Bragg Financial Advisors

Bragg Financial Advisors as of June 30, 2024

Portfolio Holdings for Bragg Financial Advisors

Bragg Financial Advisors holds 315 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.2 $72M 161k 446.95
Apple (AAPL) 2.8 $63M 300k 210.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.2 $49M 269k 182.52
Fabrinet SHS (FN) 1.6 $37M 151k 244.79
Applied Materials (AMAT) 1.6 $36M 152k 235.99
Alphabet Cap Stk Cl C (GOOG) 1.6 $36M 196k 183.42
InterDigital (IDCC) 1.6 $35M 304k 116.56
SYNNEX Corporation (SNX) 1.6 $35M 305k 115.40
Sprouts Fmrs Mkt (SFM) 1.4 $32M 377k 83.66
Oracle Corporation (ORCL) 1.4 $31M 217k 141.20
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.3 $30M 119k 250.13
Amazon (AMZN) 1.2 $27M 140k 193.25
Pvh Corporation (PVH) 1.2 $26M 247k 105.87
Servisfirst Bancshares (SFBS) 1.2 $26M 410k 63.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $25M 168k 150.43
Broadcom (AVGO) 1.1 $25M 16k 1605.52
Rli (RLI) 1.1 $25M 174k 140.69
Meta Platforms Cl A (META) 1.1 $25M 49k 504.22
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $24M 486k 50.11
Eaton Corp SHS (ETN) 1.1 $24M 76k 313.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $23M 386k 60.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.0 $23M 101k 229.56
Oshkosh Corporation (OSK) 1.0 $23M 209k 108.20
Bofi Holding (AX) 1.0 $23M 395k 57.15
American Express Company (AXP) 1.0 $23M 97k 231.55
Vanguard Index Fds Value Etf (VTV) 1.0 $23M 140k 160.41
Vanguard Index Fds Growth Etf (VUG) 1.0 $22M 58k 374.01
Msc Indl Direct Cl A (MSM) 1.0 $22M 273k 79.31
JPMorgan Chase & Co. (JPM) 0.9 $20M 99k 202.26
Enstar Group SHS (ESGR) 0.9 $20M 65k 305.70
MGIC Investment (MTG) 0.9 $19M 901k 21.55
Iac Com New (IAC) 0.8 $19M 405k 46.85
Home Depot (HD) 0.8 $18M 54k 344.24
Wal-Mart Stores (WMT) 0.8 $18M 272k 67.71
Texas Instruments Incorporated (TXN) 0.8 $18M 93k 194.53
Arrow Electronics (ARW) 0.8 $18M 148k 120.76
Costco Wholesale Corporation (COST) 0.8 $18M 21k 849.99
Merck & Co (MRK) 0.8 $18M 142k 123.80
Vishay Intertechnology (VSH) 0.8 $17M 779k 22.30
Amgen (AMGN) 0.8 $17M 55k 312.45
McDonald's Corporation (MCD) 0.8 $17M 67k 254.84
Danaher Corporation (DHR) 0.8 $17M 68k 249.85
Csw Industrials (CSWI) 0.7 $17M 63k 265.31
UnitedHealth (UNH) 0.7 $17M 33k 509.26
UGI Corporation (UGI) 0.7 $17M 721k 22.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $16M 202k 79.93
Cisco Systems (CSCO) 0.7 $16M 336k 47.51
Ameriprise Financial (AMP) 0.7 $16M 37k 427.19
Procter & Gamble Company (PG) 0.7 $16M 95k 164.92
Horace Mann Educators Corporation (HMN) 0.7 $15M 471k 32.62
CNO Financial (CNO) 0.7 $15M 550k 27.72
Qualcomm (QCOM) 0.7 $15M 76k 199.18
Accenture Plc Ireland Shs Class A (ACN) 0.7 $15M 49k 303.41
John Bean Technologies Corporation (JBT) 0.7 $15M 158k 94.97
New Jersey Resources Corporation (NJR) 0.7 $15M 346k 42.74
Booking Holdings (BKNG) 0.6 $14M 3.6k 3961.86
TJX Companies (TJX) 0.6 $14M 130k 110.10
G-III Apparel (GIII) 0.6 $14M 511k 27.07
MDU Resources (MDU) 0.6 $14M 550k 25.10
Advanced Micro Devices (AMD) 0.6 $14M 85k 162.21
Honeywell International (HON) 0.6 $14M 64k 213.54
Exxon Mobil Corporation (XOM) 0.6 $14M 118k 115.12
Mastercard Incorporated Cl A (MA) 0.6 $14M 31k 441.16
Abbvie (ABBV) 0.6 $13M 78k 171.52
CSG Systems International (CSGS) 0.6 $13M 323k 41.17
Scholastic Corporation (SCHL) 0.6 $13M 374k 35.47
Union Pacific Corporation (UNP) 0.6 $13M 58k 226.26
Corning Incorporated (GLW) 0.6 $13M 340k 38.85
Johnson & Johnson (JNJ) 0.6 $13M 89k 146.16
Concentrix Corp (CNXC) 0.6 $13M 203k 63.28
Synaptics, Incorporated (SYNA) 0.6 $13M 145k 88.20
Raytheon Technologies Corp (RTX) 0.6 $13M 127k 100.39
Walt Disney Company (DIS) 0.6 $13M 127k 99.29
Science App Int'l (SAIC) 0.6 $13M 106k 117.55
Levi Strauss & Co Cl A Com Stk (LEVI) 0.5 $12M 630k 19.28
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.5 $12M 89k 134.07
Abbott Laboratories (ABT) 0.5 $12M 114k 103.91
Becton, Dickinson and (BDX) 0.5 $12M 49k 233.71
Southern Company (SO) 0.5 $12M 148k 77.57
Progressive Corporation (PGR) 0.5 $11M 54k 207.71
International Business Machines (IBM) 0.5 $11M 64k 172.95
Adobe Systems Incorporated (ADBE) 0.5 $11M 20k 555.55
ConocoPhillips (COP) 0.5 $11M 95k 114.38
Rent-A-Center (UPBD) 0.5 $11M 353k 30.70
Fiserv (FI) 0.5 $11M 73k 149.04
Prudential Financial (PRU) 0.5 $11M 90k 117.19
Comcast Corp Cl A (CMCSA) 0.5 $11M 269k 39.16
Rbc Cad (RY) 0.5 $10M 98k 106.38
Intel Corporation (INTC) 0.5 $10M 334k 30.97
Raymond James Financial (RJF) 0.4 $10M 81k 123.61
Eli Lilly & Co. (LLY) 0.4 $10M 11k 905.38
Darling International (DAR) 0.4 $9.9M 270k 36.75
Ge Aerospace Com New (GE) 0.4 $9.9M 62k 158.97
Shell Spon Ads (SHEL) 0.4 $9.6M 133k 72.18
Alphabet Cap Stk Cl A (GOOGL) 0.4 $9.5M 52k 182.15
Pepsi (PEP) 0.4 $9.3M 56k 164.93
Deckers Outdoor Corporation (DECK) 0.4 $9.0M 9.3k 967.95
NVIDIA Corporation (NVDA) 0.4 $8.6M 70k 123.54
Air Products & Chemicals (APD) 0.4 $8.3M 32k 258.05
Prologis (PLD) 0.4 $8.2M 73k 112.31
BlackRock (BLK) 0.4 $8.0M 10k 787.32
Trane Technologies SHS (TT) 0.3 $7.7M 24k 328.93
Graphic Packaging Holding Company (GPK) 0.3 $7.7M 293k 26.21
Blackstone Group Inc Com Cl A (BX) 0.3 $7.6M 62k 123.80
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.3 $7.6M 201k 38.06
Pfizer (PFE) 0.3 $7.3M 261k 27.98
Ishares Tr National Mun Etf (MUB) 0.3 $7.2M 68k 106.55
Gra (GGG) 0.3 $7.1M 90k 79.28
Thermo Fisher Scientific (TMO) 0.3 $6.9M 12k 553.00
Lowe's Companies (LOW) 0.3 $6.8M 31k 220.46
TreeHouse Foods (THS) 0.3 $6.8M 185k 36.64
salesforce (CRM) 0.3 $6.8M 26k 257.10
Equity Comwlth Com Sh Ben Int (EQC) 0.3 $6.6M 341k 19.40
Rio Tinto Sponsored Adr (RIO) 0.3 $6.3M 96k 65.93
Flowers Foods (FLO) 0.3 $6.3M 282k 22.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $6.1M 11k 544.22
Chevron Corporation (CVX) 0.3 $5.9M 38k 156.42
Ducommun Incorporated (DCO) 0.3 $5.8M 101k 58.06
Starbucks Corporation (SBUX) 0.3 $5.7M 73k 77.85
Verizon Communications (VZ) 0.2 $5.5M 133k 41.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $5.4M 13k 406.80
Nike CL B (NKE) 0.2 $5.3M 71k 75.37
VSE Corporation (VSEC) 0.2 $5.3M 60k 88.28
Tesla Motors (TSLA) 0.2 $5.1M 26k 197.88
American Tower Reit (AMT) 0.2 $5.0M 26k 194.38
United Parcel Service CL B (UPS) 0.2 $4.7M 34k 136.85
PPG Industries (PPG) 0.2 $4.7M 37k 125.89
Qorvo (QRVO) 0.2 $4.5M 39k 116.04
T. Rowe Price (TROW) 0.2 $4.4M 38k 115.31
Arcadium Lithium Com Shs (ALTM) 0.2 $4.4M 1.3M 3.36
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $4.3M 42k 104.55
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.3M 7.00 612241.00
Nextera Energy (NEE) 0.2 $4.1M 58k 70.81
Truist Financial Corp equities (TFC) 0.2 $3.8M 99k 38.85
Vanguard Index Fds Large Cap Etf (VV) 0.2 $3.8M 15k 249.62
Duke Energy Corp Com New (DUK) 0.2 $3.8M 38k 100.23
Equinix (EQIX) 0.2 $3.8M 5.0k 756.63
Boston Properties (BXP) 0.2 $3.6M 59k 61.56
Schweitzer-Mauduit International (MATV) 0.1 $3.3M 194k 16.96
Knife River Corp Common Stock (KNF) 0.1 $3.2M 45k 70.14
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.2M 30k 106.78
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $3.1M 69k 45.40
The Aarons Company (AAN) 0.1 $3.1M 310k 9.98
Paypal Holdings (PYPL) 0.1 $3.1M 53k 58.03
Vanguard Index Fds Small Cp Etf (VB) 0.1 $3.0M 14k 218.04
Valero Energy Corporation (VLO) 0.1 $2.8M 18k 156.76
General Dynamics Corporation (GD) 0.1 $2.7M 9.4k 290.12
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $2.7M 47k 58.23
Exelon Corporation (EXC) 0.1 $2.7M 77k 34.61
Metropcs Communications (TMUS) 0.1 $2.7M 15k 176.18
Littelfuse (LFUS) 0.1 $2.6M 10k 255.59
W.W. Grainger (GWW) 0.1 $2.5M 2.8k 902.24
Anthem (ELV) 0.1 $2.5M 4.6k 541.86
Deere & Company (DE) 0.1 $2.4M 6.5k 373.64
Hershey Company (HSY) 0.1 $2.4M 13k 183.83
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $2.4M 22k 113.46
Ingersoll Rand (IR) 0.1 $2.4M 27k 90.84
L.B. Foster Company (FSTR) 0.1 $2.4M 112k 21.52
UniFirst Corporation (UNF) 0.1 $2.4M 14k 171.53
Coca-Cola Company (KO) 0.1 $2.3M 37k 63.65
Select Sector Spdr Tr Technology (XLK) 0.1 $2.3M 10k 226.23
Bank of New York Mellon Corporation (BK) 0.1 $2.3M 39k 59.89
Live Oak Bancshares (LOB) 0.1 $2.3M 65k 35.06
Dupont De Nemours (DD) 0.1 $2.2M 28k 80.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.2M 29k 76.70
Darden Restaurants (DRI) 0.1 $2.2M 14k 151.31
Ge Vernova (GEV) 0.1 $2.1M 12k 171.51
Vanguard World Inf Tech Etf (VGT) 0.1 $2.0M 3.5k 576.59
Centene Corporation (CNC) 0.1 $2.0M 30k 66.30
Caterpillar (CAT) 0.1 $2.0M 5.9k 333.10
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $1.9M 76k 25.44
Quanta Services (PWR) 0.1 $1.8M 7.3k 254.09
Ishares Tr U.s. Tech Etf (IYW) 0.1 $1.8M 12k 150.50
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.8M 7.4k 242.10
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.1 $1.8M 9.3k 191.05
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $1.7M 37k 47.19
Dominion Resources (D) 0.1 $1.7M 35k 49.00
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.7M 6.4k 267.51
Select Sector Spdr Tr Communication (XLC) 0.1 $1.7M 20k 85.66
Colgate-Palmolive Company (CL) 0.1 $1.7M 17k 97.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.7M 33k 49.42
Phillips 66 (PSX) 0.1 $1.6M 12k 141.17
Bristol Myers Squibb (BMY) 0.1 $1.6M 39k 41.53
AGCO Corporation (AGCO) 0.1 $1.6M 16k 97.88
Vanguard World Health Car Etf (VHT) 0.1 $1.5M 5.7k 266.00
Constellation Energy (CEG) 0.1 $1.5M 7.6k 200.27
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $1.5M 31k 48.67
Bank of America Corporation (BAC) 0.1 $1.5M 38k 39.77
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $1.4M 27k 51.87
General Mills (GIS) 0.1 $1.3M 21k 63.26
Stryker Corporation (SYK) 0.1 $1.3M 3.9k 340.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M 2.6k 500.13
Automatic Data Processing (ADP) 0.1 $1.3M 5.5k 238.69
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $1.3M 7.3k 175.78
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.2M 14k 88.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.2M 12k 97.27
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $1.1M 8.7k 128.43
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.1M 13k 83.76
Brown Forman Corp CL B (BF.B) 0.0 $1.1M 26k 43.19
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.1M 4.2k 262.53
Ishares Tr Core S&p500 Etf (IVV) 0.0 $1.1M 2.0k 547.23
Fortive (FTV) 0.0 $1.0M 14k 74.10
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $1.0M 9.5k 106.66
AFLAC Incorporated (AFL) 0.0 $1.0M 11k 89.31
Goldman Sachs (GS) 0.0 $934k 2.1k 452.32
Visa Com Cl A (V) 0.0 $910k 3.5k 262.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $908k 21k 43.76
Public Storage (PSA) 0.0 $896k 3.1k 287.60
Ball Corporation (BALL) 0.0 $888k 15k 60.02
Mondelez Intl Cl A (MDLZ) 0.0 $880k 13k 65.44
Ishares Tr Russell 2000 Etf (IWM) 0.0 $870k 4.3k 202.89
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.0 $854k 19k 45.75
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $849k 8.8k 96.62
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $847k 30k 28.31
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $845k 19k 44.60
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $842k 776.00 1085.00
Genuine Parts Company (GPC) 0.0 $807k 5.8k 138.32
Carrier Global Corporation (CARR) 0.0 $801k 13k 63.08
Wells Fargo & Company (WFC) 0.0 $792k 13k 59.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $767k 13k 58.52
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $767k 9.7k 78.78
SYSCO Corporation (SYY) 0.0 $755k 11k 71.39
Ncino (NCNO) 0.0 $752k 24k 31.45
Ishares Tr Esg Aware Msci (ESML) 0.0 $726k 19k 38.50
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $726k 6.0k 120.74
Yum! Brands (YUM) 0.0 $692k 5.2k 132.46
Allegion Ord Shs (ALLE) 0.0 $686k 5.8k 118.15
Boeing Company (BA) 0.0 $675k 3.7k 182.01
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $664k 8.2k 81.08
Charles Schwab Corporation (SCHW) 0.0 $647k 8.8k 73.69
Vanguard World Consum Stp Etf (VDC) 0.0 $612k 3.0k 203.03
3M Company (MMM) 0.0 $605k 5.9k 102.20
Netflix (NFLX) 0.0 $589k 873.00 674.88
Crowdstrike Hldgs Cl A (CRWD) 0.0 $565k 1.5k 383.19
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $532k 1.5k 364.51
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $527k 13k 39.34
Analog Devices (ADI) 0.0 $522k 2.3k 228.26
Vanguard World Industrial Etf (VIS) 0.0 $516k 2.2k 235.22
Constellation Brands Cl A (STZ) 0.0 $516k 2.0k 257.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $510k 1.1k 479.11
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $493k 922.00 535.01
Dell Technologies CL C (DELL) 0.0 $488k 3.5k 137.92
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $482k 2.6k 182.55
Veralto Corp Com Shs (VLTO) 0.0 $482k 5.0k 95.47
Select Sector Spdr Tr Financial (XLF) 0.0 $479k 12k 41.11
Vanguard World Consum Dis Etf (VCR) 0.0 $479k 1.5k 312.33
Norfolk Southern (NSC) 0.0 $459k 2.1k 214.69
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $459k 4.2k 110.35
Equifax (EFX) 0.0 $456k 1.9k 242.46
Vanguard World Comm Srvc Etf (VOX) 0.0 $454k 3.3k 138.20
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $453k 3.1k 145.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $440k 5.7k 77.28
FedEx Corporation (FDX) 0.0 $432k 1.4k 299.84
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $416k 5.6k 74.18
Intuit (INTU) 0.0 $396k 603.00 656.89
MetLife (MET) 0.0 $395k 5.6k 70.19
Ishares Tr Msci Eafe Etf (EFA) 0.0 $395k 5.0k 78.33
Target Corporation (TGT) 0.0 $386k 2.6k 148.04
Select Sector Spdr Tr Indl (XLI) 0.0 $381k 3.1k 121.87
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $377k 7.4k 51.26
Edwards Lifesciences (EW) 0.0 $374k 4.0k 92.37
At&t (T) 0.0 $372k 20k 19.11
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $370k 1.1k 333.45
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $369k 6.4k 57.99
Waste Management (WM) 0.0 $362k 1.7k 213.34
Vanguard World Financials Etf (VFH) 0.0 $352k 3.5k 99.88
Marathon Petroleum Corp (MPC) 0.0 $348k 2.0k 173.48
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $347k 11k 31.55
Pinnacle Financial Partners (PNFP) 0.0 $338k 4.2k 80.04
Us Bancorp Del Com New (USB) 0.0 $336k 8.5k 39.70
Otis Worldwide Corp (OTIS) 0.0 $328k 3.4k 96.26
Zoetis Cl A (ZTS) 0.0 $324k 1.9k 173.36
Manulife Finl Corp (MFC) 0.0 $319k 12k 26.62
Lockheed Martin Corporation (LMT) 0.0 $316k 677.00 467.10
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $313k 1.7k 182.40
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $309k 5.4k 57.27
Global Payments (GPN) 0.0 $308k 3.2k 96.70
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $303k 13k 22.72
IDEXX Laboratories (IDXX) 0.0 $301k 618.00 487.20
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $301k 2.4k 127.48
Vanguard World Energy Etf (VDE) 0.0 $299k 2.3k 127.57
Ishares Tr Core Msci Eafe (IEFA) 0.0 $298k 4.1k 72.64
Ishares Tr Broad Usd High (USHY) 0.0 $297k 8.2k 36.28
Vulcan Materials Company (VMC) 0.0 $296k 1.2k 248.68
Philip Morris International (PM) 0.0 $294k 2.9k 101.33
Vanguard World Materials Etf (VAW) 0.0 $292k 1.5k 192.63
Fifth Third Ban (FITB) 0.0 $287k 7.9k 36.49
Illinois Tool Works (ITW) 0.0 $281k 1.2k 236.96
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $280k 8.5k 33.03
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $279k 5.3k 53.13
Discover Financial Services (DFS) 0.0 $265k 2.0k 130.81
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.0 $262k 3.1k 83.67
Enbridge (ENB) 0.0 $257k 7.2k 35.57
Fidus Invt (FDUS) 0.0 $254k 13k 19.48
Chubb (CB) 0.0 $253k 993.00 255.08
Direxion Shs Etf Tr Dly Fin Bull New (FAS) 0.0 $253k 2.5k 100.99
MasTec (MTZ) 0.0 $252k 2.4k 106.99
Morgan Stanley Com New (MS) 0.0 $245k 2.5k 97.19
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $241k 1.6k 152.30
Spdr Gold Tr Gold Shs (GLD) 0.0 $240k 1.1k 215.01
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $240k 6.2k 38.41
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $237k 2.9k 81.65
Linde SHS (LIN) 0.0 $235k 535.00 438.81
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $231k 3.0k 77.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $228k 2.5k 92.54
S&p Global (SPGI) 0.0 $228k 511.00 446.00
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $225k 4.6k 48.54
PNC Financial Services (PNC) 0.0 $225k 1.4k 155.48
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $219k 5.2k 41.81
Dollar Tree (DLTR) 0.0 $216k 2.0k 106.77
Bloom Energy Corp Com Cl A (BE) 0.0 $211k 17k 12.24
Nucor Corporation (NUE) 0.0 $210k 1.3k 158.08
Nortonlifelock (GEN) 0.0 $207k 8.3k 24.98
South State Corporation (SSB) 0.0 $203k 2.7k 76.42
Cu (CULP) 0.0 $45k 10k 4.48