Bragg Financial Advisors as of Sept. 30, 2016
Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 249 positions in its portfolio as reported in the September 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 1.7 | $9.4M | 163k | 57.60 | |
Johnson & Johnson (JNJ) | 1.4 | $8.1M | 69k | 118.12 | |
Becton, Dickinson and (BDX) | 1.4 | $7.9M | 44k | 179.73 | |
Procter & Gamble Company (PG) | 1.4 | $7.6M | 84k | 89.75 | |
Intel Corporation (INTC) | 1.3 | $7.4M | 196k | 37.75 | |
Exxon Mobil Corporation (XOM) | 1.3 | $7.2M | 82k | 87.28 | |
Cisco Systems (CSCO) | 1.2 | $7.0M | 221k | 31.72 | |
Vanguard Mid-Cap Value ETF (VOE) | 1.2 | $7.0M | 74k | 93.57 | |
Oracle Corporation (ORCL) | 1.2 | $6.9M | 175k | 39.28 | |
McDonald's Corporation (MCD) | 1.2 | $6.8M | 59k | 115.35 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.2 | $6.7M | 51k | 131.78 | |
Amgen (AMGN) | 1.2 | $6.5M | 39k | 166.81 | |
Merck & Co (MRK) | 1.2 | $6.5M | 104k | 62.41 | |
International Business Machines (IBM) | 1.1 | $6.3M | 40k | 158.85 | |
Southern Company (SO) | 1.1 | $6.2M | 122k | 51.30 | |
Texas Instruments Incorporated (TXN) | 1.1 | $6.0M | 86k | 70.18 | |
Apple (AAPL) | 1.1 | $5.9M | 52k | 113.05 | |
Ameriprise Financial (AMP) | 1.0 | $5.5M | 56k | 99.76 | |
Corning Incorporated (GLW) | 1.0 | $5.5M | 232k | 23.65 | |
American Express Company (AXP) | 1.0 | $5.4M | 85k | 64.04 | |
TJX Companies (TJX) | 1.0 | $5.4M | 73k | 74.78 | |
Chevron Corporation (CVX) | 1.0 | $5.4M | 52k | 102.91 | |
United Technologies Corporation | 1.0 | $5.4M | 53k | 101.59 | |
T. Rowe Price (TROW) | 0.9 | $5.3M | 79k | 66.50 | |
Verizon Communications (VZ) | 0.9 | $5.2M | 101k | 51.98 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.9 | $5.2M | 49k | 105.99 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.9 | $5.2M | 49k | 106.40 | |
Home Depot (HD) | 0.9 | $5.2M | 40k | 128.67 | |
At&t (T) | 0.9 | $5.0M | 122k | 40.61 | |
Pfizer (PFE) | 0.9 | $4.9M | 144k | 33.87 | |
Bristol Myers Squibb (BMY) | 0.8 | $4.7M | 87k | 53.92 | |
Wells Fargo & Company (WFC) | 0.8 | $4.7M | 106k | 44.28 | |
Alphabet Inc Class C cs (GOOG) | 0.8 | $4.7M | 6.0k | 777.23 | |
C.R. Bard | 0.8 | $4.7M | 21k | 224.26 | |
Pepsi (PEP) | 0.8 | $4.6M | 42k | 108.77 | |
UnitedHealth (UNH) | 0.8 | $4.5M | 32k | 139.99 | |
Twenty-first Century Fox | 0.8 | $4.5M | 184k | 24.22 | |
Plantronics | 0.8 | $4.4M | 85k | 51.96 | |
Wal-Mart Stores (WMT) | 0.8 | $4.3M | 60k | 72.12 | |
Dow Chemical Company | 0.8 | $4.4M | 85k | 51.84 | |
Air Products & Chemicals (APD) | 0.8 | $4.3M | 29k | 150.32 | |
Danaher Corporation (DHR) | 0.8 | $4.3M | 55k | 78.39 | |
General Electric Company | 0.8 | $4.2M | 143k | 29.62 | |
Sanderson Farms | 0.7 | $4.1M | 43k | 96.33 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.7 | $4.1M | 46k | 89.58 | |
Bank of New York Mellon Corporation (BK) | 0.7 | $4.0M | 101k | 39.88 | |
Orbital Atk | 0.7 | $4.0M | 53k | 76.23 | |
Comcast Corporation (CMCSA) | 0.7 | $3.9M | 59k | 66.34 | |
Hilltop Holdings (HTH) | 0.7 | $3.9M | 175k | 22.46 | |
Progressive Corporation (PGR) | 0.7 | $3.9M | 122k | 31.50 | |
Vanguard Small-Cap Value ETF (VBR) | 0.7 | $3.9M | 35k | 110.67 | |
Oshkosh Corporation (OSK) | 0.7 | $3.8M | 68k | 56.00 | |
Meredith Corporation | 0.7 | $3.7M | 72k | 52.00 | |
Rli (RLI) | 0.7 | $3.7M | 54k | 68.36 | |
Honeywell International (HON) | 0.7 | $3.7M | 32k | 116.57 | |
Tech Data Corporation | 0.7 | $3.7M | 44k | 84.70 | |
Applied Materials (AMAT) | 0.7 | $3.6M | 121k | 30.15 | |
UniFirst Corporation (UNF) | 0.7 | $3.6M | 28k | 131.86 | |
3M Company (MMM) | 0.6 | $3.6M | 20k | 176.23 | |
Horace Mann Educators Corporation (HMN) | 0.6 | $3.6M | 98k | 36.65 | |
Symantec Corporation | 0.6 | $3.6M | 142k | 25.10 | |
Synaptics, Incorporated (SYNA) | 0.6 | $3.4M | 58k | 58.58 | |
SYNNEX Corporation (SNX) | 0.6 | $3.4M | 30k | 114.12 | |
ConocoPhillips (COP) | 0.6 | $3.3M | 76k | 43.47 | |
Lowe's Companies (LOW) | 0.6 | $3.3M | 45k | 72.20 | |
Colgate-Palmolive Company (CL) | 0.6 | $3.2M | 43k | 74.14 | |
UGI Corporation (UGI) | 0.6 | $3.1M | 69k | 45.23 | |
Anixter International | 0.6 | $3.1M | 48k | 64.49 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.6 | $3.1M | 26k | 116.47 | |
Vistaoutdoor (VSTO) | 0.6 | $3.1M | 77k | 39.86 | |
Scholastic Corporation (SCHL) | 0.5 | $3.0M | 77k | 39.36 | |
Union Pacific Corporation (UNP) | 0.5 | $3.0M | 31k | 97.52 | |
CSG Systems International (CSGS) | 0.5 | $3.0M | 74k | 41.33 | |
Gra (GGG) | 0.5 | $3.0M | 41k | 74.01 | |
Vanguard Large-Cap ETF (VV) | 0.5 | $3.0M | 30k | 99.16 | |
Owens & Minor (OMI) | 0.5 | $3.0M | 86k | 34.73 | |
Endurance Specialty Hldgs Lt | 0.5 | $2.9M | 44k | 65.45 | |
Vishay Intertechnology (VSH) | 0.5 | $2.9M | 203k | 14.09 | |
Exelon Corporation (EXC) | 0.5 | $2.9M | 86k | 33.29 | |
Qualcomm (QCOM) | 0.5 | $2.7M | 40k | 68.49 | |
Costco Wholesale Corporation (COST) | 0.5 | $2.7M | 18k | 152.53 | |
Schweitzer-Mauduit International (MATV) | 0.5 | $2.7M | 69k | 38.56 | |
Flowers Foods (FLO) | 0.5 | $2.6M | 175k | 15.12 | |
U.S. Bancorp (USB) | 0.5 | $2.6M | 61k | 42.90 | |
CVS Caremark Corporation (CVS) | 0.5 | $2.6M | 29k | 88.97 | |
Vanguard REIT ETF (VNQ) | 0.5 | $2.6M | 30k | 86.73 | |
Dominion Resources (D) | 0.5 | $2.5M | 34k | 74.27 | |
New Jersey Resources Corporation (NJR) | 0.5 | $2.5M | 77k | 32.86 | |
Raymond James Financial (RJF) | 0.4 | $2.5M | 42k | 58.20 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.4 | $2.5M | 30k | 80.57 | |
Abbvie (ABBV) | 0.4 | $2.5M | 39k | 63.06 | |
Csw Industrials (CSWI) | 0.4 | $2.5M | 76k | 32.39 | |
Timken Company (TKR) | 0.4 | $2.4M | 68k | 35.14 | |
Schlumberger (SLB) | 0.4 | $2.4M | 31k | 78.63 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $2.4M | 3.0k | 804.04 | |
Chubb (CB) | 0.4 | $2.4M | 19k | 125.63 | |
Aspen Insurance Holdings | 0.4 | $2.3M | 50k | 46.60 | |
Ingersoll-rand Co Ltd-cl A | 0.4 | $2.3M | 34k | 67.94 | |
Cubic Corporation | 0.4 | $2.4M | 50k | 46.81 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.4 | $2.3M | 48k | 47.21 | |
SYSCO Corporation (SYY) | 0.4 | $2.2M | 46k | 49.01 | |
Berkshire Hathaway (BRK.A) | 0.4 | $2.2M | 10.00 | 216200.00 | |
Duke Energy (DUK) | 0.4 | $2.2M | 27k | 80.06 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $2.1M | 32k | 66.58 | |
Abbott Laboratories (ABT) | 0.4 | $2.1M | 50k | 42.29 | |
Brown-Forman Corporation (BF.B) | 0.4 | $2.1M | 45k | 47.44 | |
Cato Corporation (CATO) | 0.4 | $2.2M | 65k | 32.89 | |
Darling International (DAR) | 0.4 | $2.1M | 158k | 13.51 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $2.0M | 9.3k | 216.29 | |
Valero Energy Corporation (VLO) | 0.3 | $2.0M | 37k | 53.01 | |
Prestige Brands Holdings (PBH) | 0.3 | $2.0M | 41k | 48.27 | |
Rbc Cad (RY) | 0.3 | $2.0M | 32k | 61.96 | |
Gilead Sciences (GILD) | 0.3 | $1.9M | 24k | 79.11 | |
Rpx Corp | 0.3 | $1.9M | 178k | 10.69 | |
Urban Outfitters (URBN) | 0.3 | $1.9M | 54k | 34.52 | |
Ball Corporation (BALL) | 0.3 | $1.8M | 23k | 81.95 | |
General Mills (GIS) | 0.3 | $1.8M | 28k | 63.88 | |
Target Corporation (TGT) | 0.3 | $1.8M | 26k | 68.66 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $1.8M | 15k | 122.19 | |
Crane | 0.3 | $1.7M | 27k | 63.00 | |
Prudential Financial (PRU) | 0.3 | $1.7M | 21k | 81.65 | |
DST Systems | 0.3 | $1.6M | 14k | 117.95 | |
Berkshire Hathaway (BRK.B) | 0.3 | $1.6M | 11k | 144.51 | |
Astronics Corporation (ATRO) | 0.3 | $1.6M | 35k | 45.05 | |
Eaton (ETN) | 0.3 | $1.6M | 25k | 65.71 | |
Harman International Industries | 0.3 | $1.5M | 18k | 84.48 | |
American National Insurance Company | 0.3 | $1.6M | 13k | 122.00 | |
CalAmp | 0.3 | $1.6M | 114k | 13.95 | |
Central Fd Cda Ltd cl a | 0.3 | $1.6M | 112k | 13.86 | |
Essendant | 0.3 | $1.6M | 77k | 20.52 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.3 | $1.6M | 32k | 48.84 | |
Anheuser-Busch InBev NV (BUD) | 0.3 | $1.5M | 11k | 131.44 | |
Vanguard Short-Term Bond ETF (BSV) | 0.3 | $1.5M | 19k | 80.83 | |
W.W. Grainger (GWW) | 0.3 | $1.4M | 6.4k | 224.84 | |
Coca-Cola Company (KO) | 0.2 | $1.4M | 33k | 42.31 | |
Whirlpool Corporation (WHR) | 0.2 | $1.4M | 8.6k | 162.21 | |
Rio Tinto (RIO) | 0.2 | $1.4M | 42k | 33.39 | |
Greenbrier Companies (GBX) | 0.2 | $1.4M | 39k | 35.31 | |
CBS Corporation | 0.2 | $1.4M | 25k | 54.72 | |
General Dynamics Corporation (GD) | 0.2 | $1.3M | 8.5k | 155.16 | |
Hurco Companies (HURC) | 0.2 | $1.3M | 47k | 28.06 | |
Fortive (FTV) | 0.2 | $1.3M | 25k | 50.89 | |
Steris Corporation | 0.2 | $1.2M | 17k | 73.08 | |
Clorox Company (CLX) | 0.2 | $1.2M | 9.8k | 125.23 | |
Ducommun Incorporated (DCO) | 0.2 | $1.2M | 54k | 22.85 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.2M | 32k | 37.41 | |
Fabrinet (FN) | 0.2 | $1.2M | 28k | 44.59 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.2M | 9.5k | 129.47 | |
Darden Restaurants (DRI) | 0.2 | $1.2M | 19k | 61.29 | |
Stryker Corporation (SYK) | 0.2 | $1.1M | 9.9k | 116.46 | |
FirstEnergy (FE) | 0.2 | $1.1M | 34k | 33.08 | |
Deckers Outdoor Corporation (DECK) | 0.2 | $1.1M | 19k | 59.54 | |
Delta Apparel (DLAPQ) | 0.2 | $1.1M | 68k | 16.46 | |
Phillips 66 (PSX) | 0.2 | $1.0M | 13k | 80.54 | |
Hewlett Packard Enterprise (HPE) | 0.2 | $1.1M | 46k | 22.75 | |
Walt Disney Company (DIS) | 0.2 | $984k | 11k | 92.89 | |
Automatic Data Processing (ADP) | 0.2 | $995k | 11k | 88.19 | |
Deere & Company (DE) | 0.2 | $1.0M | 12k | 85.35 | |
priceline.com Incorporated | 0.2 | $1.0M | 686.00 | 1470.85 | |
Vanguard Growth ETF (VUG) | 0.2 | $1.0M | 9.0k | 112.26 | |
MasterCard Incorporated (MA) | 0.2 | $929k | 9.1k | 101.79 | |
Iconix Brand | 0.2 | $929k | 115k | 8.12 | |
Industries N shs - a - (LYB) | 0.2 | $968k | 12k | 80.67 | |
Walgreen Boots Alliance (WBA) | 0.2 | $960k | 12k | 80.62 | |
American Electric Power Company (AEP) | 0.2 | $891k | 14k | 64.19 | |
Vanguard Value ETF (VTV) | 0.2 | $915k | 11k | 87.02 | |
Anthem (ELV) | 0.2 | $920k | 7.3k | 125.34 | |
Dell Technologies Inc Class V equity | 0.2 | $914k | 19k | 47.78 | |
Unilever (UL) | 0.1 | $829k | 18k | 47.40 | |
State Street Corporation (STT) | 0.1 | $803k | 12k | 69.66 | |
United Parcel Service (UPS) | 0.1 | $790k | 7.2k | 109.37 | |
V.F. Corporation (VFC) | 0.1 | $799k | 14k | 56.03 | |
Boeing Company (BA) | 0.1 | $761k | 5.8k | 131.75 | |
Chase Corporation | 0.1 | $774k | 11k | 69.08 | |
SPDR Gold Trust (GLD) | 0.1 | $742k | 5.9k | 125.57 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $718k | 8.4k | 85.07 | |
Mondelez Int (MDLZ) | 0.1 | $737k | 17k | 43.92 | |
Caterpillar (CAT) | 0.1 | $698k | 7.9k | 88.83 | |
E.I. du Pont de Nemours & Company | 0.1 | $656k | 9.8k | 66.98 | |
Baker Hughes Incorporated | 0.1 | $669k | 13k | 50.48 | |
Vornado Realty Trust (VNO) | 0.1 | $688k | 6.8k | 101.18 | |
South Jersey Industries | 0.1 | $678k | 23k | 29.53 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $678k | 11k | 61.21 | |
Leucadia National | 0.1 | $589k | 31k | 19.03 | |
Philip Morris International (PM) | 0.1 | $604k | 6.2k | 97.26 | |
Piedmont Natural Gas Company | 0.1 | $617k | 10k | 60.08 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $638k | 5.7k | 111.34 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $635k | 5.3k | 120.40 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $641k | 9.6k | 66.75 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $630k | 4.7k | 133.00 | |
Vanguard Scottsdale Fds cmn (VTWV) | 0.1 | $630k | 6.9k | 90.84 | |
Bank of America Corporation (BAC) | 0.1 | $546k | 35k | 15.66 | |
Nucor Corporation (NUE) | 0.1 | $549k | 11k | 49.47 | |
L.B. Foster Company (FSTR) | 0.1 | $536k | 45k | 12.00 | |
Vanguard Pacific ETF (VPL) | 0.1 | $553k | 9.1k | 60.60 | |
Vanguard Health Care ETF (VHT) | 0.1 | $572k | 4.3k | 132.90 | |
Pentair cs (PNR) | 0.1 | $583k | 9.1k | 64.24 | |
Time Warner | 0.1 | $521k | 6.5k | 79.60 | |
Altria (MO) | 0.1 | $490k | 7.7k | 63.25 | |
Maxim Integrated Products | 0.1 | $513k | 13k | 39.91 | |
Syngenta | 0.1 | $500k | 5.7k | 87.60 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $522k | 4.9k | 105.80 | |
Vanguard Consumer Staples ETF (VDC) | 0.1 | $505k | 3.7k | 136.89 | |
Kraft Heinz (KHC) | 0.1 | $513k | 5.7k | 89.50 | |
Yum! Brands (YUM) | 0.1 | $425k | 4.7k | 90.77 | |
GlaxoSmithKline | 0.1 | $422k | 9.8k | 43.11 | |
iShares Russell 2000 Index (IWM) | 0.1 | $444k | 3.6k | 124.16 | |
Cimarex Energy | 0.1 | $427k | 3.2k | 134.28 | |
iShares Gold Trust | 0.1 | $456k | 36k | 12.68 | |
Vanguard European ETF (VGK) | 0.1 | $435k | 8.9k | 48.74 | |
BNC Ban | 0.1 | $452k | 19k | 24.33 | |
Allegion Plc equity (ALLE) | 0.1 | $467k | 6.8k | 68.88 | |
FedEx Corporation (FDX) | 0.1 | $407k | 2.3k | 174.75 | |
Via | 0.1 | $398k | 10k | 38.12 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $409k | 6.9k | 59.12 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $396k | 3.2k | 124.25 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $405k | 3.4k | 118.94 | |
Fortune Brands (FBIN) | 0.1 | $413k | 7.1k | 58.13 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $340k | 2.7k | 125.97 | |
Vulcan Materials Company (VMC) | 0.1 | $325k | 2.9k | 113.76 | |
Crawford & Company (CRD.B) | 0.1 | $354k | 31k | 11.35 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $324k | 2.9k | 112.70 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $331k | 8.8k | 37.69 | |
Vanguard Telecommunication Services ETF (VOX) | 0.1 | $327k | 3.5k | 94.45 | |
Charles Schwab Corporation (SCHW) | 0.1 | $253k | 8.0k | 31.56 | |
Apache Corporation | 0.1 | $256k | 4.0k | 63.78 | |
Spectra Energy | 0.1 | $266k | 6.2k | 42.69 | |
AFLAC Incorporated (AFL) | 0.1 | $296k | 4.1k | 71.77 | |
BB&T Corporation | 0.1 | $274k | 7.3k | 37.78 | |
Nike (NKE) | 0.1 | $264k | 5.0k | 52.59 | |
Fifth Third Ban (FITB) | 0.1 | $258k | 13k | 20.45 | |
SCANA Corporation | 0.1 | $285k | 3.9k | 72.32 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $295k | 1.9k | 154.86 | |
Simon Property (SPG) | 0.1 | $293k | 1.4k | 207.36 | |
Vanguard Materials ETF (VAW) | 0.1 | $253k | 2.4k | 106.93 | |
Medtronic (MDT) | 0.1 | $265k | 3.1k | 86.54 | |
Edwards Lifesciences (EW) | 0.0 | $223k | 1.9k | 120.41 | |
iShares S&P 500 Index (IVV) | 0.0 | $251k | 1.2k | 217.50 | |
Amazon (AMZN) | 0.0 | $219k | 262.00 | 835.88 | |
iShares Russell 1000 Growth Index (IWF) | 0.0 | $245k | 2.4k | 104.26 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $227k | 805.00 | 281.99 | |
SPDR S&P Dividend (SDY) | 0.0 | $244k | 2.9k | 84.46 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $228k | 2.7k | 83.82 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $213k | 1.7k | 126.63 | |
Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $217k | 2.4k | 91.37 | |
Fidus Invt (FDUS) | 0.0 | $205k | 13k | 15.76 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $207k | 3.7k | 56.13 | |
Marathon Oil Corporation (MRO) | 0.0 | $191k | 12k | 15.78 | |
Castlight Health | 0.0 | $58k | 14k | 4.16 |