Bragg Financial Advisors, Inc Incresed Positions in Q1 2025

Bragg Financial Advisors, Inc

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
PEP
Pepsico Inc

Consumer Defensive
2.99K
+ 4.84%
$142.64 - $156.42 $427K - $468K
64.8K $9.71M
HSY
Hershey CO

Consumer Defensive
1.49K
+ 9.36%
$144.74 - $186.36 $216K - $278K
17.4K $2.98M
MUB
Ishares National Muni Bond ETF

ETFs
3.45K
+ 4.64%
$104.71 - $107.69 $361K - $371K
77.8K $8.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
536
+ 1.82%
$106.22 - $111.09 $56.9K - $59.5K
30K $3.34M
BMY
Bristol Myers Squibb CO

Healthcare
565
+ 1.58%
$53.9 - $63.11 $30.5K - $35.7K
36.3K $2.22M
RIO
Rio Tinto PLC

Basic Materials
1.12K
+ 1.13%
$58.19 - $64.29 $65.3K - $72.1K
100K $6.02M
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
VO
Vanguard Mid Cap ETF

ETFs
301
+ 4.18%
$251.87 - $277.95 $75.8K - $83.7K
7.5K $1.94M
SCHW
Schwab Charles Corp

Financial Services
103
+ 1.51%
$71.24 - $83.64 $7.34K - $8.61K
6.92K $542K
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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
242
+ 5.07%
$48.43 - $49.9 $11.7K - $12.1K
5.02K $250K
SSB
South State Corp

Financial Services
405
+ 14.59%
$89.4 - $108.33 $36.2K - $43.9K
3.18K $295K
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
SPGI
S&P Global Inc.

Financial Services
16
+ 3.17%
$478.26 - $543.77 $7.65K - $8.7K
521 $264K
ZTS
Zoetis Inc.

Healthcare
55
+ 2.34%
$156.48 - $175.67 $8.61K - $9.66K
2.41K $396K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
314
+ 4.4%
$36.63 - $37.45 $11.5K - $11.8K
7.46K $274K
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
Blackrock Inc
214
+ 2.08%
N/A
10.5K $0
ITW
Illinois Tool Works Inc

Industrials
37
+ 2.09%
$244.9 - $274.48 $9.06K - $10.2K
1.81K $448K
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
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