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
IAC
Iac/Inter Active Corp

Communication Services
-27.1K
- 6.65%
$41.0 - $50.0 $1.11M - $1.35M
380K $17.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-194
- 8.56%
$192.6 - $233.2 $37.4K - $45.2K
2.07K $409K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-78
- 0.66%
$81.62 - $96.63 $6.37K - $7.54K
11.8K $981K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-36
- 0.43%
$121.0 - $142.28 $4.36K - $5.12K
8.31K $1.03M
XLI
Industrial Sector Spdr

ETFs
-700
- 16.85%
$128.78 - $141.67 $90.1K - $99.2K
3.46K $452K
GPC
Genuine Parts CO

Consumer Cyclical
-880
- 17.25%
$115.91 - $129.02 $102K - $114K
4.22K $502K
XLC
Select Sector Spdr Tr Communic

ETFs
-870
- 4.28%
$94.84 - $105.31 $82.5K - $91.6K
19.4K $1.87M
STZ
Constellation Brands, Inc.

Consumer Defensive
-102
- 5.43%
$161.05 - $222.93 $16.4K - $22.7K
1.78K $326K
DELL
Dell Technologies Inc.

Technology
-32
- 0.93%
$90.34 - $124.66 $2.89K - $3.99K
3.42K $311K
GIS
General Mills Inc

Consumer Defensive
-75
- 0.38%
$57.56 - $65.3 $4.32K - $4.9K
19.9K $1.19M
FDX
Fedex Corp

Industrials
-22
- 1.26%
$230.33 - $281.53 $5.07K - $6.19K
1.72K $419K
MTZ
Mastec Inc

Industrials
-217
- 10.15%
$108.66 - $160.79 $23.6K - $34.9K
1.92K $224K
LMT
Lockheed Martin Corp

Industrials
-92
- 14.18%
$423.19 - $506.29 $38.9K - $46.6K
557 $248K
USB
Us Bancorp \De\

Financial Services
-749
- 12.08%
$40.92 - $50.9 $30.6K - $38.1K
5.45K $230K
DD
Du Pont De Nemours, Inc.

Basic Materials
-309
- 1.19%
$72.7 - $84.32 $22.5K - $26.1K
25.6K $1.91M
CARR
Carrier Global Corp

Industrials
-1
- 0.01%
$62.07 - $70.55 $62.1 - $70.6
12.9K $815K
BALL
Ball Corp

Consumer Cyclical
-389
- 2.73%
$49.04 - $56.53 $19.1K - $22K
13.9K $722K
ADI
Analog Devices Inc

Technology
-182
- 8.16%
$201.56 - $243.82 $36.7K - $44.4K
2.05K $413K
VAW
Vanguard Materials ETF

ETFs
-291
- 15.96%
$185.71 - $202.46 $54K - $58.9K
1.53K $289K
VDC
Vanguard Consumer Staples ETF

ETFs
-350
- 10.47%
$206.54 - $226.16 $72.3K - $79.2K
2.99K $654K
IWS
Ishares Russell Midcap Value E

ETFs
-278
- 6.15%
$122.59 - $135.24 $34.1K - $37.6K
4.24K $534K
VOX
Vanguard Communication Service

ETFs
-159
- 4.35%
$147.73 - $169.24 $23.5K - $26.9K
3.49K $518K
BA
Boeing CO

Industrials
-130
- 3.59%
$148.15 - $186.25 $19.3K - $24.2K
3.49K $594K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.39K
- 14.93%
$37.07 - $40.63 $51.5K - $56.5K
7.92K $311K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-3.65K
- 9.3%
$27.47 - $30.62 $100K - $112K
35.6K $1.05M
VNQ
Vanguard Specialized Funds Van

ETFs
-685
- 5.15%
$85.55 - $94.34 $58.6K - $64.6K
12.6K $1.14M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.18K
- 15.23%
$39.18 - $43.52 $46.4K - $51.5K
6.59K $275K
FTV
Fortive Corp

Technology
-186
- 1.46%
$71.82 - $82.98 $13.4K - $15.4K
12.6K $919K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6
- 0.65%
$522.96 - $601.18 $3.14K - $3.61K
919 $490K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-814
- 2.88%
$76.94 - $78.28 $62.6K - $63.7K
27.4K $2.15M
BNDX
Vanguard Total International B

ETFs
-569
- 1.82%
$48.33 - $49.5 $27.5K - $28.2K
30.7K $1.5M
MET
Metlife Inc

Financial Services
-100
- 2.02%
$77.7 - $87.0 $7.77K - $8.7K
4.84K $388K
VFH
Vanguard Financial ETF

ETFs
-195
- 3.6%
$114.07 - $127.34 $22.2K - $24.8K
5.22K $623K
EFG
Msci Eafe Growth ETF

ETFs
-264
- 7.34%
$96.1 - $106.37 $25.4K - $28.1K
3.33K $333K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-51
- 0.71%
$179.71 - $192.06 $9.17K - $9.8K
7.12K $1.31M
INTU
Intuit Inc

Technology
-2
- 0.33%
$555.63 - $630.23 $1.11K - $1.26K
604 $370K
EW
Edwards Lifesciences Corp

Healthcare
-41
- 1.14%
$67.95 - $76.19 $2.79K - $3.12K
3.57K $258K
WFC
Wells Fargo & Company

Financial Services
-351
- 2.51%
$66.78 - $81.42 $23.4K - $28.6K
13.7K $980K
BFB
Brown Forman Corp Cl B
-4.36K
- 20.08%
N/A
17.3K $0
Brookfield Asset Managmt LTD
-128K
- 63.62%
N/A
73.2K $0
Ge Vernova Inc
-487
- 7.21%
N/A
6.27K $0
Veralto Corp
-141
- 3.05%
N/A
4.49K $0
Linde PLC
-16
- 3.12%
N/A
497 $0
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-292
- 3.21%
$51.39 - $57.43 $15K - $16.8K
8.82K $488K
CL
Colgate Palmolive CO

Consumer Defensive
-338
- 2.04%
$85.68 - $97.5 $29K - $33K
16.2K $1.52M
OTIS
Otis Worldwide Corp

Industrials
-119
- 4.15%
$90.77 - $104.01 $10.8K - $12.4K
2.75K $283K
CB
Chubb LTD

Financial Services
-2
- 0.24%
$257.71 - $301.99 $515 - $604
824 $248K
JPM
Jpmorgan Chase & CO

Financial Services
-2.07K
- 2.17%
$225.19 - $279.95 $466K - $579K
93.1K $22.8M
VHT
Vanguard Health Care ETF

ETFs
-169
- 2.54%
$254.06 - $273.83 $42.9K - $46.3K
6.49K $1.72M
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