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
GLD
Spdr Gold Trust

ETFs
-75
- 6.56%
$243.19 - $288.14 $18.2K - $21.6K
1.07K $307K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-21
- 2.84%
$1227.6 - $1458.46 $25.8K - $30.6K
718 $969K
ADP
Automatic Data Processing Inc

Industrials
-38
- 0.77%
$286.85 - $318.64 $10.9K - $12.1K
4.87K $1.49M
AFL
Aflac Inc

Financial Services
-125
- 1.16%
$100.99 - $111.19 $12.6K - $13.9K
10.7K $1.19M
PM
Philip Morris International Inc.

Consumer Defensive
-49
- 2.27%
$117.15 - $158.79 $5.74K - $7.78K
2.11K $334K
APD
Air Products & Chemicals, Inc.

Basic Materials
-275
- 0.86%
$283.24 - $338.07 $77.9K - $93K
31.7K $9.36M
GD
General Dynamics Corp

Industrials
-30
- 0.32%
$241.94 - $272.58 $7.26K - $8.18K
9.41K $2.56M
PSX
Phillips 66

Energy
-10
- 0.09%
$113.93 - $131.55 $1.14K - $1.32K
11.3K $1.39M
VLO
Valero Energy Corp

Energy
-350
- 2.07%
$121.76 - $142.99 $42.6K - $50K
16.6K $2.19M
BK
Bank Of New York Mellon Corp

Financial Services
-871
- 2.56%
$75.42 - $88.95 $65.7K - $77.5K
33.2K $2.78M
PG
Procter & Gamble CO

Consumer Defensive
-24
- 0.03%
$158.56 - $176.26 $3.81K - $4.23K
95.8K $16.3M
COST
Costco Wholesale Corp

Consumer Defensive
-301
- 1.52%
$890.62 - $1076.86 $268K - $324K
19.5K $18.5M
EXC
Exelon Corp

Utilities
-3.17K
- 5.25%
$37.3 - $46.08 $118K - $146K
57.1K $2.63M
UNH
Unitedhealth Group Inc

Healthcare
-130
- 0.42%
$461.52 - $548.18 $60K - $71.3K
30.9K $16.2M
CSCO
Cisco Systems, Inc.

Technology
-4.37K
- 1.22%
$58.74 - $64.87 $257K - $284K
355K $21.9M
MA
Mastercard Inc

Financial Services
-15
- 0.05%
$504.67 - $576.31 $7.57K - $8.64K
29.7K $16.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-339
- 2.67%
$442.66 - $534.52 $150K - $181K
12.4K $6.59M
IBM
International Business Machines Corp

Technology
-795
- 1.17%
$217.4 - $264.74 $173K - $210K
66.9K $16.6M
PGR
Progressive Corp

Financial Services
-1.09K
- 2.24%
$235.61 - $291.22 $257K - $317K
47.6K $13.5M
JNJ
Johnson & Johnson

Healthcare
-78
- 0.09%
$142.06 - $167.7 $11.1K - $13.1K
87.9K $14.6M
RTX
Raytheon Technologies Corp

Industrials
-1.22K
- 0.97%
$114.1 - $135.66 $139K - $166K
124K $16.5M
AMGN
Amgen Inc

Healthcare
-205
- 0.39%
$258.59 - $327.36 $53K - $67.1K
52.5K $16.4M
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