Bragg Financial Advisors as of June 30, 2017
Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 255 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 1.8 | $12M | 166k | 68.99 | |
McDonald's Corporation (MCD) | 1.4 | $9.2M | 60k | 153.17 | |
Oracle Corporation (ORCL) | 1.4 | $9.1M | 181k | 50.20 | |
Becton, Dickinson and (BDX) | 1.4 | $8.9M | 46k | 195.12 | |
Vanguard Mid-Cap Value ETF (VOE) | 1.3 | $8.5M | 83k | 102.87 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.3 | $8.4M | 58k | 145.73 | |
Johnson & Johnson (JNJ) | 1.3 | $8.0M | 60k | 132.29 | |
Apple (AAPL) | 1.2 | $7.9M | 55k | 144.02 | |
Procter & Gamble Company (PG) | 1.2 | $7.6M | 87k | 87.14 | |
American Express Company (AXP) | 1.2 | $7.6M | 90k | 84.24 | |
Cisco Systems (CSCO) | 1.2 | $7.5M | 240k | 31.30 | |
Corning Incorporated (GLW) | 1.2 | $7.4M | 246k | 30.05 | |
Ameriprise Financial (AMP) | 1.2 | $7.3M | 58k | 127.29 | |
Exxon Mobil Corporation (XOM) | 1.2 | $7.3M | 91k | 80.85 | |
Amgen (AMGN) | 1.1 | $7.0M | 41k | 172.24 | |
Merck & Co (MRK) | 1.1 | $7.0M | 110k | 64.09 | |
Intel Corporation (INTC) | 1.1 | $7.0M | 207k | 33.74 | |
International Business Machines (IBM) | 1.1 | $6.9M | 45k | 153.84 | |
United Technologies Corporation | 1.1 | $6.9M | 57k | 122.11 | |
Home Depot (HD) | 1.1 | $6.8M | 45k | 153.64 | |
Texas Instruments Incorporated (TXN) | 1.0 | $6.4M | 83k | 76.92 | |
UnitedHealth (UNH) | 1.0 | $6.4M | 35k | 185.41 | |
Vanguard Small-Cap Value ETF (VBR) | 1.0 | $6.4M | 52k | 122.90 | |
T. Rowe Price (TROW) | 1.0 | $6.2M | 83k | 74.21 | |
Wells Fargo & Company (WFC) | 1.0 | $6.1M | 110k | 55.41 | |
Southern Company (SO) | 1.0 | $6.1M | 127k | 47.88 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.9 | $6.0M | 51k | 117.68 | |
Alphabet Inc Class C cs (GOOG) | 0.9 | $6.0M | 6.6k | 908.79 | |
C.R. Bard | 0.9 | $6.0M | 19k | 316.11 | |
Chevron Corporation (CVX) | 0.9 | $5.9M | 56k | 104.34 | |
Applied Materials (AMAT) | 0.9 | $5.8M | 141k | 41.31 | |
TJX Companies (TJX) | 0.9 | $5.6M | 78k | 72.17 | |
Twenty-first Century Fox | 0.9 | $5.6M | 198k | 28.34 | |
Progressive Corporation (PGR) | 0.9 | $5.5M | 125k | 44.09 | |
At&t (T) | 0.9 | $5.5M | 147k | 37.73 | |
Dow Chemical Company | 0.9 | $5.5M | 87k | 63.07 | |
Verizon Communications (VZ) | 0.8 | $5.4M | 120k | 44.66 | |
Bank of New York Mellon Corporation (BK) | 0.8 | $5.2M | 102k | 51.02 | |
Pfizer (PFE) | 0.8 | $5.2M | 155k | 33.59 | |
Comcast Corporation (CMCSA) | 0.8 | $5.1M | 131k | 38.92 | |
Wal-Mart Stores (WMT) | 0.8 | $5.1M | 68k | 75.68 | |
Danaher Corporation (DHR) | 0.8 | $5.1M | 60k | 84.39 | |
Honeywell International (HON) | 0.8 | $4.8M | 36k | 133.30 | |
Pepsi (PEP) | 0.7 | $4.7M | 41k | 115.87 | |
Symantec Corporation | 0.7 | $4.7M | 167k | 28.25 | |
Meredith Corporation | 0.7 | $4.5M | 76k | 59.45 | |
Tech Data Corporation | 0.7 | $4.5M | 45k | 101.01 | |
General Electric Company | 0.7 | $4.4M | 164k | 27.01 | |
Gra (GGG) | 0.7 | $4.4M | 41k | 109.28 | |
Union Pacific Corporation (UNP) | 0.7 | $4.4M | 40k | 108.92 | |
Vishay Intertechnology (VSH) | 0.7 | $4.3M | 259k | 16.60 | |
Air Products & Chemicals (APD) | 0.7 | $4.2M | 29k | 143.07 | |
UGI Corporation (UGI) | 0.7 | $4.2M | 86k | 48.41 | |
Deckers Outdoor Corporation (DECK) | 0.7 | $4.2M | 61k | 68.26 | |
Bristol Myers Squibb (BMY) | 0.7 | $4.1M | 74k | 55.72 | |
3M Company (MMM) | 0.7 | $4.1M | 20k | 208.19 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $4.0M | 44k | 91.40 | |
UniFirst Corporation (UNF) | 0.6 | $4.0M | 28k | 140.69 | |
Hilltop Holdings (HTH) | 0.6 | $4.0M | 151k | 26.21 | |
Orbital Atk | 0.6 | $3.9M | 40k | 98.37 | |
SYNNEX Corporation (SNX) | 0.6 | $3.9M | 32k | 119.96 | |
ConocoPhillips (COP) | 0.6 | $3.8M | 87k | 43.96 | |
Owens & Minor (OMI) | 0.6 | $3.8M | 118k | 32.19 | |
Eaton (ETN) | 0.6 | $3.7M | 48k | 77.82 | |
Oshkosh Corporation (OSK) | 0.6 | $3.7M | 54k | 68.87 | |
CSG Systems International (CSGS) | 0.6 | $3.6M | 90k | 40.58 | |
Synaptics, Incorporated (SYNA) | 0.6 | $3.6M | 70k | 51.71 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.6 | $3.5M | 33k | 105.77 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.6 | $3.5M | 40k | 87.53 | |
Costco Wholesale Corporation (COST) | 0.5 | $3.4M | 22k | 159.95 | |
Scholastic Corporation (SCHL) | 0.5 | $3.4M | 78k | 43.59 | |
Exelon Corporation (EXC) | 0.5 | $3.4M | 95k | 36.07 | |
Rli (RLI) | 0.5 | $3.4M | 62k | 54.63 | |
Lowe's Companies (LOW) | 0.5 | $3.3M | 43k | 77.52 | |
Anixter International | 0.5 | $3.3M | 43k | 78.19 | |
Vanguard Large-Cap ETF (VV) | 0.5 | $3.4M | 30k | 111.01 | |
Greenbrier Companies (GBX) | 0.5 | $3.3M | 71k | 46.24 | |
Timken Company (TKR) | 0.5 | $3.2M | 70k | 46.25 | |
Abbott Laboratories (ABT) | 0.5 | $3.1M | 65k | 48.61 | |
Colgate-Palmolive Company (CL) | 0.5 | $3.2M | 43k | 74.14 | |
Ingersoll-rand Co Ltd-cl A | 0.5 | $3.1M | 34k | 91.38 | |
Raymond James Financial (RJF) | 0.5 | $3.1M | 39k | 80.22 | |
Horace Mann Educators Corporation (HMN) | 0.5 | $3.0M | 80k | 37.80 | |
New Jersey Resources Corporation (NJR) | 0.5 | $3.1M | 77k | 39.70 | |
Schweitzer-Mauduit International (MATV) | 0.5 | $3.0M | 81k | 37.23 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.5 | $3.0M | 58k | 51.97 | |
Prudential Financial (PRU) | 0.5 | $2.9M | 27k | 108.77 | |
Plantronics | 0.5 | $2.8M | 54k | 52.31 | |
Flowers Foods (FLO) | 0.5 | $2.9M | 166k | 17.31 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.5 | $2.9M | 25k | 113.43 | |
U.S. Bancorp (USB) | 0.4 | $2.8M | 53k | 51.91 | |
Aspen Insurance Holdings | 0.4 | $2.8M | 55k | 49.84 | |
Duke Energy (DUK) | 0.4 | $2.8M | 33k | 83.60 | |
Abbvie (ABBV) | 0.4 | $2.7M | 37k | 72.51 | |
Schlumberger (SLB) | 0.4 | $2.7M | 41k | 65.83 | |
Rbc Cad (RY) | 0.4 | $2.6M | 37k | 72.51 | |
Vanguard REIT ETF (VNQ) | 0.4 | $2.6M | 32k | 83.24 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $2.7M | 2.9k | 929.67 | |
Dominion Resources (D) | 0.4 | $2.6M | 34k | 76.64 | |
Valero Energy Corporation (VLO) | 0.4 | $2.6M | 39k | 67.47 | |
CVS Caremark Corporation (CVS) | 0.4 | $2.6M | 32k | 80.47 | |
Qualcomm (QCOM) | 0.4 | $2.5M | 46k | 55.22 | |
Darling International (DAR) | 0.4 | $2.5M | 159k | 15.74 | |
Rpx Corp | 0.4 | $2.5M | 179k | 13.95 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $2.4M | 9.9k | 241.85 | |
priceline.com Incorporated | 0.4 | $2.4M | 1.3k | 1870.82 | |
Whirlpool Corporation (WHR) | 0.4 | $2.3M | 12k | 191.66 | |
Cubic Corporation | 0.4 | $2.3M | 51k | 46.30 | |
Csw Industrials (CSWI) | 0.4 | $2.3M | 60k | 38.65 | |
BB&T Corporation | 0.4 | $2.3M | 50k | 45.42 | |
Berkshire Hathaway (BRK.A) | 0.4 | $2.3M | 9.00 | 254666.67 | |
Berkshire Hathaway (BRK.B) | 0.3 | $2.2M | 13k | 169.39 | |
Prestige Brands Holdings (PBH) | 0.3 | $2.2M | 42k | 52.81 | |
Crane | 0.3 | $2.1M | 27k | 79.37 | |
Weyerhaeuser Company (WY) | 0.3 | $2.1M | 63k | 33.51 | |
Fabrinet (FN) | 0.3 | $2.1M | 48k | 42.65 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $2.0M | 15k | 135.52 | |
SYSCO Corporation (SYY) | 0.3 | $2.0M | 39k | 50.33 | |
Brown-Forman Corporation (BF.B) | 0.3 | $2.0M | 41k | 48.59 | |
Rio Tinto (RIO) | 0.3 | $2.0M | 47k | 42.30 | |
South Jersey Industries | 0.3 | $1.9M | 56k | 34.18 | |
Darden Restaurants (DRI) | 0.3 | $1.8M | 20k | 90.44 | |
Ball Corporation (BALL) | 0.3 | $1.8M | 42k | 42.21 | |
General Dynamics Corporation (GD) | 0.3 | $1.7M | 8.6k | 198.10 | |
DST Systems | 0.2 | $1.6M | 26k | 61.71 | |
General Mills (GIS) | 0.2 | $1.6M | 29k | 55.39 | |
Gilead Sciences (GILD) | 0.2 | $1.6M | 23k | 70.78 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $1.6M | 14k | 110.38 | |
L.B. Foster Company (FSTR) | 0.2 | $1.6M | 73k | 21.45 | |
Vanguard Growth ETF (VUG) | 0.2 | $1.6M | 13k | 127.05 | |
MasterCard Incorporated (MA) | 0.2 | $1.5M | 12k | 121.43 | |
Coca-Cola Company (KO) | 0.2 | $1.5M | 34k | 44.84 | |
American National Insurance Company | 0.2 | $1.5M | 13k | 116.48 | |
Delta Apparel (DLAPQ) | 0.2 | $1.5M | 68k | 22.18 | |
Fortive (FTV) | 0.2 | $1.6M | 25k | 63.36 | |
Ducommun Incorporated (DCO) | 0.2 | $1.4M | 46k | 31.58 | |
Vanguard Value ETF (VTV) | 0.2 | $1.4M | 15k | 96.58 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.4M | 10k | 142.50 | |
Chubb (CB) | 0.2 | $1.5M | 10k | 145.42 | |
Deere & Company (DE) | 0.2 | $1.4M | 12k | 123.60 | |
Central Fd Cda Ltd cl a | 0.2 | $1.4M | 112k | 12.32 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $1.4M | 18k | 80.04 | |
Anthem (ELV) | 0.2 | $1.4M | 7.3k | 188.15 | |
Clorox Company (CLX) | 0.2 | $1.3M | 9.8k | 133.22 | |
Steris | 0.2 | $1.4M | 17k | 81.50 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.3M | 31k | 41.34 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.2 | $1.2M | 26k | 48.51 | |
CBS Corporation | 0.2 | $1.2M | 19k | 63.79 | |
Stryker Corporation (SYK) | 0.2 | $1.2M | 8.7k | 138.72 | |
Walt Disney Company (DIS) | 0.2 | $1.1M | 10k | 106.22 | |
W.W. Grainger (GWW) | 0.2 | $1.1M | 6.1k | 180.59 | |
Automatic Data Processing (ADP) | 0.2 | $1.0M | 10k | 102.48 | |
Boeing Company (BA) | 0.2 | $1.1M | 5.6k | 197.78 | |
Philip Morris International (PM) | 0.2 | $1.1M | 9.1k | 117.45 | |
American Electric Power Company (AEP) | 0.2 | $1.1M | 15k | 69.47 | |
State Street Corporation (STT) | 0.2 | $1.0M | 12k | 89.70 | |
Bank of America Corporation (BAC) | 0.2 | $1.0M | 42k | 24.25 | |
Accenture (ACN) | 0.2 | $986k | 8.0k | 123.71 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $1.0M | 9.4k | 110.09 | |
Industries N shs - a - (LYB) | 0.2 | $1.0M | 12k | 84.42 | |
Vanguard Scottsdale Fds cmn (VTWV) | 0.2 | $1.0M | 10k | 102.83 | |
Phillips 66 (PSX) | 0.2 | $1.0M | 13k | 82.71 | |
Altria (MO) | 0.1 | $963k | 13k | 74.47 | |
Unilever (UL) | 0.1 | $942k | 17k | 54.14 | |
FirstEnergy (FE) | 0.1 | $870k | 30k | 29.17 | |
Tenne | 0.1 | $909k | 16k | 57.83 | |
Leucadia National | 0.1 | $810k | 31k | 26.17 | |
Caterpillar (CAT) | 0.1 | $836k | 7.8k | 107.48 | |
V.F. Corporation (VFC) | 0.1 | $833k | 15k | 57.58 | |
Mondelez Int (MDLZ) | 0.1 | $802k | 19k | 43.21 | |
Walgreen Boots Alliance (WBA) | 0.1 | $853k | 11k | 78.31 | |
E.I. du Pont de Nemours & Company | 0.1 | $738k | 9.1k | 80.71 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $750k | 9.4k | 79.83 | |
Vanguard Health Care ETF (VHT) | 0.1 | $792k | 5.4k | 147.46 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $792k | 48k | 16.60 | |
Public Storage (PSA) | 0.1 | $718k | 3.4k | 208.42 | |
Baker Hughes Incorporated | 0.1 | $708k | 13k | 54.50 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $718k | 5.1k | 140.84 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $687k | 4.6k | 148.64 | |
Time Warner | 0.1 | $645k | 6.4k | 100.42 | |
United Parcel Service (UPS) | 0.1 | $638k | 5.5k | 115.94 | |
Nucor Corporation (NUE) | 0.1 | $645k | 11k | 57.85 | |
Syntel | 0.1 | $619k | 37k | 16.95 | |
Astronics Corporation (ATRO) | 0.1 | $612k | 20k | 30.49 | |
CNO Financial (CNO) | 0.1 | $621k | 30k | 20.88 | |
Pentair cs (PNR) | 0.1 | $604k | 9.1k | 66.55 | |
Target Corporation (TGT) | 0.1 | $579k | 11k | 52.26 | |
Vornado Realty Trust (VNO) | 0.1 | $588k | 6.3k | 93.93 | |
SPDR Gold Trust (GLD) | 0.1 | $584k | 5.0k | 117.96 | |
SCANA Corporation | 0.1 | $594k | 8.9k | 66.98 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $578k | 8.9k | 64.60 | |
Vanguard Consumer Staples ETF (VDC) | 0.1 | $539k | 3.8k | 141.14 | |
Allegion Plc equity (ALLE) | 0.1 | $558k | 6.9k | 81.09 | |
Maxim Integrated Products | 0.1 | $487k | 11k | 44.91 | |
Enbridge (ENB) | 0.1 | $490k | 12k | 39.81 | |
Chase Corporation | 0.1 | $508k | 4.8k | 106.61 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $502k | 4.6k | 109.82 | |
Vanguard Pacific ETF (VPL) | 0.1 | $494k | 7.5k | 65.81 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $489k | 3.5k | 139.71 | |
Vistaoutdoor (VSTO) | 0.1 | $523k | 23k | 22.50 | |
Kraft Heinz (KHC) | 0.1 | $491k | 5.7k | 85.66 | |
Franklin Resources (BEN) | 0.1 | $461k | 10k | 44.82 | |
Yum! Brands (YUM) | 0.1 | $434k | 5.9k | 73.78 | |
GlaxoSmithKline | 0.1 | $422k | 9.8k | 43.11 | |
iShares Russell 2000 Index (IWM) | 0.1 | $467k | 3.3k | 141.05 | |
Pinnacle Financial Partners (PNFP) | 0.1 | $451k | 7.2k | 62.74 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $447k | 6.4k | 70.13 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $445k | 11k | 40.87 | |
Vanguard European ETF (VGK) | 0.1 | $434k | 7.9k | 55.12 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $425k | 7.0k | 60.70 | |
Fortune Brands (FBIN) | 0.1 | $472k | 7.2k | 65.21 | |
FedEx Corporation (FDX) | 0.1 | $410k | 1.9k | 217.16 | |
Via | 0.1 | $349k | 10k | 33.59 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $409k | 6.3k | 65.24 | |
Amazon (AMZN) | 0.1 | $387k | 400.00 | 967.50 | |
Graham Corporation (GHM) | 0.1 | $355k | 18k | 19.66 | |
Hurco Companies (HURC) | 0.1 | $389k | 11k | 34.73 | |
iShares Gold Trust | 0.1 | $402k | 34k | 11.94 | |
Colfax Corporation | 0.1 | $377k | 9.6k | 39.33 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $390k | 4.2k | 92.61 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $389k | 3.7k | 105.31 | |
Charles Schwab Corporation (SCHW) | 0.1 | $339k | 7.9k | 42.98 | |
Edwards Lifesciences (EW) | 0.1 | $299k | 2.5k | 118.23 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $348k | 2.7k | 128.94 | |
AFLAC Incorporated (AFL) | 0.1 | $320k | 4.1k | 77.59 | |
Vulcan Materials Company (VMC) | 0.1 | $314k | 2.5k | 126.51 | |
Nike (NKE) | 0.1 | $309k | 5.2k | 59.03 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $325k | 2.8k | 116.45 | |
Fifth Third Ban (FITB) | 0.1 | $324k | 13k | 25.96 | |
Visa (V) | 0.1 | $311k | 3.3k | 93.67 | |
Constellation Brands (STZ) | 0.1 | $300k | 1.6k | 193.42 | |
Iconix Brand | 0.1 | $347k | 50k | 6.90 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $331k | 1.9k | 173.75 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $324k | 3.8k | 84.38 | |
Vanguard Telecommunication Services ETF (VOX) | 0.1 | $302k | 3.3k | 91.82 | |
Dell Technologies Inc Class V equity | 0.1 | $335k | 5.5k | 61.14 | |
Dxc Technology (DXC) | 0.1 | $306k | 4.0k | 76.81 | |
IDEXX Laboratories (IDXX) | 0.0 | $282k | 1.7k | 161.51 | |
iShares S&P 500 Index (IVV) | 0.0 | $278k | 1.1k | 243.01 | |
Starbucks Corporation (SBUX) | 0.0 | $234k | 4.0k | 58.30 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $282k | 1.2k | 228.90 | |
Cimarex Energy | 0.0 | $267k | 2.8k | 93.85 | |
Crawford & Company (CRD.B) | 0.0 | $248k | 27k | 9.31 | |
Vanguard Financials ETF (VFH) | 0.0 | $257k | 4.1k | 62.45 | |
Simon Property (SPG) | 0.0 | $229k | 1.4k | 162.07 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $282k | 5.6k | 50.11 | |
Vanguard Materials ETF (VAW) | 0.0 | $274k | 2.3k | 121.72 | |
Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $240k | 2.4k | 101.05 | |
Facebook Inc cl a (META) | 0.0 | $272k | 1.8k | 150.86 | |
Medtronic (MDT) | 0.0 | $278k | 3.1k | 88.85 | |
Yum China Holdings (YUMC) | 0.0 | $232k | 5.9k | 39.44 | |
Illinois Tool Works (ITW) | 0.0 | $201k | 1.4k | 143.57 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $219k | 1.5k | 141.75 | |
Fidus Invt (FDUS) | 0.0 | $219k | 13k | 16.83 | |
Castlight Health | 0.0 | $58k | 14k | 4.16 |