Bragg Financial Advisors as of Sept. 30, 2018
Portfolio Holdings for Bragg Financial Advisors
Bragg Financial Advisors holds 252 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 2.4 | $18M | 157k | 114.37 | |
Becton, Dickinson and (BDX) | 1.8 | $13M | 50k | 261.00 | |
Apple (AAPL) | 1.7 | $13M | 56k | 225.74 | |
Cisco Systems (CSCO) | 1.6 | $12M | 249k | 48.65 | |
Vanguard Small-Cap Growth ETF (VBK) | 1.6 | $12M | 63k | 187.32 | |
Vanguard Small-Cap Value ETF (VBR) | 1.6 | $12M | 83k | 139.36 | |
Vanguard Mid-Cap Value ETF (VOE) | 1.5 | $11M | 101k | 113.07 | |
McDonald's Corporation (MCD) | 1.4 | $10M | 62k | 167.29 | |
American Express Company (AXP) | 1.4 | $10M | 96k | 106.49 | |
Intel Corporation (INTC) | 1.4 | $10M | 214k | 47.29 | |
Oracle Corporation (ORCL) | 1.3 | $9.8M | 190k | 51.56 | |
Home Depot (HD) | 1.3 | $9.4M | 45k | 207.16 | |
T. Rowe Price (TROW) | 1.3 | $9.4M | 86k | 109.18 | |
Twenty-first Century Fox | 1.3 | $9.4M | 202k | 46.33 | |
Corning Incorporated (GLW) | 1.2 | $9.1M | 259k | 35.30 | |
Amgen (AMGN) | 1.2 | $9.1M | 44k | 207.28 | |
UnitedHealth (UNH) | 1.2 | $9.1M | 34k | 266.05 | |
TJX Companies (TJX) | 1.2 | $9.1M | 81k | 112.02 | |
Johnson & Johnson (JNJ) | 1.2 | $8.8M | 64k | 138.18 | |
Texas Instruments Incorporated (TXN) | 1.2 | $8.8M | 82k | 107.28 | |
United Technologies Corporation | 1.2 | $8.8M | 63k | 139.82 | |
Ameriprise Financial (AMP) | 1.2 | $8.6M | 59k | 147.67 | |
Progressive Corporation (PGR) | 1.1 | $8.4M | 119k | 71.04 | |
Merck & Co (MRK) | 1.1 | $8.3M | 118k | 70.94 | |
Alphabet Inc Class C cs (GOOG) | 1.1 | $8.3M | 6.9k | 1193.49 | |
Vanguard Mid-Cap Growth ETF (VOT) | 1.1 | $8.2M | 57k | 142.51 | |
Exxon Mobil Corporation (XOM) | 1.1 | $7.9M | 93k | 85.02 | |
Union Pacific Corporation (UNP) | 1.0 | $7.7M | 47k | 162.82 | |
Procter & Gamble Company (PG) | 1.0 | $7.7M | 92k | 83.22 | |
Pfizer (PFE) | 1.0 | $7.4M | 168k | 44.07 | |
Danaher Corporation (DHR) | 1.0 | $7.3M | 67k | 108.66 | |
ConocoPhillips (COP) | 1.0 | $7.2M | 93k | 77.40 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 1.0 | $7.3M | 69k | 104.74 | |
Verizon Communications (VZ) | 0.9 | $7.0M | 131k | 53.39 | |
Wal-Mart Stores (WMT) | 0.9 | $6.9M | 74k | 93.91 | |
Honeywell International (HON) | 0.9 | $6.7M | 40k | 166.40 | |
Dowdupont | 0.9 | $6.5M | 102k | 64.31 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $6.5M | 58k | 112.84 | |
Chevron Corporation (CVX) | 0.8 | $6.3M | 52k | 122.27 | |
Southern Company (SO) | 0.8 | $6.2M | 143k | 43.60 | |
Eaton (ETN) | 0.8 | $5.8M | 67k | 86.73 | |
Applied Materials (AMAT) | 0.8 | $5.7M | 146k | 38.65 | |
Fabrinet (FN) | 0.8 | $5.7M | 123k | 46.26 | |
Abbott Laboratories (ABT) | 0.7 | $5.5M | 75k | 73.37 | |
International Business Machines (IBM) | 0.7 | $5.5M | 36k | 151.20 | |
Bank of New York Mellon Corporation (BK) | 0.7 | $5.4M | 105k | 50.99 | |
Costco Wholesale Corporation (COST) | 0.7 | $5.2M | 22k | 234.90 | |
Air Products & Chemicals (APD) | 0.7 | $5.2M | 31k | 167.03 | |
Comcast Corporation (CMCSA) | 0.7 | $5.1M | 143k | 35.41 | |
Accenture (ACN) | 0.7 | $4.9M | 29k | 170.22 | |
Deckers Outdoor Corporation (DECK) | 0.7 | $4.9M | 41k | 118.58 | |
UGI Corporation (UGI) | 0.7 | $4.8M | 87k | 55.48 | |
Rli (RLI) | 0.6 | $4.8M | 61k | 78.59 | |
Meredith Corporation | 0.6 | $4.7M | 93k | 51.04 | |
Rbc Cad (RY) | 0.6 | $4.8M | 59k | 80.19 | |
Exelon Corporation (EXC) | 0.6 | $4.6M | 105k | 43.66 | |
Lowe's Companies (LOW) | 0.6 | $4.6M | 40k | 114.82 | |
At&t (T) | 0.6 | $4.4M | 131k | 33.58 | |
Vishay Intertechnology (VSH) | 0.6 | $4.4M | 216k | 20.35 | |
Gra (GGG) | 0.6 | $4.4M | 94k | 46.34 | |
Greenbrier Companies (GBX) | 0.6 | $4.3M | 72k | 60.10 | |
Valero Energy Corporation (VLO) | 0.6 | $4.3M | 37k | 113.74 | |
Amazon (AMZN) | 0.6 | $4.3M | 2.1k | 2002.82 | |
Syntel | 0.6 | $4.1M | 100k | 40.98 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.6 | $4.1M | 49k | 83.53 | |
Qualcomm (QCOM) | 0.5 | $4.0M | 55k | 72.02 | |
MasterCard Incorporated (MA) | 0.5 | $3.8M | 17k | 222.60 | |
Pepsi (PEP) | 0.5 | $3.8M | 34k | 111.81 | |
Symantec Corporation | 0.5 | $3.8M | 177k | 21.28 | |
Scholastic Corporation (SCHL) | 0.5 | $3.7M | 80k | 46.69 | |
Bristol Myers Squibb (BMY) | 0.5 | $3.7M | 60k | 62.09 | |
Prudential Financial (PRU) | 0.5 | $3.7M | 37k | 101.33 | |
Oshkosh Corporation (OSK) | 0.5 | $3.8M | 53k | 71.24 | |
Vanguard Large-Cap ETF (VV) | 0.5 | $3.7M | 28k | 133.49 | |
Booking Holdings (BKNG) | 0.5 | $3.7M | 1.8k | 1984.26 | |
3M Company (MMM) | 0.5 | $3.6M | 17k | 210.69 | |
New Jersey Resources Corporation (NJR) | 0.5 | $3.6M | 77k | 46.10 | |
Abbvie (ABBV) | 0.5 | $3.6M | 38k | 94.58 | |
Horace Mann Educators Corporation (HMN) | 0.5 | $3.5M | 78k | 44.91 | |
Ingersoll-rand Co Ltd-cl A | 0.5 | $3.4M | 33k | 102.30 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.5 | $3.3M | 62k | 54.00 | |
Alphabet Inc Class A cs (GOOGL) | 0.5 | $3.4M | 2.8k | 1207.13 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $3.2M | 11k | 290.69 | |
CSG Systems International (CSGS) | 0.4 | $3.3M | 82k | 40.14 | |
Tech Data Corporation | 0.4 | $3.3M | 46k | 71.58 | |
Raymond James Financial (RJF) | 0.4 | $3.2M | 35k | 92.04 | |
Csw Industrials (CSWI) | 0.4 | $3.2M | 60k | 53.69 | |
Schweitzer-Mauduit International (MATV) | 0.4 | $3.1M | 81k | 38.31 | |
Plantronics | 0.4 | $3.0M | 51k | 60.30 | |
UniFirst Corporation (UNF) | 0.4 | $3.0M | 18k | 173.65 | |
Berkshire Hathaway (BRK.A) | 0.4 | $2.9M | 9.00 | 320000.00 | |
Rio Tinto (RIO) | 0.4 | $2.9M | 57k | 51.01 | |
Flowers Foods (FLO) | 0.4 | $2.9M | 156k | 18.66 | |
Darden Restaurants (DRI) | 0.4 | $2.8M | 26k | 111.20 | |
Schlumberger (SLB) | 0.4 | $2.7M | 45k | 60.93 | |
Fortive (FTV) | 0.4 | $2.8M | 33k | 84.20 | |
SYNNEX Corporation (SNX) | 0.4 | $2.7M | 32k | 84.70 | |
Berkshire Hathaway (BRK.B) | 0.3 | $2.6M | 12k | 214.14 | |
Anixter International | 0.3 | $2.6M | 37k | 70.30 | |
Duke Energy (DUK) | 0.3 | $2.6M | 33k | 80.02 | |
Dominion Resources (D) | 0.3 | $2.6M | 36k | 70.29 | |
SYSCO Corporation (SYY) | 0.3 | $2.5M | 34k | 73.26 | |
Vanguard Small-Cap ETF (VB) | 0.3 | $2.5M | 15k | 162.55 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $2.6M | 23k | 110.63 | |
U.S. Bancorp (USB) | 0.3 | $2.4M | 46k | 52.82 | |
BB&T Corporation | 0.3 | $2.5M | 51k | 48.54 | |
Colgate-Palmolive Company (CL) | 0.3 | $2.4M | 35k | 66.95 | |
Synaptics, Incorporated (SYNA) | 0.3 | $2.3M | 52k | 45.62 | |
Vanguard Growth ETF (VUG) | 0.3 | $2.4M | 15k | 161.05 | |
Weyerhaeuser Company (WY) | 0.3 | $2.3M | 72k | 32.28 | |
General Electric Company | 0.3 | $2.2M | 195k | 11.29 | |
Brown-Forman Corporation (BF.B) | 0.3 | $2.3M | 45k | 50.55 | |
Wells Fargo & Company (WFC) | 0.3 | $2.2M | 41k | 52.55 | |
Vanguard Value ETF (VTV) | 0.3 | $2.2M | 20k | 110.69 | |
Hilltop Holdings (HTH) | 0.3 | $2.1M | 103k | 20.17 | |
Tenne | 0.3 | $2.0M | 47k | 42.13 | |
South Jersey Industries | 0.3 | $2.0M | 58k | 35.26 | |
Vanguard REIT ETF (VNQ) | 0.3 | $2.0M | 25k | 80.66 | |
Anthem (ELV) | 0.3 | $2.0M | 7.3k | 274.11 | |
Public Storage (PSA) | 0.3 | $1.9M | 9.5k | 201.66 | |
W.W. Grainger (GWW) | 0.3 | $1.9M | 5.4k | 357.50 | |
Boeing Company (BA) | 0.3 | $2.0M | 5.3k | 371.85 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $1.9M | 18k | 107.93 | |
Nuveen Barclays Shrt Term Muni bdfund (SHM) | 0.3 | $1.9M | 41k | 47.70 | |
Coca-Cola Company (KO) | 0.2 | $1.9M | 41k | 46.19 | |
InterDigital (IDCC) | 0.2 | $1.9M | 23k | 79.99 | |
Steris | 0.2 | $1.9M | 16k | 114.39 | |
Ducommun Incorporated (DCO) | 0.2 | $1.8M | 43k | 40.83 | |
Ball Corporation (BALL) | 0.2 | $1.8M | 40k | 44.00 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $1.8M | 11k | 164.18 | |
Walt Disney Company (DIS) | 0.2 | $1.7M | 15k | 116.92 | |
Deere & Company (DE) | 0.2 | $1.7M | 12k | 150.32 | |
Gilead Sciences (GILD) | 0.2 | $1.7M | 23k | 77.22 | |
General Dynamics Corporation (GD) | 0.2 | $1.7M | 8.5k | 204.68 | |
American National Insurance Company | 0.2 | $1.7M | 13k | 129.31 | |
Vanguard Short-Term Bond ETF (BSV) | 0.2 | $1.6M | 21k | 78.02 | |
Vanguard Europe Pacific ETF (VEA) | 0.2 | $1.6M | 37k | 43.28 | |
Vanguard Scottsdale Fds cmn (VTWV) | 0.2 | $1.7M | 14k | 115.36 | |
General Mills (GIS) | 0.2 | $1.6M | 37k | 42.92 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $1.5M | 20k | 78.17 | |
Whirlpool Corporation (WHR) | 0.2 | $1.5M | 13k | 118.76 | |
Timken Company (TKR) | 0.2 | $1.4M | 28k | 49.85 | |
Stryker Corporation (SYK) | 0.2 | $1.4M | 8.1k | 177.69 | |
Clorox Company (CLX) | 0.2 | $1.4M | 9.6k | 150.37 | |
L.B. Foster Company (FSTR) | 0.2 | $1.4M | 69k | 20.55 | |
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.2 | $1.4M | 28k | 50.49 | |
Automatic Data Processing (ADP) | 0.2 | $1.4M | 9.1k | 150.61 | |
Anheuser-Busch InBev NV (BUD) | 0.2 | $1.3M | 15k | 87.55 | |
Phillips 66 (PSX) | 0.2 | $1.4M | 12k | 112.75 | |
Darling International (DAR) | 0.2 | $1.2M | 64k | 19.32 | |
Industries N shs - a - (LYB) | 0.2 | $1.2M | 12k | 102.50 | |
Royal Dutch Shell | 0.2 | $1.2M | 18k | 68.11 | |
Delta Apparel (DLAPQ) | 0.2 | $1.2M | 69k | 17.80 | |
Caterpillar (CAT) | 0.1 | $1.1M | 7.1k | 152.54 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.1M | 14k | 78.75 | |
American Electric Power Company (AEP) | 0.1 | $1.1M | 15k | 70.88 | |
State Street Corporation (STT) | 0.1 | $959k | 11k | 83.81 | |
CBS Corporation | 0.1 | $987k | 17k | 57.42 | |
Vanguard Information Technology ETF (VGT) | 0.1 | $996k | 4.9k | 202.48 | |
Vanguard Health Care ETF (VHT) | 0.1 | $971k | 5.4k | 180.45 | |
Bank of America Corporation (BAC) | 0.1 | $895k | 30k | 29.45 | |
Unilever (UL) | 0.1 | $902k | 16k | 55.00 | |
V.F. Corporation (VFC) | 0.1 | $831k | 8.9k | 93.44 | |
Prologis (PLD) | 0.1 | $797k | 12k | 67.77 | |
Broadcom (AVGO) | 0.1 | $784k | 3.2k | 246.70 | |
Prestige Brands Holdings (PBH) | 0.1 | $754k | 20k | 37.90 | |
Mondelez Int (MDLZ) | 0.1 | $730k | 17k | 42.98 | |
Hewlett Packard Enterprise (HPE) | 0.1 | $780k | 48k | 16.31 | |
FirstEnergy (FE) | 0.1 | $679k | 18k | 37.16 | |
Nucor Corporation (NUE) | 0.1 | $644k | 10k | 63.47 | |
AFLAC Incorporated (AFL) | 0.1 | $681k | 15k | 47.06 | |
Altria (MO) | 0.1 | $698k | 12k | 60.27 | |
iShares Russell 2000 Index (IWM) | 0.1 | $649k | 3.9k | 168.53 | |
CNO Financial (CNO) | 0.1 | $646k | 31k | 21.21 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $649k | 3.9k | 167.31 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $679k | 3.5k | 194.00 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.1 | $652k | 11k | 59.72 | |
Walgreen Boots Alliance (WBA) | 0.1 | $642k | 8.8k | 72.86 | |
Jefferies Finl Group (JEF) | 0.1 | $648k | 30k | 21.95 | |
iShares MSCI EAFE Index Fund (EFA) | 0.1 | $564k | 8.3k | 68.01 | |
iShares S&P SmallCap 600 Index (IJR) | 0.1 | $592k | 6.8k | 87.25 | |
Vanguard Intmdte Tm Govt Bd ETF (VGIT) | 0.1 | $609k | 9.8k | 62.07 | |
Allegion Plc equity (ALLE) | 0.1 | $603k | 6.7k | 90.53 | |
Chubb (CB) | 0.1 | $629k | 4.7k | 133.66 | |
Yum! Brands (YUM) | 0.1 | $517k | 5.7k | 90.93 | |
Maxim Integrated Products | 0.1 | $536k | 9.5k | 56.39 | |
Target Corporation (TGT) | 0.1 | $522k | 5.9k | 88.21 | |
Visa (V) | 0.1 | $521k | 3.5k | 149.97 | |
Graham Corporation (GHM) | 0.1 | $537k | 19k | 28.17 | |
Astronics Corporation (ATRO) | 0.1 | $485k | 11k | 43.50 | |
Chase Corporation | 0.1 | $518k | 4.3k | 120.05 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $506k | 3.2k | 156.08 | |
Vanguard Consumer Staples ETF (VDC) | 0.1 | $526k | 3.8k | 140.04 | |
Charles Schwab Corporation (SCHW) | 0.1 | $442k | 9.0k | 49.16 | |
FedEx Corporation (FDX) | 0.1 | $414k | 1.7k | 240.98 | |
United Parcel Service (UPS) | 0.1 | $411k | 3.5k | 116.66 | |
Edwards Lifesciences (EW) | 0.1 | $447k | 2.6k | 174.20 | |
IDEXX Laboratories (IDXX) | 0.1 | $441k | 1.8k | 249.58 | |
Nike (NKE) | 0.1 | $444k | 5.2k | 84.81 | |
Philip Morris International (PM) | 0.1 | $453k | 5.6k | 81.49 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $453k | 3.6k | 126.68 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $420k | 2.1k | 201.44 | |
Vanguard Emerging Markets ETF (VWO) | 0.1 | $425k | 10k | 40.95 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $414k | 8.0k | 51.80 | |
Via | 0.1 | $350k | 10k | 33.78 | |
Norfolk Southern (NSC) | 0.1 | $354k | 2.0k | 180.61 | |
GlaxoSmithKline | 0.1 | $392k | 9.8k | 40.14 | |
iShares S&P 500 Index (IVV) | 0.1 | $364k | 1.2k | 292.37 | |
Fifth Third Ban (FITB) | 0.1 | $335k | 12k | 27.91 | |
Constellation Brands (STZ) | 0.1 | $363k | 1.7k | 215.81 | |
Aspen Insurance Holdings | 0.1 | $398k | 9.5k | 41.83 | |
Enbridge (ENB) | 0.1 | $353k | 11k | 32.25 | |
Pinnacle Financial Partners (PNFP) | 0.1 | $372k | 6.2k | 60.19 | |
Technology SPDR (XLK) | 0.1 | $338k | 4.5k | 75.41 | |
Vanguard Financials ETF (VFH) | 0.1 | $335k | 4.8k | 69.39 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $340k | 925.00 | 367.57 | |
Colfax Corporation | 0.1 | $356k | 9.9k | 36.05 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $364k | 3.3k | 110.64 | |
Vanguard Pacific ETF (VPL) | 0.1 | $399k | 5.6k | 71.17 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $402k | 4.8k | 83.06 | |
Vanguard European ETF (VGK) | 0.1 | $348k | 6.2k | 56.18 | |
Pentair cs (PNR) | 0.1 | $393k | 9.1k | 43.30 | |
Dxc Technology (DXC) | 0.1 | $374k | 4.0k | 93.64 | |
Invesco Qqq Trust Series 1 (QQQ) | 0.1 | $348k | 1.9k | 185.80 | |
Total System Services | 0.0 | $313k | 3.2k | 98.89 | |
Franklin Resources (BEN) | 0.0 | $313k | 10k | 30.43 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $263k | 2.3k | 113.71 | |
Royal Dutch Shell | 0.0 | $261k | 3.7k | 70.83 | |
SPDR Gold Trust (GLD) | 0.0 | $299k | 2.6k | 112.87 | |
Estee Lauder Companies (EL) | 0.0 | $281k | 1.9k | 145.52 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $293k | 5.6k | 52.06 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $303k | 5.7k | 53.05 | |
Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $295k | 1.6k | 180.21 | |
Vanguard Materials ETF (VAW) | 0.0 | $268k | 2.0k | 130.92 | |
Vanguard Industrials ETF (VIS) | 0.0 | $265k | 1.8k | 147.96 | |
Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $265k | 2.4k | 111.58 | |
Medtronic (MDT) | 0.0 | $297k | 3.0k | 98.28 | |
Kraft Heinz (KHC) | 0.0 | $296k | 5.4k | 55.04 | |
Vulcan Materials Company (VMC) | 0.0 | $260k | 2.3k | 111.25 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $225k | 1.2k | 182.63 | |
Vornado Realty Trust (VNO) | 0.0 | $222k | 3.0k | 73.03 | |
Netflix (NFLX) | 0.0 | $203k | 542.00 | 374.54 | |
Intuit (INTU) | 0.0 | $243k | 1.1k | 227.10 | |
Cimarex Energy | 0.0 | $210k | 2.3k | 92.92 | |
Crawford & Company (CRD.B) | 0.0 | $250k | 27k | 9.20 | |
Cubic Corporation | 0.0 | $225k | 3.1k | 72.93 | |
Simon Property (SPG) | 0.0 | $235k | 1.3k | 176.82 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $254k | 1.3k | 201.59 | |
Vanguard Telecommunication Services ETF (VOX) | 0.0 | $202k | 2.3k | 86.92 | |
Fidus Invt (FDUS) | 0.0 | $190k | 13k | 14.60 | |
Dell Technologies Inc Class V equity | 0.0 | $259k | 2.7k | 97.15 | |
Nvent Electric Plc Voting equities (NVT) | 0.0 | $247k | 9.1k | 27.21 |