Brogan Financial, Inc. Portfolio Holdings

Brogan Financial, Inc.

  • $204 Billion
  • Q4 2024

Brogan Financial, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $204 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: ETF Ser Solutions Aptus Collar with a value of $77.1B, Opus Small Cap Value ETF with a value of $28.6B, ETF Ser Solutions Aptus Define with a value of $26.2B, Invesco S&P 500 Equal Weight E with a value of $22.9B, and Dimensional ETF Tr with a value of $18.5B.

Examining the 13F form we can see an increase of $28.5B in the current position value, from $176B to 204B.

Brogan Financial, Inc. is based out at Knoxville, TN

Below you can find more details about Brogan Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $204 Billion
ETFs: $183 Billion
Technology: $8.54 Billion
Consumer Cyclical: $2.13 Billion
Healthcare: $2.09 Billion
Consumer Defensive: $1.96 Billion
Financial Services: $1.86 Billion
Industrials: $1.38 Billion
Energy: $1.05 Billion
Other: $1.35 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $204 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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