Bradley & Co. Private Wealth Management, LLC Purchases in Q2 2024

Bradley & Co. Private Wealth Management, LLC

$134 Million
Q2 2024

Stock	Shares change	Price Range	Shares Held	Trade History
VTI Vanguard Total Stock Market Et ETFs	12.8K + 59.33%	$245.23 - $269.4 $3.15M - $3.46M	34.4K $9.21M
NVDA Nvidia Corp Technology	76.8K + 901.53%	$118.11 - $1224.4 $9.07M - $94.1M	85.3K $10.5M
WMT Walmart Inc. Consumer Defensive	266 + 0.24%	$58.85 - $68.9 $15.7K - $18.3K	111K $7.53M
SUSA Ishares Tr Msci Usa Esg Select ETFs	2K + 110.83%	$102.41 - $112.98 $204K - $225K	3.8K $426K
DSI Ishares Msci Kld 400 Social Et ETFs	2.16K + 426.48%	$94.27 - $104.77 $203K - $226K	2.66K $276K
RDFN Redfin Corp Real Estate	400 + 975.61%	$5.18 - $8.0 $2.07K - $3.2K	441 $2K
PLTR Palantir Technologies Inc. Technology	1 + 0.11%	$20.47 - $25.82 $20.5 - $25.8	883 $22K
Grail Inc	19 New	N/A	19 $0
VTV Vanguard Value ETF ETFs	0 New	$154.57 - $163.65 $0 - $0	0 $0
Solventum Corp	29 New	N/A	29 $0
BWX Spdr Bloomberg International T ETFs	0 New	$21.4 - $22.23 $0 - $0	0 $0
LQD Ishares Iboxx $ Investment Gra ETFs	0 New	$104.54 - $108.46 $0 - $0	0 $0
Ishares Tr	2.98K New	N/A	2.98K $0
Ishares Tr	4.47K + 113.73%	N/A	8.41K $0
Labcorp Holdings Inc	80 New	N/A	80 $0

Activity Summary All Purchases 15 New Holdings 7 Increased Positions 8 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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