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
GIS
General Mills Inc

Consumer Defensive
-560
- 2.73%
$62.78 - $74.62 $35.2K - $41.8K
20K $1.27M
PSA
Public Storage

Real Estate
-166
- 5.59%
$289.33 - $360.21 $48K - $59.8K
2.8K $838K
SYNA
Synaptics Inc

Technology
-692
- 0.48%
$68.67 - $82.79 $47.5K - $57.3K
145K $11M
IR
Ingersoll Rand Inc.

Industrials
-250
- 0.95%
$90.46 - $105.35 $22.6K - $26.3K
26.1K $2.36M
BALL
Ball Corp

Consumer Cyclical
-354
- 2.42%
$54.84 - $67.94 $19.4K - $24.1K
14.3K $782K
CVX
Chevron Corp

Energy
-754
- 2.03%
$141.15 - $162.53 $106K - $123K
36.4K $5.28M
VEA
Vanguard Ftse Developed Market

ETFs
-505
- 1.52%
$47.57 - $52.44 $24K - $26.5K
32.7K $1.56M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-128
- 1.02%
$59.25 - $72.99 $7.58K - $9.34K
12.4K $738K
D
Dominion Energy, Inc

Utilities
-1.43K
- 5.51%
$52.63 - $60.92 $75.5K - $87.4K
24.6K $1.33M
TIP
Ishares Tr Tips Bd ETF

ETFs
-571
- 1.9%
$106.33 - $110.69 $60.7K - $63.2K
29.5K $3.14M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.63K
- 5.45%
$77.02 - $78.58 $125K - $128K
28.2K $2.18M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.7K
- 5.08%
$47.26 - $48.18 $127K - $130K
50.3K $2.39M
NCNO
N Cino, Inc.

Technology
-6.14K
- 25.67%
$30.14 - $42.64 $185K - $262K
17.8K $596K
AFL
Aflac Inc

Financial Services
-547
- 4.82%
$100.37 - $115.27 $54.9K - $63.1K
10.8K $1.12M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-829
- 8.4%
$75.65 - $83.47 $62.7K - $69.2K
9.04K $688K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.2K
- 16.78%
$61.68 - $67.87 $136K - $149K
10.9K $679K
FTV
Fortive Corp

Technology
-796
- 5.88%
$71.16 - $79.68 $56.6K - $63.4K
12.8K $956K
EFX
Equifax Inc

Industrials
-168
- 9.44%
$245.03 - $293.5 $41.2K - $49.3K
1.61K $410K
TGT
Target Corp

Consumer Defensive
-385
- 16.12%
$121.59 - $160.69 $46.8K - $61.9K
2K $270K
STZ
Constellation Brands, Inc.

Consumer Defensive
-125
- 6.24%
$219.66 - $257.62 $27.5K - $32.2K
1.88K $415K
NSC
Norfolk Southern Corp

Industrials
-287
- 16.27%
$230.6 - $277.0 $66.2K - $79.5K
1.48K $346K
TROW
Price T Rowe Group Inc

Financial Services
-2.15K
- 5.85%
$106.48 - $124.69 $229K - $268K
34.6K $3.91M
ALLE
Allegion PLC

Industrials
-30
- 0.53%
$130.63 - $153.36 $3.92K - $4.6K
5.68K $742K
LMT
Lockheed Martin Corp

Industrials
-10
- 1.52%
$479.66 - $614.62 $4.8K - $6.15K
649 $315K
BNDX
Vanguard Total International B

ETFs
-606
- 1.9%
$48.91 - $50.61 $29.6K - $30.7K
31.3K $1.54M
OTIS
Otis Worldwide Corp

Industrials
-300
- 9.47%
$92.57 - $106.01 $27.8K - $31.8K
2.87K $265K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-75
- 1.03%
$184.21 - $199.29 $13.8K - $14.9K
7.18K $1.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-171
- 3.19%
$75.1 - $82.99 $12.8K - $14.2K
5.19K $392K
YUM
Yum Brands Inc

Consumer Cyclical
-190
- 3.65%
$130.36 - $139.54 $24.8K - $26.5K
5.02K $673K
ADI
Analog Devices Inc

Technology
-40
- 1.76%
$206.35 - $236.48 $8.25K - $9.46K
2.23K $473K
USB
Us Bancorp \De\

Financial Services
-1.29K
- 17.22%
$43.98 - $53.66 $56.7K - $69.2K
6.2K $296K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-507
- 4.28%
$104.59 - $118.05 $53K - $59.9K
11.4K $1.23M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-573
- 2.81%
$121.89 - $135.52 $69.8K - $77.7K
19.8K $2.48M
ADP
Automatic Data Processing Inc

Industrials
-440
- 8.23%
$280.08 - $307.97 $123K - $136K
4.91K $1.44M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-60
- 0.71%
$134.53 - $150.65 $8.07K - $9.04K
8.34K $1.13M
VGSH
Vanguard

ETFs
-602
- 7.57%
$58.02 - $58.88 $34.9K - $35.4K
7.36K $427K
SYY
Sysco Corp

Consumer Defensive
-324
- 3.1%
$73.63 - $81.77 $23.9K - $26.5K
10.1K $773K
IWS
Ishares Russell Midcap Value E

ETFs
-210
- 4.44%
$128.08 - $140.32 $26.9K - $29.5K
4.52K $584K
VO
Vanguard Mid Cap ETF

ETFs
-160
- 2.18%
$261.5 - $284.63 $41.8K - $45.5K
7.2K $1.9M
CB
Chubb LTD

Financial Services
-100
- 10.8%
$271.57 - $301.89 $27.2K - $30.2K
826 $228K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-273
- 2.25%
$90.66 - $99.46 $24.8K - $27.2K
11.9K $1.08M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-520
- 3.85%
$41.74 - $46.2 $21.7K - $24K
13K $544K
COST
Costco Wholesale Corp

Consumer Defensive
-703
- 3.42%
$873.59 - $994.69 $614K - $699K
19.8K $18.2M
VIG
Vanguard Dividend Appreciation

ETFs
-170
- 4.39%
N/A
3.7K $673K
WM
Waste Management Inc

Industrials
-95
- 5.46%
$201.79 - $228.46 $19.2K - $21.7K
1.65K $332K
IWR
Ishares Russell Mid Cap ETF

ETFs
-338
- 4.22%
$87.25 - $95.52 $29.5K - $32.3K
7.67K $678K
VV
Vanguard Large Cap ETF

ETFs
-426
- 3.11%
$260.27 - $280.65 $111K - $120K
13.3K $3.58M
DELL
Dell Technologies Inc.

Technology
-103
- 2.9%
$111.96 - $144.21 $11.5K - $14.9K
3.45K $397K
MET
Metlife Inc

Financial Services
-225
- 4.35%
$78.15 - $88.25 $17.6K - $19.9K
4.94K $404K
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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