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  Name: Bradley & Co. Private Wealth Management LLC
  City: JACKSON
  State: WY
  Zip: 83001
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $123,646,000
  Total Value Change : $15,584,000
  Securities Held Change : -13
   
All Securities Held : 188
  New Positions : 12
  Closed Positions : 25
  Increased Positions : 21
  Unchanged Positions : 135
  Decreased Positions : 20

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 10 New $60.24 $6,680,000 111,013 5.4% 6,680,000 111,013 0.004    Discount, Variety Stores
   (MAR)1 Year Chart         MAR Marriott International Inc 43 New $241.51 $100,000 395 0.08% 100,000 395 0    Lodging
   (RDDT)1 Year Chart         RDDT Reddit, Inc. 95 New $63.61 $18,000 367 0.01% 18,000 367 0.001    N/A
   (NAMS)1 Year Chart         NAMS Newamsterdam Pharma Ord Shs 98 New $0.00 $17,000 729 0.01% 17,000 729 0    N/A
   (RL)1 Year Chart         RL Ralph Lauren Corporation 151 New $179.84 $2,000 10 0% 2,000 10 0    Textile - Apparel Clo...
   (INTC)1 Year Chart         INTC Intel Corp 149 New $30.54 $2,000 50 0% 2,000 50 0    Semiconductor- Broad...
   (ETRN)1 Year Chart         ETRN Equitrans Midstream Corp 153 New $0.00 $1,000 100 0% 1,000 100 0    N/A
   (IVOO)1 Year Chart         IVOO Vanguard S&Amp;P Mid-Cap 40... 156 New $98.84 $1,000 10 0% 1,000 10 0    Closed - End Fund - E...

      8 Records Found
  1    
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