Bragg Financial Advisors

Bragg Financial Advisors as of June 30, 2023

Portfolio Holdings for Bragg Financial Advisors

Bragg Financial Advisors holds 323 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.1 $56M 288k 193.97
Microsoft Corporation (MSFT) 3.0 $55M 161k 340.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $39M 238k 165.40
Fabrinet SHS (FN) 1.6 $29M 223k 129.88
Oracle Corporation (ORCL) 1.5 $27M 223k 119.09
InterDigital (IDCC) 1.4 $25M 258k 96.55
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.4 $25M 107k 229.74
Alphabet Cap Stk Cl C (GOOG) 1.3 $24M 200k 120.97
SYNNEX Corporation (SNX) 1.3 $24M 253k 94.00
Applied Materials (AMAT) 1.3 $24M 163k 144.54
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $22M 157k 138.38
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $21M 409k 50.22
McDonald's Corporation (MCD) 1.1 $21M 69k 298.41
American Equity Investment Life Holding (AEL) 1.1 $20M 379k 52.11
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.1 $20M 96k 205.77
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.1 $20M 348k 56.08
Rli (RLI) 1.1 $19M 142k 136.47
Vanguard Index Fds Value Etf (VTV) 1.1 $19M 135k 142.10
Amazon (AMZN) 1.0 $19M 142k 130.36
American Express Company (AXP) 1.0 $18M 105k 174.20
Eaton Corp SHS (ETN) 1.0 $18M 90k 201.10
Home Depot (HD) 1.0 $18M 57k 310.64
Merck & Co (MRK) 1.0 $18M 152k 115.39
Vanguard Index Fds Growth Etf (VUG) 1.0 $17M 61k 282.96
Cisco Systems (CSCO) 0.9 $17M 324k 51.74
UnitedHealth (UNH) 0.9 $17M 35k 480.64
Deckers Outdoor Corporation (DECK) 0.9 $17M 31k 527.66
Danaher Corporation (DHR) 0.9 $16M 68k 240.00
Texas Instruments Incorporated (TXN) 0.9 $16M 89k 180.02
Msc Indl Direct Cl A (MSM) 0.9 $16M 164k 95.28
Vishay Intertechnology (VSH) 0.9 $16M 532k 29.40
Wal-Mart Stores (WMT) 0.9 $16M 99k 157.18
Broadcom (AVGO) 0.9 $16M 18k 867.45
JPMorgan Chase & Co. (JPM) 0.8 $15M 105k 145.44
Meta Platforms Cl A (META) 0.8 $15M 53k 286.98
Iac Com New (IAC) 0.8 $15M 239k 62.80
Johnson & Johnson (JNJ) 0.8 $15M 90k 165.52
Ameriprise Financial (AMP) 0.8 $15M 45k 332.16
Servisfirst Bancshares (SFBS) 0.8 $15M 361k 40.92
Accenture Plc Ireland Shs Class A (ACN) 0.8 $14M 47k 308.58
Procter & Gamble Company (PG) 0.8 $14M 95k 151.74
MasTec (MTZ) 0.8 $14M 121k 117.97
Becton, Dickinson and (BDX) 0.8 $14M 53k 264.01
New Jersey Resources Corporation (NJR) 0.8 $14M 295k 47.20
Oshkosh Corporation (OSK) 0.7 $14M 156k 86.59
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $13M 170k 79.03
Amgen (AMGN) 0.7 $13M 58k 222.02
Corning Incorporated (GLW) 0.7 $13M 369k 35.04
Mastercard Incorporated Cl A (MA) 0.7 $13M 33k 393.30
Exxon Mobil Corporation (XOM) 0.7 $13M 120k 107.25
Csw Industrials (CSWI) 0.7 $13M 76k 166.19
Pvh Corporation (PVH) 0.7 $12M 146k 84.97
Honeywell International (HON) 0.7 $12M 60k 207.50
Costco Wholesale Corporation (COST) 0.7 $12M 23k 538.38
Abbott Laboratories (ABT) 0.7 $12M 112k 109.02
Horace Mann Educators Corporation (HMN) 0.7 $12M 401k 29.66
Union Pacific Corporation (UNP) 0.7 $12M 58k 204.62
TJX Companies (TJX) 0.6 $12M 138k 84.79
Arrow Electronics (ARW) 0.6 $12M 81k 143.23
Raytheon Technologies Corp (RTX) 0.6 $12M 117k 97.96
UGI Corporation (UGI) 0.6 $12M 425k 26.97
Abbvie (ABBV) 0.6 $11M 82k 134.73
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.6 $11M 90k 123.65
CSG Systems International (CSGS) 0.6 $11M 208k 52.74
CNO Financial (CNO) 0.6 $11M 462k 23.67
Darling International (DAR) 0.6 $11M 171k 63.79
Booking Holdings (BKNG) 0.6 $11M 4.0k 2700.33
Concentrix Corp (CNXC) 0.6 $11M 133k 80.75
Sprouts Fmrs Mkt (SFM) 0.6 $11M 290k 36.73
Synaptics, Incorporated (SYNA) 0.6 $11M 124k 85.38
Walt Disney Company (DIS) 0.6 $11M 118k 89.28
Intel Corporation (INTC) 0.6 $10M 312k 33.44
Scholastic Corporation (SCHL) 0.6 $10M 267k 38.89
Comcast Corp Cl A (CMCSA) 0.6 $10M 248k 41.55
ConocoPhillips (COP) 0.6 $10M 99k 103.61
MGIC Investment (MTG) 0.6 $10M 634k 15.79
Science App Int'l (SAIC) 0.5 $10M 89k 112.48
Pfizer (PFE) 0.5 $9.9M 270k 36.68
Rbc Cad (RY) 0.5 $9.7M 102k 95.51
Southern Company (SO) 0.5 $9.7M 138k 70.25
Pepsi (PEP) 0.5 $9.7M 52k 185.22
Air Products & Chemicals (APD) 0.5 $9.4M 31k 299.53
Fiserv (FI) 0.5 $9.1M 73k 126.15
Prologis (PLD) 0.5 $8.9M 73k 122.63
Gra (GGG) 0.5 $8.9M 103k 86.35
Advanced Micro Devices (AMD) 0.5 $8.7M 76k 113.91
Progressive Corporation (PGR) 0.5 $8.6M 65k 132.37
Qualcomm (QCOM) 0.5 $8.5M 72k 119.04
Bofi Holding (AX) 0.5 $8.4M 214k 39.44
Raymond James Financial (RJF) 0.4 $7.9M 76k 103.77
International Business Machines (IBM) 0.4 $7.8M 58k 133.81
Shell Spon Ads (SHEL) 0.4 $7.7M 128k 60.38
Adobe Systems Incorporated (ADBE) 0.4 $7.7M 16k 488.99
Prudential Financial (PRU) 0.4 $7.6M 86k 88.22
Lowe's Companies (LOW) 0.4 $7.6M 34k 225.70
Flowers Foods (FLO) 0.4 $7.4M 299k 24.88
TreeHouse Foods (THS) 0.4 $7.3M 145k 50.38
G-III Apparel (GIII) 0.4 $7.3M 378k 19.27
United Natural Foods (UNFI) 0.4 $7.3M 372k 19.55
Nike CL B (NKE) 0.4 $7.2M 66k 110.37
Ishares Tr National Mun Etf (MUB) 0.4 $6.8M 64k 106.73
Alphabet Cap Stk Cl A (GOOGL) 0.4 $6.7M 56k 119.70
Starbucks Corporation (SBUX) 0.4 $6.6M 67k 99.06
Livent Corp 0.4 $6.6M 240k 27.43
Thermo Fisher Scientific (TMO) 0.4 $6.5M 13k 521.75
General Electric Com New (GE) 0.4 $6.4M 59k 109.85
Chevron Corporation (CVX) 0.3 $6.3M 40k 157.35
Verizon Communications (VZ) 0.3 $6.2M 168k 37.19
Graphic Packaging Holding Company (GPK) 0.3 $6.0M 248k 24.03
T. Rowe Price (TROW) 0.3 $5.9M 53k 112.02
Exelon Corporation (EXC) 0.3 $5.7M 139k 40.74
Rio Tinto Sponsored Adr (RIO) 0.3 $5.6M 89k 63.84
BlackRock (BLK) 0.3 $5.6M 8.2k 691.14
Dominion Resources (D) 0.3 $5.6M 109k 51.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.3M 16k 341.00
MDU Resources (MDU) 0.3 $5.2M 250k 20.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $5.1M 12k 443.28
United Parcel Service CL B (UPS) 0.3 $5.0M 28k 179.25
Rent-A-Center (UPBD) 0.3 $5.0M 160k 31.13
Trane Technologies SHS (TT) 0.3 $4.9M 26k 191.26
Enstar Group SHS (ESGR) 0.3 $4.9M 20k 244.24
PPG Industries (PPG) 0.3 $4.9M 33k 148.30
Blackstone Group Inc Com Cl A (BX) 0.3 $4.8M 52k 92.97
American Tower Reit (AMT) 0.2 $4.4M 23k 193.94
Paypal Holdings (PYPL) 0.2 $4.0M 60k 66.73
Owens & Minor (OMI) 0.2 $4.0M 208k 19.04
Vanguard Index Fds Large Cap Etf (VV) 0.2 $3.8M 19k 202.72
Schweitzer-Mauduit International (MATV) 0.2 $3.8M 249k 15.12
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $3.6M 7.00 517810.00
Ducommun Incorporated (DCO) 0.2 $3.5M 80k 43.57
Qorvo (QRVO) 0.2 $3.4M 33k 102.03
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $3.2M 31k 104.04
Truist Financial Corp equities (TFC) 0.2 $3.2M 105k 30.35
Levi Strauss & Co Cl A Com Stk (LEVI) 0.2 $3.0M 208k 14.43
Duke Energy Corp Com New (DUK) 0.2 $3.0M 33k 89.74
Bristol Myers Squibb (BMY) 0.2 $2.9M 45k 63.95
Deere & Company (DE) 0.2 $2.9M 7.2k 405.20
NVIDIA Corporation (NVDA) 0.2 $2.8M 6.7k 423.02
VSE Corporation (VSEC) 0.2 $2.8M 52k 54.69
Bank of New York Mellon Corporation (BK) 0.2 $2.8M 62k 44.52
Boston Properties (BXP) 0.2 $2.8M 48k 57.59
Vanguard Index Fds Small Cp Etf (VB) 0.1 $2.7M 14k 198.89
Knife River Corp Common Stock (KNF) 0.1 $2.7M 62k 43.50
Darden Restaurants (DRI) 0.1 $2.7M 16k 167.07
Healthcare Rlty Tr Cl A Com (HR) 0.1 $2.7M 141k 18.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.6M 24k 107.13
Littelfuse (LFUS) 0.1 $2.6M 8.8k 291.31
Ishares Tr Tips Bd Etf (TIP) 0.1 $2.6M 24k 107.62
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $2.5M 100k 25.01
General Mills (GIS) 0.1 $2.4M 32k 76.70
W.W. Grainger (GWW) 0.1 $2.4M 3.1k 788.59
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $2.4M 41k 58.66
Valero Energy Corporation (VLO) 0.1 $2.3M 20k 117.30
Dupont De Nemours (DD) 0.1 $2.3M 32k 71.44
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $2.3M 50k 45.99
Coca-Cola Company (KO) 0.1 $2.2M 37k 60.22
General Dynamics Corporation (GD) 0.1 $2.1M 9.7k 215.14
Anthem (ELV) 0.1 $2.0M 4.5k 444.29
Equity Comwlth Com Sh Ben Int (EQC) 0.1 $1.9M 96k 20.26
UniFirst Corporation (UNF) 0.1 $1.9M 12k 155.01
Live Oak Bancshares (LOB) 0.1 $1.9M 71k 26.31
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.9M 7.7k 242.66
Chase Corporation 0.1 $1.8M 15k 121.22
Ingersoll Rand (IR) 0.1 $1.8M 27k 65.36
Brown Forman Corp CL B (BF.B) 0.1 $1.8M 27k 66.78
Select Sector Spdr Tr Technology (XLK) 0.1 $1.8M 10k 173.86
AGCO Corporation (AGCO) 0.1 $1.8M 13k 131.42
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.7M 7.9k 220.16
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.7M 3.9k 442.13
L.B. Foster Company (FSTR) 0.1 $1.7M 120k 14.28
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $1.7M 9.7k 176.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.6M 36k 46.18
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $1.6M 35k 47.05
Caterpillar (CAT) 0.1 $1.6M 6.6k 246.05
Nortonlifelock (GEN) 0.1 $1.6M 84k 18.55
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $1.5M 9.6k 155.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.5M 16k 95.09
Automatic Data Processing (ADP) 0.1 $1.5M 6.7k 219.79
Colgate-Palmolive Company (CL) 0.1 $1.5M 19k 77.04
Quanta Services (PWR) 0.1 $1.4M 7.3k 196.45
Vanguard World Fds Health Car Etf (VHT) 0.1 $1.4M 5.7k 244.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.4M 18k 75.57
Select Sector Spdr Tr Communication (XLC) 0.1 $1.3M 21k 65.08
Bank of America Corporation (BAC) 0.1 $1.3M 46k 28.69
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.3M 12k 108.87
Stryker Corporation (SYK) 0.1 $1.3M 4.2k 305.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.3M 15k 83.56
Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $1.2M 15k 81.24
Colfax Corp (ENOV) 0.1 $1.2M 18k 64.12
Public Storage (PSA) 0.1 $1.2M 4.0k 291.84
Fortive (FTV) 0.1 $1.1M 15k 74.77
Phillips 66 (PSX) 0.1 $1.1M 12k 95.38
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.1M 22k 48.88
Mondelez Intl Cl A (MDLZ) 0.1 $1.1M 15k 72.94
Genuine Parts Company (GPC) 0.1 $1.1M 6.3k 169.23
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.0M 14k 75.00
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $1.0M 22k 46.16
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $997k 8.7k 114.93
Eli Lilly & Co. (LLY) 0.1 $974k 2.1k 468.98
SYSCO Corporation (SYY) 0.1 $967k 13k 74.20
HNI Corporation (HNI) 0.1 $961k 34k 28.18
3M Company (MMM) 0.1 $936k 9.3k 100.09
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.1 $930k 36k 26.13
Boeing Company (BA) 0.1 $923k 4.4k 211.16
Visa Com Cl A (V) 0.1 $921k 3.9k 237.48
Ball Corporation (BALL) 0.0 $892k 15k 58.21
Ishares Tr Russell 2000 Etf (IWM) 0.0 $866k 4.6k 187.27
At&t (T) 0.0 $850k 53k 15.95
Constellation Energy (CEG) 0.0 $842k 9.2k 91.55
Nextera Energy (NEE) 0.0 $839k 11k 74.20
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $837k 3.0k 275.18
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $789k 1.2k 636.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $782k 5.6k 140.80
Ncino (NCNO) 0.0 $782k 26k 30.12
AFLAC Incorporated (AFL) 0.0 $770k 11k 69.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $759k 3.4k 220.28
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $755k 21k 36.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $737k 10k 73.03
Norfolk Southern (NSC) 0.0 $730k 3.2k 226.76
Yum! Brands (YUM) 0.0 $724k 5.2k 138.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $715k 18k 40.68
Allegion Ord Shs (ALLE) 0.0 $699k 5.8k 120.02
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $699k 14k 50.57
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $687k 6.3k 109.84
Constellation Brands Cl A (STZ) 0.0 $687k 2.8k 246.13
Goldman Sachs (GS) 0.0 $679k 2.1k 322.54
Carrier Global Corporation (CARR) 0.0 $670k 14k 49.71
Tesla Motors (TSLA) 0.0 $668k 2.6k 261.77
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $663k 8.5k 78.35
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $650k 6.5k 99.65
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $648k 8.9k 72.93
Wells Fargo & Company (WFC) 0.0 $643k 15k 42.68
Ishares Tr Core S&p500 Etf (IVV) 0.0 $635k 1.4k 445.71
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $620k 2.4k 261.48
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $599k 12k 50.14
Ishares Tr Esg Aware Msci (ESML) 0.0 $588k 17k 35.52
Enbridge (ENB) 0.0 $571k 15k 37.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $557k 1.2k 478.86
Hershey Company (HSY) 0.0 $529k 2.1k 249.70
Target Corporation (TGT) 0.0 $514k 3.9k 131.90
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $509k 2.6k 194.45
Ishares Tr Short Treas Bd (SHV) 0.0 $501k 4.5k 110.45
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $500k 5.5k 91.82
Analog Devices (ADI) 0.0 $481k 2.5k 194.81
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $480k 1.9k 254.09
Ishares Tr Msci Eafe Etf (EFA) 0.0 $468k 6.5k 72.50
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $467k 1.6k 283.20
Select Sector Spdr Tr Financial (XLF) 0.0 $461k 14k 33.71
Waste Management (WM) 0.0 $459k 2.6k 173.42
Us Bancorp Del Com New (USB) 0.0 $447k 14k 33.04
Equifax (EFX) 0.0 $442k 1.9k 235.30
Netflix (NFLX) 0.0 $429k 973.00 440.49
IDEXX Laboratories (IDXX) 0.0 $423k 843.00 502.23
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $419k 11k 36.99
Charles Schwab Corporation (SCHW) 0.0 $416k 7.3k 56.68
Clorox Company (CLX) 0.0 $413k 2.6k 159.04
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $409k 4.2k 96.63
Vanguard World Fds Industrial Etf (VIS) 0.0 $407k 2.0k 205.53
Philip Morris International (PM) 0.0 $403k 4.1k 97.62
Fidus Invt (FDUS) 0.0 $392k 20k 19.60
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $391k 5.6k 69.72
Edwards Lifesciences (EW) 0.0 $382k 4.0k 94.33
CVS Caremark Corporation (CVS) 0.0 $380k 5.5k 69.13
Bloom Energy Corp Com Cl A (BE) 0.0 $375k 23k 16.35
FedEx Corporation (FDX) 0.0 $373k 1.5k 247.90
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $373k 8.0k 46.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $371k 1.0k 369.42
Otis Worldwide Corp (OTIS) 0.0 $370k 4.2k 89.01
Lockheed Martin Corporation (LMT) 0.0 $364k 791.00 460.43
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $352k 6.1k 57.73
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $348k 4.7k 74.17
Vanguard World Fds Comm Srvc Etf (VOX) 0.0 $342k 3.2k 106.31
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $340k 11k 30.93
Global Payments (GPN) 0.0 $330k 3.4k 98.52
Spdr Gold Tr Gold Shs (GLD) 0.0 $327k 1.8k 178.27
Zoetis Cl A (ZTS) 0.0 $326k 1.9k 172.21
Metropcs Communications (TMUS) 0.0 $318k 2.3k 138.90
Vanguard World Fds Energy Etf (VDE) 0.0 $317k 2.8k 112.89
MetLife (MET) 0.0 $306k 5.4k 56.53
Vanguard World Fds Materials Etf (VAW) 0.0 $305k 1.7k 181.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $304k 4.0k 75.66
Rayonier (RYN) 0.0 $302k 9.6k 31.40
Linde SHS (LIN) 0.0 $299k 785.00 381.08
Vulcan Materials Company (VMC) 0.0 $298k 1.3k 225.44
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $293k 2.7k 107.32
Dollar Tree (DLTR) 0.0 $290k 2.0k 143.50
Yum China Holdings (YUMC) 0.0 $284k 5.0k 56.50
Intuit (INTU) 0.0 $284k 620.00 458.19
Discover Financial Services (DFS) 0.0 $282k 2.4k 116.85
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $281k 2.1k 132.73
Vanguard World Fds Financials Etf (VFH) 0.0 $273k 3.4k 81.24
Marathon Petroleum Corp (MPC) 0.0 $271k 2.3k 116.60
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $269k 3.3k 82.11
Globe Life (GL) 0.0 $264k 2.4k 109.62
Illinois Tool Works (ITW) 0.0 $261k 1.0k 250.16
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $260k 1.5k 169.81
Carter's (CRI) 0.0 $259k 3.6k 72.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $249k 3.4k 72.61
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $249k 8.4k 29.63
Fifth Third Ban (FITB) 0.0 $249k 9.5k 26.21
Lauder Estee Cos Cl A (EL) 0.0 $246k 1.3k 196.38
Morgan Stanley Com New (MS) 0.0 $241k 2.8k 85.40
Manulife Finl Corp (MFC) 0.0 $240k 13k 18.91
Vmware Cl A Com 0.0 $239k 1.7k 143.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $235k 2.9k 81.08
Ishares Tr Broad Usd High (USHY) 0.0 $234k 6.6k 35.30
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $230k 4.7k 49.22
PNC Financial Services (PNC) 0.0 $229k 1.8k 125.95
Intuitive Surgical Com New (ISRG) 0.0 $226k 660.00 341.94
Nucor Corporation (NUE) 0.0 $221k 1.3k 163.98
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $220k 1.4k 162.43
S&p Global (SPGI) 0.0 $219k 545.00 400.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $218k 534.00 407.28
Altria (MO) 0.0 $216k 4.8k 45.30
Kkr & Co (KKR) 0.0 $212k 3.8k 56.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $210k 3.2k 65.44
Emerson Electric (EMR) 0.0 $210k 2.3k 90.39
Corteva (CTVA) 0.0 $210k 3.7k 57.30
Electronic Arts (EA) 0.0 $207k 1.6k 129.70
Select Sector Spdr Tr Energy (XLE) 0.0 $205k 2.5k 81.17
Dell Technologies CL C (DELL) 0.0 $203k 3.8k 54.11
Cu (CULP) 0.0 $50k 10k 4.97
Personalis Ord (PSNL) 0.0 $24k 13k 1.88