Bragg Financial Advisors, Inc Purchases in Q1 2025

Bragg Financial Advisors, Inc

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
17.6K
+ 6.26%
$33.19 - $38.23 $586K - $674K
300K $11.1M
DCO
Ducommun Inc

Industrials
18K
+ 17.72%
$56.57 - $69.9 $1.02M - $1.26M
119K $6.93M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.86K
+ 0.91%
$79.17 - $82.04 $147K - $152K
207K $16.9M
QCOM
Qualcomm Inc

Technology
2.9K
+ 3.5%
$151.94 - $175.86 $440K - $510K
85.7K $13.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
955
+ 36.84%
$507.05 - $563.67 $484K - $538K
3.55K $1.82M
VTI
Vanguard Total Stock Market Et

ETFs
2.02K
+ 20.91%
$271.18 - $303.12 $548K - $613K
11.7K $3.21M
TJX
Tjx Companies Inc

Consumer Cyclical
2.11K
+ 1.67%
$112.81 - $126.16 $238K - $266K
128K $15.6M
KO
Coca Cola CO

Consumer Defensive
330
+ 0.95%
$60.81 - $72.32 $20.1K - $23.9K
35.2K $2.52M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
9.06K
New
$37.35 - $43.35 $338K - $393K
9.06K $343K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.66K
New
$126.11 - $135.06 $335K - $359K
2.66K $342K
XLE
Energy Sector Spdr

ETFs
3.1K
New
$85.7 - $93.96 $266K - $291K
3.1K $289K
MUB
Ishares National Muni Bond ETF

ETFs
3.45K
+ 4.64%
$104.71 - $107.69 $361K - $371K
77.8K $8.2M
HSY
Hershey CO

Consumer Defensive
1.49K
+ 9.36%
$144.74 - $186.36 $216K - $278K
17.4K $2.98M
VONE
Vanguard Russell 1000 ETF

ETFs
1.02K
New
$250.16 - $278.79 $256K - $285K
1.02K $259K
IAU
Ishares Gold Trust

ETFs
4.06K
New
$49.74 - $58.96 $202K - $239K
4.06K $239K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.95K
New
$45.92 - $47.58 $227K - $235K
4.95K $234K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.67K
New
$61.23 - $63.33 $224K - $232K
3.67K $230K
NUE
Nucor Corp

Basic Materials
1.82K
New
$114.48 - $142.52 $208K - $259K
1.82K $218K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.72K
New
$120.24 - $134.3 $207K - $231K
1.72K $210K
CTVA
Corteva, Inc.

Basic Materials
3.23K
New
$55.94 - $66.15 $181K - $213K
3.23K $203K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.41K
New
$80.73 - $94.96 $195K - $229K
2.41K $200K
TIP
Ishares Tr Tips Bd ETF

ETFs
536
+ 1.82%
$106.22 - $111.09 $56.9K - $59.5K
30K $3.34M
RIO
Rio Tinto PLC

Basic Materials
1.12K
+ 1.13%
$58.19 - $64.29 $65.3K - $72.1K
100K $6.02M
BMY
Bristol Myers Squibb CO

Healthcare
565
+ 1.58%
$53.9 - $63.11 $30.5K - $35.7K
36.3K $2.22M
V
Visa Inc.

Financial Services
213
+ 7.24%
$306.92 - $362.71 $65.4K - $77.3K
3.16K $1.11M
BAC
Bank Of America Corp

Financial Services
6.51K
+ 13.71%
$39.61 - $47.74 $258K - $311K
54K $2.25M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
7.67K
+ 8.71%
$25.12 - $26.05 $193K - $200K
95.7K $2.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.71K
+ 1.61%
$49.25 - $50.66 $429K - $441K
549K $27.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
581
+ 43.92%
$360.07 - $417.26 $209K - $242K
1.9K $687K
T
At&T Inc.

Communication Services
1.01K
+ 5.42%
$21.56 - $28.28 $21.7K - $28.4K
19.6K $553K
PRF
Invesco Exchange Traded Fd Tr

ETFs
3.21K
+ 11.24%
$39.4 - $42.61 $126K - $137K
31.8K $1.28M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
965
+ 10.67%
$75.32 - $84.77 $72.7K - $81.8K
10K $817K
MMM
3 M CO

Industrials
137
+ 2.27%
$129.7 - $155.12 $17.8K - $21.3K
6.17K $905K
VGIT
Vanguard Intermediate Term Tre

ETFs
926
+ 1.87%
$57.44 - $59.4 $53.2K - $55K
50.5K $3M
MAR
Marriott International Inc

Consumer Cyclical
857
+ 42.64%
$237.01 - $304.45 $203K - $261K
2.87K $682K
YUM
Yum Brands Inc

Consumer Cyclical
5
+ 0.1%
$123.25 - $162.53 $616 - $813
5.03K $790K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.85K
+ 8.4%
$42.5 - $46.71 $78.5K - $86.3K
23.8K $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
113
+ 0.91%
$56.12 - $68.15 $6.34K - $7.7K
12.5K $846K
OSK
Oshkosh Corp

Industrials
3.54K
+ 1.54%
$89.56 - $116.4 $317K - $412K
234K $22M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.28K
+ 30.35%
$99.42 - $126.15 $127K - $162K
5.51K $583K
NFLX
Netflix Inc

Communication Services
53
+ 4.34%
$828.4 - $1058.6 $43.9K - $56.1K
1.27K $1.19M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
590
+ 0.81%
$44.68 - $46.49 $26.4K - $27.4K
73.7K $3.41M
VIG
Vanguard Dividend Appreciation

ETFs
511
+ 13.81%
N/A
4.21K $767K
UNF
Unifirst Corp

Industrials
205
+ 1.46%
$169.33 - $230.5 $34.7K - $47.3K
14.3K $2.48M
JBT
John Bean Technologies Corp

Industrials
2.28K
+ 1.39%
$121.81 - $131.22 $278K - $299K
167K $20.9M
ENB
Enbridge Inc

Energy
1.16K
+ 13.46%
$41.54 - $45.45 $48.1K - $52.6K
9.75K $432K
FISV
Fiserv Inc

Technology
403
+ 0.58%
N/A
69.6K $8.71M
SPG
Simon Property Group Inc

Real Estate
324
+ 22.67%
$159.48 - $187.78 $51.7K - $60.8K
1.75K $291K
SCHW
Schwab Charles Corp

Financial Services
103
+ 1.51%
$71.24 - $83.64 $7.34K - $8.61K
6.92K $542K
Activity Summary
Buys All Purchases 169 New Holdings 15 Increased Positions 154 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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