Bragg Financial Advisors, Inc Incresed Positions in Q2 2025

Bragg Financial Advisors, Inc

  • $2.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOE
Vanguard Mid Cap Value Index F

ETFs
3.74K
+ 2.25%
$141.87 - $164.49 $531K - $615K
170K $27.9M
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
CRM
Salesforce, Inc.

Technology
2.68K
+ 6.8%
$236.26 - $291.15 $634K - $781K
42.1K $11.5M
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
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
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
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
BXP
Boston Properties Inc

Real Estate
6.28K
+ 9.46%
$56.86 - $74.12 $357K - $466K
72.7K $4.91M
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
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.15%
$462.22 - $707.75 $1.39K - $2.12K
2.03K $1.44M
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
FSTR
Foster L B CO

Industrials
111
+ 0.1%
$17.55 - $22.41 $1.95K - $2.49K
113K $2.48M
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
PFE
Pfizer Inc

Healthcare
21.1K
+ 7.96%
$21.59 - $24.84 $456K - $525K
287K $6.95M
SAIC
Science Applications International Corp

Technology
1.3K
+ 0.6%
$100.22 - $123.41 $130K - $160K
216K $24.3M
UNF
Unifirst Corp

Industrials
29
+ 0.2%
$161.86 - $189.64 $4.69K - $5.5K
14.3K $2.69M
HMN
Horace Mann Educators Corp

Financial Services
2.28K
+ 0.5%
$38.84 - $43.99 $88.4K - $100K
453K $19.5M
CMCSA
Comcast Corp

Communication Services
15.5K
+ 5.17%
$32.84 - $36.72 $508K - $568K
315K $11.2M
KO
Coca Cola CO

Consumer Defensive
2.89K
+ 8.21%
$68.37 - $73.9 $198K - $214K
38.1K $2.7M
AVDX
Avid Xchange Holdings, Inc.

Technology
14.8K
+ 136.14%
$7.21 - $9.8 $107K - $145K
25.7K $251K
ZTS
Zoetis Inc.

Healthcare
1.01K
+ 41.78%
$144.41 - $170.3 $145K - $171K
3.41K $532K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
30
+ 0.78%
$224.16 - $285.86 $6.72K - $8.58K
3.89K $1.11M
WFC
Wells Fargo & Company

Financial Services
68
+ 0.5%
$60.98 - $80.12 $4.15K - $5.45K
13.7K $1.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.35K
+ 4.93%
$77.74 - $78.78 $105K - $106K
28.8K $2.26M
IWP
Ishares Russell Mid Cap Growth

ETFs
48
+ 0.98%
$104.34 - $138.68 $5.01K - $6.66K
4.95K $686K
DELL
Dell Technologies Inc.

Technology
2
+ 0.06%
$71.63 - $125.98 $143 - $252
3.42K $419K
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
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