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
$28.3B
$956,000 0.04% of portfolio
12,751
Q4 2024 Reduced 5.88%
$0
$1.09 Million 0.04% of portfolio
4,922
Q3 2024 Added 14.73%
$0
$1.08 Million 0.04% of portfolio
11,864
Q4 2024 Reduced 2.25%
$570B
$930,000 0.04% of portfolio
2,944
Q4 2024 Reduced 10.71%
$0
$941,000 0.04% of portfolio
8,977
Q4 2024 Reduced 0.19%
$0
$968,000 0.04% of portfolio
21,996
Q4 2024 Added 4.73%
$11.6B
$931,000 0.04% of portfolio
739
Q3 2024 Reduced 4.77%
$0
$943,000 0.04% of portfolio
19,603
Q4 2024 Added 1.42%
$55.3B
$877,000 0.04% of portfolio
12,862
Q4 2024 Reduced 1.91%
$0
$672,000 0.03% of portfolio
2,645
Q4 2024 Added 22.28%
$0
$700,000 0.03% of portfolio
32,507
Q4 2024 New
$0
$752,000 0.03% of portfolio
22,972
Q4 2024 New
$0
$673,000 0.03% of portfolio
3,700
Q4 2024 Reduced 4.39%
$42.3B
$673,000 0.03% of portfolio
5,020
Q4 2024 Reduced 3.65%
$0
$706,000 0.03% of portfolio
3,343
Q4 2024 Added 7.6%
$37.1B
$773,000 0.03% of portfolio
10,116
Q4 2024 Reduced 3.1%
$0
$639,000 0.03% of portfolio
5,413
Q4 2024 Added 39.12%
$0
$813,000 0.03% of portfolio
16,828
Q4 2024 Added 36.95%
$0
$774,000 0.03% of portfolio
30,000
Q4 2024 New
$88.6B
$738,000 0.03% of portfolio
12,367
Q4 2024 Reduced 1.02%
$0
$794,000 0.03% of portfolio
18,888
Q4 2024 Reduced 0.69%
$0
$688,000 0.03% of portfolio
9,040
Q4 2024 Reduced 8.4%
$16.1B
$782,000 0.03% of portfolio
14,274
Q4 2024 Reduced 2.42%
$0
$679,000 0.03% of portfolio
10,913
Q4 2024 Reduced 16.78%
$190M
$753,000 0.03% of portfolio
425,853
Q4 2024 Added 3.99%
$0
$626,000 0.03% of portfolio
1,226
Q3 2024 Added 15.23%
$11.2B
$742,000 0.03% of portfolio
5,679
Q4 2024 Reduced 0.53%
$0
$621,000 0.03% of portfolio
4,903
Q4 2024 Reduced 3.67%
$541M
$762,000 0.03% of portfolio
25,337
Q4 2024 New
$0
$678,000 0.03% of portfolio
7,673
Q4 2024 Reduced 4.22%
$53.4B
$838,000 0.03% of portfolio
2,801
Q4 2024 Reduced 5.59%
$106B
$640,000 0.03% of portfolio
3,618
Q3 2024 Reduced 2.4%
$0
$697,000 0.03% of portfolio
23,350
Q4 2024 New
$80.1B
$778,000 0.03% of portfolio
6,028
Q4 2024 Added 11.16%
$0
$506,000 0.02% of portfolio
16,100
Q4 2024 Added 46.36%
$0
$475,000 0.02% of portfolio
9,109
Q4 2024 Added 73.21%
$75.1B
$383,000 0.02% of portfolio
2,353
Q4 2024 Added 25.03%
$0
$584,000 0.02% of portfolio
4,518
Q4 2024 Reduced 4.44%
$0
$531,000 0.02% of portfolio
1,323
Q4 2024 Reduced 7.48%
$0
$392,000 0.02% of portfolio
5,189
Q4 2024 Reduced 3.19%
$0
$426,000 0.02% of portfolio
5,470
Q4 2024 Added 2.57%
$0
$372,000 0.02% of portfolio
16,394
Q4 2024 Added 4.84%
$17.2B
$595,000 0.02% of portfolio
5,100
Q3 2024 Reduced 12.63%
$66.1B
$490,000 0.02% of portfolio
1,743
Q4 2024 Added 13.92%
$0
$374,000 0.02% of portfolio
5,275
Q3 2024 Reduced 5.82%
$81.2B
$448,000 0.02% of portfolio
1,770
Q4 2024 Added 49.75%
$159B
$380,000 0.02% of portfolio
606
Q3 2024 Added 0.5%
$29.1B
$410,000 0.02% of portfolio
1,612
Q4 2024 Reduced 9.44%
$0
$389,000 0.02% of portfolio
1,063
Q4 2024 Reduced 2.12%

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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