Brogan Financial, Inc. Portfolio Holdings

Brogan Financial, Inc.

  • $176 Billion
  • Q3 2024

Brogan Financial, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $176 Billion distributed in 52 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 $77B, ETF Ser Solutions Aptus Define with a value of $26.1B, Dimensional ETF Tr with a value of $18.7B, Opus Small Cap Value ETF with a value of $18.2B, and Spdr Gold Trust with a value of $7.51B.

Examining the 13F form we can see an increase of $17B in the current position value, from $159B to 176B.

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 $176 Billion
ETFs: $155 Billion
Technology: $8.47 Billion
Consumer Cyclical: $2.45 Billion
Healthcare: $2.21 Billion
Consumer Defensive: $2.14 Billion
Financial Services: $1.47 Billion
Industrials: $1.21 Billion
Energy: $1.03 Billion
Other: $1.37 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.13B
$751 Million 0.43% of portfolio
5,390
Q3 2024 Added 0.3%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $176 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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