• 13F History

Bradley & Co. Private Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$160M
Signature - Title
Michael Bradley - Managing Member
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by Bradley & Co. Private Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bradley & Co. Private Wealth Management, LLC reported 186 stock holdings with total value $160M as of Q4 2024. Top holdings included AAPL, VTI, AXP, GOOG, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 186 $160M +$12.7M -$8.66M +$4.03M AAPL, VTI, AXP, GOOG, BRKB 13F-HR 2/4/2025, 04:39 PM
Q2 2024 182 $135M +$13.6M -$4.02M +$9.57M AAPL, NVDA, GOOG, MSFT, BRKB 13F-HR 7/31/2024, 02:21 PM
Q1 2024 183 $124M +$22.7M -$16.2M +$6.57M AAPL, BRKB, MSFT, AXP, GOOG 13F-HR 4/26/2024, 06:25 PM
Q4 2023 196 $108M +$2.65M -$2.71M -$54.8K AAPL, MSFT, AMZN, BRKB, GOOG 13F-HR 2/2/2024, 02:39 PM
Q3 2023 180 $95.7M +$4.17M -$5.68M -$1.51M AAPL, BRKB, GOOG, MSFT, AMZN 13F-HR 10/26/2023, 05:52 PM
Q2 2023 179 $101M +$1.64M -$1.92M -$275K AAPL, MSFT, BRKB, GOOG, AMZN 13F-HR 7/24/2023, 05:47 PM
Q1 2023 167 $91.3M +$11.7M -$12.8M -$1.16M AAPL, MSFT, BRKB, GOOG, COST 13F-HR 5/8/2023, 06:29 PM
Q4 2022 170 $82.1M +$2.91M -$3.44M -$525K AAPL, BRKB, SBUX, MSFT, JPM 13F-HR 2/13/2023, 03:24 PM
Q3 2022 171 $83.8M +$12.3M -$5.1M +$7.17M AAPL, BRKB, MSFT, COST, SBUX 13F-HR 10/21/2022, 02:36 PM
Q2 2022 177 $90.7M +$10.3M -$5.94M +$4.39M AAPL, BRKB, MSFT, COST, GOOG 13F-HR 7/25/2022, 02:24 PM
Q1 2022 145 $116M +$8.79M -$8.6M +$188K AAPL, BRKB, GOOG, MSFT, TSLA 13F-HR 5/6/2022, 02:30 PM
Q4 2021 156 $125M +$3.47M -$2.38M +$1.09M AAPL, MSFT, COST, BRKB, GOOG 13F-HR 1/21/2022, 12:56 PM
Q3 2021 161 $116M +$2.23M -$3.23M -$994K AAPL, GOOG, MSFT, BRKB, COST 13F-HR 11/5/2021, 04:56 PM
Q2 2021 164 $115M +$2.1M -$3.66M -$1.56M AAPL, GOOG, BRKB, MSFT, AMZN 13F-HR 8/6/2021, 06:01 PM
Q1 2021 168 $108M $0 $0 AAPL, BRKB, DIS, AMZN, GOOG 13F-HR 5/12/2021, 05:24 PM