K
30 $2K
VDE
Vanguard Energy ETF

ETFs
20
+ 95.24%
$116.67 - $136.78 $2.33K - $2.74K
41 $4K
INTC
Intel Corp

Technology
115
+ 230.0%
$19.07 - $26.23 $2.19K - $3.02K
165 $3K
EQT
Eqt Corp

Energy
35
New
$35.62 - $46.89 $1.25K - $1.64K
35 $1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20
+ 125.0%
$44.04 - $49.49 $881 - $990
36 $1K
GTLB
Gitlab Inc.

Technology
20
New
$48.76 - $67.19 $975 - $1.34K
20 $1K
Ishares Tr
5.67K
New
N/A
5.67K $0
VTV
Vanguard Value ETF

ETFs
0
New
$168.32 - $181.87 $0 - $0
0 $0
BWX
Spdr Bloomberg International T

ETFs
0
New
$21.39 - $23.3 $0 - $0
0 $0
Ishares Tr
4.16K
+ 116.12%
N/A
7.74K $0
Ishares Tr
6.12K
+ 79.96%
N/A
13.8K $0
Ishares Tr
5.88K
+ 69.95%
N/A
14.3K $0
Ishares Tr
3.98K
New
N/A
3.98K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
0
New
$106.56 - $113.11 $0 - $0
0 $0
Intuitive Machines Inc
400
New
N/A
400 $0
AMD
Advanced Micro Devices Inc

Technology
8
New
$118.88 - $172.8 $951 - $1.38K
8 $0
Activity Summary
Buys All Purchases 39 New Holdings 17 Increased Positions 22 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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