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 Market Cap. of $10 Billions to $200 Billions
