Bragg Financial Advisors
Latest statistics and disclosures from Bragg Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, VBR, SFBS, GOOG, and represent 11.00% of Bragg Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: UNFI (+$8.1M), QRVO (+$5.5M), SHEL (+$5.2M), VXUS, SNX, MTG, VBR, UGI, AAWW, VTEB.
- Started 30 new stock positions in CTVA, IAU, VTIP, IGIB, NUMV, UNFI, ITOT, AGG, FE, AAWW.
- Reduced shares in these 10 stocks: SYNA (-$9.1M), Royal Dutch Shell, SJI, THS, SUB, AMP, VCSH, ANTM, SHM, Royal Dutch Shell.
- Sold out of its positions in ATRO, CASS, DELL, FCNCA, IVW, NEA, POWL, Royal Dutch Shell, Royal Dutch Shell, SAFT. SCHG.
- Bragg Financial Advisors was a net buyer of stock by $91M.
- Bragg Financial Advisors has $1.7B in assets under management (AUM), dropping by 9.98%.
- Central Index Key (CIK): 0001327055
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Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 313 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 2.9 | $50M | 161k | 308.31 | ||
| Apple (AAPL) | 2.8 | $47M | 271k | 174.61 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.0 | $35M | +11% | 200k | 175.94 | |
| Servisfirst Bancshares (SFBS) | 1.7 | $30M | 311k | 95.29 | ||
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $27M | 9.7k | 2793.07 | ||
| American Equity Investment Life Holding (AEL) | 1.5 | $25M | 627k | 39.91 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $22M | +18% | 87k | 248.13 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.2 | $21M | +5% | 142k | 149.67 | |
| Applied Materials (AMAT) | 1.2 | $21M | 159k | 131.80 | ||
| Synaptics, Incorporated (SYNA) | 1.2 | $20M | -31% | 100k | 199.50 | |
| Amazon (AMZN) | 1.1 | $20M | +13% | 6.0k | 3259.88 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.1 | $19M | +21% | 376k | 51.55 | |
| American Express Company (AXP) | 1.1 | $19M | 103k | 187.00 | ||
| Danaher Corporation (DHR) | 1.1 | $19M | 65k | 293.33 | ||
| UnitedHealth (UNH) | 1.1 | $19M | 37k | 509.96 | ||
| McDonald's Corporation (MCD) | 1.1 | $19M | 75k | 247.28 | ||
| Oracle Corporation (ORCL) | 1.1 | $18M | 220k | 82.73 | ||
| Home Depot (HD) | 1.1 | $18M | 60k | 299.34 | ||
| MasTec (MTZ) | 1.1 | $18M | +22% | 207k | 87.10 | |
| Fabrinet SHS (FN) | 1.0 | $18M | +3% | 171k | 105.13 | |
| Horace Mann Educators Corporation (HMN) | 1.0 | $18M | 427k | 41.83 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $18M | +10% | 80k | 222.81 | |
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $17M | +15% | 118k | 147.78 | |
| Cisco Systems (CSCO) | 1.0 | $17M | 306k | 55.76 | ||
| CNO Financial (CNO) | 1.0 | $17M | +14% | 657k | 25.09 | |
| InterDigital (IDCC) | 0.9 | $16M | 254k | 63.80 | ||
| Ameriprise Financial (AMP) | 0.9 | $16M | -6% | 53k | 300.36 | |
| SYNNEX Corporation (SNX) | 0.9 | $16M | +41% | 153k | 103.21 | |
| Rli (RLI) | 0.9 | $16M | 141k | 110.63 | ||
| Texas Instruments Incorporated (TXN) | 0.9 | $16M | 85k | 183.48 | ||
| Union Pacific Corporation (UNP) | 0.9 | $15M | 56k | 273.21 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $15M | +48% | 254k | 59.74 | |
| Johnson & Johnson (JNJ) | 0.9 | $15M | +4% | 84k | 177.23 | |
| Walt Disney Company (DIS) | 0.8 | $15M | +3% | 106k | 137.16 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $15M | 43k | 337.23 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $14M | +14% | 49k | 287.61 | |
| Msc Indl Direct Cl A (MSM) | 0.8 | $14M | 164k | 85.21 | ||
| Intel Corporation (INTC) | 0.8 | $14M | +4% | 281k | 49.56 | |
| Procter & Gamble Company (PG) | 0.8 | $14M | 91k | 152.80 | ||
| T. Rowe Price (TROW) | 0.8 | $14M | 91k | 151.19 | ||
| Becton, Dickinson and (BDX) | 0.8 | $14M | 52k | 266.00 | ||
| South Jersey Industries (SJI) | 0.8 | $14M | -18% | 394k | 34.55 | |
| Eaton Corp SHS (ETN) | 0.8 | $14M | 89k | 151.76 | ||
| Amgen (AMGN) | 0.8 | $13M | +5% | 56k | 241.82 | |
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.8 | $13M | 94k | 141.19 | ||
| New Jersey Resources Corporation (NJR) | 0.8 | $13M | 289k | 45.86 | ||
| Wal-Mart Stores (WMT) | 0.7 | $13M | +4% | 86k | 148.91 | |
| Costco Wholesale Corporation (COST) | 0.7 | $13M | -2% | 22k | 575.84 | |
| Schweitzer-Mauduit International (SWM) | 0.7 | $13M | +18% | 464k | 27.50 | |
| Pfizer (PFE) | 0.7 | $13M | +4% | 245k | 51.77 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $13M | +5% | 93k | 136.32 | |
| Abbvie (ABBV) | 0.7 | $13M | +5% | 78k | 162.11 | |
| Merck & Co (MRK) | 0.7 | $12M | +5% | 150k | 82.05 | |
| Concentrix Corp (CNXC) | 0.7 | $12M | 73k | 166.56 | ||
| CSG Systems International (CSGS) | 0.7 | $12M | 191k | 63.57 | ||
| Corning Incorporated (GLW) | 0.7 | $12M | +3% | 326k | 36.91 | |
| Oshkosh Corporation (OSK) | 0.7 | $12M | +18% | 116k | 100.65 | |
| Abbott Laboratories (ABT) | 0.7 | $12M | +5% | 98k | 118.36 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $11M | +3% | 114k | 99.07 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $11M | +6% | 31k | 357.37 | |
| Pvh Corporation (PVH) | 0.7 | $11M | +38% | 146k | 76.61 | |
| Prologis (PLD) | 0.7 | $11M | -2% | 69k | 161.48 | |
| Meta Platforms Cl A (META) | 0.6 | $11M | +7% | 50k | 222.35 | |
| Honeywell International (HON) | 0.6 | $11M | +2% | 56k | 194.58 | |
| American National Group Com New | 0.6 | $11M | 58k | 189.09 | ||
| Rbc Cad (RY) | 0.6 | $11M | +5% | 99k | 110.27 | |
| Comcast Corp Cl A (CMCSA) | 0.6 | $10M | +6% | 223k | 46.82 | |
| Verizon Communications (VZ) | 0.6 | $10M | +8% | 203k | 50.94 | |
| Broadcom (AVGO) | 0.6 | $10M | +4% | 16k | 629.71 | |
| Bofi Holding (AX) | 0.6 | $10M | 219k | 46.39 | ||
| Booking Holdings (BKNG) | 0.6 | $9.9M | +6% | 4.2k | 2348.47 | |
| ConocoPhillips (COP) | 0.6 | $9.6M | 96k | 100.00 | ||
| Csw Industrials (CSWI) | 0.6 | $9.5M | 81k | 117.59 | ||
| Dominion Resources (D) | 0.5 | $9.2M | +7% | 109k | 84.97 | |
| Vishay Intertechnology (VSH) | 0.5 | $9.2M | 469k | 19.60 | ||
| TJX Companies (TJX) | 0.5 | $9.2M | +4% | 151k | 60.58 | |
| Owens & Minor (OMI) | 0.5 | $9.1M | 208k | 44.02 | ||
| Deckers Outdoor Corporation (DECK) | 0.5 | $8.9M | 32k | 273.77 | ||
| Exxon Mobil Corporation (XOM) | 0.5 | $8.8M | +5% | 106k | 82.59 | |
| Qualcomm (QCOM) | 0.5 | $8.7M | +3% | 57k | 152.81 | |
| G-III Apparel (GIII) | 0.5 | $8.6M | 317k | 27.05 | ||
| Prudential Financial (PRU) | 0.5 | $8.6M | +9% | 72k | 118.16 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $8.4M | +14% | 98k | 86.04 | |
| Progressive Corporation (PGR) | 0.5 | $8.3M | -3% | 73k | 113.99 | |
| Scholastic Corporation (SCHL) | 0.5 | $8.3M | 206k | 40.28 | ||
| United Natural Foods (UNFI) | 0.5 | $8.1M | NEW | 196k | 41.35 | |
| Nike CL B (NKE) | 0.5 | $8.0M | +10% | 60k | 134.56 | |
| Science App Int'l (SAIC) | 0.5 | $8.0M | 87k | 92.17 | ||
| Exelon Corporation (EXC) | 0.5 | $7.9M | +4% | 165k | 47.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $7.6M | +6% | 2.7k | 2781.58 | |
| Southern Company (SO) | 0.4 | $7.5M | -5% | 104k | 72.51 | |
| Air Products & Chemicals (APD) | 0.4 | $7.4M | +4% | 30k | 249.92 | |
| Gra (GGG) | 0.4 | $7.2M | 103k | 69.72 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $7.1M | -16% | 68k | 104.60 | |
| Nortonlifelock (NLOK) | 0.4 | $7.1M | +2% | 268k | 26.52 | |
| Pepsi (PEP) | 0.4 | $7.0M | +9% | 42k | 167.37 | |
| MGIC Investment (MTG) | 0.4 | $6.9M | +152% | 512k | 13.55 | |
| Lowe's Companies (LOW) | 0.4 | $6.8M | 34k | 202.19 | ||
| Chevron Corporation (CVX) | 0.4 | $6.4M | 39k | 162.83 | ||
| Rio Tinto Sponsored Adr (RIO) | 0.4 | $6.1M | +8% | 76k | 80.40 | |
| International Business Machines (IBM) | 0.4 | $6.0M | +14% | 46k | 130.01 | |
| Darling International (DAR) | 0.3 | $5.9M | 74k | 80.38 | ||
| Raymond James Financial (RJF) | 0.3 | $5.9M | +22% | 54k | 109.90 | |
| Equity Comwlth Com Sh Ben Int (EQC) | 0.3 | $5.8M | 206k | 28.21 | ||
| Carter's (CRI) | 0.3 | $5.7M | 62k | 91.99 | ||
| Bank of New York Mellon Corporation (BK) | 0.3 | $5.6M | +9% | 112k | 49.63 | |
| Qorvo (QRVO) | 0.3 | $5.5M | NEW | 44k | 124.10 | |
| Sprouts Fmrs Mkt (SFM) | 0.3 | $5.5M | +2% | 171k | 31.98 | |
| Shell Spon Ads (SHEL) | 0.3 | $5.2M | NEW | 95k | 54.93 | |
| Truist Financial Corp equities (TFC) | 0.3 | $5.2M | 92k | 56.70 | ||
| Starbucks Corporation (SBUX) | 0.3 | $5.2M | +19% | 57k | 90.98 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $5.0M | 11k | 451.65 | ||
| Livent Corp (LTHM) | 0.3 | $5.0M | 192k | 26.07 | ||
| Graphic Packaging Holding Company (GPK) | 0.3 | $4.9M | 243k | 20.04 | ||
| General Electric Com New (GE) | 0.3 | $4.7M | +7% | 51k | 91.51 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $4.7M | +31% | 7.9k | 590.64 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $4.7M | +18% | 43k | 109.65 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.6M | +6% | 13k | 352.90 | |
| Paypal Holdings (PYPL) | 0.3 | $4.6M | +10% | 40k | 115.64 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $4.5M | -3% | 22k | 208.51 | |
| Dupont De Nemours (DD) | 0.3 | $4.4M | -12% | 60k | 73.57 | |
| American Tower Reit (AMT) | 0.3 | $4.3M | +16% | 17k | 251.23 | |
| Fiserv (FISV) | 0.3 | $4.3M | +191% | 43k | 101.40 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.2M | 8.00 | 528875.00 | ||
| Ducommun Incorporated (DCO) | 0.2 | $4.1M | 79k | 52.39 | ||
| UniFirst Corporation (UNF) | 0.2 | $4.1M | 23k | 184.29 | ||
| Trane Technologies SHS (TT) | 0.2 | $4.1M | 27k | 152.69 | ||
| Investors Ban | 0.2 | $4.1M | +2% | 274k | 14.93 | |
| TreeHouse Foods (THS) | 0.2 | $3.9M | -41% | 120k | 32.26 | |
| Arrow Electronics (ARW) | 0.2 | $3.9M | 33k | 118.63 | ||
| UGI Corporation (UGI) | 0.2 | $3.6M | NEW | 100k | 36.22 | |
| Atlas Air Worldwide Hldgs In Com New (AAWW) | 0.2 | $3.5M | NEW | 41k | 86.36 | |
| Deere & Company (DE) | 0.2 | $3.5M | -3% | 8.4k | 415.53 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.4M | +7% | 16k | 212.52 | |
| Flowers Foods (FLO) | 0.2 | $3.4M | -2% | 133k | 25.71 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $3.4M | -19% | 71k | 47.33 | |
| Bristol Myers Squibb (BMY) | 0.2 | $3.2M | -3% | 44k | 73.03 | |
| United Parcel Service CL B (UPS) | 0.2 | $3.1M | +37% | 14k | 214.48 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $3.0M | -6% | 27k | 111.67 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $2.7M | -3% | 25k | 109.65 | |
| Constellation Energy (CEG) | 0.2 | $2.7M | NEW | 48k | 56.26 | |
| Coca-Cola Company (KO) | 0.1 | $2.5M | -4% | 41k | 61.99 | |
| VSE Corporation (VSEC) | 0.1 | $2.4M | 52k | 46.09 | ||
| General Mills (GIS) | 0.1 | $2.4M | -5% | 35k | 67.72 | |
| Healthcare Tr Amer Cl A New (HTA) | 0.1 | $2.3M | +31% | 74k | 31.34 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.3M | +10% | 9.7k | 237.83 | |
| Anthem (ANTM) | 0.1 | $2.2M | -28% | 4.5k | 491.17 | |
| Colfax Corporation | 0.1 | $2.2M | 55k | 39.79 | ||
| Darden Restaurants (DRI) | 0.1 | $2.2M | -5% | 16k | 132.92 | |
| Valero Energy Corporation (VLO) | 0.1 | $2.2M | -4% | 22k | 101.55 | |
| Littelfuse (LFUS) | 0.1 | $2.2M | 8.7k | 249.37 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $2.2M | -4% | 17k | 124.58 | |
| Kimball Intl CL B (KBAL) | 0.1 | $2.1M | +9% | 252k | 8.45 | |
| General Dynamics Corporation (GD) | 0.1 | $2.1M | +3% | 8.7k | 241.17 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $2.1M | 43k | 48.02 | ||
| Brown Forman Corp CL B (BF.B) | 0.1 | $1.9M | -6% | 29k | 67.03 | |
| W.W. Grainger (GWW) | 0.1 | $1.9M | -7% | 3.8k | 515.69 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | +6% | 6.9k | 277.61 | |
| AGCO Corporation (AGCO) | 0.1 | $1.9M | +2% | 13k | 146.06 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.9M | 17k | 108.38 | ||
| L.B. Foster Company (FSTR) | 0.1 | $1.9M | 122k | 15.37 | ||
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $1.7M | +80% | 12k | 150.72 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.7M | -5% | 22k | 75.82 | |
| PPG Industries (PPG) | 0.1 | $1.7M | +144% | 13k | 131.05 | |
| Caterpillar (CAT) | 0.1 | $1.7M | -6% | 7.4k | 222.78 | |
| 3M Company (MMM) | 0.1 | $1.6M | -4% | 11k | 148.87 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.6M | NEW | 15k | 109.37 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.6M | 3.8k | 416.38 | ||
| Automatic Data Processing (ADP) | 0.1 | $1.6M | +5% | 6.9k | 227.59 | |
| Ball Corporation (BALL) | 0.1 | $1.5M | -7% | 17k | 89.99 | |
| Us Bancorp Del Com New (USB) | 0.1 | $1.5M | -2% | 28k | 53.15 | |
| Public Storage (PSA) | 0.1 | $1.4M | -11% | 3.7k | 390.38 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $1.4M | 5.6k | 254.39 | ||
| Ingersoll Rand (IR) | 0.1 | $1.3M | 27k | 50.35 | ||
| Chase Corporation (CCF) | 0.1 | $1.3M | 15k | 86.94 | ||
| Boston Properties (BXP) | 0.1 | $1.3M | NEW | 10k | 128.84 | |
| Stryker Corporation (SYK) | 0.1 | $1.3M | -15% | 4.8k | 267.26 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.2M | +42% | 20k | 62.92 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.2M | 12k | 103.02 | ||
| SYSCO Corporation (SYY) | 0.1 | $1.2M | -11% | 15k | 81.63 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $1.2M | 12k | 102.41 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $1.2M | +58% | 4.5k | 272.81 | |
| Bank of America Corporation (BAC) | 0.1 | $1.2M | 29k | 41.22 | ||
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.2M | +26% | 15k | 78.05 | |
| Fortive (FTV) | 0.1 | $1.2M | -22% | 19k | 60.94 | |
| Target Corporation (TGT) | 0.1 | $1.2M | +8% | 5.5k | 212.16 | |
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $1.1M | +169% | 6.0k | 186.06 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | 17k | 62.77 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.0M | -33% | 13k | 77.89 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.0M | -5% | 4.5k | 227.62 | |
| Phillips 66 (PSX) | 0.1 | $1.0M | +4% | 12k | 86.38 | |
| At&t (T) | 0.1 | $1.0M | -28% | 42k | 23.63 | |
| Quanta Services (PWR) | 0.1 | $958k | 7.3k | 131.59 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $933k | +9% | 4.5k | 205.24 | |
| Tesla Motors (TSLA) | 0.1 | $876k | +7% | 813.00 | 1077.49 | |
| Boeing Company (BA) | 0.0 | $849k | -7% | 4.4k | 191.43 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $840k | +23% | 1.9k | 453.81 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $779k | +12% | 7.2k | 107.89 | |
| Genuine Parts Company (GPC) | 0.0 | $768k | -6% | 6.1k | 126.07 | |
| Ncino (NCNO) | 0.0 | $754k | NEW | 18k | 40.97 | |
| Visa Com Cl A (V) | 0.0 | $741k | +3% | 3.3k | 221.72 | |
| AFLAC Incorporated (AFL) | 0.0 | $732k | +3% | 11k | 64.39 | |
| Carrier Global Corporation (CARR) | 0.0 | $712k | -2% | 16k | 45.85 | |
| Constellation Brands Cl A (STZ) | 0.0 | $709k | 3.1k | 230.34 | ||
| Edwards Lifesciences (EW) | 0.0 | $707k | 6.0k | 117.74 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $700k | +31% | 4.4k | 158.91 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $680k | +47% | 15k | 46.15 | |
| Norfolk Southern (NSC) | 0.0 | $676k | +15% | 2.4k | 285.23 | |
| Yum! Brands (YUM) | 0.0 | $668k | 5.6k | 118.61 | ||
| Allegion Ord Shs (ALLE) | 0.0 | $659k | 6.0k | 109.80 | ||
| Charles Schwab Corporation (SCHW) | 0.0 | $650k | 7.7k | 84.32 | ||
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $649k | +70% | 5.4k | 119.63 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $646k | +41% | 5.8k | 111.09 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $644k | +14% | 2.4k | 268.22 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $636k | +6% | 8.6k | 73.63 | |
| Nextera Energy (NEE) | 0.0 | $623k | +32% | 7.4k | 84.69 | |
| IDEXX Laboratories (IDXX) | 0.0 | $616k | -6% | 1.1k | 547.07 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $612k | +92% | 4.8k | 126.94 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $605k | +26% | 4.8k | 125.13 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $594k | +84% | 7.3k | 81.05 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $594k | +5% | 1.2k | 490.50 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $592k | -14% | 25k | 24.17 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $586k | +8% | 3.0k | 195.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $585k | -11% | 3.2k | 180.78 | |
| Eli Lilly & Co. (LLY) | 0.0 | $571k | +12% | 2.0k | 286.50 | |
| Netflix (NFLX) | 0.0 | $568k | +59% | 1.5k | 374.67 | |
| Paramount Global Class B Com (PARA) | 0.0 | $564k | 15k | 37.84 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $558k | +46% | 1.5k | 362.57 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $543k | 1.1k | 497.25 | ||
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $540k | 1.8k | 305.08 | ||
| V.F. Corporation (VFC) | 0.0 | $536k | +7% | 9.4k | 56.84 | |
| Enbridge (ENB) | 0.0 | $530k | 12k | 46.07 | ||
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $526k | +38% | 14k | 38.05 | |
| CVS Caremark Corporation (CVS) | 0.0 | $509k | -3% | 5.0k | 101.11 | |
| Wells Fargo & Company (WFC) | 0.0 | $506k | -6% | 10k | 48.43 | |
| Global Payments (GPN) | 0.0 | $504k | -15% | 3.7k | 136.84 | |
| Gilead Sciences (GILD) | 0.0 | $499k | -36% | 8.4k | 59.43 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $487k | NEW | 1.8k | 275.92 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $487k | +11% | 2.9k | 165.99 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $487k | NEW | 4.8k | 100.91 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $470k | 1.7k | 272.15 | ||
| Equifax (EFX) | 0.0 | $469k | 2.0k | 236.87 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $465k | -12% | 6.0k | 76.95 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $463k | -3% | 5.6k | 83.41 | |
| Fifth Third Ban (FITB) | 0.0 | $458k | -5% | 11k | 43.00 | |
| Analog Devices (ADI) | 0.0 | $455k | +24% | 2.8k | 165.27 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $452k | +31% | 4.5k | 100.60 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $443k | +64% | 6.0k | 73.72 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $440k | +20% | 5.9k | 74.06 | |
| Intuit (INTU) | 0.0 | $434k | 903.00 | 480.62 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $430k | -68% | 5.5k | 78.15 | |
| Nucor Corporation (NUE) | 0.0 | $430k | -23% | 2.9k | 148.79 | |
| Vanguard World Fds Financials Etf (VFH) | 0.0 | $429k | 4.6k | 93.36 | ||
| Vanguard World Fds Materials Etf (VAW) | 0.0 | $428k | 2.2k | 193.84 | ||
| Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $426k | 19k | 22.42 | ||
| Lockheed Martin Corporation (LMT) | 0.0 | $420k | -6% | 952.00 | 441.18 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $414k | NEW | 3.2k | 128.05 | |
| PNC Financial Services (PNC) | 0.0 | $410k | 2.2k | 184.44 | ||
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $406k | +21% | 5.3k | 77.20 | |
| MetLife (MET) | 0.0 | $406k | +2% | 5.8k | 70.28 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $402k | +34% | 8.0k | 50.10 | |
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $400k | +58% | 10k | 39.82 | |
| Clorox Company (CLX) | 0.0 | $383k | -47% | 2.8k | 139.12 | |
| Lincoln National Corporation (LNC) | 0.0 | $379k | -4% | 5.8k | 65.38 | |
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $377k | +2% | 3.1k | 120.03 | |
| FedEx Corporation (FDX) | 0.0 | $376k | 1.6k | 231.67 | ||
| Lennar Corp Cl A (LEN) | 0.0 | $374k | -20% | 4.6k | 81.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $374k | +9% | 900.00 | 415.56 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $364k | 10k | 36.40 | ||
| Fidus Invt (FDUS) | 0.0 | $363k | 18k | 20.15 | ||
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $361k | NEW | 9.8k | 36.80 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $357k | +4% | 6.0k | 59.26 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $326k | +125% | 1.1k | 301.29 | |
| Dollar Tree (DLTR) | 0.0 | $324k | NEW | 2.0k | 160.40 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $321k | -15% | 3.5k | 92.03 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $307k | +15% | 1.9k | 161.92 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $296k | NEW | 1.2k | 256.06 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $291k | 1.6k | 177.44 | ||
| Morgan Stanley Com New (MS) | 0.0 | $291k | 3.3k | 87.41 | ||
| Vanguard World Fds Industrial Etf (VIS) | 0.0 | $289k | +7% | 1.5k | 194.61 | |
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $289k | -2% | 2.7k | 107.04 | |
| Illinois Tool Works (ITW) | 0.0 | $288k | +34% | 1.4k | 209.45 | |
| Vulcan Materials Company (VMC) | 0.0 | $286k | +9% | 1.6k | 183.92 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $281k | -28% | 12k | 22.85 | |
| Emerson Electric (EMR) | 0.0 | $280k | +6% | 2.9k | 98.04 | |
| Waste Management (WM) | 0.0 | $279k | +14% | 1.8k | 158.25 | |
| Philip Morris International (PM) | 0.0 | $268k | -17% | 2.9k | 93.77 | |
| Chubb (CB) | 0.0 | $267k | NEW | 1.2k | 213.94 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $267k | +25% | 4.7k | 57.28 | |
| S&p Global (SPGI) | 0.0 | $251k | 613.00 | 409.46 | ||
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $243k | NEW | 9.7k | 25.12 | |
| Globe Life (GL) | 0.0 | $243k | +4% | 2.4k | 100.79 | |
| Dow (DOW) | 0.0 | $243k | NEW | 3.8k | 63.76 | |
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $241k | NEW | 4.8k | 49.70 | |
| Schlumberger Com Stk (SLB) | 0.0 | $237k | NEW | 5.7k | 41.35 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $235k | NEW | 4.3k | 54.97 | |
| Discover Financial Services (DFS) | 0.0 | $230k | 2.1k | 110.15 | ||
| Corteva (CTVA) | 0.0 | $226k | NEW | 3.9k | 57.42 | |
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $225k | NEW | 6.2k | 36.01 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $224k | 4.3k | 51.79 | ||
| Mid-America Apartment (MAA) | 0.0 | $222k | NEW | 1.1k | 209.24 | |
| Altria (MO) | 0.0 | $220k | -9% | 4.2k | 52.34 | |
| BlackRock (BLK) | 0.0 | $218k | NEW | 285.00 | 764.91 | |
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $214k | NEW | 4.2k | 51.28 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $211k | NEW | 2.0k | 107.00 | |
| Yum China Holdings (YUMC) | 0.0 | $209k | 5.0k | 41.53 | ||
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $208k | -24% | 3.5k | 60.13 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $205k | 4.6k | 45.05 | ||
| FirstEnergy (FE) | 0.0 | $204k | NEW | 4.5k | 45.84 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $204k | NEW | 3.7k | 55.63 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $202k | NEW | 2.4k | 85.59 | |
| Zimmer Holdings (ZBH) | 0.0 | $202k | +2% | 1.6k | 128.01 | |
| Crawford & Co CL B (CRD.B) | 0.0 | $127k | -22% | 18k | 7.27 |
Past Filings by Bragg Financial Advisors
SEC 13F filings are viewable for Bragg Financial Advisors going back to 2010
- Bragg Financial Advisors 2022 Q1 filed May 11, 2022
- Bragg Financial Advisors 2021 Q4 filed Feb. 14, 2022
- Bragg Financial Advisors 2021 Q3 filed Nov. 15, 2021
- Bragg Financial Advisors 2021 Q2 filed Aug. 16, 2021
- Bragg Financial Advisors 2021 Q1 filed May 14, 2021
- Bragg Financial Advisors 2020 Q4 filed Feb. 11, 2021
- Bragg Financial Advisors 2020 Q3 filed Nov. 13, 2020
- Bragg Financial Advisors 2020 Q2 filed Aug. 14, 2020
- Bragg Financial Advisors 2020 Q1 filed May 15, 2020
- Bragg Financial Advisors 2019 Q4 filed Feb. 14, 2020
- Bragg Financial Advisors 2019 Q3 filed Nov. 14, 2019
- Bragg Financial Advisors 2019 Q2 filed Aug. 14, 2019
- Bragg Financial Advisors 2019 Q1 filed May 13, 2019
- Bragg Financial Advisors 2018 Q4 filed Feb. 14, 2019
- Bragg Financial Advisors 2018 Q3 filed Nov. 14, 2018
- Bragg Financial Advisors 2018 Q2 filed Aug. 14, 2018