Bragg Financial Advisors, Inc Portfolio Holdings
Bragg Financial Advisors, Inc
- $2.4 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 320
- Current Value $2.4 Billion
- Prior Value $2.22 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 10 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks