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
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.21%
$211.12 - $274.14 $1.27K - $1.64K
2.87K $784K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
5.81K
+ 6.07%
$24.14 - $25.43 $140K - $148K
102K $2.52M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.85K
+ 20.42%
$33.13 - $40.67 $61.3K - $75.2K
10.9K $443K
IJK
Ishares S&P Midcap 400 Growth

ETFs
105
+ 0.89%
$73.7 - $90.98 $7.74K - $9.55K
11.9K $1.08M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
164
+ 1.64%
$73.02 - $90.22 $12K - $14.8K
10.2K $907K
V
Visa Inc.

Financial Services
192
+ 6.08%
$308.27 - $373.31 $59.2K - $71.7K
3.35K $1.19M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.22K
+ 33.29%
$61.25 - $63.4 $74.7K - $77.3K
4.89K $309K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
726
+ 30.07%
$72.61 - $88.75 $52.7K - $64.4K
3.14K $278K
ADI
Analog Devices Inc

Technology
13
+ 0.63%
$164.6 - $238.02 $2.14K - $3.09K
2.06K $490K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
419
+ 2.07%
$33.46 - $41.33 $14K - $17.3K
20.7K $853K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.04K
+ 7.66%
$33.38 - $40.81 $34.8K - $42.6K
14.7K $597K
BNDX
Vanguard Total International B

ETFs
1.05K
+ 3.4%
$48.77 - $49.55 $51K - $51.8K
31.8K $1.57M
PM
Philip Morris International Inc.

Consumer Defensive
86
+ 4.09%
$149.23 - $184.95 $12.8K - $15.9K
2.19K $399K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
320
+ 4.91%
$52.84 - $65.52 $16.9K - $21K
6.84K $447K
SPG
Simon Property Group Inc

Real Estate
374
+ 21.33%
$140.37 - $171.44 $52.5K - $64.1K
2.13K $341K
DUK
Duke Energy Corp

Utilities
1.68K
+ 4.47%
$112.46 - $124.05 $189K - $209K
39.3K $4.64M
VGIT
Vanguard Intermediate Term Tre

ETFs
437
+ 0.87%
$58.63 - $59.9 $25.6K - $26.2K
50.9K $3.05M
EMR
Emerson Electric CO

Industrials
1
+ 0.05%
$94.15 - $133.33 $94.2 - $133
1.85K $246K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
306
+ 6.06%
$37.77 - $48.45 $11.6K - $14.8K
5.36K $259K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
828
+ 1.12%
$45.2 - $46.6 $37.4K - $38.6K
74.5K $3.45M
GLD
Spdr Gold Trust

ETFs
73
+ 6.84%
$273.71 - $316.29 $20K - $23.1K
1.14K $347K
IWS
Ishares Russell Midcap Value E

ETFs
74
+ 1.75%
$110.58 - $132.14 $8.18K - $9.78K
4.31K $570K
HSY
Hershey CO

Consumer Defensive
725
+ 4.16%
$151.29 - $173.13 $110K - $126K
18.1K $3.01M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
350
+ 6.04%
$77.94 - $79.5 $27.3K - $27.8K
6.14K $488K
VGSH
Vanguard

ETFs
495
+ 6.52%
$58.32 - $58.95 $28.9K - $29.2K
8.09K $475K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
348
+ 4.21%
$30.28 - $36.05 $10.5K - $12.5K
8.61K $310K
EFX
Equifax Inc

Industrials
6
+ 0.37%
$205.5 - $280.54 $1.23K - $1.68K
1.62K $419K
MDLZ
Mondelez International, Inc.

Consumer Defensive
458
+ 3.67%
$63.54 - $68.5 $29.1K - $31.4K
12.9K $872K
SBUX
Starbucks Corp

Consumer Cyclical
5.79K
+ 7.36%
$79.69 - $99.41 $461K - $575K
84.4K $7.73M
EW
Edwards Lifesciences Corp

Healthcare
3
+ 0.08%
$67.07 - $78.22 $201 - $235
3.57K $279K
T
At&T Inc.

Communication Services
73
+ 0.37%
$26.33 - $28.94 $1.92K - $2.11K
19.6K $568K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.77%
$438.31 - $527.29 $1.75K - $2.11K
525 $276K
VDC
Vanguard Consumer Staples ETF

ETFs
38
+ 1.27%
$204.89 - $224.73 $7.79K - $8.54K
3.03K $663K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
104
+ 2.1%
$46.41 - $47.7 $4.83K - $4.96K
5.05K $240K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
97
+ 1.93%
$49.57 - $50.27 $4.81K - $4.88K
5.11K $256K
MET
Metlife Inc

Financial Services
19
+ 0.39%
$68.42 - $82.49 $1.3K - $1.57K
4.86K $390K
ITW
Illinois Tool Works Inc

Industrials
13
+ 0.72%
$218.41 - $252.43 $2.84K - $3.28K
1.82K $449K
Linde PLC
7
+ 1.41%
N/A
504 $0
Blackrock Inc
633
+ 6.04%
N/A
11.1K $0
Ge Vernova Inc
32
+ 0.51%
N/A
6.3K $0
WM
Waste Management Inc

Industrials
5
+ 0.3%
$216.47 - $242.1 $1.08K - $1.21K
1.65K $377K
RIO
Rio Tinto PLC

Basic Materials
2.65K
+ 2.65%
$52.32 - $62.75 $139K - $166K
103K $6M
TIP
Ishares Tr Tips Bd ETF

ETFs
6
+ 0.02%
$107.93 - $110.97 $648 - $666
30K $3.31M
XLV
Select Sector Spdr Fund Health

ETFs
59
+ 1.41%
$128.77 - $144.3 $7.6K - $8.51K
4.23K $570K
LLY
Eli Lilly & CO

Healthcare
595
+ 4.76%
$713.71 - $898.95 $425K - $535K
13.1K $10.2M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
6.46K
+ 900.0%
$105.72 - $1416.0 $683K - $9.15M
7.18K $801K
CNC
Centene Corp

Healthcare
6
+ 0.02%
$53.4 - $64.29 $320 - $386
30K $1.63M
ELV
Elevance Health, Inc.

Healthcare
13
+ 0.29%
$372.27 - $452.69 $4.84K - $5.88K
4.53K $1.76M
DHR
Danaher Corp

Healthcare
1.29K
+ 1.96%
$174.64 - $205.16 $225K - $265K
67.2K $13.3M
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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