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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.7B
$2.36 Million 0.1% of portfolio
26,104
Q4 2024 Reduced 0.95%
$1.41B
$2.35 Million 0.1% of portfolio
59,402
Q3 2024 Reduced 9.17%
$0
$2.32 Million 0.1% of portfolio
3,734
Q4 2024 Added 13.39%
$0
$2.48 Million 0.1% of portfolio
19,815
Q4 2024 Reduced 2.81%
$23.4B
$2.36 Million 0.1% of portfolio
12,646
Q4 2024 Reduced 7.37%
$38.5B
$2.3 Million 0.1% of portfolio
7,280
Q1 2021 New
$66.7B
$2.49 Million 0.1% of portfolio
9,437
Q4 2024 Added 0.91%
$3.17B
$2.4 Million 0.1% of portfolio
14,050
Q4 2024 Added 0.11%
$0
$2.39 Million 0.1% of portfolio
50,336
Q4 2024 Reduced 5.08%
$0
$2.25 Million 0.09% of portfolio
88,058
Q4 2024 Added 10.04%
$180B
$2.22 Million 0.09% of portfolio
6,122
Q4 2024 Added 4.95%
$360B
$2.09 Million 0.09% of portfolio
47,488
Q4 2024 Added 5.81%
$51.9B
$2.07 Million 0.09% of portfolio
16,900
Q4 2024 Reduced 2.62%
$309B
$2.17 Million 0.09% of portfolio
34,909
Q4 2024 Reduced 2.49%
$0
$2.18 Million 0.09% of portfolio
28,235
Q4 2024 Reduced 5.45%
$43.1B
$2.27 Million 0.09% of portfolio
60,285
Q4 2024 Reduced 12.56%
$0
$1.9 Million 0.08% of portfolio
7,196
Q4 2024 Reduced 2.18%
$0
$1.97 Million 0.08% of portfolio
20,304
Q4 2024 Added 2.63%
$0
$1.95 Million 0.08% of portfolio
35,100
Q4 2024 Added 10.9%
$0
$1.88 Million 0.08% of portfolio
8,947
Q4 2024 Reduced 2.21%
$119B
$2.02 Million 0.08% of portfolio
35,776
Q4 2024 Reduced 0.84%
$0
$1.87 Million 0.08% of portfolio
11,694
Q4 2024 Reduced 1.39%
$40.9B
$1.97 Million 0.08% of portfolio
25,895
Q4 2024 Reduced 3.76%
$93B
$1.65 Million 0.07% of portfolio
7,330
Q4 2024 Reduced 1.69%
$92.4B
$1.67 Million 0.07% of portfolio
4,518
Q3 2024 Reduced 1.05%
$0
$1.69 Million 0.07% of portfolio
6,661
Q4 2024 Added 13.46%
$0
$1.54 Million 0.06% of portfolio
31,301
Q4 2024 Reduced 1.9%
$0
$1.42 Million 0.06% of portfolio
2,410
Q4 2024 Added 16.54%
$74.6B
$1.51 Million 0.06% of portfolio
16,571
Q4 2024 Reduced 2.69%
$0
$1.56 Million 0.06% of portfolio
32,673
Q4 2024 Reduced 1.52%
$129B
$1.44 Million 0.06% of portfolio
4,905
Q4 2024 Reduced 8.23%
$0
$1.4 Million 0.06% of portfolio
2,592
Q4 2024 Reduced 2.81%
$61.9B
$1.29 Million 0.05% of portfolio
11,289
Q4 2024 Added 0.01%
$0
$1.1 Million 0.05% of portfolio
39,206
Q4 2024 Added 31.05%
$0
$1.15 Million 0.05% of portfolio
28,560
Q3 2024 New
$64.6B
$1.12 Million 0.05% of portfolio
10,793
Q4 2024 Reduced 4.82%
$0
$1.23 Million 0.05% of portfolio
11,350
Q4 2024 Reduced 4.28%
$377M
$1.1 Million 0.05% of portfolio
100,618
Q4 2024 Reduced 47.97%
$47.8B
$1.33 Million 0.05% of portfolio
24,608
Q4 2024 Reduced 5.51%
$102B
$1.32 Million 0.05% of portfolio
65,596
Q4 2024 Reduced 70.66%
$0
$1.12 Million 0.05% of portfolio
3,887
Q4 2024 Reduced 1.97%
$0
$1.13 Million 0.05% of portfolio
8,344
Q4 2024 Reduced 0.71%
$36.2B
$1.27 Million 0.05% of portfolio
19,971
Q4 2024 Reduced 2.73%
$0
$1.19 Million 0.05% of portfolio
13,303
Q4 2024 Added 1.19%
$0
$1.32 Million 0.05% of portfolio
7,175
Q4 2024 Reduced 1.03%
$0
$1.13 Million 0.05% of portfolio
9,811
Q4 2024 Added 1.49%
$214B
$1.16 Million 0.05% of portfolio
2,028
Q3 2024 Reduced 1.79%
$446B
$1.09 Million 0.05% of portfolio
1,221
Q4 2024 Added 16.29%
$294B
$983,000 0.04% of portfolio
14,008
Q4 2024 Added 7.43%

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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