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
VO
Vanguard Mid Cap ETF

ETFs
301
+ 4.18%
$251.87 - $277.95 $75.8K - $83.7K
7.5K $1.94M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
321
+ 5.87%
$77.7 - $78.94 $24.9K - $25.3K
5.79K $457K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
819
+ 5.0%
$22.42 - $23.22 $18.4K - $19K
17.2K $396K
GGG
Graco Inc

Industrials
1.08K
+ 1.2%
$80.53 - $87.54 $86.8K - $94.4K
90.6K $7.57M
SSB
South State Corp

Financial Services
405
+ 14.59%
$89.4 - $108.33 $36.2K - $43.9K
3.18K $295K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
242
+ 5.07%
$48.43 - $49.9 $11.7K - $12.1K
5.02K $250K
VGSH
Vanguard

ETFs
238
+ 3.24%
$58.07 - $58.69 $13.8K - $14K
7.59K $445K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1K
+ 9.16%
$57.21 - $65.8 $57.2K - $65.8K
11.9K $695K
ZTS
Zoetis Inc.

Healthcare
55
+ 2.34%
$156.48 - $175.67 $8.61K - $9.66K
2.41K $396K
SPGI
S&P Global Inc.

Financial Services
16
+ 3.17%
$478.26 - $543.77 $7.65K - $8.7K
521 $264K
SYY
Sysco Corp

Consumer Defensive
296
+ 2.93%
$70.0 - $77.13 $20.7K - $22.8K
10.4K $781K
MFC
Manulife Financial Corp

Financial Services
6
+ 0.05%
$28.41 - $31.82 $170 - $191
12.6K $391K
ITW
Illinois Tool Works Inc

Industrials
37
+ 2.09%
$244.9 - $274.48 $9.06K - $10.2K
1.81K $448K
Blackrock Inc
214
+ 2.08%
N/A
10.5K $0
Everus Constr Group
2.79K
+ 1.9%
N/A
149K $0
Knife River Corp
374
+ 0.82%
N/A
45.7K $0
Ge Healthcare Technologies I
23
+ 0.89%
N/A
2.59K $0
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
557
+ 6.2%
$96.93 - $109.51 $54K - $61K
9.53K $933K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.35K
+ 7.15%
$37.84 - $44.02 $51.1K - $59.5K
20.2K $777K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
626
+ 3.19%
$45.21 - $50.33 $28.3K - $31.5K
20.2K $925K
EMR
Emerson Electric CO

Industrials
58
+ 3.24%
$108.64 - $131.17 $6.3K - $7.61K
1.85K $202K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
60
+ 1.2%
$41.78 - $50.35 $2.51K - $3.02K
5.05K $216K
NUSC
Nuveen Esg Small Cap ETF

ETFs
657
+ 5.06%
$37.9 - $43.9 $24.9K - $28.8K
13.6K $522K
MS
Morgan Stanley

Financial Services
2
+ 0.08%
$111.68 - $141.08 $223 - $282
2.59K $302K
PNC
Pnc Financial Services Group, Inc.

Financial Services
10
+ 0.69%
$168.84 - $202.89 $1.69K - $2.03K
1.47K $257K
TMO
Thermo Fisher Scientific Inc.

Healthcare
538
+ 4.15%
$497.6 - $606.74 $268K - $326K
13.5K $6.72M
PFE
Pfizer Inc

Healthcare
10.4K
+ 4.06%
$25.01 - $27.13 $259K - $281K
265K $6.73M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
48
+ 0.24%
$117.4 - $131.02 $5.64K - $6.29K
19.9K $2.38M
IJS
Ishares S&P Smallcap 600 Value

ETFs
78
+ 0.69%
$96.3 - $112.23 $7.51K - $8.75K
11.4K $1.11M
VOE
Vanguard Mid Cap Value Index F

ETFs
352
+ 0.21%
$156.61 - $168.02 $55.1K - $59.1K
166K $26.6M
PRU
Prudential Financial Inc

Financial Services
4.28K
+ 4.69%
$105.04 - $122.33 $450K - $524K
95.5K $10.7M
VTWG
Vanguard Russell 2000 Growth E

ETFs
170
+ 1.9%
$185.73 - $221.19 $31.6K - $37.6K
9.12K $1.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
181
+ 1.59%
$551.42 - $612.93 $99.8K - $111K
11.6K $6.46M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
91.1K
+ 17.7%
$25.34 - $32.88 $2.31M - $3M
606K $16.6M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
4.98K
+ 1.69%
$25.27 - $28.3 $126K - $141K
299K $7.75M
BXP
Boston Properties Inc

Real Estate
3.15K
+ 4.97%
$63.97 - $74.91 $201K - $236K
66.4K $4.46M
PPG
Ppg Industries Inc

Basic Materials
1.44K
+ 3.61%
$107.44 - $124.29 $155K - $179K
41.3K $4.52M
NKE
Nike, Inc.

Consumer Cyclical
7.02K
+ 12.27%
$63.29 - $81.72 $444K - $574K
64.3K $4.08M
LOW
Lowes Companies Inc

Consumer Cyclical
324
+ 1.01%
$222.66 - $268.42 $72.1K - $87K
32.3K $7.54M
SFBS
Servis First Bancshares, Inc.

Financial Services
5.75K
+ 1.4%
$80.8 - $93.58 $465K - $538K
418K $34.5M
RY
Royal Bank Of Canada

Financial Services
2.75K
+ 2.86%
$108.81 - $123.4 $299K - $339K
98.9K $11.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.7K
+ 18.67%
$65.15 - $91.81 $696K - $980K
67.9K $4.43M
TT
Trane Technologies PLC

Industrials
757
+ 3.25%
$332.0 - $400.86 $251K - $303K
24K $8.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.71K
+ 1.69%
$237.72 - $276.98 $407K - $474K
103K $25.2M
EQIX
Equinix Inc

Real Estate
265
+ 4.54%
$803.0 - $959.97 $213K - $254K
6.1K $4.97M
META
Meta Platforms, Inc.

Communication Services
14
+ 0.03%
$576.36 - $736.67 $8.07K - $10.3K
48.9K $28.2M
ADBE
Adobe Inc.

Technology
1.87K
+ 8.13%
$377.84 - $464.11 $705K - $866K
24.8K $9.51M
FSTR
Foster L B CO

Industrials
1.32K
+ 1.18%
$19.68 - $28.56 $26.1K - $37.8K
113K $2.23M
VBR
Vanguard Small Cap Value ETF

ETFs
13.4K
+ 4.83%
$183.02 - $207.75 $2.45M - $2.79M
291K $54.2M
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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