Bragg Financial Advisors, Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.4 Billion distributed in 332 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.7M, Microsoft Corp with a value of $62.9M, Vanguard Small Cap Value ETF with a value of $54.2M, Inter Digital, Inc. with a value of $38M, and Servis First Bancshares, Inc. with a value of $34.5M.
Examining the 13F form we can see an decrease of $15.2M in the current position value, from $2.42B 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: $571 Million
ETFs: $379 Million
Financial Services: $354 Million
Industrials: $277 Million
Consumer Cyclical: $212 Million
Communication Services: $168 Million
Healthcare: $147 Million
Consumer Defensive: $120 Million
Other: $174 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
