| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 14 | Q2 2024 | 12.4% |
| BERKSHIRE HATHAWAY INC DEL | 14 | Q2 2024 | 9.4% |
| MICROSOFT CORP | 14 | Q2 2024 | 8.6% |
| ALPHABET INC | 14 | Q2 2024 | 8.1% |
| COSTCO WHSL CORP NEW | 14 | Q2 2024 | 7.4% |
| AMAZON COM INC | 14 | Q2 2024 | 7.8% |
| JPMORGAN CHASE & CO. | 14 | Q2 2024 | 7.3% |
| TESLA INC | 14 | Q2 2024 | 6.6% |
| VANGUARD INDEX FDS | 14 | Q2 2024 | 6.8% |
| STARBUCKS CORP | 14 | Q2 2024 | 8.4% |
View Bradley & Co. Private Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| N-PX | 2024-07-31 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-25 |
View Bradley & Co. Private Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.