Bragg Financial Advisors as of Dec. 31, 2017
Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 258 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 2.0 | $14M | 167k | 85.54 | |
Becton, Dickinson and (BDX) | 1.7 | $12M | 54k | 214.06 | |
McDonald's Corporation (MCD) | 1.5 | $11M | 62k | 172.12 | |
Intel Corporation (INTC) | 1.4 | $9.7M | 211k | 46.16 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.4 | $9.8M | 61k | 160.85 | |
Vanguard Mid-Cap Value ETF (VOE) | 1.4 | $9.7M | 87k | 111.57 | |
Ameriprise Financial (AMP) | 1.4 | $9.6M | 57k | 169.47 | |
Apple (AAPL) | 1.4 | $9.5M | 56k | 169.23 | |
Cisco Systems (CSCO) | 1.4 | $9.4M | 246k | 38.30 | |
American Express Company (AXP) | 1.3 | $9.1M | 92k | 99.31 | |
T. Rowe Price (TROW) | 1.3 | $8.8M | 84k | 104.93 | |
Oracle Corporation (ORCL) | 1.2 | $8.7M | 185k | 47.28 | |
Texas Instruments Incorporated (TXN) | 1.2 | $8.6M | 83k | 104.44 | |
Home Depot (HD) | 1.2 | $8.6M | 45k | 189.54 | |
Johnson & Johnson (JNJ) | 1.2 | $8.6M | 61k | 139.71 | |
Vanguard Small-Cap Value ETF (VBR) | 1.2 | $8.5M | 64k | 132.79 | |
Procter & Gamble Company (PG) | 1.2 | $8.1M | 88k | 91.88 | |
Corning Incorporated (GLW) | 1.1 | $7.9M | 248k | 31.99 | |
UnitedHealth (UNH) | 1.1 | $7.7M | 35k | 220.45 | |
Exxon Mobil Corporation (XOM) | 1.1 | $7.7M | 92k | 83.64 | |
United Technologies Corporation | 1.1 | $7.5M | 59k | 127.57 | |
Amgen (AMGN) | 1.1 | $7.4M | 42k | 173.90 | |
Chevron Corporation (CVX) | 1.0 | $7.2M | 58k | 125.19 | |
Applied Materials (AMAT) | 1.0 | $7.2M | 142k | 51.12 | |
Twenty-first Century Fox | 1.0 | $7.2M | 207k | 34.53 | |
Dowdupont | 1.0 | $7.1M | 100k | 71.22 | |
Alphabet Inc Class C cs (GOOG) | 1.0 | $7.1M | 6.7k | 1046.45 | |
Wal-Mart Stores (WMT) | 1.0 | $6.9M | 70k | 98.75 | |
Vanguard Mid-Cap Growth ETF (VOT) | 1.0 | $6.8M | 53k | 127.72 | |
Progressive Corporation (PGR) | 1.0 | $6.8M | 120k | 56.32 | |
Verizon Communications (VZ) | 1.0 | $6.7M | 127k | 52.93 | |
Wells Fargo & Company (WFC) | 0.9 | $6.4M | 106k | 60.67 | |
Merck & Co (MRK) | 0.9 | $6.2M | 111k | 56.27 | |
Southern Company (SO) | 0.9 | $6.3M | 131k | 48.09 | |
TJX Companies (TJX) | 0.9 | $6.2M | 81k | 76.45 | |
International Business Machines (IBM) | 0.9 | $6.0M | 39k | 153.42 | |
Union Pacific Corporation (UNP) | 0.8 | $5.9M | 44k | 134.10 | |
Pfizer (PFE) | 0.8 | $5.8M | 160k | 36.22 | |
Danaher Corporation (DHR) | 0.8 | $5.8M | 63k | 92.83 | |
At&t (T) | 0.8 | $5.7M | 146k | 38.88 | |
Honeywell International (HON) | 0.8 | $5.6M | 37k | 153.35 | |
Gra (GGG) | 0.8 | $5.5M | 121k | 45.22 | |
Comcast Corporation (CMCSA) | 0.8 | $5.3M | 133k | 40.05 | |
Bank of New York Mellon Corporation (BK) | 0.8 | $5.4M | 100k | 53.86 | |
Vishay Intertechnology (VSH) | 0.8 | $5.4M | 260k | 20.75 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $5.2M | 49k | 106.94 | |
Orbital Atk | 0.8 | $5.2M | 40k | 131.49 | |
ConocoPhillips (COP) | 0.7 | $5.2M | 94k | 54.89 | |
Meredith Corporation | 0.7 | $5.0M | 76k | 66.06 | |
Deckers Outdoor Corporation (DECK) | 0.7 | $4.9M | 62k | 80.24 | |
Oshkosh Corporation (OSK) | 0.7 | $4.9M | 54k | 90.89 | |
Air Products & Chemicals (APD) | 0.7 | $4.8M | 30k | 164.10 | |
Pepsi (PEP) | 0.7 | $4.7M | 39k | 119.92 | |
3M Company (MMM) | 0.7 | $4.6M | 20k | 235.38 | |
Symantec Corporation | 0.7 | $4.6M | 165k | 28.06 | |
UniFirst Corporation (UNF) | 0.7 | $4.6M | 28k | 164.89 | |
SYNNEX Corporation (SNX) | 0.6 | $4.4M | 32k | 135.95 | |
Tech Data Corporation | 0.6 | $4.4M | 45k | 97.97 | |
Costco Wholesale Corporation (COST) | 0.6 | $4.3M | 23k | 186.10 | |
Bristol Myers Squibb (BMY) | 0.6 | $4.2M | 68k | 61.28 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.6 | $4.2M | 40k | 104.86 | |
Eaton (ETN) | 0.6 | $4.2M | 53k | 79.01 | |
UGI Corporation (UGI) | 0.6 | $4.1M | 87k | 46.95 | |
Abbott Laboratories (ABT) | 0.6 | $4.0M | 70k | 57.07 | |
CSG Systems International (CSGS) | 0.6 | $4.0M | 91k | 43.82 | |
Lowe's Companies (LOW) | 0.6 | $4.0M | 43k | 92.95 | |
Exelon Corporation (EXC) | 0.6 | $3.9M | 98k | 39.41 | |
Hilltop Holdings (HTH) | 0.6 | $3.8M | 151k | 25.33 | |
Greenbrier Companies (GBX) | 0.6 | $3.8M | 72k | 53.30 | |
Rli (RLI) | 0.5 | $3.8M | 62k | 60.67 | |
Schweitzer-Mauduit International (MATV) | 0.5 | $3.7M | 82k | 45.36 | |
Abbvie (ABBV) | 0.5 | $3.7M | 38k | 96.72 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.5 | $3.7M | 42k | 87.39 | |
Valero Energy Corporation (VLO) | 0.5 | $3.5M | 39k | 91.91 | |
Horace Mann Educators Corporation (HMN) | 0.5 | $3.5M | 80k | 44.10 | |
Vanguard Large-Cap ETF (VV) | 0.5 | $3.5M | 29k | 122.59 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.5 | $3.5M | 61k | 56.81 | |
Prudential Financial (PRU) | 0.5 | $3.4M | 30k | 114.97 | |
Raymond James Financial (RJF) | 0.5 | $3.2M | 36k | 89.29 | |
Scholastic Corporation (SCHL) | 0.5 | $3.2M | 79k | 40.11 | |
Colgate-Palmolive Company (CL) | 0.5 | $3.1M | 41k | 75.45 | |
Flowers Foods (FLO) | 0.5 | $3.2M | 163k | 19.31 | |
Rbc Cad (RY) | 0.5 | $3.1M | 38k | 81.65 | |
Qualcomm (QCOM) | 0.4 | $3.1M | 48k | 64.03 | |
New Jersey Resources Corporation (NJR) | 0.4 | $3.1M | 77k | 40.19 | |
Alphabet Inc Class A cs (GOOGL) | 0.4 | $3.1M | 2.9k | 1053.36 | |
Ingersoll-rand Co Ltd-cl A | 0.4 | $3.0M | 34k | 89.18 | |
Cubic Corporation | 0.4 | $3.0M | 51k | 58.96 | |
Dominion Resources (D) | 0.4 | $2.9M | 36k | 81.06 | |
Schlumberger (SLB) | 0.4 | $2.8M | 42k | 67.38 | |
Anixter International | 0.4 | $2.9M | 38k | 76.00 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $2.8M | 24k | 114.09 | |
Csw Industrials (CSWI) | 0.4 | $2.8M | 61k | 45.95 | |
Berkshire Hathaway (BRK.B) | 0.4 | $2.7M | 14k | 198.19 | |
Weyerhaeuser Company (WY) | 0.4 | $2.7M | 77k | 35.26 | |
Duke Energy (DUK) | 0.4 | $2.7M | 32k | 84.10 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $2.6M | 9.8k | 266.88 | |
Brown-Forman Corporation (BF.B) | 0.4 | $2.7M | 39k | 68.67 | |
Berkshire Hathaway (BRK.A) | 0.4 | $2.7M | 9.00 | 297555.56 | |
Rio Tinto (RIO) | 0.4 | $2.6M | 50k | 52.93 | |
Accenture (ACN) | 0.4 | $2.6M | 17k | 153.11 | |
General Electric Company | 0.4 | $2.6M | 149k | 17.45 | |
Plantronics | 0.4 | $2.5M | 51k | 50.38 | |
priceline.com Incorporated | 0.4 | $2.6M | 1.5k | 1737.59 | |
Vanguard REIT ETF (VNQ) | 0.4 | $2.6M | 31k | 83.00 | |
U.S. Bancorp (USB) | 0.4 | $2.5M | 46k | 53.58 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.4 | $2.5M | 53k | 47.90 | |
Crane | 0.3 | $2.4M | 27k | 89.21 | |
BB&T Corporation | 0.3 | $2.5M | 49k | 49.72 | |
Rpx Corp | 0.3 | $2.4M | 180k | 13.44 | |
SYSCO Corporation (SYY) | 0.3 | $2.3M | 38k | 60.73 | |
MasterCard Incorporated (MA) | 0.3 | $2.2M | 15k | 151.34 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $2.2M | 15k | 147.77 | |
CVS Caremark Corporation (CVS) | 0.3 | $2.1M | 30k | 72.50 | |
Whirlpool Corporation (WHR) | 0.3 | $2.1M | 13k | 168.61 | |
Darden Restaurants (DRI) | 0.3 | $2.0M | 21k | 96.01 | |
L.B. Foster Company (FSTR) | 0.3 | $1.9M | 71k | 27.15 | |
Vanguard Growth ETF (VUG) | 0.3 | $2.0M | 14k | 140.64 | |
Vanguard Value ETF (VTV) | 0.3 | $1.8M | 17k | 106.31 | |
Deere & Company (DE) | 0.3 | $1.8M | 11k | 156.53 | |
General Dynamics Corporation (GD) | 0.3 | $1.8M | 8.9k | 203.48 | |
Fortive (FTV) | 0.3 | $1.8M | 25k | 72.33 | |
Boeing Company (BA) | 0.2 | $1.7M | 5.8k | 294.89 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $1.7M | 16k | 111.54 | |
South Jersey Industries | 0.2 | $1.8M | 57k | 31.23 | |
Coca-Cola Company (KO) | 0.2 | $1.7M | 36k | 45.89 | |
American National Insurance Company | 0.2 | $1.7M | 13k | 128.25 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.7M | 11k | 154.75 | |
Anthem (ELV) | 0.2 | $1.7M | 7.3k | 225.07 | |
DST Systems | 0.2 | $1.6M | 26k | 62.07 | |
General Mills (GIS) | 0.2 | $1.6M | 27k | 59.28 | |
Ball Corporation (BALL) | 0.2 | $1.6M | 43k | 37.85 | |
Tenne | 0.2 | $1.5M | 26k | 58.53 | |
Owens & Minor (OMI) | 0.2 | $1.5M | 81k | 18.88 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $1.5M | 20k | 79.31 | |
Gilead Sciences (GILD) | 0.2 | $1.5M | 21k | 71.63 | |
Clorox Company (CLX) | 0.2 | $1.4M | 9.7k | 148.69 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.5M | 33k | 44.85 | |
Steris | 0.2 | $1.5M | 17k | 87.49 | |
Timken Company (TKR) | 0.2 | $1.4M | 29k | 49.14 | |
Delta Apparel (DLAPQ) | 0.2 | $1.4M | 68k | 20.21 | |
Fabrinet (FN) | 0.2 | $1.4M | 48k | 28.71 | |
W.W. Grainger (GWW) | 0.2 | $1.3M | 5.5k | 236.27 | |
Stryker Corporation (SYK) | 0.2 | $1.3M | 8.7k | 154.89 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $1.3M | 17k | 79.09 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $1.3M | 12k | 110.72 | |
Industries N shs - a - (LYB) | 0.2 | $1.3M | 12k | 110.33 | |
Ducommun Incorporated (DCO) | 0.2 | $1.3M | 45k | 28.45 | |
Vanguard Scottsdale Fds cmn (VTWV) | 0.2 | $1.2M | 11k | 109.61 | |
Phillips 66 (PSX) | 0.2 | $1.2M | 12k | 101.14 | |
Public Storage (PSA) | 0.2 | $1.2M | 5.8k | 209.03 | |
Automatic Data Processing (ADP) | 0.2 | $1.2M | 10k | 117.22 | |
Prestige Brands Holdings (PBH) | 0.2 | $1.2M | 27k | 44.42 | |
Darling International (DAR) | 0.2 | $1.2M | 64k | 18.12 | |
State Street Corporation (STT) | 0.2 | $1.1M | 12k | 97.60 | |
Caterpillar (CAT) | 0.2 | $1.1M | 7.3k | 157.52 | |
Walt Disney Company (DIS) | 0.2 | $1.1M | 10k | 107.49 | |
CBS Corporation | 0.2 | $1.1M | 19k | 58.99 | |
American Electric Power Company (AEP) | 0.2 | $1.1M | 15k | 73.54 | |
Chubb (CB) | 0.2 | $1.1M | 7.4k | 146.10 | |
V.F. Corporation (VFC) | 0.1 | $1.1M | 15k | 74.03 | |
Bank of America Corporation (BAC) | 0.1 | $946k | 32k | 29.51 | |
Altria (MO) | 0.1 | $987k | 14k | 71.40 | |
Unilever (UL) | 0.1 | $963k | 17k | 55.34 | |
Leucadia National | 0.1 | $806k | 30k | 26.49 | |
FirstEnergy (FE) | 0.1 | $803k | 26k | 30.62 | |
Philip Morris International (PM) | 0.1 | $823k | 7.8k | 105.66 | |
Syntel | 0.1 | $856k | 37k | 22.98 | |
Synaptics, Incorporated (SYNA) | 0.1 | $813k | 20k | 39.92 | |
Vanguard Health Care ETF (VHT) | 0.1 | $828k | 5.4k | 154.16 | |
CNO Financial (CNO) | 0.1 | $752k | 31k | 24.69 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $766k | 4.7k | 164.62 | |
Mondelez Int (MDLZ) | 0.1 | $767k | 18k | 42.82 | |
Walgreen Boots Alliance (WBA) | 0.1 | $768k | 11k | 72.60 | |
Nucor Corporation (NUE) | 0.1 | $698k | 11k | 63.59 | |
Astronics Corporation (ATRO) | 0.1 | $668k | 16k | 41.49 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $662k | 4.1k | 160.06 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $685k | 48k | 14.36 | |
United Parcel Service (UPS) | 0.1 | $624k | 5.2k | 119.24 | |
Pentair cs (PNR) | 0.1 | $641k | 9.1k | 70.63 | |
Time Warner | 0.1 | $565k | 6.2k | 91.42 | |
Maxim Integrated Products | 0.1 | $532k | 10k | 52.31 | |
Target Corporation (TGT) | 0.1 | $542k | 8.3k | 65.24 | |
Enbridge (ENB) | 0.1 | $533k | 14k | 39.12 | |
Chase Corporation | 0.1 | $580k | 4.8k | 120.46 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $577k | 9.0k | 63.91 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $570k | 3.5k | 162.86 | |
Vanguard Consumer Staples ETF (VDC) | 0.1 | $544k | 3.7k | 146.04 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $589k | 9.8k | 60.24 | |
Allegion Plc equity (ALLE) | 0.1 | $540k | 6.8k | 79.52 | |
FedEx Corporation (FDX) | 0.1 | $516k | 2.1k | 249.52 | |
Yum! Brands (YUM) | 0.1 | $474k | 5.8k | 81.70 | |
Amazon (AMZN) | 0.1 | $460k | 393.00 | 1170.48 | |
SPDR Gold Trust (GLD) | 0.1 | $521k | 4.2k | 123.72 | |
iShares Russell 2000 Index (IWM) | 0.1 | $505k | 3.3k | 152.52 | |
Pinnacle Financial Partners (PNFP) | 0.1 | $477k | 7.2k | 66.36 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $503k | 6.5k | 76.82 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $455k | 9.9k | 45.88 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $471k | 4.3k | 109.26 | |
Vanguard European ETF (VGK) | 0.1 | $454k | 7.7k | 59.16 | |
Fortune Brands (FBIN) | 0.1 | $495k | 7.2k | 68.39 | |
Charles Schwab Corporation (SCHW) | 0.1 | $418k | 8.1k | 51.41 | |
Franklin Resources (BEN) | 0.1 | $446k | 10k | 43.36 | |
Royal Dutch Shell | 0.1 | $416k | 6.2k | 66.66 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $445k | 3.6k | 124.44 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $435k | 6.2k | 70.29 | |
Vornado Realty Trust (VNO) | 0.1 | $432k | 5.5k | 78.18 | |
Aspen Insurance Holdings | 0.1 | $411k | 10k | 40.61 | |
Graham Corporation (GHM) | 0.1 | $390k | 19k | 20.93 | |
iShares Gold Trust | 0.1 | $405k | 32k | 12.51 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $450k | 3.3k | 134.81 | |
Colfax Corporation | 0.1 | $391k | 9.9k | 39.59 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $426k | 4.2k | 102.11 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $417k | 4.0k | 104.54 | |
Vanguard Pacific ETF (VPL) | 0.1 | $435k | 6.0k | 72.85 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $406k | 4.8k | 83.88 | |
Kraft Heinz (KHC) | 0.1 | $441k | 5.7k | 77.71 | |
Via | 0.1 | $320k | 10k | 30.80 | |
AFLAC Incorporated (AFL) | 0.1 | $340k | 3.9k | 87.79 | |
GlaxoSmithKline | 0.1 | $346k | 9.8k | 35.43 | |
Nike (NKE) | 0.1 | $347k | 5.5k | 62.58 | |
iShares S&P 500 Index (IVV) | 0.1 | $363k | 1.3k | 269.09 | |
Fifth Third Ban (FITB) | 0.1 | $333k | 11k | 30.38 | |
Visa (V) | 0.1 | $371k | 3.3k | 114.12 | |
Constellation Brands (STZ) | 0.1 | $363k | 1.6k | 228.30 | |
Cimarex Energy | 0.1 | $347k | 2.8k | 121.97 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $382k | 2.0k | 190.05 | |
Dell Technologies Inc Class V equity | 0.1 | $381k | 4.7k | 81.24 | |
Dxc Technology (DXC) | 0.1 | $378k | 4.0k | 94.88 | |
Norfolk Southern (NSC) | 0.0 | $248k | 1.7k | 144.78 | |
Edwards Lifesciences (EW) | 0.0 | $285k | 2.5k | 112.69 | |
IDEXX Laboratories (IDXX) | 0.0 | $273k | 1.7k | 156.36 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $279k | 2.3k | 120.62 | |
Vulcan Materials Company (VMC) | 0.0 | $304k | 2.4k | 128.16 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $265k | 1.2k | 215.10 | |
Estee Lauder Companies (EL) | 0.0 | $261k | 2.1k | 127.07 | |
SCANA Corporation | 0.0 | $244k | 6.1k | 39.73 | |
Crawford & Company (CRD.B) | 0.0 | $261k | 27k | 9.61 | |
Vanguard Financials ETF (VFH) | 0.0 | $308k | 4.4k | 70.06 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $308k | 5.6k | 54.73 | |
Vanguard Materials ETF (VAW) | 0.0 | $282k | 2.1k | 136.83 | |
Vanguard Telecommunication Services ETF (VOX) | 0.0 | $290k | 3.2k | 91.11 | |
Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $261k | 2.4k | 109.89 | |
Medtronic (MDT) | 0.0 | $244k | 3.0k | 80.74 | |
Torchmark Corporation | 0.0 | $208k | 2.3k | 90.71 | |
Illinois Tool Works (ITW) | 0.0 | $234k | 1.4k | 167.14 | |
Dollar Tree (DLTR) | 0.0 | $201k | 1.9k | 107.20 | |
Technology SPDR (XLK) | 0.0 | $219k | 3.4k | 63.90 | |
Simon Property (SPG) | 0.0 | $243k | 1.4k | 171.97 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $216k | 625.00 | 345.60 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $214k | 1.3k | 169.84 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $241k | 1.5k | 155.89 | |
Vanguard Industrials ETF (VIS) | 0.0 | $238k | 1.7k | 142.43 | |
Fidus Invt (FDUS) | 0.0 | $198k | 13k | 15.22 | |
Broad | 0.0 | $243k | 945.00 | 257.14 | |
Yum China Holdings (YUMC) | 0.0 | $225k | 5.6k | 40.04 | |
Baker Hughes A Ge Company (BKR) | 0.0 | $205k | 6.5k | 31.65 | |
Micro Focus Intl | 0.0 | $220k | 6.6k | 33.58 |