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Bradley & Co. Private Wealth Management, LLC

All holdings · as of Dec 31, 2025

205 positions

CompanyClassValueShares% of portfolio
BEST BUY CO INC$18.3K2740.0%
3M CO$18.7K1170.0%
VANGUARD CONSUMER STAPLES ETF$19.2K910.0%
Guidewire Software, Inc.$19.9K990.0%
LABCORP HOLDINGS INC.$20.1K800.0%
Otis Worldwide Corp$20.1K2300.0%
Toyota Motor CorporationTMADR$21.4K1000.0%
VANGUARD TOTAL WORLD STOCK ETF$23.4K1660.0%
VANGUARD ESG INTERNATIONAL STOCK ETF$23.9K3340.0%
ISHARES RUSSELL 2000 ETF$24.6K1000.0%
EASTMAN CHEMICAL CO$24.8K3880.0%
Duke Energy Corp$26.0K2220.0%
CARRIER GLOBAL Corp$26.2K4960.0%
Visa Inc$29.5K840.0%
ISHARES CORE U.S. AGGREGATE BOND ETF$30.2K3020.0%
AbbVie Inc.$33.6K1470.0%
ISHARES CORE S&P SMALL CAP ETF$34.9K2900.0%
ISHARES PREFERRED & INCOME SECURITIES ETF$35.4K1,1430.0%
L3HARRIS TECHNOLOGIES, INC. /DE$38.2K1300.0%
ISHARES BIOTECHNOLOGY ETF$41.3K2450.0%
ISHARES GLOBAL COMM SERVICES ETF$42.4K3500.0%
INVESCO NASDAQ 100 ETF$44.8K1770.0%
ISHARES MSCI EAFE GROWTH ETF$48.1K4220.0%
WELLS FARGO & COMPANY/MN$48.6K5210.0%
CHEVRON CORP$48.8K3200.0%
iShares MSCI UAE ETF$50.6K1,1500.0%
iShares MSCI UAE ETF$51.8K9580.0%
iShares MSCI UAE ETF$53.2K5200.0%
INCYTE CORP$60.2K6100.0%
VANGUARD SMALL-CAP GROWTH ETF$60.4K2000.0%
DANAHER CORP /DE$63.4K2770.0%
VANGUARD MID-CAP ETF$63.8K2200.0%
ISHARES MSCI UNITED KINGDOM SMALL CAP ETF$64.2K1,5340.0%
ISHARES CORE S&P 500 ETF$65.1K950.0%
GENERAL DYNAMICS CORP$65.3K1940.0%
COLGATE PALMOLIVE CO$66.8K8460.0%
HONEYWELL INTERNATIONAL INC$71.4K3660.0%
ASML HLDG NV N Y REGISTRY SHS$89.9K840.0%
ISHARES IBONDS OCT 2029 TERM TIPS ETF$93.2K3,5800.0%
RTX Corp$102.3K5580.1%
VANGUARD SMALL CAP VALUE ETF$107.2K5060.1%
TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF$114.3K2,3200.1%
PROCTER & GAMBLE Co$115.8K8080.1%
INTERNATIONAL BUSINESS MACHINES CORP$124.1K4190.1%
Salesforce Inc$134.8K5090.1%
VANGUARD GROWTH ETF$138.6K2840.1%
HOME DEPOT, INC.$144.2K4190.1%
ISHARES CORE MSCI EAFE ETF$144.7K1,6170.1%
The Boeing Company$151.5K6980.1%
CareDx, Inc.$152.4K8,0870.1%
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