Bragg Financial Advisors as of March 31, 2016
Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 249 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 1.7 | $8.8M | 159k | 55.23 | |
Johnson & Johnson (JNJ) | 1.4 | $7.3M | 67k | 108.20 | |
McDonald's Corporation (MCD) | 1.4 | $7.2M | 57k | 125.68 | |
Oracle Corporation (ORCL) | 1.3 | $7.0M | 171k | 40.91 | |
Procter & Gamble Company (PG) | 1.3 | $6.7M | 81k | 82.31 | |
Exxon Mobil Corporation (XOM) | 1.3 | $6.6M | 79k | 83.60 | |
Becton, Dickinson and (BDX) | 1.3 | $6.6M | 43k | 151.83 | |
Intel Corporation (INTC) | 1.2 | $6.1M | 190k | 32.35 | |
Cisco Systems (CSCO) | 1.2 | $6.1M | 213k | 28.47 | |
Southern Company (SO) | 1.2 | $6.1M | 118k | 51.73 | |
Vanguard Mid-Cap Value ETF (VOE) | 1.1 | $6.0M | 68k | 87.12 | |
International Business Machines (IBM) | 1.1 | $5.9M | 39k | 151.45 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.1 | $5.8M | 49k | 119.01 | |
Bristol Myers Squibb (BMY) | 1.1 | $5.7M | 89k | 63.88 | |
Amgen (AMGN) | 1.1 | $5.6M | 38k | 149.93 | |
Apple (AAPL) | 1.1 | $5.5M | 50k | 108.99 | |
TJX Companies (TJX) | 1.0 | $5.3M | 68k | 78.35 | |
Merck & Co (MRK) | 1.0 | $5.3M | 100k | 52.91 | |
T. Rowe Price (TROW) | 1.0 | $5.2M | 71k | 73.47 | |
United Technologies Corporation | 1.0 | $5.1M | 51k | 100.09 | |
American Express Company (AXP) | 1.0 | $5.0M | 82k | 61.39 | |
Home Depot (HD) | 1.0 | $5.1M | 38k | 133.44 | |
Verizon Communications (VZ) | 1.0 | $5.1M | 94k | 54.08 | |
Texas Instruments Incorporated (TXN) | 0.9 | $4.9M | 86k | 57.43 | |
Wells Fargo & Company (WFC) | 0.9 | $4.9M | 101k | 48.36 | |
Corning Incorporated (GLW) | 0.9 | $4.7M | 227k | 20.89 | |
Chevron Corporation (CVX) | 0.9 | $4.7M | 50k | 95.40 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.9 | $4.7M | 47k | 100.26 | |
Ameriprise Financial (AMP) | 0.9 | $4.7M | 50k | 94.02 | |
Twenty-first Century Fox | 0.9 | $4.7M | 169k | 27.88 | |
Danaher Corporation (DHR) | 0.9 | $4.6M | 48k | 94.85 | |
At&t (T) | 0.9 | $4.5M | 116k | 39.17 | |
EMC Corporation | 0.9 | $4.5M | 168k | 26.65 | |
Air Products & Chemicals (APD) | 0.8 | $4.4M | 31k | 144.04 | |
Progressive Corporation (PGR) | 0.8 | $4.3M | 123k | 35.14 | |
Pepsi (PEP) | 0.8 | $4.3M | 42k | 102.48 | |
General Electric Company | 0.8 | $4.2M | 134k | 31.79 | |
C.R. Bard | 0.8 | $4.3M | 21k | 202.67 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $4.3M | 5.7k | 744.97 | |
Pfizer (PFE) | 0.8 | $4.2M | 141k | 29.64 | |
Dow Chemical Company | 0.8 | $4.2M | 82k | 50.85 | |
UnitedHealth (UNH) | 0.8 | $4.1M | 32k | 128.91 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.8 | $3.9M | 45k | 86.94 | |
DST Systems | 0.8 | $3.9M | 35k | 112.77 | |
Wal-Mart Stores (WMT) | 0.7 | $3.9M | 56k | 68.49 | |
Orbital Atk | 0.7 | $3.7M | 43k | 86.94 | |
Bank of New York Mellon Corporation (BK) | 0.7 | $3.6M | 99k | 36.83 | |
3M Company (MMM) | 0.7 | $3.5M | 21k | 166.65 | |
Urban Outfitters (URBN) | 0.7 | $3.5M | 106k | 33.09 | |
Lowe's Companies (LOW) | 0.7 | $3.5M | 46k | 75.75 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.7 | $3.5M | 43k | 80.03 | |
Comcast Corporation (CMCSA) | 0.7 | $3.4M | 55k | 61.08 | |
Honeywell International (HON) | 0.7 | $3.4M | 30k | 112.03 | |
Meredith Corporation | 0.7 | $3.4M | 71k | 47.51 | |
Flowers Foods (FLO) | 0.7 | $3.4M | 185k | 18.46 | |
Rli (RLI) | 0.6 | $3.3M | 49k | 66.86 | |
Tech Data Corporation | 0.6 | $3.3M | 43k | 76.76 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.6 | $3.2M | 28k | 114.63 | |
Horace Mann Educators Corporation (HMN) | 0.6 | $3.1M | 98k | 31.69 | |
Colgate-Palmolive Company (CL) | 0.6 | $3.1M | 45k | 70.66 | |
Sanderson Farms | 0.6 | $3.1M | 35k | 90.18 | |
Synaptics, Incorporated (SYNA) | 0.6 | $3.1M | 39k | 79.74 | |
Owens & Minor (OMI) | 0.6 | $3.1M | 76k | 40.42 | |
Vanguard Small-Cap Value ETF (VBR) | 0.6 | $3.0M | 30k | 101.87 | |
Oshkosh Corporation (OSK) | 0.6 | $2.9M | 72k | 40.87 | |
UGI Corporation (UGI) | 0.6 | $2.9M | 73k | 40.29 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.6 | $3.0M | 28k | 106.14 | |
Vistaoutdoor (VSTO) | 0.6 | $3.0M | 57k | 51.92 | |
Plantronics | 0.6 | $2.9M | 75k | 39.19 | |
Endurance Specialty Hldgs Lt | 0.6 | $2.9M | 44k | 65.33 | |
UniFirst Corporation (UNF) | 0.6 | $2.9M | 27k | 109.13 | |
Gra (GGG) | 0.6 | $2.9M | 34k | 83.97 | |
CVS Caremark Corporation (CVS) | 0.5 | $2.8M | 27k | 103.71 | |
ConocoPhillips (COP) | 0.5 | $2.8M | 70k | 40.27 | |
Exelon Corporation (EXC) | 0.5 | $2.8M | 79k | 35.86 | |
Vanguard Large-Cap ETF (VV) | 0.5 | $2.8M | 30k | 94.01 | |
SYNNEX Corporation (SNX) | 0.5 | $2.7M | 30k | 92.61 | |
U.S. Bancorp (USB) | 0.5 | $2.7M | 67k | 40.58 | |
Dominion Resources (D) | 0.5 | $2.6M | 34k | 75.12 | |
Costco Wholesale Corporation (COST) | 0.5 | $2.6M | 16k | 157.60 | |
CSG Systems International (CSGS) | 0.5 | $2.6M | 57k | 45.17 | |
Cato Corporation (CATO) | 0.5 | $2.5M | 66k | 38.55 | |
Hilltop Holdings (HTH) | 0.5 | $2.5M | 134k | 18.88 | |
Anixter International | 0.5 | $2.5M | 49k | 52.11 | |
Steris Corporation | 0.5 | $2.4M | 34k | 71.05 | |
Vishay Intertechnology (VSH) | 0.5 | $2.5M | 202k | 12.21 | |
Symantec Corporation | 0.5 | $2.5M | 134k | 18.38 | |
Applied Materials (AMAT) | 0.5 | $2.5M | 116k | 21.18 | |
Chubb (CB) | 0.5 | $2.5M | 21k | 119.17 | |
Brown-Forman Corporation (BF.B) | 0.5 | $2.4M | 24k | 98.46 | |
Valero Energy Corporation (VLO) | 0.5 | $2.4M | 38k | 64.15 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $2.4M | 3.1k | 762.92 | |
Target Corporation (TGT) | 0.4 | $2.3M | 28k | 82.29 | |
Vanguard REIT ETF (VNQ) | 0.4 | $2.3M | 27k | 83.80 | |
Ingersoll-rand Co Ltd-cl A | 0.4 | $2.2M | 36k | 62.02 | |
New Jersey Resources Corporation (NJR) | 0.4 | $2.2M | 61k | 36.43 | |
Raymond James Financial (RJF) | 0.4 | $2.2M | 47k | 47.61 | |
Duke Energy (DUK) | 0.4 | $2.2M | 28k | 80.69 | |
Abbvie (ABBV) | 0.4 | $2.2M | 39k | 57.12 | |
Essendant | 0.4 | $2.2M | 69k | 31.92 | |
Csw Industrials (CSWI) | 0.4 | $2.2M | 70k | 31.49 | |
SYSCO Corporation (SYY) | 0.4 | $2.2M | 46k | 46.73 | |
Scholastic Corporation (SCHL) | 0.4 | $2.1M | 57k | 37.38 | |
Berkshire Hathaway (BRK.A) | 0.4 | $2.1M | 10.00 | 213400.00 | |
Abbott Laboratories (ABT) | 0.4 | $2.1M | 50k | 41.82 | |
Schlumberger (SLB) | 0.4 | $2.1M | 28k | 73.74 | |
Fabrinet (FN) | 0.4 | $2.1M | 64k | 32.36 | |
Cubic Corporation | 0.4 | $2.0M | 50k | 39.95 | |
Schweitzer-Mauduit International (MATV) | 0.4 | $2.0M | 65k | 31.47 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $1.9M | 9.4k | 205.47 | |
Union Pacific Corporation (UNP) | 0.4 | $1.9M | 24k | 79.56 | |
Qualcomm (QCOM) | 0.4 | $1.9M | 38k | 51.13 | |
Deckers Outdoor Corporation (DECK) | 0.4 | $1.9M | 32k | 59.92 | |
Gilead Sciences (GILD) | 0.4 | $1.9M | 20k | 91.84 | |
Crane | 0.3 | $1.8M | 33k | 53.87 | |
General Mills (GIS) | 0.3 | $1.7M | 27k | 63.35 | |
Prestige Brands Holdings (PBH) | 0.3 | $1.7M | 31k | 53.40 | |
Constellation Brands (STZ) | 0.3 | $1.7M | 11k | 151.05 | |
Rbc Cad (RY) | 0.3 | $1.7M | 29k | 57.54 | |
Ball Corporation (BALL) | 0.3 | $1.7M | 23k | 71.29 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.3 | $1.7M | 37k | 44.92 | |
Medtronic (MDT) | 0.3 | $1.6M | 21k | 74.98 | |
Berkshire Hathaway (BRK.B) | 0.3 | $1.5M | 11k | 141.93 | |
Coca-Cola Company (KO) | 0.3 | $1.6M | 34k | 46.38 | |
Hurco Companies (HURC) | 0.3 | $1.6M | 48k | 33.00 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $1.6M | 14k | 111.48 | |
W.W. Grainger (GWW) | 0.3 | $1.5M | 6.4k | 233.44 | |
Iconix Brand | 0.3 | $1.5M | 189k | 8.05 | |
Astronics Corporation (ATRO) | 0.3 | $1.5M | 38k | 38.15 | |
CBS Corporation | 0.3 | $1.4M | 25k | 55.08 | |
Whirlpool Corporation (WHR) | 0.3 | $1.3M | 7.4k | 180.39 | |
L.B. Foster Company (FSTR) | 0.3 | $1.4M | 75k | 18.16 | |
Central Fd Cda Ltd cl a | 0.3 | $1.3M | 112k | 11.99 | |
Delta Apparel (DLAPQ) | 0.2 | $1.3M | 69k | 19.14 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $1.3M | 14k | 93.16 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | 21k | 59.23 | |
Clorox Company (CLX) | 0.2 | $1.2M | 9.9k | 126.02 | |
Darling International (DAR) | 0.2 | $1.3M | 96k | 13.17 | |
Darden Restaurants (DRI) | 0.2 | $1.2M | 18k | 66.32 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $1.2M | 9.6k | 124.62 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.2 | $1.2M | 20k | 61.21 | |
Stryker Corporation (SYK) | 0.2 | $1.2M | 11k | 107.28 | |
General Dynamics Corporation (GD) | 0.2 | $1.1M | 8.7k | 131.39 | |
Atrion Corporation (ATRI) | 0.2 | $1.1M | 2.9k | 395.24 | |
Ducommun Incorporated (DCO) | 0.2 | $1.2M | 76k | 15.26 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.1M | 9.4k | 121.20 | |
Phillips 66 (PSX) | 0.2 | $1.1M | 13k | 86.62 | |
Walt Disney Company (DIS) | 0.2 | $1.1M | 11k | 99.30 | |
Rio Tinto (RIO) | 0.2 | $1.1M | 39k | 28.28 | |
American National Insurance Company | 0.2 | $1.1M | 9.7k | 115.46 | |
FirstEnergy (FE) | 0.2 | $1.0M | 29k | 35.96 | |
United Parcel Service (UPS) | 0.2 | $1.0M | 9.9k | 105.48 | |
Automatic Data Processing (ADP) | 0.2 | $1.0M | 12k | 89.74 | |
Prudential Financial (PRU) | 0.2 | $1.0M | 14k | 72.21 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.0M | 29k | 35.90 | |
Anthem (ELV) | 0.2 | $1.0M | 7.3k | 138.95 | |
Walgreen Boots Alliance (WBA) | 0.2 | $1.0M | 12k | 84.28 | |
V.F. Corporation (VFC) | 0.2 | $923k | 14k | 64.73 | |
Deere & Company (DE) | 0.2 | $958k | 12k | 77.03 | |
American Electric Power Company (AEP) | 0.2 | $922k | 14k | 66.42 | |
SPDR Gold Trust (GLD) | 0.2 | $885k | 7.5k | 117.70 | |
Vanguard Information Technology ETF (VGT) | 0.2 | $861k | 7.9k | 109.49 | |
Industries N shs - a - (LYB) | 0.2 | $813k | 9.5k | 85.58 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $805k | 6.0k | 134.57 | |
E.I. du Pont de Nemours & Company | 0.1 | $755k | 12k | 63.34 | |
Unilever (UL) | 0.1 | $790k | 18k | 45.17 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $759k | 11k | 66.33 | |
MasterCard Incorporated (MA) | 0.1 | $752k | 8.0k | 94.47 | |
Nucor Corporation (NUE) | 0.1 | $711k | 15k | 47.27 | |
Boeing Company (BA) | 0.1 | $748k | 5.9k | 126.95 | |
Digimarc Corporation (DMRC) | 0.1 | $704k | 23k | 30.30 | |
Vanguard Growth ETF (VUG) | 0.1 | $747k | 7.0k | 106.41 | |
Vornado Realty Trust (VNO) | 0.1 | $679k | 7.2k | 94.36 | |
South Jersey Industries | 0.1 | $664k | 23k | 28.45 | |
Piedmont Natural Gas Company | 0.1 | $668k | 11k | 59.83 | |
Vanguard Health Care ETF (VHT) | 0.1 | $680k | 5.5k | 123.32 | |
Rpx Corp | 0.1 | $652k | 58k | 11.25 | |
Mondelez Int (MDLZ) | 0.1 | $679k | 17k | 40.09 | |
Caterpillar (CAT) | 0.1 | $629k | 8.2k | 76.53 | |
Baker Hughes Incorporated | 0.1 | $604k | 14k | 43.86 | |
Philip Morris International (PM) | 0.1 | $609k | 6.2k | 98.07 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $609k | 11k | 57.16 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $602k | 7.5k | 80.64 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $639k | 5.8k | 109.70 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $620k | 5.9k | 105.39 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $613k | 4.9k | 123.96 | |
Vanguard Consumer Staples ETF (VDC) | 0.1 | $612k | 4.5k | 135.43 | |
BNC Ban | 0.1 | $603k | 29k | 21.13 | |
Bank of America Corporation (BAC) | 0.1 | $560k | 41k | 13.52 | |
Leucadia National | 0.1 | $540k | 33k | 16.16 | |
Maxim Integrated Products | 0.1 | $501k | 14k | 36.75 | |
Syngenta | 0.1 | $542k | 6.5k | 82.89 | |
MGE Energy (MGEE) | 0.1 | $526k | 10k | 52.22 | |
Vanguard Value ETF (VTV) | 0.1 | $503k | 6.1k | 82.46 | |
Vanguard Pacific ETF (VPL) | 0.1 | $504k | 9.1k | 55.23 | |
Time Warner | 0.1 | $486k | 6.7k | 72.53 | |
Altria (MO) | 0.1 | $485k | 7.7k | 62.60 | |
Vanguard European ETF (VGK) | 0.1 | $472k | 9.7k | 48.52 | |
Kraft Heinz (KHC) | 0.1 | $450k | 5.7k | 78.51 | |
FedEx Corporation (FDX) | 0.1 | $419k | 2.6k | 162.78 | |
Via | 0.1 | $434k | 11k | 41.33 | |
NetApp (NTAP) | 0.1 | $409k | 15k | 27.27 | |
American Vanguard (AVD) | 0.1 | $437k | 28k | 15.76 | |
iShares Russell 2000 Index (IWM) | 0.1 | $409k | 3.7k | 110.57 | |
iShares Gold Trust | 0.1 | $439k | 37k | 11.89 | |
Chase Corporation | 0.1 | $432k | 8.2k | 52.65 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $429k | 3.8k | 112.63 | |
Fortune Brands (FBIN) | 0.1 | $398k | 7.1k | 56.02 | |
Allegion Plc equity (ALLE) | 0.1 | $438k | 6.9k | 63.66 | |
State Street Corporation (STT) | 0.1 | $382k | 6.5k | 58.53 | |
Vulcan Materials Company (VMC) | 0.1 | $374k | 3.5k | 105.59 | |
Yum! Brands (YUM) | 0.1 | $383k | 4.7k | 81.80 | |
GlaxoSmithKline | 0.1 | $386k | 9.5k | 40.55 | |
Black Box Corporation | 0.1 | $368k | 27k | 13.48 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $375k | 3.5k | 108.38 | |
Vanguard Telecommunication Services ETF (VOX) | 0.1 | $367k | 4.0k | 92.82 | |
Pier 1 Imports | 0.1 | $334k | 48k | 7.02 | |
Nike (NKE) | 0.1 | $291k | 4.7k | 61.39 | |
Cimarex Energy | 0.1 | $309k | 3.2k | 97.17 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $313k | 3.1k | 99.87 | |
Vanguard Financials ETF (VFH) | 0.1 | $295k | 6.4k | 46.42 | |
Simon Property (SPG) | 0.1 | $293k | 1.4k | 207.36 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $293k | 8.5k | 34.62 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.1 | $293k | 2.4k | 124.15 | |
Eaton (ETN) | 0.1 | $313k | 5.0k | 62.60 | |
AFLAC Incorporated (AFL) | 0.1 | $260k | 4.1k | 63.05 | |
BB&T Corporation | 0.1 | $285k | 8.6k | 33.29 | |
iShares S&P 500 Index (IVV) | 0.1 | $247k | 1.2k | 206.87 | |
SCANA Corporation | 0.1 | $276k | 3.9k | 70.03 | |
Graham Corporation (GHM) | 0.1 | $255k | 13k | 19.92 | |
iShares Russell Midcap Index Fund (IWR) | 0.1 | $245k | 1.5k | 162.90 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $275k | 1.9k | 144.36 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $273k | 2.4k | 111.66 | |
Vanguard Materials ETF (VAW) | 0.1 | $275k | 2.8k | 98.35 | |
Vanguard Industrials ETF (VIS) | 0.1 | $250k | 2.4k | 105.17 | |
Charles Schwab Corporation (SCHW) | 0.0 | $231k | 8.2k | 28.02 | |
Apache Corporation | 0.0 | $231k | 4.7k | 48.74 | |
Fifth Third Ban (FITB) | 0.0 | $211k | 13k | 16.69 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $229k | 870.00 | 263.22 | |
SPDR S&P Dividend (SDY) | 0.0 | $227k | 2.8k | 79.90 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $201k | 2.4k | 85.24 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $223k | 1.8k | 125.99 | |
Fidus Invt (FDUS) | 0.0 | $202k | 13k | 15.53 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $201k | 3.7k | 54.50 | |
Allergan | 0.0 | $221k | 824.00 | 268.20 | |
Marathon Oil Corporation (MRO) | 0.0 | $146k | 13k | 11.12 | |
Crawford & Company (CRD.B) | 0.0 | $164k | 25k | 6.48 | |
News (NWSA) | 0.0 | $138k | 11k | 12.77 | |
Castlight Health | 0.0 | $46k | 14k | 3.30 |