Bragg Financial Advisors, Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.4 Billion distributed in 320 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71M, Microsoft Corp with a value of $70.8M, Vanguard Small Cap Value ETF with a value of $55.6M, Inter Digital, Inc. with a value of $41.9M, and Oracle Corp with a value of $36.7M.
Examining the 13F form we can see an increase of $183M in the current position value, from $2.22B to 2.4B.
Bragg Financial Advisors, Inc is based out at Charlotte, NC
Below you can find more details about Bragg Financial Advisors, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$2.4 Billion
Technology: $566 Million
ETFs: $376 Million
Financial Services: $346 Million
Industrials: $250 Million
Consumer Cyclical: $210 Million
Communication Services: $182 Million
Healthcare: $161 Million
Consumer Defensive: $140 Million
Other: $170 Million
Stock Holdings Table Market Cap. of $200 Billions or more
