Bragg Financial Advisors, Inc Reduced Holdings in Q4 2024

Bragg Financial Advisors, Inc

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSWI
Csw Industrials, Inc.

Industrials
-25K
- 43.31%
$352.8 - $432.01 $8.83M - $10.8M
32.7K $11.6M
SCHL
Scholastic Corp

Communication Services
-52.3K
- 13.97%
$19.81 - $29.95 $1.04M - $1.57M
322K $6.86M
INTC
Intel Corp

Technology
-158K
- 70.66%
$19.07 - $26.23 $3.01M - $4.14M
65.6K $1.32M
AMGN
Amgen Inc

Healthcare
-1.57K
- 2.89%
$258.78 - $328.31 $405K - $514K
52.7K $13.7M
DHR
Danaher Corp

Healthcare
-1.13K
- 1.68%
$226.16 - $274.52 $256K - $311K
66.2K $15.2M
UNH
Unitedhealth Group Inc

Healthcare
-1.26K
- 3.91%
$485.52 - $625.25 $613K - $789K
31K $15.7M
BDX
Becton Dickinson & CO

Healthcare
-10.7K
- 21.53%
$220.02 - $243.75 $2.36M - $2.62M
39.1K $8.87M
MSM
Msc Industrial Direct CO Inc

Industrials
-343
- 0.13%
$73.09 - $90.18 $25.1K - $30.9K
274K $20.4M
FN
Fabrinet

Technology
-447
- 0.3%
$214.76 - $271.08 $96K - $121K
149K $32.9M
MATV
Schweitzer Mauduit International Inc

Basic Materials
-92.8K
- 47.97%
$10.85 - $17.4 $1.01M - $1.61M
101K $1.1M
JNJ
Johnson & Johnson

Healthcare
-2.28K
- 2.53%
$143.34 - $165.86 $327K - $379K
88K $12.7M
ORCL
Oracle Corp

Technology
-5.63K
- 2.61%
$165.41 - $192.43 $931K - $1.08M
210K $35M
ABBV
Abb Vie Inc.

Healthcare
-1.03K
- 1.33%
$164.99 - $203.87 $169K - $209K
75.8K $13.5M
VOE
Vanguard Mid Cap Value Index F

ETFs
-4.26K
- 2.51%
$160.89 - $176.18 $686K - $751K
166K $26.8M
PGR
Progressive Corp

Financial Services
-3.85K
- 7.32%
$239.6 - $268.88 $922K - $1.03M
48.7K $11.7M
PLD
Prologis, Inc.

Real Estate
-516
- 0.7%
$101.4 - $126.96 $52.3K - $65.5K
73.4K $7.76M
GE
General Electric CO

Industrials
-601
- 0.96%
$159.95 - $194.23 $96.1K - $117K
62K $10.3M
AMT
American Tower Corp

Real Estate
-692
- 2.66%
$179.4 - $232.01 $124K - $161K
25.3K $4.64M
FLO
Flowers Foods Inc

Consumer Defensive
-31.8K
- 11.41%
$20.4 - $23.31 $649K - $742K
247K $5.11M
XOM
Exxon Mobil Corp

Energy
-1.55K
- 1.29%
$105.51 - $125.37 $164K - $194K
119K $12.8M
THS
Tree House Foods, Inc.

Consumer Defensive
-1.02K
- 0.55%
$31.59 - $42.18 $32.3K - $43.1K
185K $6.51M
NKE
Nike, Inc.

Consumer Cyclical
-6.3K
- 9.91%
$73.36 - $89.13 $462K - $562K
57.2K $4.33M
HD
Home Depot, Inc.

Consumer Cyclical
-1.05K
- 1.98%
$385.02 - $431.37 $405K - $454K
52K $20.2M
RIO
Rio Tinto PLC

Basic Materials
-488
- 0.49%
$58.59 - $71.15 $28.6K - $34.7K
99K $5.82M
SO
Southern CO

Utilities
-145
- 0.1%
$81.5 - $94.15 $11.8K - $13.7K
150K $12.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-476
- 0.71%
$288.47 - $316.54 $137K - $151K
66.8K $19.4M
PFE
Pfizer Inc

Healthcare
-17.2K
- 6.33%
$24.8 - $30.19 $427K - $520K
255K $6.77M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-50.7K
- 15.4%
$110.69 - $154.48 $5.61M - $7.83M
278K $35.4M
RTX
Raytheon Technologies Corp

Industrials
-1.71K
- 1.34%
$114.45 - $127.21 $196K - $218K
125K $14.5M
ETN
Eaton Corp PLC

Industrials
-2.33K
- 3.15%
$326.96 - $377.52 $763K - $881K
71.8K $23.8M
TT
Trane Technologies PLC

Industrials
-446
- 1.88%
$369.35 - $419.14 $165K - $187K
23.3K $8.6M
UPS
United Parcel Service Inc

Industrials
-1.99K
- 5.5%
$122.65 - $138.35 $244K - $276K
34.2K $4.32M
COP
Conocophillips

Energy
-124
- 0.13%
$95.12 - $114.72 $11.8K - $14.2K
95.3K $9.45M
PG
Procter & Gamble CO

Consumer Defensive
-197
- 0.21%
$161.05 - $179.7 $31.7K - $35.4K
95.8K $16.1M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-2.31K
- 2.65%
$143.69 - $159.92 $332K - $369K
84.8K $12.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
-940
- 2.85%
$285.5 - $335.62 $268K - $315K
32K $9.29M
EXC
Exelon Corp

Utilities
-8.66K
- 12.56%
$36.22 - $40.97 $314K - $355K
60.3K $2.27M
RY
Royal Bank Of Canada

Financial Services
-604
- 0.62%
$119.72 - $128.02 $72.3K - $77.3K
96.2K $11.6M
SBUX
Starbucks Corp

Consumer Cyclical
-16
- 0.02%
$87.44 - $102.5 $1.4K - $1.64K
75K $6.83M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.01K
- 3.76%
$75.95 - $88.05 $76.8K - $89K
25.9K $1.97M
FISV
Fiserv Inc

Technology
-3.38K
- 4.66%
N/A
69.2K $8.66M
KO
Coca Cola CO

Consumer Defensive
-891
- 2.49%
$61.74 - $71.71 $55K - $63.9K
34.9K $2.17M
DUK
Duke Energy Corp

Utilities
-362
- 0.97%
$105.76 - $120.76 $38.3K - $43.7K
36.9K $3.97M
ABT
Abbott Laboratories

Healthcare
-1.9K
- 1.65%
$111.93 - $119.39 $212K - $226K
113K $12.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-491
- 3.72%
$442.29 - $483.08 $217K - $237K
12.7K $5.77M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-6.39K
- 34.27%
$45.38 - $46.88 $290K - $300K
12.3K $559K
CEG
Constellation Energy Corp

Utilities
-126
- 1.69%
$224.28 - $285.52 $28.3K - $36K
7.33K $1.65M
VLO
Valero Energy Corp

Energy
-455
- 2.62%
$118.59 - $144.02 $54K - $65.5K
16.9K $2.07M
CL
Colgate Palmolive CO

Consumer Defensive
-458
- 2.69%
$90.22 - $102.31 $41.3K - $46.9K
16.6K $1.51M
Activity Summary
Buys All Purchases 142 New Holdings 16 Increased Positions 126 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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