Bragg Financial Advisors, Inc Purchases in Q2 2025

Bragg Financial Advisors, Inc

  • $2.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
1.47K
+ 20.21%
$170.96 - $322.76 $252K - $475K
8.76K $2.83M
CNO
Cno Financial Group, Inc.

Financial Services
78.8K
+ 14.04%
$36.12 - $42.37 $2.85M - $3.34M
640K $24.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.74K
+ 2.25%
$141.87 - $164.49 $531K - $615K
170K $27.9M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
29.8K
New
$36.25 - $42.28 $1.08M - $1.26M
29.8K $1.26M
SUB
Ishares Short Term National Mu

ETFs
11.4K
+ 22.96%
$104.77 - $106.34 $1.2M - $1.22M
61.2K $6.51M
VONE
Vanguard Russell 1000 ETF

ETFs
4.22K
+ 412.02%
$225.48 - $280.86 $950K - $1.18M
5.24K $1.47M
MDU
Mdu Resources Group Inc

Industrials
82.6K
+ 6.77%
$15.6 - $17.76 $1.29M - $1.47M
1.3M $21.7M
NFLX
Netflix Inc

Communication Services
413
+ 32.42%
$855.86 - $1339.13 $353K - $553K
1.69K $2.26M
VTWV
Vanguard Russell 2000 Value Et

ETFs
3.99K
+ 4.71%
$116.09 - $139.09 $463K - $555K
88.8K $12.3M
FSBC
Five Star Bancorp

Financial Services
29.8K
+ 41.94%
$25.15 - $29.45 $751K - $879K
101K $2.88M
PWR
Quanta Services, Inc.

Industrials
1
+ 0.01%
$239.47 - $381.26 $239 - $381
7.28K $2.75M
VTV
Vanguard Value ETF

ETFs
1.3K
+ 0.85%
$153.67 - $176.74 $200K - $230K
154K $27.3M
QCOM
Qualcomm Inc

Technology
1.96K
+ 2.29%
$124.66 - $159.48 $245K - $313K
87.7K $14M
SPY
Spdr S&P 500 ETF Trust

ETFs
95
+ 0.82%
$496.48 - $617.85 $47.2K - $58.7K
11.6K $7.2M
MUB
Ishares National Muni Bond ETF

ETFs
7.51K
+ 9.66%
$102.31 - $105.8 $769K - $795K
85.3K $8.91M
VSEC
Vse Corp

Industrials
223
+ 0.36%
$103.15 - $140.55 $23K - $31.3K
61.7K $8.08M
ADBE
Adobe Inc.

Technology
1.46K
+ 5.9%
$340.0 - $420.68 $497K - $615K
26.3K $10.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
12.7K
+ 40.13%
$47.02 - $47.83 $597K - $607K
44.3K $2.12M
PRU
Prudential Financial Inc

Financial Services
9.03K
+ 9.45%
$95.12 - $112.71 $859K - $1.02M
105K $11.2M
FISV
Fiserv Inc

Technology
4.37K
+ 6.27%
N/A
73.9K $9.26M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.33K
New
$100.35 - $100.71 $534K - $536K
5.33K $536K
VGT
Vanguard Information Technolog

ETFs
226
+ 7.13%
$470.37 - $663.28 $106K - $150K
3.4K $2.25M
NEE
Nextera Energy Inc

Utilities
9.5K
+ 10.54%
$64.11 - $75.0 $609K - $712K
99.6K $6.91M
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.8K
New
$24.32 - $29.74 $433K - $529K
17.8K $524K
BAC
Bank Of America Corp

Financial Services
4.6K
+ 8.53%
$34.39 - $47.46 $158K - $219K
58.6K $2.77M
PPG
Ppg Industries Inc

Basic Materials
2.9K
+ 7.01%
$91.66 - $115.04 $265K - $333K
44.2K $5.03M
MA
Mastercard Inc

Financial Services
165
+ 0.56%
$479.92 - $590.74 $79.2K - $97.5K
29.8K $16.8M
AMT
American Tower Corp

Real Estate
1.78K
+ 6.77%
$203.96 - $228.19 $363K - $406K
28.1K $6.21M
COF
Capital One Financial Corp

Financial Services
2.25K
New
$150.57 - $212.76 $338K - $478K
2.25K $478K
AVDV
American Centy ETF Tr Avantis

ETFs
6K
New
$61.76 - $79.32 $371K - $476K
6K $475K
BXP
Boston Properties Inc

Real Estate
6.28K
+ 9.46%
$56.86 - $74.12 $357K - $466K
72.7K $4.91M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
7.04K
New
$51.81 - $61.79 $365K - $435K
7.04K $434K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.98K
+ 112.17%
$114.78 - $133.31 $342K - $397K
5.63K $750K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.8K
+ 168.24%
$82.21 - $83.12 $395K - $399K
7.65K $634K
ESGR
Enstar Group LTD

Financial Services
361
+ 0.54%
$330.1 - $336.55 $119K - $121K
67.2K $22.6M
EQIX
Equinix Inc

Real Estate
602
+ 9.87%
$740.07 - $914.43 $446K - $550K
6.7K $5.33M
TMUS
T Mobile Us, Inc.

Communication Services
3.3K
+ 21.09%
$220.99 - $268.54 $729K - $886K
18.9K $4.51M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.52K
New
$50.34 - $51.86 $328K - $338K
6.52K $334K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.15%
$462.22 - $707.75 $1.39K - $2.12K
2.03K $1.44M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.3K
New
$180.84 - $240.32 $235K - $312K
1.3K $312K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.91K
+ 55.98%
$72.96 - $90.39 $212K - $263K
8.09K $723K
VCIT
Vanguard Intermediate Term Cor

ETFs
343
+ 0.17%
$79.56 - $82.92 $27.3K - $28.4K
207K $17.2M
VTWG
Vanguard Russell 2000 Growth E

ETFs
309
+ 3.39%
$163.6 - $208.47 $50.6K - $64.4K
9.43K $1.97M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.4K
New
$152.42 - $182.82 $213K - $256K
1.4K $255K
FSTR
Foster L B CO

Industrials
111
+ 0.1%
$17.55 - $22.41 $1.95K - $2.49K
113K $2.48M
IDXX
Idexx Laboratories Inc

Healthcare
468
New
$361.04 - $536.34 $169K - $251K
468 $251K
TJX
Tjx Companies Inc

Consumer Cyclical
160
+ 0.12%
$119.13 - $135.03 $19.1K - $21.6K
128K $15.9M
GGG
Graco Inc

Industrials
158
+ 0.17%
$74.02 - $87.26 $11.7K - $13.8K
90.8K $7.8M
IGM
Ishares Expanded Tech Sector E

ETFs
2.04K
New
$79.8 - $112.34 $163K - $230K
2.04K $229K
Activity Summary
Buys All Purchases 187 New Holdings 18 Increased Positions 169 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bragg Financial Advisors, Inc Portfolio

Follow Bragg Financial Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bragg Financial Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bragg Financial Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email