Bragg Financial Advisors
Latest statistics and disclosures from Bragg Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VBR, MSFT, SNX, GOOG, and represent 9.77% of Bragg Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: FAF (+$27M), TEX (+$25M), DORM (+$25M), PLUS (+$9.5M), NTB (+$8.2M), JBTM, AVUV, NVDA, VUG, PSA.
- Started 20 new stock positions in PNFP, SCHV, WAT, VXF, APH, SGOV, FAF, ICE, IEMG, DFAE. AVEM, SPYG, PLTR, IVW, NTB, MDYG, DORM, DFAS, KLAC, TEX.
- Reduced shares in these 10 stocks: Rev (-$35M), ECG (-$13M), QRVO (-$11M), IDCC (-$8.0M), VSEC (-$5.8M), CSGS (-$5.6M), DECK, AMT, AMAT, PRU.
- Sold out of its positions in MSI, NCNO, Pinnacle Financial Partners, Rev, FNDX.
- Bragg Financial Advisors was a net buyer of stock by $73M.
- Bragg Financial Advisors has $3.2B in assets under management (AUM), dropping by 2.91%.
- Central Index Key (CIK): 0001327055
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Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 362 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 2.4 | $77M | 301k | 253.79 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.0 | $64M | 296k | 217.25 |
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| Microsoft Corporation (MSFT) | 2.0 | $63M | +2% | 170k | 370.17 |
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| SYNNEX Corporation (SNX) | 1.7 | $53M | 315k | 168.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $52M | 181k | 286.86 |
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| Applied Materials (AMAT) | 1.6 | $51M | -3% | 149k | 341.79 |
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| UGI Corporation (UGI) | 1.5 | $48M | 1.3M | 36.42 |
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| Rli (RLI) | 1.5 | $46M | +3% | 811k | 57.04 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 1.4 | $46M | 606k | 75.65 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $42M | 138k | 302.25 |
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| New Jersey Resources Corporation (NJR) | 1.3 | $41M | 753k | 54.92 |
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| Arrow Electronics (ARW) | 1.2 | $39M | 268k | 143.41 |
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| Oshkosh Corporation (OSK) | 1.2 | $38M | 257k | 147.21 |
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| Broadcom (AVGO) | 1.1 | $36M | 117k | 309.51 |
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| Corning Incorporated (GLW) | 1.1 | $34M | -4% | 251k | 135.97 |
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| Ingles Mkts Cl A (IMKTA) | 1.1 | $34M | +2% | 380k | 89.89 |
|
| Littelfuse (LFUS) | 1.1 | $34M | 100k | 339.35 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $34M | 438k | 77.11 |
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| Vishay Intertechnology (VSH) | 1.1 | $33M | +4% | 1.9M | 18.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $33M | +7% | 76k | 436.79 |
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| InterDigital (IDCC) | 1.1 | $33M | -19% | 110k | 302.00 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $33M | 179k | 184.28 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $33M | +5% | 653k | 49.89 |
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| Servisfirst Bancshares (SFBS) | 1.0 | $32M | +4% | 441k | 72.83 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $32M | +3% | 163k | 196.20 |
|
| Meta Platforms Cl A (META) | 1.0 | $32M | +5% | 56k | 572.13 |
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| Fabrinet SHS (FN) | 1.0 | $30M | -2% | 58k | 521.52 |
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| Bofi Holding (AX) | 1.0 | $30M | 356k | 85.09 |
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| CNO Financial (CNO) | 1.0 | $30M | +5% | 734k | 41.06 |
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| MDU Resources (MDU) | 1.0 | $30M | 1.5M | 20.72 |
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| Nelnet Cl A (NNI) | 0.9 | $29M | +6% | 227k | 128.96 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $29M | +3% | 99k | 294.16 |
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| Pvh Corporation (PVH) | 0.9 | $29M | +5% | 418k | 69.76 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.9 | $29M | +4% | 113k | 257.35 |
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| Amazon (AMZN) | 0.9 | $29M | 139k | 208.27 |
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| NVIDIA Corporation (NVDA) | 0.9 | $29M | +11% | 164k | 174.40 |
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| Oracle Corporation (ORCL) | 0.9 | $29M | +2% | 195k | 147.11 |
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| AGCO Corporation (AGCO) | 0.9 | $28M | 240k | 115.87 |
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| American Express Company (AXP) | 0.9 | $27M | 90k | 302.48 |
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| John Bean Technologies Corporation (JBTM) | 0.9 | $27M | +14% | 213k | 127.87 |
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| Wal-Mart Stores (WMT) | 0.9 | $27M | 219k | 124.28 |
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| Cisco Systems (CSCO) | 0.9 | $27M | 350k | 77.59 |
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| CSG Systems International (CSGS) | 0.9 | $27M | -17% | 339k | 79.94 |
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| MGIC Investment (MTG) | 0.9 | $27M | +5% | 1.0M | 26.25 |
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| First American Financial (FAF) | 0.9 | $27M | NEW | 446k | 60.29 |
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| Scholastic Corporation (SCHL) | 0.8 | $26M | 673k | 39.06 |
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| Msc Indl Direct Cl A (MSM) | 0.8 | $26M | 282k | 92.27 |
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| Terex Corporation (TEX) | 0.8 | $25M | NEW | 431k | 59.10 |
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| Dorman Products (DORM) | 0.8 | $25M | NEW | 242k | 104.36 |
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| Synaptics, Incorporated (SYNA) | 0.8 | $25M | 359k | 70.04 |
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| Eaton Corp SHS (ETN) | 0.8 | $25M | 69k | 357.67 |
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| ePlus (PLUS) | 0.7 | $23M | +69% | 309k | 75.25 |
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| Sprouts Fmrs Mkt (SFM) | 0.7 | $22M | 290k | 77.13 |
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| Darling International (DAR) | 0.7 | $22M | 356k | 61.85 |
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| Raytheon Technologies Corp (RTX) | 0.7 | $22M | 114k | 192.90 |
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| Johnson & Johnson (JNJ) | 0.7 | $22M | 89k | 244.44 |
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| McDonald's Corporation (MCD) | 0.7 | $22M | 70k | 310.79 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $22M | 127k | 169.66 |
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| TJX Companies (TJX) | 0.7 | $21M | 129k | 159.70 |
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| G-III Apparel (GIII) | 0.6 | $20M | 736k | 27.70 |
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| Rent-A-Center (UPBD) | 0.6 | $20M | 1.1M | 18.05 |
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| Advanced Micro Devices (AMD) | 0.6 | $20M | 98k | 203.43 |
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| Advance Auto Parts (AAP) | 0.6 | $20M | 376k | 52.75 |
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| Horace Mann Educators Corporation (HMN) | 0.6 | $19M | 455k | 42.68 |
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| Costco Wholesale Corporation (COST) | 0.6 | $19M | 19k | 996.43 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $19M | +2% | 228k | 82.75 |
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| Amgen (AMGN) | 0.6 | $18M | 51k | 351.85 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.6 | $18M | 952k | 18.49 |
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| Home Depot (HD) | 0.5 | $17M | 53k | 328.89 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $17M | 13k | 1320.83 |
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| International Business Machines (IBM) | 0.5 | $17M | +3% | 70k | 242.39 |
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| Abbvie (ABBV) | 0.5 | $16M | 74k | 217.49 |
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| Science App Int'l (SAIC) | 0.5 | $16M | 169k | 94.92 |
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| Merck & Co (MRK) | 0.5 | $16M | -9% | 133k | 120.29 |
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| Rbc Cad (RY) | 0.5 | $16M | 99k | 161.78 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $16M | +2% | 47k | 337.95 |
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| Progressive Corporation (PGR) | 0.5 | $16M | +13% | 79k | 198.24 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $16M | +3% | 31k | 499.66 |
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| Ge Aerospace Com New (GE) | 0.5 | $15M | 54k | 283.77 |
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| Honeywell International (HON) | 0.5 | $15M | +2% | 68k | 226.03 |
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| Trane Technologies SHS (TT) | 0.5 | $15M | +4% | 36k | 416.74 |
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| Iac Com New (IAC) | 0.5 | $15M | 369k | 40.03 |
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| Ducommun Incorporated (DCO) | 0.5 | $15M | 121k | 122.00 |
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| Union Pacific Corporation (UNP) | 0.5 | $15M | +2% | 61k | 242.62 |
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| Walt Disney Company (DIS) | 0.5 | $15M | +4% | 151k | 96.38 |
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| Ameriprise Financial (AMP) | 0.5 | $15M | 33k | 444.40 |
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| Procter & Gamble Company (PG) | 0.5 | $15M | +2% | 100k | 144.44 |
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| Booking Holdings (BKNG) | 0.4 | $14M | +3% | 3.4k | 4209.90 |
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| Southern Company (SO) | 0.4 | $14M | 146k | 96.52 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $14M | -2% | 84k | 167.22 |
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| Raymond James Financial (RJF) | 0.4 | $14M | +4% | 97k | 144.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $14M | 49k | 287.56 |
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| ConocoPhillips (COP) | 0.4 | $14M | +3% | 104k | 132.00 |
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| Eli Lilly & Co. (LLY) | 0.4 | $13M | +5% | 14k | 919.78 |
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| Danaher Corporation (DHR) | 0.4 | $13M | 68k | 189.60 |
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| Shell Spon Ads (SHEL) | 0.4 | $13M | +2% | 135k | 93.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $12M | +4% | 61k | 198.29 |
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| Qualcomm (QCOM) | 0.4 | $12M | -2% | 93k | 128.78 |
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| Tesla Motors (TSLA) | 0.4 | $12M | +2% | 32k | 371.75 |
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| Abbott Laboratories (ABT) | 0.4 | $12M | +3% | 115k | 102.67 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $12M | +34% | 104k | 110.47 |
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| Blackrock (BLK) | 0.4 | $11M | +4% | 12k | 961.71 |
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| Pepsi (PEP) | 0.4 | $11M | +3% | 72k | 155.29 |
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| Metropcs Communications (TMUS) | 0.4 | $11M | +15% | 53k | 210.03 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $10M | 97k | 106.15 |
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| Prologis (PLD) | 0.3 | $10M | 76k | 132.18 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $9.7M | +11% | 84k | 114.99 |
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| salesforce (CRM) | 0.3 | $9.6M | +7% | 52k | 186.67 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $9.6M | 103k | 93.29 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $9.5M | +10% | 333k | 28.71 |
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| Deere & Company (DE) | 0.3 | $9.5M | +8% | 17k | 563.31 |
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| Nextera Energy (NEE) | 0.3 | $9.3M | +3% | 100k | 92.88 |
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| UnitedHealth (UNH) | 0.3 | $9.0M | +6% | 33k | 270.59 |
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| Bank Of N T Butterfield & So Shs New (NTB) | 0.3 | $8.2M | NEW | 156k | 52.48 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $7.9M | +8% | 32k | 243.08 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $7.7M | -4% | 40k | 194.14 |
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| Gra (GGG) | 0.2 | $7.7M | 91k | 84.65 |
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| Pfizer (PFE) | 0.2 | $7.7M | -4% | 274k | 28.08 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $7.6M | +6% | 72k | 106.50 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $7.4M | 11k | 650.34 |
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| Lowe's Companies (LOW) | 0.2 | $7.3M | 31k | 236.28 |
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| Stryker Corporation (SYK) | 0.2 | $7.3M | +6% | 22k | 328.59 |
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| Chevron Corporation (CVX) | 0.2 | $7.2M | 35k | 206.90 |
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| Equinix (EQIX) | 0.2 | $7.2M | +3% | 7.3k | 980.27 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $7.2M | +4% | 15k | 491.53 |
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| Coca-Cola Company (KO) | 0.2 | $6.8M | -2% | 90k | 76.05 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.6M | 14k | 479.20 |
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| Starbucks Corporation (SBUX) | 0.2 | $6.4M | -4% | 72k | 89.59 |
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| Netflix (NFLX) | 0.2 | $6.3M | +23% | 66k | 96.15 |
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| Nike CL B (NKE) | 0.2 | $5.9M | +22% | 112k | 52.82 |
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| Palo Alto Networks (PANW) | 0.2 | $5.2M | +10% | 32k | 160.32 |
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| Csw Industrials (CSW) | 0.2 | $5.2M | 20k | 260.58 |
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| Five Star Bancorp (FSBC) | 0.2 | $5.2M | +32% | 137k | 37.72 |
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| Air Products & Chemicals (APD) | 0.2 | $5.1M | -23% | 18k | 290.48 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $5.1M | -5% | 81k | 62.45 |
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| Ge Vernova (GEV) | 0.2 | $5.0M | -3% | 5.8k | 872.90 |
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| Linde SHS (LIN) | 0.2 | $5.0M | +66% | 10k | 495.76 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $4.8M | 37k | 130.94 |
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| Everus Constr Group (ECG) | 0.1 | $4.6M | -74% | 39k | 118.06 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $4.3M | 6.00 | 718140.00 |
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| Boston Properties (BXP) | 0.1 | $4.3M | +8% | 82k | 51.90 |
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| Constellation Energy (CEG) | 0.1 | $4.2M | +11% | 15k | 279.25 |
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| Prudential Financial (PRU) | 0.1 | $4.1M | -28% | 42k | 97.69 |
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| Caterpillar (CAT) | 0.1 | $4.0M | -2% | 5.7k | 708.46 |
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| Hershey Company (HSY) | 0.1 | $4.0M | +2% | 19k | 207.89 |
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| Fiserv (FISV) | 0.1 | $4.0M | +22% | 72k | 55.80 |
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| Sherwin-Williams Company (SHW) | 0.1 | $4.0M | +83% | 12k | 320.55 |
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| Paypal Holdings (PYPL) | 0.1 | $3.9M | +5% | 86k | 45.23 |
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| Truist Financial Corp equities (TFC) | 0.1 | $3.9M | 84k | 45.97 |
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| Graphic Packaging Holding Company (GPK) | 0.1 | $3.9M | 388k | 9.94 |
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| Spdr Series Trust State Street Spd (SHM) | 0.1 | $3.8M | +99% | 80k | 47.83 |
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| Concentrix Corp (CNXC) | 0.1 | $3.8M | 137k | 27.36 |
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| Valero Energy Corporation (VLO) | 0.1 | $3.7M | 15k | 247.07 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $3.7M | 12k | 298.85 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $3.6M | -2% | 76k | 46.95 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.5M | 32k | 110.36 |
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| Servicenow (NOW) | 0.1 | $3.5M | +16% | 33k | 104.55 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $3.4M | 29k | 118.63 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.4M | -4% | 11k | 320.81 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.4M | 13k | 261.92 |
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| General Dynamics Corporation (GD) | 0.1 | $3.2M | 9.3k | 343.20 |
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| L.B. Foster Company (FSTR) | 0.1 | $3.2M | 114k | 27.90 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $3.1M | -3% | 52k | 59.55 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $3.0M | +48% | 94k | 32.01 |
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| Bank of America Corporation (BAC) | 0.1 | $3.0M | +2% | 61k | 48.75 |
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| Public Storage (PSA) | 0.1 | $2.9M | +392% | 11k | 270.87 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.6M | 20k | 132.50 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $2.6M | 20k | 132.90 |
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| W.W. Grainger (GWW) | 0.1 | $2.6M | -3% | 2.4k | 1090.81 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $2.6M | 103k | 24.80 |
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| American Tower Reit (AMT) | 0.1 | $2.5M | -49% | 15k | 172.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.4M | +17% | 3.7k | 653.21 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $2.3M | +11% | 10k | 229.04 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.3M | +9% | 8.1k | 287.19 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $2.3M | 16k | 145.46 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.3M | -3% | 29k | 78.41 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.3M | 3.3k | 697.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.3M | +6% | 3.8k | 597.55 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.2M | +27% | 35k | 64.08 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $2.2M | 20k | 110.86 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.1M | 12k | 181.42 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.1M | -5% | 13k | 157.23 |
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| Zoetis Cl A (ZTS) | 0.1 | $2.1M | +266% | 18k | 118.21 |
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| Darden Restaurants (DRI) | 0.1 | $2.0M | -5% | 10k | 196.04 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $2.0M | +6% | 55k | 36.84 |
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| Live Oak Bancshares (LOB) | 0.1 | $2.0M | 59k | 33.07 |
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| Exelon Corporation (EXC) | 0.1 | $2.0M | -6% | 40k | 49.02 |
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| Quanta Services (PWR) | 0.1 | $1.9M | -33% | 3.5k | 549.02 |
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| Ingersoll Rand (IR) | 0.1 | $1.9M | -3% | 24k | 80.12 |
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| T. Rowe Price (TROW) | 0.1 | $1.9M | -5% | 21k | 90.14 |
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| Phillips 66 (PSX) | 0.1 | $1.9M | 10k | 182.18 |
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| Flowers Foods (FLO) | 0.1 | $1.8M | 223k | 8.15 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.8M | -7% | 8.4k | 215.06 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.8M | -4% | 29k | 60.65 |
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| Goldman Sachs (GS) | 0.1 | $1.7M | 2.0k | 845.99 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $1.7M | 35k | 48.05 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $1.6M | 33k | 47.53 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $1.5M | 5.2k | 295.12 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $1.4M | 30k | 48.46 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $1.4M | -2% | 5.2k | 272.33 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.4M | 6.9k | 203.79 |
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| Anthem (ELV) | 0.0 | $1.3M | 4.5k | 292.75 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $1.3M | 11k | 118.45 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.3M | +3% | 24k | 54.05 |
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| Intel Corporation (INTC) | 0.0 | $1.3M | 29k | 44.13 |
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| Colgate-Palmolive Company (CL) | 0.0 | $1.2M | -4% | 15k | 85.23 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $1.2M | -5% | 6.4k | 191.74 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.2M | 3.8k | 313.81 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.2M | 8.3k | 144.70 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.2M | 12k | 100.62 |
|
|
| Visa Com Cl A (V) | 0.0 | $1.1M | +3% | 3.8k | 302.25 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.1M | +3% | 9.8k | 112.27 |
|
| Spdr Index Shs Fds State Street Spd (CWI) | 0.0 | $1.1M | -4% | 30k | 36.59 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.1M | -2% | 4.4k | 248.00 |
|
| Spdr Series Trust State Street Spd (SPYX) | 0.0 | $1.1M | 20k | 53.03 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.1M | 8.5k | 124.31 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.0M | 11k | 88.70 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $1.0M | +2% | 22k | 47.02 |
|
| AFLAC Incorporated (AFL) | 0.0 | $1.0M | 9.2k | 109.71 |
|
|
| 3M Company (MMM) | 0.0 | $1.0M | 7.0k | 145.24 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.0M | +3% | 11k | 95.62 |
|
| Dupont De Nemours (DD) | 0.0 | $995k | -4% | 22k | 45.80 |
|
| Centene Corporation (CNC) | 0.0 | $982k | 30k | 32.74 |
|
|
| PPG Industries (PPG) | 0.0 | $955k | -57% | 8.9k | 106.88 |
|
| Wells Fargo & Company (WFC) | 0.0 | $950k | -2% | 12k | 79.61 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $945k | 2.9k | 327.07 |
|
|
| Verizon Communications (VZ) | 0.0 | $921k | -27% | 18k | 50.20 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $905k | -74% | 9.0k | 100.09 |
|
| Automatic Data Processing (ADP) | 0.0 | $901k | -3% | 4.4k | 203.18 |
|
| Ball Corporation (BALL) | 0.0 | $863k | +8% | 15k | 59.11 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $845k | 8.7k | 97.13 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $843k | -26% | 7.3k | 115.38 |
|
| VSE Corporation (VSEC) | 0.0 | $807k | -87% | 4.4k | 184.40 |
|
| Spdr Series Trust State Street Spd (TFI) | 0.0 | $801k | +179% | 18k | 45.34 |
|
| Yum! Brands (YUM) | 0.0 | $781k | 5.0k | 155.48 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $780k | 1.8k | 426.40 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $756k | -5% | 5.2k | 145.29 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $744k | 11k | 67.53 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $737k | +5% | 16k | 45.06 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $735k | 7.8k | 93.98 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $734k | 7.5k | 97.23 |
|
|
| At&t (T) | 0.0 | $726k | 25k | 28.99 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $720k | -2% | 1.2k | 577.18 |
|
| SYSCO Corporation (SYY) | 0.0 | $700k | 9.8k | 71.33 |
|
|
| General Mills (GIS) | 0.0 | $692k | -2% | 19k | 37.22 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $692k | 12k | 57.64 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $674k | 3.0k | 224.59 |
|
|
| Spdr Series Trust State Street Spd (SPIB) | 0.0 | $673k | +21% | 20k | 33.54 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $670k | +8% | 6.7k | 99.86 |
|
| Carrier Global Corporation (CARR) | 0.0 | $665k | -3% | 12k | 56.31 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $655k | +22% | 25k | 26.61 |
|
| Analog Devices (ADI) | 0.0 | $654k | +2% | 2.1k | 318.14 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $653k | +4% | 13k | 49.37 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $649k | -3% | 4.4k | 148.10 |
|
| Boeing Company (BA) | 0.0 | $648k | 3.3k | 199.03 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $638k | 4.4k | 145.74 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $636k | 5.0k | 128.12 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $626k | +18% | 12k | 52.19 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $620k | +3% | 11k | 58.54 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $613k | NEW | 6.1k | 100.66 |
|
| Fortive (FTV) | 0.0 | $582k | -4% | 11k | 55.28 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $562k | 1.8k | 312.22 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $562k | 3.4k | 164.13 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $558k | +13% | 7.0k | 79.27 |
|
| Dominion Resources (D) | 0.0 | $552k | -8% | 8.9k | 61.82 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $550k | 892.00 | 616.93 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $550k | 7.7k | 71.73 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $544k | 7.9k | 68.47 |
|
|
| MasTec (MTZ) | 0.0 | $541k | 1.7k | 321.74 |
|
|
| Spdr Series Trust State Street Spd (SPMB) | 0.0 | $533k | +11% | 24k | 22.39 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $521k | 2.9k | 179.87 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $517k | 2.0k | 260.29 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $516k | 3.5k | 146.61 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $516k | 5.3k | 97.73 |
|
|
| Qorvo (QRVO) | 0.0 | $515k | -95% | 6.6k | 77.40 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $514k | -2% | 3.2k | 161.73 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $496k | 17k | 30.07 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $491k | +14% | 1.2k | 407.69 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $488k | 16k | 30.32 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $475k | 1.3k | 359.03 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $474k | -53% | 3.5k | 135.49 |
|
| Enbridge (ENB) | 0.0 | $470k | -4% | 8.7k | 54.04 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $466k | -3% | 10k | 45.87 |
|
| Waters Corporation (WAT) | 0.0 | $461k | NEW | 1.5k | 297.80 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $460k | 19k | 24.27 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $450k | 3.7k | 120.81 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $450k | 9.7k | 46.46 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $448k | +15% | 5.1k | 88.16 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $440k | +4% | 4.0k | 108.98 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.0 | $439k | NEW | 4.6k | 95.96 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $436k | NEW | 5.1k | 86.14 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $433k | -4% | 1.0k | 430.29 |
|
| Simon Property (SPG) | 0.0 | $425k | -3% | 2.3k | 186.53 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $421k | -4% | 18k | 23.14 |
|
| Waste Management (WM) | 0.0 | $417k | +14% | 1.8k | 229.79 |
|
| Micron Technology (MU) | 0.0 | $404k | 1.2k | 337.84 |
|
|
| Manulife Finl Corp (MFC) | 0.0 | $402k | 12k | 34.44 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $398k | -47% | 5.2k | 76.16 |
|
| Morgan Stanley Com New (MS) | 0.0 | $398k | +2% | 2.4k | 164.57 |
|
| Genuine Parts Company (GPC) | 0.0 | $391k | 3.7k | 105.75 |
|
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $389k | 5.8k | 67.22 |
|
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $379k | 6.0k | 62.83 |
|
|
| Capital One Financial (COF) | 0.0 | $376k | -4% | 2.1k | 182.43 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $375k | +7% | 2.2k | 173.04 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $371k | 3.3k | 111.37 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $368k | NEW | 250.00 | 1472.41 |
|
| MetLife (MET) | 0.0 | $357k | +3% | 5.1k | 70.72 |
|
| Philip Morris International (PM) | 0.0 | $356k | 2.2k | 165.34 |
|
|
| Corteva (CTVA) | 0.0 | $355k | 4.2k | 83.71 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $351k | +5% | 9.0k | 38.77 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $348k | 892.00 | 390.41 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $347k | 1.4k | 244.18 |
|
|
| Norfolk Southern (NSC) | 0.0 | $346k | 1.2k | 287.00 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $344k | -5% | 3.9k | 88.42 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $334k | -2% | 552.00 | 604.39 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $324k | +6% | 6.5k | 49.95 |
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $318k | 3.1k | 101.74 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $313k | NEW | 10k | 30.50 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $306k | 4.1k | 75.10 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $306k | +6% | 3.2k | 96.62 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $302k | -2% | 1.3k | 225.34 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $297k | NEW | 2.4k | 126.35 |
|
| PNC Financial Services (PNC) | 0.0 | $296k | -4% | 1.4k | 208.09 |
|
| Southstate Bk Corp (SSB) | 0.0 | $291k | 3.1k | 92.52 |
|
|
| Equifax (EFX) | 0.0 | $291k | 1.6k | 180.07 |
|
|
| Chubb (CB) | 0.0 | $289k | +2% | 886.00 | 325.93 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $285k | 4.7k | 61.26 |
|
|
| FedEx Corporation (FDX) | 0.0 | $275k | -4% | 771.00 | 356.26 |
|
| Edwards Lifesciences (EW) | 0.0 | $273k | 3.4k | 80.08 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $273k | NEW | 3.9k | 69.75 |
|
| Curtiss-Wright (CW) | 0.0 | $272k | 400.00 | 681.12 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $267k | 5.6k | 47.55 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $267k | -58% | 8.3k | 32.22 |
|
| Nucor Corporation (NUE) | 0.0 | $267k | -4% | 1.6k | 169.10 |
|
| Travelers Companies (TRV) | 0.0 | $265k | -8% | 908.00 | 291.68 |
|
| McKesson Corporation (MCK) | 0.0 | $265k | +4% | 306.00 | 865.36 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $264k | +27% | 2.9k | 90.54 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $264k | +19% | 6.4k | 41.08 |
|
| S&p Global (SPGI) | 0.0 | $263k | +22% | 619.00 | 425.34 |
|
| Vulcan Materials Company (VMC) | 0.0 | $255k | 935.00 | 272.30 |
|
|
| Cardinal Health (CAH) | 0.0 | $254k | 1.2k | 211.31 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $252k | +17% | 1.8k | 141.42 |
|
| Intuit (INTU) | 0.0 | $243k | 561.00 | 432.38 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $242k | 2.0k | 118.51 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $236k | NEW | 2.1k | 113.11 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $232k | NEW | 2.4k | 97.92 |
|
| Yum China Holdings (YUMC) | 0.0 | $229k | 4.7k | 48.78 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $229k | NEW | 2.8k | 80.58 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $228k | 2.8k | 82.57 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $228k | -15% | 8.6k | 26.44 |
|
| Fidus Invt (FDUS) | 0.0 | $227k | 13k | 17.42 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $226k | NEW | 6.7k | 33.86 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $219k | NEW | 1.5k | 146.28 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $216k | NEW | 1.1k | 205.80 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $216k | 384.00 | 561.89 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $216k | 3.2k | 66.48 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $214k | 2.6k | 82.43 |
|
|
| Emerson Electric (EMR) | 0.0 | $209k | 1.6k | 131.02 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $208k | NEW | 1.3k | 157.28 |
|
| Dollar Tree (DLTR) | 0.0 | $206k | 1.9k | 109.51 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $205k | 1.2k | 168.85 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $201k | NEW | 2.8k | 71.13 |
|
Past Filings by Bragg Financial Advisors
SEC 13F filings are viewable for Bragg Financial Advisors going back to 2010
- Bragg Financial Advisors 2026 Q1 filed May 15, 2026
- Bragg Financial Advisors 2025 Q4 filed Feb. 13, 2026
- Bragg Financial Advisors 2025 Q3 filed Nov. 13, 2025
- Bragg Financial Advisors 2025 Q2 filed Aug. 14, 2025
- Bragg Financial Advisors 2025 Q1 filed May 14, 2025
- Bragg Financial Advisors 2024 Q4 filed Feb. 13, 2025
- Bragg Financial Advisors 2024 Q3 filed Nov. 14, 2024
- Bragg Financial Advisors 2024 Q2 filed Aug. 15, 2024
- Bragg Financial Advisors 2024 Q1 restated filed May 14, 2024
- Bragg Financial Advisors 2024 Q1 filed May 14, 2024
- Bragg Financial Advisors 2023 Q3 filed Nov. 14, 2023
- Bragg Financial Advisors 2023 Q2 filed Aug. 15, 2023
- Bragg Financial Advisors 2023 Q1 filed May 15, 2023
- Bragg Financial Advisors 2022 Q4 filed Feb. 15, 2023
- Bragg Financial Advisors 2022 Q3 filed Nov. 14, 2022
- Bragg Financial Advisors 2022 Q2 filed Aug. 15, 2022