Bragg Financial Advisors, Inc Portfolio Holdings

Bragg Financial Advisors, Inc

  • $2.42 Billion
  • Q4 2024

Bragg Financial Advisors, Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 325 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $76.1M, Microsoft Corp with a value of $70.6M, Vanguard Small Cap Value ETF with a value of $55M, Inter Digital, Inc. with a value of $42.6M, and Alphabet Inc. with a value of $36.4M.

Examining the 13F form we can see an increase of $15.8M in the current position value, from $2.4B to 2.42B.

Bragg Financial Advisors, Inc is based out at Charlotte, NC

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

Portfolio value $2.42 Billion
Technology: $591 Million
ETFs: $381 Million
Financial Services: $352 Million
Industrials: $251 Million
Consumer Cyclical: $234 Million
Communication Services: $178 Million
Healthcare: $139 Million
Consumer Defensive: $135 Million
Other: $155 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.52B
$276,000 0.01% of portfolio
2,776
Q4 2024 Added 4.32%
$223B
$325,000 0.01% of portfolio
2,591
Q4 2024 Added 2.78%
$57.4B
$346,000 0.01% of portfolio
1,477
Q4 2024 Reduced 16.27%
$41B
$265,000 0.01% of portfolio
2,867
Q4 2024 Reduced 9.47%
$57.2B
$262,000 0.01% of portfolio
1,440
Q4 2024 Added 100.0%
$60.2B
$246,000 0.01% of portfolio
1,429
Q4 2024 New
$239B
$259,000 0.01% of portfolio
2,154
Q3 2024 Reduced 25.75%
$76B
$280,000 0.01% of portfolio
1,457
Q4 2024 Reduced 1.02%
$174B
$251,000 0.01% of portfolio
505
Q4 2024 Reduced 2.32%
$57.2B
$270,000 0.01% of portfolio
2,004
Q4 2024 Reduced 16.12%
$116B
$315,000 0.01% of portfolio
649
Q4 2024 Reduced 1.52%
$37.7B
$255,000 0.01% of portfolio
618
Q1 2024 Reduced 19.53%
$68.2B
$296,000 0.01% of portfolio
6,202
Q4 2024 Reduced 17.22%
$28.6B
$275,000 0.01% of portfolio
2,459
Q4 2024 Reduced 13.96%
$56.3B
$238,000 0.01% of portfolio
992
Q4 2024 Reduced 4.25%
$1.83B
$112,000 0.0% of portfolio
10,896
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 1.36%

Summary

  • Portfolio
  • No. of Stocks 325
  • Current Value $2.42 Billion
  • Prior Value $2.4 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 155 stocks
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