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Bradley & Co. Private Wealth Management, LLC

All holdings · as of Dec 31, 2025

205 positions

CompanyClassValueShares% of portfolio
LABCORP HOLDINGS INC.$20.1K800.0%
Guidewire Software, Inc.$19.9K990.0%
VANGUARD CONSUMER STAPLES ETF$19.2K910.0%
3M CO$18.7K1170.0%
BEST BUY CO INC$18.3K2740.0%
Morningstar, Inc.$18.0K830.0%
Quest Diagnostics Inc$17.4K1000.0%
MADRIGAL PHARMACEUTICALS, INC.$15.7K270.0%
Blackstone Inc$15.4K1000.0%
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF$15.2K6280.0%
INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF$15.2K6700.0%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF$15.1K6250.0%
PEPSICO INC$15.1K1050.0%
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF$15.1K6450.0%
ORACLE CORP$14.6K750.0%
US BANCORP \DE$14.0K2630.0%
The PNC Financial Services Group, Inc.$12.5K600.0%
SLB LIMITED/NV$10.7K2800.0%
Broadcom Inc.$10.4K300.0%
ISHARES U.S. INDUSTRIALS ETF$10.4K700.0%
BlackRock Resources & CommdtyBCXClosed-End Fund$9.3K8480.0%
Veralto Corp$9.2K920.0%
Phillips 66$8.6K670.0%
AUTOMATIC DATA PROCESSING INC$8.5K330.0%
Bank of New York Mellon Corp/The$8.2K710.0%
VERIZON COMMUNICATIONS INC$8.1K2000.0%
COCA COLA CONSOLIDATED INC$7.7K500.0%
EXXON MOBIL CORP$7.3K610.0%
LOCKHEED MARTIN CORP$7.3K150.0%
United Airlines Holdings Inc$7.2K640.0%
UNITEDHEALTH GROUP INC$6.9K210.0%
Rocket Companies, Inc.$6.7K3480.0%
Intuitive Machines, Inc.$6.5K4000.0%
ISHARES MSCI GERMANY ETF$6.3K1490.0%
VANGUARD CONSUMER DISCRETIONARY ETF$6.3K160.0%
NOVARTIS AG SPONSORED ADR$6.2K450.0%
INTEL CORP$6.1K1650.0%
WASTE MANAGEMENT INC$5.7K260.0%
VANGUARD S&P 500 ETF$5.6K90.0%
Merck & Co., Inc.$5.4K510.0%
INTUIT INC.$5.3K80.0%
VANGUARD ENERGY ETF$5.2K410.0%
UNITIL CORP$5.1K1060.0%
CISCO SYSTEMS, INC.$5.0K650.0%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF$5.0K620.0%
ILLINOIS TOOL WORKS INC$4.7K190.0%
EMERSON ELECTRIC CO$4.6K350.0%
AMGEN INC$4.6K140.0%
MetLife Inc$4.5K570.0%
DOVER Corp$4.5K230.0%
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