Bragg Financial Advisors
Latest statistics and disclosures from Bragg Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMAT, AAPL, SNX, VBR, MSFT, and represent 10.70% of Bragg Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VNT (+$36M), VUG (+$33M), BKNG (+$15M), UGI (+$14M), JBTM (+$14M), UTL (+$13M), NTB (+$13M), HON (+$7.8M), HONA (+$7.7M), KLAC (+$7.3M).
- Started 14 new stock positions in VNT, LRCX, VTWO, HON, HONA, CGXU, DFIV, DD, UTL, UBER. USB, XBI, FELG, FNDX.
- Reduced shares in these 10 stocks: VSH (-$49M), CSG Systems International (-$27M), Honeywell International (-$15M), SYNA (-$15M), FN (-$15M), QCOM (-$11M), SNX (-$11M), LFUS (-$8.1M), KO, AMAT.
- Sold out of its positions in BE, BF.B, CSG Systems International, Dupont De Nemours, EMR, Honeywell International, ICE, INTU, IGM, QRVO. SPGI, SPYG, YUMC.
- Bragg Financial Advisors was a net buyer of stock by $81M.
- Bragg Financial Advisors has $3.7B in assets under management (AUM), dropping by 18.20%.
- Central Index Key (CIK): 0001327055
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Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 363 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applied Materials (AMAT) | 2.8 | $104M | -3% | 144k | 723.00 |
|
| Apple (AAPL) | 2.3 | $87M | 301k | 289.36 |
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| SYNNEX Corporation (SNX) | 2.0 | $74M | -12% | 275k | 267.34 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.9 | $71M | 291k | 242.99 |
|
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| Microsoft Corporation (MSFT) | 1.7 | $65M | 174k | 373.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $63M | 179k | 353.33 |
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| Corning Incorporated (GLW) | 1.6 | $61M | -5% | 237k | 255.43 |
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| UGI Corporation (UGI) | 1.6 | $60M | +31% | 1.7M | 34.54 |
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| Arrow Electronics (ARW) | 1.5 | $57M | 269k | 213.41 |
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| Advanced Micro Devices (AMD) | 1.4 | $54M | -5% | 93k | 580.91 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.4 | $51M | 140k | 365.70 |
|
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| Vishay Intertechnology (VSH) | 1.3 | $50M | -49% | 936k | 53.78 |
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| Rli (RLI) | 1.3 | $50M | +4% | 848k | 59.07 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 1.2 | $46M | 606k | 75.68 |
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| Servisfirst Bancshares (SFBS) | 1.2 | $45M | +17% | 520k | 86.75 |
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| New Jersey Resources Corporation (NJR) | 1.2 | $45M | +6% | 804k | 56.04 |
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| John Bean Technologies Corporation (JBTM) | 1.2 | $45M | +45% | 310k | 145.00 |
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| Broadcom (AVGO) | 1.2 | $45M | 118k | 377.75 |
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| Cisco Systems (CSCO) | 1.1 | $40M | -3% | 340k | 117.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $40M | +501% | 459k | 86.14 |
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| Oshkosh Corporation (OSK) | 1.1 | $40M | 257k | 153.48 |
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| CNO Financial (CNO) | 1.1 | $40M | +5% | 774k | 50.98 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $38M | 447k | 85.49 |
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| Littelfuse (LFUS) | 1.0 | $37M | -17% | 82k | 455.33 |
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| NVIDIA Corporation (NVDA) | 1.0 | $37M | +12% | 184k | 200.09 |
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| Bofi Holding (AX) | 1.0 | $37M | +6% | 377k | 97.39 |
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| Dorman Products (DORM) | 1.0 | $36M | +9% | 266k | 136.45 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $36M | 182k | 197.60 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 1.0 | $36M | +3% | 118k | 306.30 |
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| Vanguard Index Fds Value Etf (VTV) | 1.0 | $36M | 164k | 217.93 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $36M | +7% | 705k | 50.58 |
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| Vontier Corporation (VNT) | 1.0 | $36M | NEW | 1.2M | 29.00 |
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| Ingles Mkts Cl A (IMKTA) | 0.9 | $34M | +2% | 389k | 88.58 |
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| Meta Platforms Cl A (META) | 0.9 | $34M | +8% | 61k | 563.29 |
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| Msc Indl Direct Cl A (MSM) | 0.9 | $34M | 282k | 118.95 |
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| Amazon (AMZN) | 0.9 | $33M | 140k | 238.34 |
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| Pvh Corporation (PVH) | 0.9 | $33M | +6% | 447k | 74.26 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $33M | +2% | 101k | 327.33 |
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| Nelnet Cl A (NNI) | 0.9 | $33M | +9% | 249k | 133.33 |
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| First American Financial (FAF) | 0.8 | $32M | +2% | 459k | 68.59 |
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| Terex Corporation (TEX) | 0.8 | $31M | 428k | 72.39 |
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| Scholastic Corporation (SCHL) | 0.8 | $31M | 672k | 46.00 |
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| MDU Resources (MDU) | 0.8 | $31M | 1.5M | 21.21 |
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| InterDigital (IDCC) | 0.8 | $31M | 108k | 283.13 |
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| American Express Company (AXP) | 0.8 | $31M | 90k | 338.25 |
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| Synaptics, Incorporated (SYNA) | 0.8 | $30M | -33% | 240k | 124.23 |
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| Eaton Corp SHS (ETN) | 0.8 | $30M | 69k | 426.12 |
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| MGIC Investment (MTG) | 0.8 | $29M | 1.0M | 28.20 |
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| AGCO Corporation (AGCO) | 0.8 | $29M | 240k | 119.70 |
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| Oracle Corporation (ORCL) | 0.8 | $29M | 196k | 146.55 |
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| Sprouts Fmrs Mkt (SFM) | 0.8 | $29M | +16% | 338k | 84.58 |
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| ePlus (PLUS) | 0.7 | $26M | 312k | 83.23 |
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| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.7 | $26M | +8% | 1.0M | 24.83 |
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| Advance Auto Parts (AAP) | 0.7 | $26M | +9% | 412k | 62.22 |
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| G-III Apparel (GIII) | 0.7 | $26M | +3% | 758k | 33.71 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $25M | 13k | 1989.44 |
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| Rent-A-Center (UPBD) | 0.7 | $25M | +5% | 1.2M | 21.22 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $25M | +8% | 51k | 477.57 |
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| Darling International (DAR) | 0.7 | $24M | +25% | 446k | 54.62 |
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| Wal-Mart Stores (WMT) | 0.6 | $24M | -3% | 212k | 113.26 |
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| Horace Mann Educators Corporation (HMN) | 0.6 | $24M | 455k | 51.65 |
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| Ducommun Incorporated (DCO) | 0.6 | $22M | 121k | 185.21 |
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| Johnson & Johnson (JNJ) | 0.6 | $22M | 87k | 253.97 |
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| Bank Of N T Butterfield & So Shs New (NTB) | 0.6 | $22M | +138% | 371k | 59.50 |
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| Raytheon Technologies Corp (RTX) | 0.6 | $22M | 114k | 189.73 |
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| Ge Aerospace Com New (GE) | 0.6 | $21M | +2% | 55k | 373.73 |
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| International Business Machines (IBM) | 0.5 | $20M | +3% | 72k | 281.21 |
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| Rbc Cad (RY) | 0.5 | $20M | 98k | 206.97 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.5 | $20M | +5% | 241k | 82.65 |
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| TJX Companies (TJX) | 0.5 | $20M | 131k | 151.50 |
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| McDonald's Corporation (MCD) | 0.5 | $19M | 71k | 270.31 |
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| Home Depot (HD) | 0.5 | $19M | 54k | 352.68 |
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| Science App Int'l (SAIC) | 0.5 | $19M | 168k | 110.41 |
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| Abbvie (ABBV) | 0.5 | $19M | 74k | 251.64 |
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| Fabrinet SHS (FN) | 0.5 | $18M | -44% | 33k | 562.08 |
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| Amgen (AMGN) | 0.5 | $18M | 51k | 362.12 |
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| Costco Wholesale Corporation (COST) | 0.5 | $18M | 19k | 935.47 |
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| Progressive Corporation (PGR) | 0.5 | $18M | +5% | 83k | 218.45 |
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| Trane Technologies SHS (TT) | 0.5 | $18M | +3% | 37k | 491.16 |
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| Eli Lilly & Co. (LLY) | 0.5 | $18M | +5% | 15k | 1199.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $17M | 48k | 357.37 |
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| People Com New | 0.5 | $17M | 368k | 46.16 |
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| Union Pacific Corporation (UNP) | 0.4 | $17M | +2% | 62k | 272.00 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $17M | -4% | 121k | 136.72 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $16M | +2% | 32k | 513.60 |
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| Merck & Co (MRK) | 0.4 | $16M | -5% | 126k | 128.50 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.4 | $16M | 82k | 195.44 |
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| Booking Holdings (BKNG) | 0.4 | $16M | +2551% | 90k | 178.24 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $15M | +16% | 122k | 124.76 |
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| Walt Disney Company (DIS) | 0.4 | $15M | +4% | 158k | 96.25 |
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| Procter & Gamble Company (PG) | 0.4 | $15M | +2% | 103k | 146.64 |
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| Raymond James Financial (RJF) | 0.4 | $15M | +2% | 99k | 152.03 |
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| Ameriprise Financial (AMP) | 0.4 | $15M | 32k | 458.76 |
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| Southern Company (SO) | 0.4 | $14M | 148k | 95.71 |
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| Tesla Motors (TSLA) | 0.4 | $14M | +3% | 33k | 420.60 |
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| UnitedHealth (UNH) | 0.4 | $14M | 33k | 415.63 |
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| Danaher Corporation (DHR) | 0.4 | $13M | 69k | 190.48 |
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| Unitil Corporation (UTL) | 0.3 | $13M | NEW | 244k | 52.69 |
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| Blackrock (BLK) | 0.3 | $12M | +3% | 12k | 961.56 |
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| Deere & Company (DE) | 0.3 | $12M | +8% | 18k | 634.34 |
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| Palo Alto Networks (PANW) | 0.3 | $12M | +3% | 34k | 341.02 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $11M | -4% | 38k | 298.07 |
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| ConocoPhillips (COP) | 0.3 | $11M | +4% | 108k | 103.96 |
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| Shell Spon Ads (SHEL) | 0.3 | $11M | +3% | 139k | 77.54 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $11M | +3% | 100k | 107.62 |
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| Abbott Laboratories (ABT) | 0.3 | $11M | 117k | 90.74 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $11M | +6% | 90k | 117.67 |
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| Metropcs Communications (TMUS) | 0.3 | $10M | +16% | 62k | 167.73 |
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| Prologis (PLD) | 0.3 | $10M | -2% | 74k | 135.47 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $9.5M | -2% | 101k | 94.93 |
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| Nextera Energy (NEE) | 0.2 | $9.1M | +3% | 104k | 87.77 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $9.1M | +11% | 370k | 24.55 |
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| Pepsi (PEP) | 0.2 | $8.8M | -9% | 65k | 135.40 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $8.6M | +12% | 81k | 106.47 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $8.6M | 12k | 746.77 |
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| salesforce (CRM) | 0.2 | $7.9M | -2% | 51k | 156.66 |
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| Honeywell International (HON) | 0.2 | $7.8M | NEW | 35k | 223.90 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $7.7M | +5% | 15k | 501.36 |
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| Honeywell Aerospace (HONA) | 0.2 | $7.7M | NEW | 35k | 221.08 |
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| Equinix (EQIX) | 0.2 | $7.5M | 7.2k | 1042.42 |
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| Stryker Corporation (SYK) | 0.2 | $7.4M | +6% | 24k | 314.84 |
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| Kla Corp Com New (KLAC) | 0.2 | $7.4M | +9742% | 25k | 301.71 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $7.4M | -2% | 60k | 124.44 |
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| Starbucks Corporation (SBUX) | 0.2 | $7.1M | -2% | 70k | 102.19 |
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| Gra (GGG) | 0.2 | $6.9M | 91k | 75.61 |
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| Lowe's Companies (LOW) | 0.2 | $6.7M | -2% | 30k | 220.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.7M | -2% | 13k | 500.39 |
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| Five Star Bancorp (FSBC) | 0.2 | $6.7M | 137k | 48.69 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $6.6M | 32k | 205.02 |
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| Ge Vernova (GEV) | 0.2 | $6.6M | -2% | 5.6k | 1174.86 |
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| Pfizer (PFE) | 0.2 | $6.5M | 271k | 24.08 |
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| Qualcomm (QCOM) | 0.2 | $6.3M | -63% | 34k | 184.79 |
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| Caterpillar (CAT) | 0.2 | $6.0M | 5.7k | 1064.90 |
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| Linde SHS (LIN) | 0.2 | $6.0M | +13% | 12k | 518.94 |
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| Everus Constr Group (ECG) | 0.2 | $5.9M | -7% | 36k | 165.95 |
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| Boston Properties (BXP) | 0.2 | $5.7M | +4% | 86k | 66.31 |
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| Chevron Corporation (CVX) | 0.2 | $5.6M | -2% | 34k | 165.76 |
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| Nike CL B (NKE) | 0.1 | $5.6M | +21% | 135k | 41.05 |
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| Csw Industrials (CSW) | 0.1 | $5.5M | 20k | 278.30 |
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| Amphenol Corp Cl A (APH) | 0.1 | $5.5M | +1220% | 31k | 176.32 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $5.4M | -4% | 77k | 69.90 |
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| Public Storage (PSA) | 0.1 | $5.3M | +58% | 17k | 318.30 |
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| Netflix (NFLX) | 0.1 | $5.3M | +13% | 75k | 71.40 |
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| Sherwin-Williams Company (SHW) | 0.1 | $5.2M | +20% | 15k | 344.32 |
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| L.B. Foster Company (FSTR) | 0.1 | $5.1M | 114k | 45.17 |
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| Air Products & Chemicals (APD) | 0.1 | $4.6M | -11% | 16k | 293.17 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $4.5M | -2% | 36k | 126.58 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $4.5M | 6.00 | 748850.00 |
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| Fiserv (FISV) | 0.1 | $4.4M | +26% | 90k | 49.05 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $4.1M | 29k | 144.61 |
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| Constellation Energy (CEG) | 0.1 | $4.1M | +11% | 17k | 248.37 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $4.1M | -2% | 12k | 343.91 |
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| Graphic Packaging Holding Company (GPK) | 0.1 | $4.1M | 386k | 10.57 |
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| Intel Corporation (INTC) | 0.1 | $4.0M | 29k | 139.63 |
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| Prudential Financial (PRU) | 0.1 | $3.9M | -14% | 36k | 107.93 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $3.9M | +22% | 115k | 34.00 |
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| Concentrix Corp (CNXC) | 0.1 | $3.9M | +26% | 174k | 22.41 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $3.9M | 13k | 303.12 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.1 | $3.8M | 80k | 47.97 |
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| Truist Financial Corp equities (TFC) | 0.1 | $3.8M | -9% | 77k | 49.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.8M | -3% | 10k | 370.04 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $3.8M | +2081% | 33k | 116.67 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.7M | +7% | 34k | 109.43 |
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| Valero Energy Corporation (VLO) | 0.1 | $3.7M | -4% | 14k | 260.43 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $3.7M | +3% | 79k | 46.81 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $3.5M | -5% | 19k | 190.52 |
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| Bank of America Corporation (BAC) | 0.1 | $3.5M | 62k | 56.98 |
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| Servicenow (NOW) | 0.1 | $3.5M | +4% | 35k | 99.28 |
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| Paypal Holdings (PYPL) | 0.1 | $3.5M | -6% | 80k | 43.18 |
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| Coca-Cola Company (KO) | 0.1 | $3.4M | -52% | 42k | 81.27 |
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| Hershey Company (HSY) | 0.1 | $3.3M | 19k | 175.45 |
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| General Dynamics Corporation (GD) | 0.1 | $3.3M | 9.3k | 354.22 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $3.2M | +23% | 128k | 25.44 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $3.2M | +4% | 54k | 58.98 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $3.2M | 16k | 197.10 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.1M | +691% | 26k | 119.52 |
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| W.W. Grainger (GWW) | 0.1 | $3.0M | -5% | 2.2k | 1360.40 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $3.0M | +2% | 11k | 287.68 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.9M | 12k | 252.23 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $2.9M | 20k | 147.73 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.8M | 3.7k | 748.89 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.7M | +2% | 3.9k | 686.81 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $2.6M | +295% | 32k | 80.57 |
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| Quanta Services (PWR) | 0.1 | $2.6M | 3.6k | 720.04 |
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| Live Oak Bancshares (LOB) | 0.1 | $2.4M | 59k | 40.84 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.4M | -3% | 34k | 71.25 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.3M | +2% | 30k | 77.91 |
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| T. Rowe Price (TROW) | 0.1 | $2.2M | -7% | 20k | 113.69 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $2.2M | +8% | 60k | 37.02 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $2.1M | 20k | 107.13 |
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| Darden Restaurants (DRI) | 0.1 | $2.1M | -2% | 10k | 206.00 |
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| Goldman Sachs (GS) | 0.1 | $2.1M | 2.0k | 1011.37 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.0M | 8.3k | 236.62 |
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| Ingersoll Rand (IR) | 0.1 | $1.9M | 24k | 81.99 |
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| Centene Corporation (CNC) | 0.1 | $1.9M | 30k | 64.19 |
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| Uber Technologies (UBER) | 0.1 | $1.9M | NEW | 26k | 72.16 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $1.8M | 5.2k | 338.72 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $1.8M | 33k | 54.03 |
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| Flowers Foods (FLO) | 0.0 | $1.8M | 223k | 7.90 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $1.8M | +3% | 36k | 48.43 |
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| Anthem (ELV) | 0.0 | $1.7M | 4.5k | 386.73 |
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| Exelon Corporation (EXC) | 0.0 | $1.7M | -6% | 37k | 46.62 |
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| Phillips 66 (PSX) | 0.0 | $1.7M | 10k | 169.04 |
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| Becton, Dickinson and (BDX) | 0.0 | $1.7M | -15% | 11k | 151.33 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $1.6M | 30k | 55.01 |
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| Zoetis Cl A (ZTS) | 0.0 | $1.6M | +27% | 22k | 71.86 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $1.6M | +3% | 7.1k | 219.21 |
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| Dell Technologies CL C (DELL) | 0.0 | $1.5M | +3% | 3.5k | 431.47 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.5M | -8% | 26k | 57.62 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $1.5M | 3.8k | 393.96 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $1.5M | NEW | 34k | 43.75 |
|
| Micron Technology (MU) | 0.0 | $1.5M | +8% | 1.3k | 1154.29 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $1.5M | 11k | 136.68 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.5M | 8.3k | 178.59 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.4M | +9% | 4.8k | 300.45 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $1.4M | 12k | 117.50 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.4M | -11% | 4.6k | 299.01 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.0 | $1.3M | +112% | 26k | 52.60 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.3M | -8% | 22k | 59.69 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.3M | -4% | 14k | 91.68 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.3M | -2% | 9.6k | 132.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.3M | 8.5k | 148.31 |
|
|
| Visa Com Cl A (V) | 0.0 | $1.3M | -3% | 3.7k | 343.11 |
|
| Spdr Index Shs Fds St Str Acwi Etf (CWI) | 0.0 | $1.2M | 30k | 40.67 |
|
|
| Spdr Series Trust ST STR SP500FF (SPYX) | 0.0 | $1.2M | -2% | 20k | 61.10 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $1.2M | -3% | 6.1k | 190.92 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $1.2M | -3% | 21k | 55.93 |
|
| 3M Company (MMM) | 0.0 | $1.1M | 6.9k | 161.92 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $1.1M | NEW | 20k | 54.02 |
|
| AFLAC Incorporated (AFL) | 0.0 | $1.1M | 9.2k | 117.25 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $1.1M | 10k | 102.81 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $1.0M | 2.8k | 370.59 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $1.0M | -12% | 6.4k | 163.31 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $982k | -10% | 10k | 96.43 |
|
| Wells Fargo & Company (WFC) | 0.0 | $966k | 12k | 82.64 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $964k | -2% | 4.3k | 223.95 |
|
| Spdr Series Trust St Str Nuvee Etf (TFI) | 0.0 | $960k | +18% | 21k | 45.80 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $946k | NEW | 7.0k | 135.64 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $908k | +9% | 8.2k | 110.32 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $899k | 8.7k | 103.88 |
|
|
| Ball Corporation (BALL) | 0.0 | $882k | -3% | 14k | 62.40 |
|
| Carrier Global Corporation (CARR) | 0.0 | $868k | 12k | 73.35 |
|
|
| Verizon Communications (VZ) | 0.0 | $850k | +9% | 20k | 42.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $849k | 11k | 77.11 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $830k | -2% | 16k | 52.12 |
|
| Analog Devices (ADI) | 0.0 | $824k | 2.1k | 397.17 |
|
|
| Yum! Brands (YUM) | 0.0 | $803k | 5.0k | 159.86 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $770k | +11% | 7.5k | 103.05 |
|
| SYSCO Corporation (SYY) | 0.0 | $768k | -6% | 9.2k | 83.58 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $728k | -20% | 989.00 | 736.40 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $727k | 5.0k | 146.41 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $721k | +217% | 5.8k | 124.17 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $721k | 4.4k | 164.60 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $720k | 5.1k | 140.49 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $710k | -20% | 7.2k | 99.29 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $709k | 7.7k | 92.27 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $692k | 12k | 57.84 |
|
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.0 | $687k | +2% | 21k | 33.46 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $685k | -3% | 13k | 53.61 |
|
| Boeing Company (BA) | 0.0 | $683k | -3% | 3.2k | 216.47 |
|
| Dominion Resources (D) | 0.0 | $678k | +11% | 9.9k | 68.29 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $672k | -2% | 4.3k | 158.03 |
|
| Fortive (FTV) | 0.0 | $666k | +3% | 11k | 61.09 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $663k | +7% | 11k | 58.20 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $653k | 25k | 26.50 |
|
|
| Spdr Series Trust St Str Backe Etf (SPMB) | 0.0 | $643k | +21% | 29k | 22.31 |
|
| MasTec (MTZ) | 0.0 | $633k | -9% | 1.5k | 416.06 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $631k | 7.7k | 82.34 |
|
|
| General Mills (GIS) | 0.0 | $629k | -2% | 18k | 34.80 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $628k | 892.00 | 703.54 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $610k | 5.3k | 115.69 |
|
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $605k | 6.0k | 100.67 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $605k | 7.9k | 76.11 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $596k | -11% | 2.6k | 225.49 |
|
| PPG Industries (PPG) | 0.0 | $589k | -45% | 4.9k | 121.29 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $582k | -14% | 763.00 | 763.14 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $573k | +3% | 7.3k | 79.03 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $569k | -12% | 1.6k | 360.38 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $561k | 10k | 55.77 |
|
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.0 | $548k | NEW | 16k | 34.62 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $544k | +447% | 6.6k | 82.62 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $536k | -9% | 2.9k | 185.23 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $533k | 2.9k | 183.92 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $525k | 1.3k | 396.61 |
|
|
| At&t (T) | 0.0 | $524k | 25k | 20.70 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $521k | -6% | 3.3k | 158.66 |
|
| Fifth Third Ban (FITB) | 0.0 | $520k | -4% | 9.2k | 56.37 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.0 | $513k | 4.6k | 112.09 |
|
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $510k | 5.1k | 100.88 |
|
|
| Enbridge (ENB) | 0.0 | $510k | +8% | 9.4k | 54.22 |
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.0 | $506k | +2% | 17k | 30.01 |
|
| VSE Corporation (VSEC) | 0.0 | $500k | -50% | 2.2k | 228.50 |
|
| Morgan Stanley Com New (MS) | 0.0 | $492k | -2% | 2.4k | 209.04 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $491k | 16k | 30.49 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $489k | -9% | 1.8k | 270.47 |
|
| Manulife Finl Corp (MFC) | 0.0 | $463k | -2% | 11k | 40.51 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $458k | 19k | 24.14 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $456k | +66% | 4.7k | 96.49 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $445k | -9% | 3.4k | 131.60 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $445k | +5% | 19k | 23.15 |
|
| Waters Corporation (WAT) | 0.0 | $444k | -23% | 1.2k | 375.04 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $438k | 5.8k | 75.78 |
|
|
| Simon Property (SPG) | 0.0 | $435k | -14% | 1.9k | 223.65 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $434k | -8% | 3.7k | 117.28 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $420k | +28% | 8.4k | 50.23 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $414k | 3.3k | 124.42 |
|
|
| MetLife (MET) | 0.0 | $414k | -3% | 4.9k | 84.61 |
|
| Capital One Financial (COF) | 0.0 | $414k | 2.1k | 200.62 |
|
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.0 | $401k | +5% | 6.4k | 62.76 |
|
| Waste Management (WM) | 0.0 | $400k | 1.8k | 222.88 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $394k | 9.0k | 43.49 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $383k | 5.1k | 75.51 |
|
|
| Norfolk Southern (NSC) | 0.0 | $379k | 1.2k | 314.59 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $377k | -13% | 3.2k | 117.98 |
|
| Philip Morris International (PM) | 0.0 | $373k | -4% | 2.1k | 180.91 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $371k | 1.0k | 368.38 |
|
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $368k | -2% | 3.1k | 119.13 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $364k | 1.4k | 255.67 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $360k | +11% | 4.4k | 82.84 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $357k | 10k | 34.81 |
|
|
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.0 | $356k | -3% | 3.0k | 117.33 |
|
| PNC Financial Services (PNC) | 0.0 | $351k | 1.4k | 246.22 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $344k | 3.9k | 88.68 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $342k | 4.1k | 83.75 |
|
|
| American Tower Reit (AMT) | 0.0 | $338k | -85% | 2.1k | 163.57 |
|
| Corteva (CTVA) | 0.0 | $334k | -7% | 3.9k | 84.69 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $323k | 2.2k | 150.13 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $321k | -30% | 3.6k | 88.60 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $315k | +11% | 3.3k | 96.59 |
|
| Southstate Bk Corp (SSB) | 0.0 | $314k | 3.1k | 99.90 |
|
|
| Nucor Corporation (NUE) | 0.0 | $308k | -12% | 1.4k | 222.75 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $304k | 3.2k | 93.66 |
|
|
| Curtiss-Wright (CW) | 0.0 | $303k | 400.00 | 757.76 |
|
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $302k | 6.4k | 46.96 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $299k | -3% | 3.3k | 90.46 |
|
| Travelers Companies (TRV) | 0.0 | $297k | 900.00 | 330.12 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $287k | 2.1k | 137.53 |
|
|
| Cardinal Health (CAH) | 0.0 | $286k | 1.2k | 237.56 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $282k | +8% | 1.1k | 246.21 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $281k | +5% | 5.9k | 47.41 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $276k | -10% | 1.2k | 228.79 |
|
| Chubb (CB) | 0.0 | $271k | -10% | 795.00 | 340.74 |
|
| Vulcan Materials Company (VMC) | 0.0 | $271k | 917.00 | 295.01 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $270k | NEW | 624.00 | 433.33 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $258k | +4% | 4.9k | 53.11 |
|
| Equifax (EFX) | 0.0 | $253k | 1.6k | 158.72 |
|
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $253k | NEW | 1.6k | 158.25 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.0 | $252k | -10% | 7.4k | 34.13 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $252k | -6% | 6.3k | 40.21 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $250k | -14% | 1.5k | 163.67 |
|
| Fidus Invt (FDUS) | 0.0 | $248k | 13k | 19.07 |
|
|
| FedEx Corporation (FDX) | 0.0 | $242k | 771.00 | 313.20 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $232k | 2.8k | 82.34 |
|
|
| McKesson Corporation (MCK) | 0.0 | $231k | 306.00 | 755.60 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $231k | 1.2k | 190.19 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $230k | -18% | 452.00 | 509.46 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $230k | 2.6k | 88.54 |
|
|
| Dollar Tree (DLTR) | 0.0 | $228k | 1.9k | 120.95 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $225k | 2.7k | 82.11 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $215k | NEW | 3.6k | 60.39 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $207k | NEW | 1.7k | 121.42 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $201k | 382.00 | 526.44 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $201k | NEW | 6.5k | 31.10 |
|
Past Filings by Bragg Financial Advisors
SEC 13F filings are viewable for Bragg Financial Advisors going back to 2010
- Bragg Financial Advisors 2026 Q2 filed Aug. 12, 2026
- 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