Bradley & Co. Private Wealth Management, LLC
- SEC CIK
- 0001861678
- 最新申報
- 2026/8/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/4 申報。只含多頭部位。
- 持股檔數
- 187
- 2024 年第 3 季沒有申報
- 總值
- $1.60 億
- 2024 年第 3 季沒有申報
Bradley & Co. Private Wealth Management, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 60,264 | $1,509 萬 | 9.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 42,603 | $1,235 萬 | 7.7% | – | – | – |
| AXPAmerican Express Co | Stock | 40,431 | $1,200 萬 | 7.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 60,241 | $1,147 萬 | 7.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 25,251 | $1,145 萬 | 7.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 51,775 | $1,136 萬 | 7.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,787 | $1,080 萬 | 6.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 43,683 | $1,047 萬 | 6.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 24,791 | $1,045 萬 | 6.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 77,261 | $1,038 萬 | 6.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 111,524 | $1,008 萬 | 6.3% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 55,499 | $713.8 萬 | 4.5% | – | – | – |
| TSLATesla, Inc. | Stock | 10,985 | $443.6 萬 | 2.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,208 | $269.0 萬 | 1.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,416 | $200.2 萬 | 1.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,563 | $182.2 萬 | 1.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,816 | $164.9 萬 | 1.0% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 19,878 | $98.4 萬 | 0.6% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,724 | $90.2 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 8,261 | $75.4 萬 | 0.5% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 2,389 | $67.2 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,126 | $63.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,557 | $52.0 萬 | 0.3% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 4,013 | $48.8 萬 | 0.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,000 | $42.5 萬 | 0.3% | – | – | 歷史 |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 16,286 | $40.6 萬 | 0.3% | – | – | – |
| iShares Ibonds Dec 2029 Term Corporate ETF46436E205 | ETF | 17,273 | $39.4 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,763 | $38.8 萬 | 0.2% | – | – | – |
| iShares Tr46438G604 | IBONDS OCT 2027 | 14,286 | $36.4 萬 | 0.2% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 5,868 | $35.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46438G703 | IBONDS OCT 2028 | 13,774 | $35.0 萬 | 0.2% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 2,909 | $32.1 萬 | 0.2% | – | – | – |
| LABStandard Biotools Inc. | COM | 179,364 | $31.4 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,894 | $27.9 萬 | 0.2% | – | – | 歷史 |
| CDNACareDx, Inc. | COM | 12,587 | $26.9 萬 | 0.2% | – | – | 歷史 |
| BCSBarclays PLC | ADR | 19,264 | $25.6 萬 | 0.2% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,063 | $24.7 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 734 | $21.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46438G802 | IBONDS OCT 2029 | 7,737 | $19.6 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 1,751 | $19.5 萬 | 0.1% | – | – | 歷史 |
| iShares Ibonds Dec 2030 Term Corporate ETF46436E726 | ETF | 8,785 | $18.8 萬 | 0.1% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 3,205 | $18.4 萬 | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 509 | $17.0 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,125 | $16.3 萬 | 0.1% | – | – | 歷史 |
| TILEInterface Inc | COM | 6,590 | $16.0 萬 | 0.1% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 4,500 | $15.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46438G505 | IBONDS OCT 2026 | 5,669 | $14.4 萬 | 0.1% | – | – | – |
| iShares Tr46438G885 | IBONDS OCT 2030 | 5,685 | $14.4 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 808 | $13.5 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 145 | $12.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 284 | $11.7 萬 | 0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,617 | $11.4 萬 | 0.1% | – | – | – |
| iShares Tr46438G406 | IBONDS OCT 2025 | 3,984 | $10.1 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 506 | $10.0 萬 | 0.1% | – | – | – |
| MARMarriott International Inc | Stock | 357 | $9.96 萬 | 0.1% | – | – | 歷史 |
| Tidal Trust III45259A209 | NAACP MINO ETF | 2,320 | $9.48 萬 | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 366 | $8.27 萬 | 0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 846 | $7.69 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46438G869 | IBONDS OCT 2032 | 2,975 | $7.39 萬 | <0.1% | – | – | – |
| COINCoinbase Global, Inc. | COM CL A | 284 | $7.05 萬 | <0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 824 | $7.03 萬 | <0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 305 | $6.70 萬 | <0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 883 | $6.68 萬 | <0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 277 | $6.36 萬 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 522 | $6.04 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 220 | $5.81 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 200 | $5.60 萬 | <0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 95 | $5.59 萬 | <0.1% | – | – | – |
| iShares Tr46429B416 | MSCI UK SM ETF | 1,534 | $5.32 萬 | <0.1% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 520 | $5.23 萬 | <0.1% | – | – | – |
| iShares Ibonds 2029 Term High Yield and Income ETF46436E379 | ETF | 2,200 | $5.16 萬 | <0.1% | – | – | – |
| ASMLASML Holding NV | ADR | 74 | $5.13 萬 | <0.1% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 194 | $5.11 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 867 | $4.90 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 320 | $4.63 萬 | <0.1% | – | – | 歷史 |
| INCYIncyte Corp | COM | 610 | $4.21 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 422 | $4.09 萬 | <0.1% | – | – | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 1,150 | $3.90 萬 | <0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 534 | $3.75 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 1,143 | $3.59 萬 | <0.1% | – | – | – |
| EMNEastman Chemical Co | Stock | 388 | $3.54 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287275 | GBL COMM SVC ETF | 350 | $3.38 萬 | <0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 290 | $3.34 萬 | <0.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 245 | $3.24 萬 | <0.1% | – | – | – |
| LULUlululemon athletica inc. | Stock | 84 | $3.21 萬 | <0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 82 | $3.19 萬 | <0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 177 | $3.15 萬 | <0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 460 | $3.14 萬 | <0.1% | – | – | 歷史 |
| MORNMorningstar, Inc. | COM | 83 | $2.80 萬 | <0.1% | – | – | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 130 | $2.73 萬 | <0.1% | – | – | 歷史 |
| iShares Ibonds Dec 2031 Term Corporate ETF46436E486 | ETF | 1,312 | $2.67 萬 | <0.1% | – | – | – |
| VVisa Inc. | Stock | 84 | $2.65 萬 | <0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 254 | $2.46 萬 | <0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 222 | $2.39 萬 | <0.1% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 274 | $2.35 萬 | <0.1% | – | – | 歷史 |
| iShares Ibonds 2025 Term High Yield & Income ETF46435U168 | ETF | 1,000 | $2.32 萬 | <0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 100 | $2.21 萬 | <0.1% | – | – | – |
| OTISOtis Worldwide Corp | Stock | 230 | $2.13 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 35 | $2.00 萬 | <0.1% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 351 | $1.99 萬 | <0.1% | – | – | – |