Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRADLEY & CO PRIVATE WEALTH MANAGEMENT LLC | 07-31-2024 | 06-30-2024 | 222 | 135,241,545 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $12,933,224 | 61,405 | 0.01 | 0.01 | 1,440 | 2.40 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $10,542,905 | 85,340 | 0.01 | 0.00 | 85,171 | 50397.04 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 3 | $10,247,194 | 55,867 | 0.01 | 0.01 | -2,040 | -3.52 | 06-30-2024 |
| MICROSOFT CORP | COM | 4 | $9,872,279 | 22,087 | 0.01 | 0.01 | -2,718 | -10.96 | 06-30-2024 |
