Bragg Financial Advisors, Inc Reduced Holdings in Q1 2025

Bragg Financial Advisors, Inc

  • $2.4 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-7.78K
- 5.3%
$167.43 - $244.7 $1.3M - $1.9M
139K $23.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-113K
- 40.54%
$132.75 - $177.12 $15M - $20M
165K $25.3M
AAPL
Apple Inc.

Technology
-3.35K
- 1.1%
$209.68 - $247.1 $703K - $829K
300K $66.7M
ORCL
Oracle Corp

Technology
-3.9K
- 1.86%
$139.81 - $186.47 $545K - $727K
206K $28.8M
AAP
Advance Auto Parts Inc

Consumer Cyclical
-66.3K
- 15.23%
$33.63 - $49.79 $2.23M - $3.3M
369K $14.5M
CSWI
Csw Industrials, Inc.

Industrials
-10.4K
- 31.72%
$283.77 - $396.86 $2.95M - $4.12M
22.4K $6.52M
AX
Axos Financial, Inc.

Financial Services
-44.4K
- 11.15%
$61.63 - $73.1 $2.74M - $3.25M
354K $22.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-8.04K
- 18.01%
$111.56 - $223.11 $897K - $1.79M
36.6K $4.1M
IDCC
Inter Digital, Inc.

Communication Services
-35.8K
- 16.29%
$171.68 - $225.72 $6.14M - $8.08M
184K $38M
ETN
Eaton Corp PLC

Industrials
-371
- 0.52%
$271.83 - $371.23 $101K - $138K
71.4K $19.4M
AXP
American Express CO

Financial Services
-1.55K
- 1.68%
$255.39 - $325.87 $397K - $506K
90.9K $24.5M
TXN
Texas Instruments Inc

Technology
-11.4K
- 11.81%
N/A
85K $16.5M
ACN
Accenture PLC

Technology
-389
- 0.75%
$300.91 - $398.25 $117K - $155K
51.8K $16.2M
BDX
Becton Dickinson & CO

Healthcare
-9.27K
- 23.71%
$222.79 - $249.08 $2.07M - $2.31M
29.8K $6.83M
THS
Tree House Foods, Inc.

Consumer Defensive
-18.8K
- 10.13%
$26.2 - $35.54 $492K - $668K
167K $4.51M
AMP
Ameriprise Financial Inc

Financial Services
-558
- 1.62%
$472.29 - $575.13 $264K - $321K
33.9K $16.4M
CNXC
Concentrix Corp

Technology
-83.7K
- 37.87%
$42.45 - $65.04 $3.55M - $5.44M
137K $7.64M
GOOGL
Alphabet Inc.

Communication Services
-331
- 0.63%
$154.33 - $206.19 $51.1K - $68.2K
52.1K $8.06M
DHR
Danaher Corp

Healthcare
-357
- 0.54%
$201.62 - $250.59 $72K - $89.5K
65.9K $13.5M
GLW
Corning Inc

Technology
-20.9K
- 5.92%
$44.91 - $54.25 $938K - $1.13M
332K $15.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-21
- 0.61%
$4295.4 - $5141.88 $90.2K - $108K
3.4K $15.7M
WMT
Walmart Inc.

Consumer Defensive
-7.47K
- 2.95%
$84.5 - $105.05 $631K - $785K
245K $21.5M
HD
Home Depot, Inc.

Consumer Cyclical
-334
- 0.64%
$347.25 - $424.87 $116K - $142K
51.6K $18.9M
TROW
Price T Rowe Group Inc

Financial Services
-4.12K
- 11.91%
$91.57 - $116.93 $377K - $482K
30.5K $2.8M
SUB
Ishares Short Term National Mu

ETFs
-10.5K
- 17.38%
$105.3 - $106.24 $1.1M - $1.11M
49.8K $5.26M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-42
- 0.05%
$131.51 - $149.24 $5.52K - $6.27K
84.8K $11.3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-18.7K
- 37.15%
$47.33 - $47.92 $885K - $896K
31.6K $1.51M
UPS
United Parcel Service Inc

Industrials
-1.22K
- 3.57%
$109.66 - $136.26 $134K - $166K
33K $3.63M
FLO
Flowers Foods Inc

Consumer Defensive
-11.6K
- 4.69%
$18.05 - $20.78 $209K - $241K
236K $4.48M
VGT
Vanguard Information Technolog

ETFs
-563
- 15.08%
$542.38 - $646.34 $305K - $364K
3.17K $1.72M
XLK
Technology Sector Spdr

ETFs
-1.13K
- 10.01%
$206.38 - $242.18 $233K - $273K
10.1K $2.1M
TFC
Truist Financial Corp

Financial Services
-2.7K
- 3.24%
$39.48 - $48.15 $107K - $130K
80.7K $3.32M
INTC
Intel Corp

Technology
-20.8K
- 31.65%
$19.1 - $27.39 $396K - $569K
44.8K $1.02M
VB
Vanguard Small Cap ETF

ETFs
-162
- 1.21%
$217.89 - $252.64 $35.3K - $40.9K
13.2K $2.94M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-5.7K
- 46.49%
$44.81 - $46.22 $255K - $263K
6.56K $295K
CAT
Caterpillar Inc

Industrials
-135
- 2.21%
$326.75 - $407.63 $44.1K - $55K
5.99K $1.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.15K
- 11.73%
$102.49 - $119.96 $118K - $138K
8.66K $905K
D
Dominion Energy, Inc

Utilities
-4.74K
- 19.25%
$52.85 - $57.43 $250K - $272K
19.9K $1.11M
GWW
W.W. Grainger, Inc.

Industrials
-10
- 0.37%
$953.54 - $1132.42 $9.54K - $11.3K
2.7K $2.67M
CEG
Constellation Energy Corp

Utilities
-43
- 0.59%
$201.63 - $347.44 $8.67K - $14.9K
7.29K $1.47M
VIS
Vanguard Industrial ETF

ETFs
-625
- 23.63%
$243.63 - $273.99 $152K - $171K
2.02K $500K
VV
Vanguard Large Cap ETF

ETFs
-14
- 0.11%
$253.32 - $282.66 $3.55K - $3.96K
13.3K $3.41M
XLF
Financial Sector Spdr

ETFs
-3.43K
- 20.37%
$47.32 - $52.19 $162K - $179K
13.4K $667K
CRWD
Crowd Strike Holdings, Inc.

Technology
-454
- 30.78%
$308.86 - $455.36 $140K - $207K
1.02K $359K
VCR
Vanguard Consumer Discretionar

ETFs
-192
- 12.37%
$318.51 - $391.75 $61.2K - $75.2K
1.36K $442K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-31
- 0.8%
$254.58 - $302.92 $7.89K - $9.39K
3.86K $985K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.11K
- 20.37%
$25.69 - $26.89 $157K - $164K
23.9K $642K
VEA
Vanguard Ftse Developed Market

ETFs
-4.52K
- 13.85%
$47.4 - $52.99 $214K - $240K
28.1K $1.43M
XLV
Select Sector Spdr Fund Health

ETFs
-1.14K
- 21.47%
$137.61 - $149.68 $157K - $171K
4.17K $608K
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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