Brogan Financial, Inc. Reduced Holdings in Q3 2025

Brogan Financial, Inc.

  • $235 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-823
- 55.31%
$293.94 - $444.72 $242K - $366K
665 $296M
ROP
Roper Technologies Inc

Industrials
-26
- 2.02%
$495.03 - $573.0 $12.9K - $14.9K
1.26K $630M
SAIC
Science Applications International Corp

Technology
-196
- 3.74%
$97.2 - $120.6 $19.1K - $23.6K
5.04K $501M
META
Meta Platforms, Inc.

Communication Services
-93
- 23.72%
$695.21 - $791.73 $64.7K - $73.6K
299 $219M
AMT
American Tower Corp

Real Estate
-43
- 2.0%
$192.32 - $232.35 $8.27K - $9.99K
2.1K $404M
CPRT
Copart Inc

Consumer Cyclical
-559
- 8.0%
$44.6 - $49.97 $24.9K - $27.9K
6.43K $289M
AMZN
Amazon Com Inc

Consumer Cyclical
-189
- 3.79%
$211.65 - $238.24 $40K - $45K
4.8K $1.05B
PGR
Progressive Corp

Financial Services
-49
- 3.54%
$238.61 - $264.3 $11.7K - $13K
1.34K $330M
CHE
Chemed Corp

Healthcare
-22
- 3.29%
$412.3 - $483.92 $9.07K - $10.6K
647 $290M
BR
Broadridge Financial Solutions, Inc.

Technology
-96
- 6.0%
$233.75 - $266.89 $22.4K - $25.6K
1.5K $358M
V
Visa Inc.

Financial Services
-18
- 1.3%
$332.09 - $358.86 $5.98K - $6.46K
1.37K $467M
FANG
Diamondback Energy, Inc.

Energy
-151
- 6.23%
$134.53 - $152.5 $20.3K - $23K
2.27K $325M
MSFT
Microsoft Corp

Technology
-148
- 4.22%
$491.09 - $535.64 $72.7K - $79.3K
3.36K $1.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39
- 3.63%
$459.11 - $506.91 $17.9K - $19.8K
1.04K $521M
WMT
Walmart Inc.

Consumer Defensive
-199
- 2.92%
$94.4 - $104.27 $18.8K - $20.7K
6.62K $682M
PWR
Quanta Services, Inc.

Industrials
-5
- 0.46%
$372.29 - $421.68 $1.86K - $2.11K
1.09K $450M
GLD
Spdr Gold Trust

ETFs
-53
- 3.27%
$300.96 - $355.47 $16K - $18.8K
1.57K $557M
GOOGL
Alphabet Inc.

Communication Services
-129
- 9.05%
$174.36 - $254.72 $22.5K - $32.9K
1.3K $315M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4
- 0.25%
$567.77 - $614.76 $2.27K - $2.46K
1.61K $984M
NVDA
Nvidia Corp

Technology
-504
- 7.86%
$153.3 - $186.58 $77.3K - $94K
5.91K $1.1B
AAPL
Apple Inc.

Technology
-124
- 0.79%
$202.38 - $256.87 $25.1K - $31.9K
15.6K $3.97B
DFAI
Dimensional ETF Tr

ETFs
-3.83K
- 0.57%
$34.05 - $36.55 $131K - $140K
665K $24.2B
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-10.7K
- 0.54%
$41.26 - $43.63 $443K - $468K
1.97M $85.7B
Activity Summary
Buys All Purchases 36 New Holdings 4 Increased Positions 32 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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