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, VBK, DIS, and represent 11.27% of Bragg Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: Concentrix Corp, VTEB, MTZ, TMO, VXUS, IJJ, VCIT, SHM, HMN, IYW.
- Started 17 new stock positions in TMO, VIOV, PNC, PNFP, EMR, WCC, GL, VEU, VNT, VTRS. KBAL, IJK, VMBS, DLTR, LNC, Concentrix Corp, NUSC.
- Reduced shares in these 10 stocks: SUB, STT, DIS, UL, DHR, PGR, LOW, VBK, CVX, CARR.
- Sold out of its positions in MO, FE, SPGI, SLB, STT, VIG.
- Bragg Financial Advisors was a net buyer of stock by $33M.
- Bragg Financial Advisors has $1.1B in assets under management (AUM), dropping by 17.16%.
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Portfolio Holdings for Bragg Financial Advisors
Companies in the Bragg Financial Advisors portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 3.0 | $34M | +2% | 153k | 222.42 | |
Apple (AAPL) | 3.0 | $34M | 256k | 132.69 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.0 | $23M | 164k | 142.21 | ||
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.7 | $20M | 73k | 267.66 | ||
Walt Disney Company (DIS) | 1.6 | $18M | -3% | 100k | 181.18 | |
Alphabet Cap Stk Cl C (GOOG) | 1.4 | $16M | +4% | 9.2k | 1751.95 | |
Amazon (AMZN) | 1.4 | $16M | +4% | 4.9k | 3257.01 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.4 | $16M | 132k | 118.96 | ||
Home Depot (HD) | 1.4 | $16M | 59k | 265.61 | ||
Applied Materials (AMAT) | 1.3 | $15M | 176k | 86.30 | ||
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.3 | $15M | 71k | 212.06 | ||
McDonald's Corporation (MCD) | 1.3 | $15M | 69k | 214.57 | ||
Danaher Corporation (DHR) | 1.3 | $15M | -3% | 67k | 222.13 | |
Oracle Corporation (ORCL) | 1.2 | $14M | +3% | 216k | 64.69 | |
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T. Rowe Price (TROW) | 1.2 | $14M | 91k | 151.39 | ||
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.2 | $14M | +20% | 248k | 55.19 | |
Texas Instruments Incorporated (TXN) | 1.2 | $14M | 83k | 164.13 | ||
Cisco Systems (CSCO) | 1.1 | $13M | +3% | 291k | 44.75 | |
American Express Company (AXP) | 1.1 | $13M | 106k | 120.91 | ||
UnitedHealth (UNH) | 1.1 | $13M | 36k | 350.67 | ||
Becton, Dickinson and (BDX) | 1.1 | $13M | 50k | 250.21 | ||
Intel Corporation (INTC) | 1.1 | $13M | +4% | 250k | 49.82 | |
Procter & Gamble Company (PG) | 1.1 | $12M | 88k | 139.14 | ||
Facebook Cl A (FB) | 1.1 | $12M | 45k | 273.16 | ||
Ameriprise Financial (AMP) | 1.1 | $12M | 63k | 194.34 | ||
Johnson & Johnson (JNJ) | 1.1 | $12M | 77k | 157.38 | ||
Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $12M | -8% | 110k | 108.11 | |
Union Pacific Corporation (UNP) | 1.0 | $12M | 57k | 208.21 | ||
Eaton Corp SHS (ETN) | 1.0 | $12M | +3% | 97k | 120.14 | |
Wal-Mart Stores (WMT) | 1.0 | $12M | 80k | 144.15 | ||
Corning Incorporated (GLW) | 1.0 | $11M | 318k | 36.00 | ||
Amgen (AMGN) | 1.0 | $11M | 49k | 229.92 | ||
Honeywell International (HON) | 1.0 | $11M | +2% | 53k | 212.70 | |
Vanguard Index Fds Value Etf (VTV) | 1.0 | $11M | +5% | 94k | 118.96 | |
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.9 | $11M | 94k | 115.49 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $11M | 43k | 253.34 | ||
Merck & Co (MRK) | 0.9 | $11M | 131k | 81.80 | ||
JPMorgan Chase & Co. (JPM) | 0.9 | $11M | +2% | 83k | 127.07 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $11M | +3% | 41k | 261.20 | |
Deckers Outdoor Corporation (DECK) | 0.9 | $10M | 36k | 286.79 | ||
Comcast Corp Cl A (CMCSA) | 0.9 | $10M | +2% | 197k | 52.40 | |
Abbott Laboratories (ABT) | 0.9 | $9.9M | 90k | 109.49 | ||
Verizon Communications (VZ) | 0.9 | $9.7M | +4% | 166k | 58.75 | |
MasTec (MTZ) | 0.8 | $9.7M | +20% | 142k | 68.18 | |
Mastercard Incorporated Cl A (MA) | 0.8 | $9.5M | +3% | 27k | 356.96 | |
Fabrinet SHS (FN) | 0.8 | $9.0M | +6% | 116k | 77.59 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $8.7M | +17% | 145k | 60.16 | |
Synaptics, Incorporated (SYNA) | 0.8 | $8.6M | 90k | 96.40 | ||
TJX Companies (TJX) | 0.8 | $8.6M | -3% | 126k | 68.29 | |
Rli (RLI) | 0.7 | $8.4M | 80k | 104.16 | ||
Schweitzer-Mauduit International (SWM) | 0.7 | $8.1M | +3% | 201k | 40.21 | |
Progressive Corporation (PGR) | 0.7 | $8.0M | -5% | 81k | 98.88 | |
Southern Company (SO) | 0.7 | $7.9M | 129k | 61.43 | ||
Pfizer (PFE) | 0.7 | $7.8M | +3% | 213k | 36.81 | |
Qualcomm (QCOM) | 0.7 | $7.8M | +4% | 51k | 152.33 | |
Horace Mann Educators Corporation (HMN) | 0.7 | $7.8M | +13% | 185k | 42.04 | |
Booking Holdings (BKNG) | 0.7 | $7.8M | +6% | 3.5k | 2227.40 | |
Costco Wholesale Corporation (COST) | 0.7 | $7.7M | 21k | 376.77 | ||
Air Products & Chemicals (APD) | 0.7 | $7.6M | 28k | 273.24 | ||
Paypal Holdings (PYPL) | 0.7 | $7.5M | +8% | 32k | 234.19 | |
Raytheon Technologies Corp (RTX) | 0.7 | $7.5M | +9% | 104k | 71.51 | |
Abbvie (ABBV) | 0.6 | $7.2M | +4% | 68k | 107.16 | |
Rbc Cad (RY) | 0.6 | $7.1M | +3% | 86k | 82.06 | |
Prologis (PLD) | 0.6 | $6.9M | 69k | 99.66 | ||
Msc Indl Direct Cl A (MSM) | 0.6 | $6.8M | +7% | 80k | 84.39 | |
Dominion Resources (D) | 0.6 | $6.7M | +8% | 90k | 75.20 | |
Csw Industrials (CSWI) | 0.6 | $6.6M | 59k | 111.92 | ||
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $6.6M | +21% | 68k | 97.14 | |
Nike CL B (NKE) | 0.6 | $6.5M | +8% | 46k | 141.47 | |
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) | 0.5 | $6.2M | +18% | 124k | 49.79 | |
Broadcom (AVGO) | 0.5 | $6.1M | +13% | 14k | 437.88 | |
Exelon Corporation (EXC) | 0.5 | $6.1M | +5% | 144k | 42.22 | |
American Equity Investment Life Holding (AEL) | 0.5 | $5.9M | +11% | 215k | 27.66 | |
Pvh Corporation (PVH) | 0.5 | $5.6M | 60k | 93.90 | ||
Rio Tinto Sponsored Adr (RIO) | 0.5 | $5.4M | -3% | 72k | 75.23 | |
Dupont De Nemours (DD) | 0.5 | $5.3M | 75k | 71.11 | ||
Nortonlifelock (NLOK) | 0.5 | $5.3M | +7% | 254k | 20.78 | |
Lowe's Companies (LOW) | 0.5 | $5.3M | -7% | 33k | 160.52 | |
Vishay Intertechnology (VSH) | 0.5 | $5.2M | 253k | 20.71 | ||
G-III Apparel (GIII) | 0.5 | $5.2M | 217k | 23.74 | ||
CSG Systems International (CSGS) | 0.4 | $4.8M | +10% | 106k | 45.07 | |
Pepsi (PEP) | 0.4 | $4.7M | +5% | 32k | 148.30 | |
Oshkosh Corporation (OSK) | 0.4 | $4.7M | 55k | 86.08 | ||
Concentrix Corp | 0.4 | $4.7M | NEW | 47k | 98.69 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $4.6M | 2.6k | 1752.83 | ||
Prudential Financial (PRU) | 0.4 | $4.6M | +8% | 59k | 78.07 | |
InterDigital (IDCC) | 0.4 | $4.5M | 74k | 60.68 | ||
International Business Machines (IBM) | 0.4 | $4.5M | +10% | 36k | 125.88 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $4.3M | -2% | 25k | 175.73 | |
Bofi Holding (AX) | 0.4 | $4.3M | 114k | 37.53 | ||
Gra (GGG) | 0.4 | $4.3M | 59k | 72.35 | ||
Exxon Mobil Corporation (XOM) | 0.4 | $4.1M | -5% | 100k | 41.22 | |
Trane Technologies SHS (TT) | 0.4 | $4.0M | -2% | 28k | 145.15 | |
General Electric Company (GE) | 0.4 | $4.0M | +7% | 371k | 10.80 | |
Ishares Tr National Mun Etf (MUB) | 0.3 | $4.0M | +14% | 34k | 117.19 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $4.0M | -4% | 94k | 42.44 | |
New Jersey Resources Corporation (NJR) | 0.3 | $4.0M | +2% | 111k | 35.55 | |
SYNNEX Corporation (SNX) | 0.3 | $3.9M | 48k | 81.43 | ||
Darling International (DAR) | 0.3 | $3.8M | 66k | 57.68 | ||
American National Group Com New (ANAT) | 0.3 | $3.8M | +2% | 40k | 96.11 | |
UniFirst Corporation (UNF) | 0.3 | $3.7M | 18k | 211.70 | ||
ConocoPhillips (COP) | 0.3 | $3.7M | +5% | 93k | 39.99 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.7M | -4% | 9.9k | 373.84 | |
South Jersey Industries (SJI) | 0.3 | $3.5M | +19% | 162k | 21.55 | |
Flowers Foods (FLO) | 0.3 | $3.5M | +4% | 153k | 22.63 | |
CNO Financial (CNO) | 0.3 | $3.4M | +15% | 153k | 22.23 | |
Truist Financial Corp equities (TFC) | 0.3 | $3.3M | -2% | 70k | 47.93 | |
Bristol Myers Squibb (BMY) | 0.3 | $3.3M | +3% | 53k | 62.03 | |
Duke Energy Corp Com New (DUK) | 0.3 | $3.2M | +13% | 35k | 91.57 | |
Owens & Minor (OMI) | 0.3 | $3.2M | +2% | 118k | 27.05 | |
Livent Corp (LTHM) | 0.3 | $3.2M | 169k | 18.84 | ||
Starbucks Corporation (SBUX) | 0.3 | $3.2M | +14% | 30k | 106.98 | |
Chevron Corporation (CVX) | 0.3 | $3.1M | -10% | 37k | 84.46 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $3.0M | 16k | 194.67 | ||
American Tower Reit (AMT) | 0.3 | $2.9M | +11% | 13k | 224.46 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.9M | 13k | 231.85 | ||
Servisfirst Bancshares (SFBS) | 0.2 | $2.8M | 70k | 40.29 | ||
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $2.8M | 8.00 | 347875.00 | ||
Scholastic Corporation (SCHL) | 0.2 | $2.7M | 106k | 25.00 | ||
Deere & Company (DE) | 0.2 | $2.6M | -2% | 9.8k | 269.09 | |
Brown Forman Corp CL B (BF.B) | 0.2 | $2.6M | -8% | 33k | 79.42 | |
Royal Dutch Shell Spons Adr A (RDS.A) | 0.2 | $2.5M | +16% | 72k | 35.14 | |
Fortive (FTV) | 0.2 | $2.5M | 36k | 70.81 | ||
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $2.4M | +98% | 28k | 86.31 | |
Raymond James Financial (RJF) | 0.2 | $2.4M | -5% | 25k | 95.66 | |
Ducommun Incorporated (DCO) | 0.2 | $2.4M | 44k | 53.71 | ||
Coca-Cola Company (KO) | 0.2 | $2.3M | 42k | 54.84 | ||
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.3M | +2% | 18k | 127.62 | |
Darden Restaurants (DRI) | 0.2 | $2.2M | -2% | 18k | 119.12 | |
Colgate-Palmolive Company (CL) | 0.2 | $2.2M | -3% | 25k | 85.52 | |
3M Company (MMM) | 0.2 | $2.2M | -4% | 12k | 174.82 | |
General Mills (GIS) | 0.2 | $2.1M | +4% | 36k | 58.80 | |
Anthem (ANTM) | 0.2 | $2.0M | 6.3k | 321.11 | ||
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.0M | 9.7k | 206.75 | ||
At&t (T) | 0.2 | $2.0M | 68k | 28.77 | ||
Ball Corporation (BLL) | 0.2 | $1.8M | -15% | 19k | 93.18 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.2 | $1.7M | 37k | 47.22 | ||
W.W. Grainger (GWW) | 0.1 | $1.7M | -3% | 4.1k | 408.38 | |
VSE Corporation (VSEC) | 0.1 | $1.7M | 43k | 38.49 | ||
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.6M | -2% | 19k | 84.92 | |
L.B. Foster Company (FSTR) | 0.1 | $1.6M | 107k | 15.05 | ||
Us Bancorp Del Com New (USB) | 0.1 | $1.6M | -7% | 35k | 46.59 | |
Clorox Company (CLX) | 0.1 | $1.5M | 7.5k | 201.98 | ||
Thermo Fisher Scientific (TMO) | 0.1 | $1.5M | NEW | 3.2k | 465.76 | |
Stryker Corporation (SYK) | 0.1 | $1.5M | 6.0k | 245.00 | ||
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.5M | +8% | 18k | 83.23 | |
Gilead Sciences (GILD) | 0.1 | $1.5M | 25k | 58.24 | ||
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.4M | -7% | 4.0k | 353.83 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.4M | +76% | 17k | 82.90 | |
Valero Energy Corporation (VLO) | 0.1 | $1.3M | -11% | 23k | 56.56 | |
SYSCO Corporation (SYY) | 0.1 | $1.3M | -14% | 17k | 74.28 | |
General Dynamics Corporation (GD) | 0.1 | $1.3M | 8.6k | 148.86 | ||
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $1.3M | 5.6k | 223.66 | ||
Automatic Data Processing (ADP) | 0.1 | $1.2M | -7% | 7.0k | 176.15 | |
Littelfuse (LFUS) | 0.1 | $1.2M | +2% | 4.8k | 254.58 | |
Ingersoll Rand (IR) | 0.1 | $1.2M | 27k | 45.56 | ||
American Electric Power Company (AEP) | 0.1 | $1.2M | 15k | 83.26 | ||
Colfax Corporation (CFX) | 0.1 | $1.2M | 31k | 38.23 | ||
Caterpillar (CAT) | 0.1 | $1.2M | 6.4k | 181.97 | ||
Public Storage (PSA) | 0.1 | $1.1M | -9% | 4.9k | 230.89 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.0M | +300% | 12k | 85.08 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $1.0M | -4% | 17k | 58.45 | |
Boeing Company (BA) | 0.1 | $1.0M | -11% | 4.7k | 214.12 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $965k | +90% | 12k | 81.30 | |
Global Payments (GPN) | 0.1 | $938k | -7% | 4.4k | 215.38 | |
Tripadvisor (TRIP) | 0.1 | $903k | 31k | 28.79 | ||
Healthcare Tr Amer Cl A New (HTA) | 0.1 | $892k | +36% | 32k | 27.54 | |
Powell Industries (POWL) | 0.1 | $873k | 30k | 29.50 | ||
Chase Corporation (CCF) | 0.1 | $855k | +2% | 8.5k | 101.05 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $848k | +25% | 12k | 69.46 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $842k | 4.3k | 194.59 | ||
Constellation Brands Cl A (STZ) | 0.1 | $840k | -5% | 3.8k | 219.15 | |
Otis Worldwide Corp (OTIS) | 0.1 | $840k | -10% | 12k | 67.56 | |
Phillips 66 (PSX) | 0.1 | $823k | 12k | 69.93 | ||
IDEXX Laboratories (IDXX) | 0.1 | $805k | -6% | 1.6k | 500.00 | |
Target Corporation (TGT) | 0.1 | $787k | 4.5k | 176.46 | ||
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $780k | 6.3k | 123.71 | ||
Bloom Energy Corp Com Cl A (BE) | 0.1 | $774k | 27k | 28.67 | ||
V.F. Corporation (VFC) | 0.1 | $751k | 8.8k | 85.37 | ||
Bank of America Corporation (BAC) | 0.1 | $739k | 24k | 30.31 | ||
Allegion Ord Shs (ALLE) | 0.1 | $722k | 6.2k | 116.43 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $715k | -2% | 3.6k | 196.11 | |
Carrier Global Corporation (CARR) | 0.1 | $705k | -33% | 19k | 37.74 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $663k | +3% | 3.7k | 178.27 | |
Visa Com Cl A (V) | 0.1 | $653k | 3.0k | 218.69 | ||
Tesla Motors (TSLA) | 0.1 | $653k | -28% | 925.00 | 705.95 | |
Genuine Parts Company (GPC) | 0.1 | $650k | +35% | 6.5k | 100.46 | |
Astronics Corporation (ATRO) | 0.1 | $636k | 48k | 13.23 | ||
Yum! Brands (YUM) | 0.1 | $617k | 5.7k | 108.51 | ||
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $589k | +148% | 6.8k | 86.36 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $586k | 6.4k | 91.94 | ||
Viacomcbs CL B (VIAC) | 0.1 | $585k | 16k | 37.23 | ||
Edwards Lifesciences (EW) | 0.1 | $583k | 6.4k | 91.28 | ||
Hewlett Packard Enterprise (HPE) | 0.0 | $567k | 48k | 11.85 | ||
Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $566k | 38k | 15.11 | ||
Adtran (ADTN) | 0.0 | $538k | 36k | 14.78 | ||
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $517k | -6% | 3.0k | 173.84 | |
Cass Information Systems (CASS) | 0.0 | $512k | +2% | 13k | 38.92 | |
AFLAC Incorporated (AFL) | 0.0 | $509k | 11k | 44.50 | ||
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $497k | 2.4k | 208.65 | ||
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $485k | -10% | 6.9k | 69.97 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $484k | 2.1k | 229.82 | ||
Lauder Estee Cos Cl A (EL) | 0.0 | $479k | 1.8k | 266.11 | ||
Norfolk Southern (NSC) | 0.0 | $470k | 2.0k | 237.37 | ||
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $462k | 9.2k | 50.15 | ||
Medtronic SHS (MDT) | 0.0 | $455k | 3.9k | 117.09 | ||
Maxim Integrated Products (MXIM) | 0.0 | $441k | -19% | 5.0k | 88.75 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $434k | -3% | 6.0k | 72.89 | |
Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $431k | 1.6k | 275.40 | ||
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $426k | 5.4k | 79.54 | ||
Ishares Silver Tr Ishares (SLV) | 0.0 | $425k | 17k | 24.57 | ||
Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $416k | 19k | 21.89 | ||
Netflix (NFLX) | 0.0 | $414k | 766.00 | 540.47 | ||
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $410k | +100% | 3.6k | 114.21 | |
Royal Dutch Shell Spon Adr B (RDS.B) | 0.0 | $410k | +3% | 12k | 33.60 | |
Charles Schwab Corporation (SCHW) | 0.0 | $406k | 7.7k | 53.06 | ||
Nextera Energy (NEE) | 0.0 | $406k | +295% | 5.3k | 77.25 | |
FedEx Corporation (FDX) | 0.0 | $401k | 1.5k | 259.38 | ||
Equifax (EFX) | 0.0 | $386k | 2.0k | 193.00 | ||
Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $385k | 10k | 38.50 | ||
Unilever Spon Adr New (UL) | 0.0 | $371k | -62% | 6.1k | 60.42 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $369k | -6% | 5.4k | 68.52 | |
CVS Caremark Corporation (CVS) | 0.0 | $365k | -8% | 5.3k | 68.24 | |
Vanguard World Fds Comm Srvc Etf (VOX) | 0.0 | $362k | 3.0k | 120.15 | ||
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $358k | +10% | 3.9k | 92.94 | |
PPG Industries (PPG) | 0.0 | $352k | 2.4k | 144.38 | ||
Vmware Cl A Com (VMW) | 0.0 | $351k | 2.5k | 140.40 | ||
Ishares Tr Esg Aware Msci (ESML) | 0.0 | $344k | 10k | 34.15 | ||
NVIDIA Corporation (NVDA) | 0.0 | $344k | 659.00 | 522.00 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $343k | 914.00 | 375.27 | ||
Kimberly-Clark Corporation (KMB) | 0.0 | $339k | +15% | 2.5k | 134.68 | |
Intuit (INTU) | 0.0 | $334k | -6% | 878.00 | 380.41 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $334k | -9% | 1.4k | 241.16 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $328k | 953.00 | 344.18 | ||
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $321k | +23% | 5.2k | 61.68 | |
Kimball Intl CL B (KBAL) | 0.0 | $318k | NEW | 27k | 11.94 | |
Ford Motor Company (F) | 0.0 | $316k | 36k | 8.78 | ||
Fifth Third Ban (FITB) | 0.0 | $316k | +6% | 12k | 27.53 | |
Graham Corporation (GHM) | 0.0 | $308k | -2% | 20k | 15.20 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $307k | +4% | 979.00 | 313.59 | |
Viatris (VTRS) | 0.0 | $301k | NEW | 16k | 18.75 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $300k | 1.1k | 266.19 | ||
Dell Technologies CL C (DELL) | 0.0 | $299k | 4.1k | 73.21 | ||
Enbridge (ENB) | 0.0 | $298k | +15% | 9.3k | 31.99 | |
Wells Fargo & Company (WFC) | 0.0 | $298k | -17% | 9.9k | 30.17 | |
Eli Lilly & Co. (LLY) | 0.0 | $296k | 1.8k | 168.56 | ||
Delta Apparel (DLA) | 0.0 | $293k | -2% | 15k | 20.08 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $289k | -2% | 689.00 | 419.45 | |
Yum China Holdings (YUMC) | 0.0 | $287k | 5.0k | 57.17 | ||
Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $285k | 2.1k | 136.56 | ||
Vontier Corporation (VNT) | 0.0 | $278k | NEW | 8.3k | 33.45 | |
Pinnacle Financial Partners (PNFP) | 0.0 | $277k | NEW | 4.3k | 64.36 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $274k | 3.9k | 70.22 | ||
United Parcel Service CL B (UPS) | 0.0 | $271k | -6% | 1.6k | 168.32 | |
PNC Financial Services (PNC) | 0.0 | $271k | NEW | 1.8k | 149.06 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $264k | 2.0k | 129.86 | ||
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $258k | 3.5k | 72.98 | ||
Vanguard World Fds Financials Etf (VFH) | 0.0 | $256k | -7% | 3.5k | 72.77 | |
MetLife (MET) | 0.0 | $251k | -6% | 5.4k | 46.87 | |
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $250k | 1.5k | 170.30 | ||
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $243k | -11% | 4.4k | 55.16 | |
Vanguard World Fds Materials Etf (VAW) | 0.0 | $240k | -8% | 1.5k | 157.17 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $238k | NEW | 6.2k | 38.39 | |
Nucor Corporation (NUE) | 0.0 | $236k | -10% | 4.4k | 53.26 | |
Fidus Invt (FDUS) | 0.0 | $236k | 18k | 13.10 | ||
Lincoln National Corporation (LNC) | 0.0 | $234k | NEW | 4.6k | 50.38 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $233k | NEW | 3.2k | 72.27 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $233k | +73% | 2.3k | 102.64 | |
Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $230k | NEW | 1.6k | 140.24 | |
Illinois Tool Works (ITW) | 0.0 | $228k | 1.1k | 204.12 | ||
Vulcan Materials Company (VMC) | 0.0 | $224k | 1.5k | 148.64 | ||
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) | 0.0 | $222k | NEW | 4.1k | 53.98 | |
Whirlpool Corporation (WHR) | 0.0 | $222k | 1.2k | 180.49 | ||
Globe Life (GL) | 0.0 | $218k | NEW | 2.3k | 95.07 | |
Emerson Electric (EMR) | 0.0 | $215k | NEW | 2.7k | 80.52 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $208k | NEW | 3.6k | 58.23 | |
WESCO International (WCC) | 0.0 | $204k | NEW | 2.6k | 78.37 | |
Dollar Tree (DLTR) | 0.0 | $203k | NEW | 1.9k | 108.27 | |
Philip Morris International (PM) | 0.0 | $203k | -18% | 2.5k | 82.72 | |
Crawford & Co CL B (CRD.B) | 0.0 | $203k | 28k | 7.19 |
Past Filings by Bragg Financial Advisors
SEC 13F filings are viewable for Bragg Financial Advisors going back to 2010
- 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
- Bragg Financial Advisors 2018 Q1 filed May 14, 2018
- Bragg Financial Advisors 2017 Q4 filed Feb. 14, 2018
- Bragg Financial Advisors 2017 Q3 filed Nov. 14, 2017
- Bragg Financial Advisors 2017 Q2 filed Aug. 14, 2017
- Bragg Financial Advisors 2017 Q1 filed May 16, 2017