StockDriftsStockDriftsTop 50 Bradley & Co. Private Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL C | 7.87% | 52.1K | $14.9M | +0.30%(+154) | $103.29(+284.50%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 7.83% | 58.5K | $14.9M | +5.70%(+3.16K) | $137.55(+116.80%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 7.44% | 44.0K | $14.1M | +2.80%(+1.20K) | $243.21(+51.06%) | 2026-03-31 | |
| WMT | WALMART INC COM | 6.58% | 100.2K | $12.5M | -0.37%(-372) | $56.43(+134.74%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6.37% | 25.2K | $12.1M | +6.61%(+1.56K) | $281.85(+71.74%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 6.15% | 11.7K | $11.7M | +7.00%(+766) | $439.54(+136.90%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 6.08% | 39.2K | $11.5M | +4.17%(+1.57K) | $153.08(+95.92%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO COM | 6.07% | 38.0K | $11.5M | +5.75%(+2.07K) | $171.26(+82.63%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 5.74% | 62.4K | $10.9M | +2.60%(+1.58K) | $72.27(+226.18%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 5.46% | 49.7K | $10.4M | +7.08%(+3.29K) | $155.91(+71.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.77% | +98.96% |
| Top 20 Holdings Unweighted | +27.87% | +109.08% |
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