Bragg Financial Advisors, Inc Purchases in Q3 2025

Bragg Financial Advisors, Inc

  • $2.95 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
5.75K
+ 2.78%
$81.75 - $84.54 $470K - $486K
213K $17.9M
CNO
Cno Financial Group, Inc.

Financial Services
2.26K
+ 0.35%
$35.49 - $40.41 $80.1K - $91.2K
642K $25.4M
PEP
Pepsico Inc

Consumer Defensive
630
+ 0.93%
$133.81 - $152.16 $84.3K - $95.9K
68.1K $9.56M
CAT
Caterpillar Inc

Industrials
247
+ 4.29%
$390.92 - $477.15 $96.6K - $118K
6K $2.86M
MTG
Mgic Investment Corp

Financial Services
2.64K
+ 0.28%
$25.06 - $28.92 $66K - $76.2K
928K $26.3M
BXP
Boston Properties Inc

Real Estate
889
+ 1.22%
$62.11 - $78.93 $55.2K - $70.2K
73.6K $5.47M
NOW
Service Now, Inc.

Technology
1.04K
+ 27.73%
$850.86 - $1044.69 $887K - $1.09M
4.8K $4.42M
COP
Conocophillips

Energy
321
+ 0.33%
$91.0 - $98.99 $29.2K - $31.8K
98.6K $9.33M
HSY
Hershey CO

Consumer Defensive
117
+ 0.64%
$161.95 - $193.45 $18.9K - $22.6K
18.3K $3.42M
FSBC
Five Star Bancorp

Financial Services
790
+ 0.78%
$29.1 - $33.75 $23K - $26.7K
102K $3.28M
SUB
Ishares Short Term National Mu

ETFs
2.66K
+ 4.35%
$106.17 - $107.3 $283K - $286K
63.9K $6.82M
FNDX
Schwab Fundamental U S Large C

ETFs
11.3K
New
$24.38 - $26.34 $275K - $297K
11.3K $296K
DD
Du Pont De Nemours, Inc.

Basic Materials
741
+ 2.95%
$69.9 - $78.26 $51.8K - $58K
25.9K $2.01M
XLK
Technology Sector Spdr

ETFs
41
+ 0.43%
$250.97 - $282.66 $10.3K - $11.6K
9.57K $2.7M
FISV
Fiserv Inc

Technology
2.24K
+ 3.03%
N/A
76.2K $9.54M
DE
Deere & CO

Industrials
1.85K
+ 15.77%
$457.26 - $524.37 $846K - $971K
13.6K $6.21M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.5K
New
$22.45 - $23.2 $236K - $244K
10.5K $242K
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.62K
New
$24.69 - $25.26 $238K - $243K
9.62K $241K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.86K
New
$24.46 - $26.5 $217K - $235K
8.86K $233K
NEAR
Blackrock Short Maturity Bond

ETFs
4.39K
New
$50.8 - $51.32 $223K - $225K
4.39K $224K
NUE
Nucor Corp

Basic Materials
1.65K
New
$133.3 - $150.33 $220K - $248K
1.65K $223K
FITB
Fifth Third Bancorp

Financial Services
4.58K
+ 90.77%
$40.91 - $46.28 $187K - $212K
9.63K $429K
MBB
Ishares Tr

ETFs
2.34K
New
$92.46 - $95.73 $217K - $224K
2.34K $222K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.53K
New
$44.22 - $45.74 $200K - $207K
4.53K $206K
XLE
Energy Sector Spdr

ETFs
2.29K
New
$84.25 - $91.99 $193K - $210K
2.29K $204K
GPN
Global Payments Inc

Industrials
2.46K
New
$77.61 - $90.01 $191K - $221K
2.46K $204K
XLC
Select Sector Spdr Tr Communic

ETFs
107
+ 0.56%
$105.99 - $119.41 $11.3K - $12.8K
19.3K $2.28M
MPC
Marathon Petroleum Corp

Energy
1.05K
New
$158.59 - $198.69 $166K - $208K
1.05K $201K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.34%
$696.56 - $806.32 $4.88K - $5.64K
2.04K $1.62M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.58K
+ 64.23%
$37.14 - $37.85 $170K - $173K
11.7K $442K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.68K
+ 5.3%
$42.04 - $45.23 $70.5K - $75.9K
33.3K $1.51M
EQIX
Equinix Inc

Real Estate
264
+ 3.94%
$756.7 - $811.13 $200K - $214K
6.97K $5.46M
SCHW
Schwab Charles Corp

Financial Services
970
+ 14.02%
$91.03 - $98.69 $88.3K - $95.7K
7.89K $753K
QQQ
Invesco Qqq Trust, Series 1

ETFs
94
+ 7.67%
$546.99 - $602.2 $51.4K - $56.6K
1.32K $792K
T
At&T Inc.

Communication Services
4.23K
+ 21.57%
$26.94 - $29.62 $114K - $125K
23.9K $673K
JBT
John Bean Technologies Corp

Industrials
745
+ 0.4%
N/A
186K $23.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
953
+ 1.28%
$45.72 - $47.27 $43.6K - $45K
75.5K $3.54M
TIP
Ishares Tr Tips Bd ETF

ETFs
482
+ 1.6%
$109.11 - $111.88 $52.6K - $53.9K
30.5K $3.39M
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.3K
+ 12.91%
$28.69 - $30.59 $65.9K - $70.3K
20.1K $610K
VGIT
Vanguard Intermediate Term Tre

ETFs
1.25K
+ 2.45%
$58.97 - $60.36 $73.7K - $75.4K
52.2K $3.13M
EFA
Ishares Tr Msci Eafe ETF

ETFs
474
+ 5.86%
$87.29 - $93.61 $41.4K - $44.4K
8.57K $799K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.29K
+ 19.76%
$50.9 - $52.37 $65.6K - $67.5K
7.81K $408K
AVDV
American Centy ETF Tr Avantis

ETFs
175
+ 2.92%
$79.24 - $89.03 $13.9K - $15.6K
6.18K $549K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
430
+ 3.94%
$40.68 - $46.33 $17.5K - $19.9K
11.3K $515K
SPG
Simon Property Group Inc

Real Estate
41
+ 1.93%
$159.93 - $187.67 $6.56K - $7.69K
2.17K $406K
BNDX
Vanguard Total International B

ETFs
1.33K
+ 4.2%
$49.0 - $49.51 $65.4K - $66K
33.1K $1.64M
NUSC
Nuveen Esg Small Cap ETF

ETFs
302
+ 2.06%
$40.43 - $44.52 $12.2K - $13.4K
15K $660K
BA
Boeing CO

Industrials
190
+ 6.18%
$209.79 - $237.38 $39.9K - $45.1K
3.26K $704K
CTVA
Corteva, Inc.

Basic Materials
1.15K
+ 37.4%
$67.08 - $77.12 $77.1K - $88.6K
4.22K $285K
Activity Summary
Buys All Purchases 141 New Holdings 15 Increased Positions 126 Sells All Sells 161 Reductions 161 Sold out 0 Options Calls 0 Puts 0
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