Bray Capital Advisors has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $394 Million distributed in 258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.3M, Vanguard Sht Term Corp Bd ETF with a value of $24.6M, Ishares Trust Ishares 1 5 Year with a value of $20.9M, Apple Inc. with a value of $14.4M, and Amazon Com Inc with a value of $13.5M.

Examining the 13F form we can see an increase of $7.14M in the current position value, from $387M to 394M.

Below you can find more details about Bray Capital Advisors portfolio as well as his latest detailed transactions.

Portfolio value $394 Million
ETFs: $166 Million
Technology: $86.8 Million
Healthcare: $34.2 Million
Financial Services: $26.9 Million
Consumer Cyclical: $23.6 Million
Communication Services: $18.8 Million
Consumer Defensive: $15.9 Million
Industrials: $13.9 Million
Other: $8.25 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $394 Million
  • Prior Value $387 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
Track This Portfolio

Track Bray Capital Advisors Portfolio

Follow Bray Capital Advisors 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 Bray Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Bray Capital Advisors with notifications on news.