Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRADLEY & CO PRIVATE WEALTH MANAGEMENT LLC | 02-02-2024 | 12-31-2023 | 244 | 108,065,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $11,545,213 | 59,965 | 0.01 | 11.48 | -9,689 | -13.91 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $9,327,821 | 24,805 | 0.01 | 7.18 | -1,066 | -4.12 | 12-31-2023 |
| AMAZON COM INC | COM | 3 | $8,434,518 | 55,512 | 0.01 | 5.97 | 11,201 | 25.28 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $8,324,253 | 23,339 | 0.01 | 7.80 | -1,158 | -4.73 | 12-31-2023 |
