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
GPN
Global Payments Inc

Industrials
-399
- 13.96%
$97.57 - $119.38 $38.9K - $47.6K
2.46K $275K
SPGI
S&P Global Inc.

Financial Services
-12
- 2.32%
$480.36 - $529.17 $5.76K - $6.35K
505 $251K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-202
- 2.21%
$202.91 - $229.76 $41K - $46.4K
8.95K $1.88M
VB
Vanguard Small Cap ETF

ETFs
-226
- 1.66%
$233.76 - $261.58 $52.8K - $59.1K
13.4K $3.22M
GLD
Spdr Gold Trust

ETFs
-44
- 3.71%
$236.59 - $257.5 $10.4K - $11.3K
1.14K $276K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-75
- 2.81%
$521.84 - $558.82 $39.1K - $41.9K
2.59K $1.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-50
- 1.72%
$81.68 - $82.93 $4.08K - $4.15K
2.85K $233K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-78
- 1.97%
$278.19 - $315.36 $21.7K - $24.6K
3.89K $1.12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-107
- 7.48%
$370.24 - $418.94 $39.6K - $44.8K
1.32K $531K
TRV
Travelers Companies, Inc.

Financial Services
-44
- 4.25%
$225.97 - $266.66 $9.94K - $11.7K
992 $238K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-132
- 0.69%
$41.09 - $45.94 $5.42K - $6.06K
18.9K $794K
Ge Vernova Inc
-2.31K
- 25.44%
N/A
6.76K $0
Ge Healthcare Technologies I
-265
- 9.35%
N/A
2.57K $0
Linde PLC
-31
- 5.7%
N/A
513 $0
BFB
Brown Forman Corp Cl B
-300
- 1.36%
N/A
21.7K $0
Veralto Corp
-450
- 8.86%
N/A
4.63K $0
GWW
W.W. Grainger, Inc.

Industrials
-38
- 1.38%
$1023.06 - $1220.93 $38.9K - $46.4K
2.71K $2.86M
VTI
Vanguard Total Stock Market Et

ETFs
-207
- 2.1%
$280.04 - $302.45 $58K - $62.6K
9.67K $2.8M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-190
- 3.78%
$43.37 - $51.46 $8.24K - $9.78K
4.83K $232K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-15
- 1.02%
$178.39 - $215.0 $2.68K - $3.23K
1.46K $280K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-23
- 2.12%
$340.59 - $380.5 $7.83K - $8.75K
1.06K $389K
EMR
Emerson Electric CO

Industrials
-96
- 5.09%
$108.13 - $134.33 $10.4K - $12.9K
1.79K $221K
V
Visa Inc.

Financial Services
-353
- 10.71%
$273.87 - $320.91 $96.7K - $113K
2.94K $930K
IWP
Ishares Russell Mid Cap Growth

ETFs
-187
- 3.67%
$116.4 - $138.52 $21.8K - $25.9K
4.9K $621K
MTZ
Mastec Inc

Industrials
-40
- 1.84%
$119.94 - $147.94 $4.8K - $5.92K
2.14K $291K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-17
- 0.19%
$100.18 - $109.1 $1.7K - $1.85K
8.98K $941K
TFC
Truist Financial Corp

Financial Services
-596
- 0.71%
$41.51 - $48.1 $24.7K - $28.7K
83.4K $3.62M
DE
Deere & CO

Industrials
-30
- 0.47%
$389.45 - $466.0 $11.7K - $14K
6.4K $2.71M
BK
Bank Of New York Mellon Corp

Financial Services
-1.83K
- 5.08%
$70.82 - $81.87 $129K - $149K
34.1K $2.62M
TJX
Tjx Companies Inc

Consumer Cyclical
-3.03K
- 2.34%
$112.15 - $127.2 $340K - $385K
126K $15.2M
IYW
Ishares Dj Us Tech ETF

ETFs
-165
- 1.39%
$148.14 - $166.23 $24.4K - $27.4K
11.7K $1.87M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.01K
- 7.37%
$155.96 - $188.66 $157K - $190K
12.6K $2.36M
TMUS
T Mobile Us, Inc.

Communication Services
-459
- 2.9%
$206.1 - $246.94 $94.6K - $113K
15.4K $3.39M
META
Meta Platforms, Inc.

Communication Services
-1.25K
- 2.5%
$554.08 - $632.68 $695K - $793K
48.9K $28.8M
BMY
Bristol Myers Squibb CO

Healthcare
-303
- 0.84%
$51.92 - $59.94 $15.7K - $18.2K
35.8K $2.02M
MA
Mastercard Inc

Financial Services
-1.11K
- 3.61%
$491.3 - $536.15 $546K - $596K
29.7K $15.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.88K
- 1.82%
$241.48 - $274.89 $454K - $517K
101K $25.7M
IDCC
Inter Digital, Inc.

Communication Services
-75.9K
- 25.68%
$142.61 - $200.59 $10.8M - $15.2M
220K $42.6M
BX
Blackstone Inc.

Financial Services
-2.97K
- 4.76%
$148.45 - $199.05 $441K - $591K
59.4K $10.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.95K
- 1.59%
$264.18 - $304.19 $514K - $592K
121K $33.8M
GOOGL
Alphabet Inc.

Communication Services
-766
- 1.44%
$161.86 - $196.66 $124K - $151K
52.4K $9.93M
AMP
Ameriprise Financial Inc

Financial Services
-2.21K
- 6.04%
$473.15 - $574.01 $1.05M - $1.27M
34.4K $18.3M
HON
Honeywell International Inc

Industrials
-92
- 0.14%
$202.84 - $236.0 $18.7K - $21.7K
65.5K $14.8M
WMT
Walmart Inc.

Consumer Defensive
-12K
- 4.54%
$79.1 - $95.7 $952K - $1.15M
253K $22.9M
VUG
Vanguard Growth ETF

ETFs
-335
- 0.55%
$378.79 - $428.11 $127K - $143K
60.1K $24.7M
AXP
American Express CO

Financial Services
-3.28K
- 3.42%
$267.35 - $305.57 $876K - $1M
92.5K $27.4M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1K
- 2.19%
$152.04 - $211.12 $152K - $211K
44.7K $9.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-185
- 5.12%
$4100.99 - $5300.34 $759K - $981K
3.43K $17M
JPM
Jpmorgan Chase & CO

Financial Services
-3.13K
- 3.18%
$205.18 - $250.29 $642K - $783K
95.2K $22.8M
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
Track This Portfolio

Track Bragg Financial Advisors, Inc Portfolio

Follow Bragg Financial Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bragg Financial Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bragg Financial Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email