Bragg Financial Advisors, Inc Incresed Positions in Q4 2024

Bragg Financial Advisors, Inc

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
8.04K
+ 10.04%
$25.3 - $26.31 $203K - $211K
88.1K $2.25M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.1K
+ 46.36%
$31.23 - $33.51 $159K - $171K
16.1K $506K
ITW
Illinois Tool Works Inc

Industrials
588
+ 49.75%
$253.56 - $278.5 $149K - $164K
1.77K $448K
XLI
Industrial Sector Spdr

ETFs
1.09K
+ 35.43%
$131.76 - $143.99 $143K - $157K
4.16K $547K
XLY
Select Sector Spdr Consumer Di

ETFs
324
+ 16.68%
$194.8 - $239.43 $63.1K - $77.6K
2.27K $508K
VIS
Vanguard Industrial ETF

ETFs
482
+ 22.28%
$254.39 - $279.7 $123K - $135K
2.65K $672K
VCR
Vanguard Consumer Discretionar

ETFs
159
+ 11.41%
$328.51 - $401.37 $52.2K - $63.8K
1.55K $582K
IBM
International Business Machines Corp

Technology
858
+ 1.28%
$204.9 - $238.04 $176K - $204K
67.7K $14.9M
VOX
Vanguard Communication Service

ETFs
349
+ 10.57%
$144.31 - $163.57 $50.4K - $57.1K
3.65K $565K
MUB
Ishares National Muni Bond ETF

ETFs
2.2K
+ 3.04%
$105.78 - $108.7 $232K - $239K
74.4K $7.92M
ENB
Enbridge Inc

Energy
1.27K
+ 17.35%
$40.4 - $43.92 $51.3K - $55.8K
8.6K $364K
HSY
Hershey CO

Consumer Defensive
2.2K
+ 16.01%
$168.67 - $193.65 $371K - $426K
15.9K $2.7M
MS
Morgan Stanley

Financial Services
70
+ 2.78%
$104.42 - $134.99 $7.31K - $9.45K
2.59K $325K
VDE
Vanguard Energy ETF

ETFs
516
+ 23.02%
$116.67 - $136.78 $60.2K - $70.6K
2.76K $334K
VGIT
Vanguard Intermediate Term Tre

ETFs
2.84K
+ 6.07%
$57.78 - $60.4 $164K - $171K
49.6K $2.88M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.55K
+ 24.94%
$40.06 - $45.21 $62.2K - $70.2K
7.77K $316K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.12K
+ 20.85%
$56.61 - $61.63 $63.6K - $69.3K
6.52K $369K
MMM
3 M CO

Industrials
605
+ 11.16%
$124.74 - $137.12 $75.5K - $83K
6.03K $778K
VHT
Vanguard Health Care ETF

ETFs
790
+ 13.46%
$250.81 - $283.3 $198K - $224K
6.66K $1.69M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
275
+ 1.42%
$46.53 - $49.91 $12.8K - $13.7K
19.6K $943K
T
At&T Inc.

Communication Services
687
+ 3.85%
$21.22 - $23.88 $14.6K - $16.4K
18.6K $422K
VDC
Vanguard Consumer Staples ETF

ETFs
236
+ 7.6%
$210.96 - $223.62 $49.8K - $52.8K
3.34K $706K
SSB
South State Corp

Financial Services
115
+ 4.32%
$94.05 - $111.93 $10.8K - $12.9K
2.78K $276K
ZTS
Zoetis Inc.

Healthcare
471
+ 25.03%
$162.24 - $194.42 $76.4K - $91.6K
2.35K $383K
PANW
Palo Alto Networks Inc

Technology
720
+ 100.0%
$181.96 - $405.9 $131K - $292K
1.44K $262K
MFC
Manulife Financial Corp

Financial Services
5
+ 0.04%
$29.21 - $32.87 $146 - $164
12.6K $385K
VAW
Vanguard Materials ETF

ETFs
273
+ 17.61%
$186.91 - $215.32 $51K - $58.8K
1.82K $342K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
277
+ 4.03%
$36.54 - $37.53 $10.1K - $10.4K
7.14K $262K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
137
+ 2.57%
$77.86 - $79.27 $10.7K - $10.9K
5.47K $426K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
75
+ 1.6%
$48.33 - $49.08 $3.62K - $3.68K
4.77K $231K
Knife River Corp
185
+ 0.41%
N/A
45.4K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
144
+ 1.49%
$113.92 - $127.38 $16.4K - $18.3K
9.81K $1.13M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
757
+ 4.84%
$22.65 - $23.8 $17.1K - $18K
16.4K $372K
Arcadium Lithium PLC
60K
+ 4.64%
N/A
1.35M $0
Brookfield Asset Managmt LTD
621
+ 0.31%
N/A
201K $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
16
+ 0.23%
$51.33 - $53.74 $821 - $860
7.02K $361K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.55K
+ 3.61%
$45.17 - $47.23 $115K - $120K
73.1K $3.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
993
+ 4.73%
$44.04 - $49.49 $43.7K - $49.1K
22K $968K
CAT
Caterpillar Inc

Industrials
289
+ 4.95%
$360.37 - $416.88 $104K - $120K
6.12K $2.22M
VNQ
Vanguard Specialized Funds Van

ETFs
156
+ 1.19%
$87.85 - $98.6 $13.7K - $15.4K
13.3K $1.19M
NJR
New Jersey Resources Corp

Utilities
1.62K
+ 0.47%
$45.17 - $51.61 $73.1K - $83.6K
349K $16.3M
VTV
Vanguard Value ETF

ETFs
3.7K
+ 2.61%
$168.32 - $181.87 $622K - $672K
145K $24.6M
BXP
Boston Properties Inc

Real Estate
3.29K
+ 5.48%
$73.33 - $89.72 $241K - $295K
63.3K $4.7M
NEE
Nextera Energy Inc

Utilities
10.5K
+ 15.03%
$69.77 - $85.43 $734K - $899K
80.5K $5.77M
PRU
Prudential Financial Inc

Financial Services
515
+ 0.57%
$114.59 - $129.52 $59K - $66.7K
91.3K $10.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.44K
+ 3.25%
$80.13 - $83.77 $516K - $540K
205K $16.4M
DCO
Ducommun Inc

Industrials
476
+ 0.47%
$58.79 - $69.18 $28K - $32.9K
101K $6.46M
PSX
Phillips 66

Energy
1
+ 0.01%
$110.35 - $138.93 $110 - $139
11.3K $1.29M
MSFT
Microsoft Corp

Technology
2.9K
+ 1.77%
$406.35 - $454.46 $1.18M - $1.32M
167K $70.6M
Activity Summary
Buys All Purchases 142 New Holdings 16 Increased Positions 126 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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