The Analysis of Bragg Financial Advisors, Inc's Holdings & P&L


Currently, Bragg Financial Advisors, Inc holds 362 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in FAF (+446.0K shares, valued at $26.9M), TEX (+430.5K shares, valued at $25.4M), DORM (+242.3K shares, valued at $25.3M); decreased their positions in ECG (-112.0K shares, valued at $13.2M), QRVO (-139.3K shares, valued at $10.8M), IDCC (-26.6K shares, valued at $8.0M); initiated new positions in FAF (+446.0K shares, valued at $26.9M), TEX (+430.5K shares, valued at $25.4M), DORM (+242.3K shares, valued at $25.3M).


1M P&L
+123.8M+4.06%
3M P&L
+25.8M+0.82%
HY P&L
+257.9M+8.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A519.6M
18.3%
2Software - Infrastructure154.5M
5.4%
3Semiconductors152.3M
5.4%

Top Industries by Stock Count

1N/A113 stocks
34.8%
2Semiconductors11 stocks
3.4%
3Software - Application9 stocks
2.8%
Stock Holdings
AAPL
APPLE INC
0.17%
Shares301.4K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD INDEX FDS
0.36%
Shares296.4K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
2.74%
Shares170.4K
Event2026-03-31
Filed2026-05-15
SNX
TD SYNNEX CORPORATION
0.17%
Shares314.6K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-1.47%
Shares181.0K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
-3.84%
Shares149.0K
Event2026-03-31
Filed2026-05-15
UGI
UGI CORP NEW
0.41%
Shares1.3M
Event2026-03-31
Filed2026-05-15
RLI
RLI CORP
3.90%
Shares811.1K
Event2026-03-31
Filed2026-05-15
VBIL
VANGUARD INSTL INDEX FD
-0.69%
Shares605.8K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
1.93%
Shares137.9K
Event2026-03-31
Filed2026-05-15
NJR
NEW JERSEY RES CORP
1.23%
Shares753.4K
Event2026-03-31
Filed2026-05-15
ARW
ARROW ELECTRS INC
1.14%
Shares268.2K
Event2026-03-31
Filed2026-05-15
OSK
OSHKOSH CORP
0.25%
Shares257.4K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
-1.41%
Shares116.7K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
-4.19%
Shares251.3K
Event2026-03-31
Filed2026-05-15
IMKTA
INGLES MKTS INC
2.04%
Shares379.8K
Event2026-03-31
Filed2026-05-15
LFUS
LITTELFUSE INC
0.40%
Shares100.0K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
1.53%
Shares438.3K
Event2026-03-31
Filed2026-05-15
VSH
VISHAY INTERTECHNOLOGY INC
4.84%
Shares1.9M
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
7.59%
Shares76.3K
Event2026-03-31
Filed2026-05-15
IDCC
INTERDIGITAL INC
-19.44%
Shares110.1K
Event2026-03-31
Filed2026-05-15
VOE
VANGUARD INDEX FDS
1.78%
Shares179.0K
Event2026-03-31
Filed2026-05-15
VTEB
VANGUARD MUN BD FDS
5.95%
Shares652.7K
Event2026-03-31
Filed2026-05-15
SFBS
SERVISFIRST BANCSHARES INC
4.87%
Shares440.8K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
3.34%
Shares163.2K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
5.50%
Shares55.8K
Event2026-03-31
Filed2026-05-15
FN
FABRINET
-2.97%
Shares58.3K
Event2026-03-31
Filed2026-05-15
AX
AXOS FINANCIAL INC
0.12%
Shares355.9K
Event2026-03-31
Filed2026-05-15
CNO
CNO FINL GROUP INC
5.55%
Shares733.6K
Event2026-03-31
Filed2026-05-15
MDU
MDU RES GROUP INC
0.98%
Shares1.5M
Event2026-03-31
Filed2026-05-15
NNI
NELNET INC
6.66%
Shares226.8K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
3.39%
Shares99.4K
Event2026-03-31
Filed2026-05-15
PVH
PVH CORPORATION
5.04%
Shares418.4K
Event2026-03-31
Filed2026-05-15
VOT
VANGUARD INDEX FDS
4.01%
Shares113.2K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
1.30%
Shares139.0K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
11.27%
Shares164.3K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
2.11%
Shares194.5K
Event2026-03-31
Filed2026-05-15
AGCO
AGCO CORP
0.24%
Shares239.7K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
0.72%
Shares90.3K
Event2026-03-31
Filed2026-05-15
JBTM
JBT MAREL CORPORATION
14.06%
Shares213.3K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
-1.92%
Shares218.9K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
0.00%
Shares350.1K
Event2026-03-31
Filed2026-05-15
CSGS
CSG SYS INTL INC
-17.06%
Shares339.2K
Event2026-03-31
Filed2026-05-15
MTG
MGIC INVT CORP WIS
5.48%
Shares1.0M
Event2026-03-31
Filed2026-05-15
FAF
FIRST AMERN FINL CORP
New
Shares446.0K
Event2026-03-31
Filed2026-05-15
SCHL
SCHOLASTIC CORP
0.55%
Shares672.6K
Event2026-03-31
Filed2026-05-15
MSM
MSC INDL DIRECT INC
0.26%
Shares282.3K
Event2026-03-31
Filed2026-05-15
TEX
TEREX CORP NEW
New
Shares430.5K
Event2026-03-31
Filed2026-05-15
DORM
DORMAN PRODS INC
New
Shares242.3K
Event2026-03-31
Filed2026-05-15
SYNA
SYNAPTICS INC
0.90%
Shares359.3K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
1.08%
Shares68.8K
Event2026-03-31
Filed2026-05-15
PLUS
EPLUS INC
69.66%
Shares308.7K
Event2026-03-31
Filed2026-05-15
SFM
SPROUTS FMRS MKT INC
1.38%
Shares290.4K
Event2026-03-31
Filed2026-05-15
DAR
DARLING INGREDIENTS INC
0.03%
Shares356.3K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
-1.36%
Shares113.5K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
-0.81%
Shares88.7K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
1.57%
Shares69.6K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
0.76%
Shares127.3K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
0.61%
Shares129.4K
Event2026-03-31
Filed2026-05-15
GIII
G III APPAREL GROUP LTD
0.47%
Shares735.9K
Event2026-03-31
Filed2026-05-15
UPBD
UPBOUND GROUP INC
1.62%
Shares1.1M
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
0.04%
Shares98.3K
Event2026-03-31
Filed2026-05-15
AAP
ADVANCE AUTO PARTS INC
1.39%
Shares376.0K
Event2026-03-31
Filed2026-05-15
HMN
HORACE MANN EDUCATORS CORP N
0.04%
Shares455.4K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
0.94%
Shares19.3K
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
2.31%
Shares227.6K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
-0.35%
Shares51.1K
Event2026-03-31
Filed2026-05-15
LEVI
LEVI STRAUSS & CO NEW
0.46%
Shares951.7K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
0.93%
Shares52.6K
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
0.23%
Shares13.0K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
3.53%
Shares69.5K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
0.93%
Shares74.1K
Event2026-03-31
Filed2026-05-15
SAIC
SCIENCE APPLICATIONS INTL CO
0.43%
Shares168.7K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
-9.18%
Shares133.0K
Event2026-03-31
Filed2026-05-15
RY
ROYAL BK CDA
-0.89%
Shares98.6K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
2.33%
Shares47.1K
Event2026-03-31
Filed2026-05-15
PGR
PROGRESSIVE CORP
13.69%
Shares78.9K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
3.74%
Shares31.2K
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
-0.16%
Shares54.2K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
2.12%
Shares67.9K
Event2026-03-31
Filed2026-05-15
TT
TRANE TECHNOLOGIES PLC
4.91%
Shares35.7K
Event2026-03-31
Filed2026-05-15
IAC
IAC INC
-0.11%
Shares369.2K
Event2026-03-31
Filed2026-05-15
DCO
DUCOMMUN INC DEL
0.23%
Shares121.0K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
2.67%
Shares60.5K
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
4.88%
Shares151.3K
Event2026-03-31
Filed2026-05-15
AMP
AMERIPRISE FINL INC
-0.67%
Shares32.7K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
2.00%
Shares100.3K
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
3.24%
Shares3.4K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
0.89%
Shares146.4K
Event2026-03-31
Filed2026-05-15
VTWV
VANGUARD SCOTTSDALE FDS
-2.32%
Shares83.7K
Event2026-03-31
Filed2026-05-15
RJF
RAYMOND JAMES FINL INC
4.23%
Shares96.5K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
-1.16%
Shares48.5K
Event2026-03-31
Filed2026-05-15
COP
CONOCOPHILLIPS
3.86%
Shares104.1K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
5.64%
Shares14.1K
Event2026-03-31
Filed2026-05-15
DHR
DANAHER CORP DEL
1.64%
Shares68.3K
Event2026-03-31
Filed2026-05-15
SHEL
SHELL PLC
2.70%
Shares134.9K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
4.63%
Shares60.7K
Event2026-03-31
Filed2026-05-15
QCOM
QUALCOMM INC
-2.32%
Shares92.7K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
2.78%
Shares32.1K
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
3.35%
Shares115.2K
Event2026-03-31
Filed2026-05-15
AVUV
AMERICAN CENTY ETF TR
34.36%
Shares103.9K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
4.37%
Shares11.9K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
3.68%
Shares72.1K
Event2026-03-31
Filed2026-05-15
TMUS
T-MOBILE US INC
15.93%
Shares53.1K
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
1.19%
Shares97.0K
Event2026-03-31
Filed2026-05-15
PLD
PROLOGIS INC.
1.66%
Shares76.4K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
11.62%
Shares84.1K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
7.12%
Shares51.7K
Event2026-03-31
Filed2026-05-15
RIO
RIO TINTO PLC
0.03%
Shares102.6K
Event2026-03-31
Filed2026-05-15
CMCSA
COMCAST CORP NEW
10.02%
Shares332.6K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
8.81%
Shares16.9K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
3.28%
Shares100.1K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
6.48%
Shares33.1K
Event2026-03-31
Filed2026-05-15
NTB
BANK OF N T BUTTERFIELD & SO
New
Shares155.5K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
8.37%
Shares32.4K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
-4.44%
Shares39.8K
Event2026-03-31
Filed2026-05-15
GGG
GRACO INC
-0.07%
Shares91.2K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
-4.48%
Shares273.5K
Event2026-03-31
Filed2026-05-15
SUB
ISHARES TR
6.55%
Shares71.7K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
0.41%
Shares11.3K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
-1.20%
Shares31.1K
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
6.46%
Shares22.2K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
-1.07%
Shares34.9K
Event2026-03-31
Filed2026-05-15
EQIX
EQUINIX INC
3.79%
Shares7.3K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
4.17%
Shares14.6K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
-2.22%
Shares89.5K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.17%
Shares13.7K
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
-4.61%
Shares71.6K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
23.31%
Shares65.9K
Event2026-03-31
Filed2026-05-15
NKE
NIKE INC
22.92%
Shares111.5K
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
10.10%
Shares32.4K
Event2026-03-31
Filed2026-05-15
CSW
CSW INDUSTRIALS INC
-0.04%
Shares19.9K
Event2026-03-31
Filed2026-05-15
FSBC
FIVE STAR BANCORP
32.56%
Shares136.5K
Event2026-03-31
Filed2026-05-15
APD
AIR PRODUCTS AND CHEMICALS I
-23.32%
Shares17.7K
Event2026-03-31
Filed2026-05-15
DFAT
DIMENSIONAL ETF TRUST
-5.31%
Shares80.9K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
-3.06%
Shares5.8K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
66.37%
Shares10.1K
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-0.67%
Shares36.8K
Event2026-03-31
Filed2026-05-15
ECG
EVERUS CONSTR GROUP
-74.32%
Shares38.7K
Event2026-03-31
Filed2026-05-15
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares6
Event2026-03-31
Filed2026-05-15
BXP
BXP INC
8.55%
Shares82.0K
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
11.34%
Shares14.9K
Event2026-03-31
Filed2026-05-15
PRU
PRUDENTIAL FINL INC
-28.54%
Shares42.4K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
-2.15%
Shares5.7K
Event2026-03-31
Filed2026-05-15
HSY
HERSHEY CO
2.63%
Shares19.2K
Event2026-03-31
Filed2026-05-15
FI
FISERV INC
22.83%
Shares71.6K
Event2026-03-31
Filed2026-05-15
SHW
SHERWIN WILLIAMS CO
83.11%
Shares12.4K
Event2026-03-31
Filed2026-05-15
PYPL
PAYPAL HLDGS INC
5.94%
Shares85.9K
Event2026-03-31
Filed2026-05-15
TFC
TRUIST FINL CORP
-1.10%
Shares84.2K
Event2026-03-31
Filed2026-05-15
GPK
GRAPHIC PACKAGING HLDG CO
1.43%
Shares387.9K
Event2026-03-31
Filed2026-05-15
SHM
SPDR SERIES TRUST
99.61%
Shares80.1K
Event2026-03-31
Filed2026-05-15
CNXC
CONCENTRIX CORP
0.03%
Shares137.2K
Event2026-03-31
Filed2026-05-15
VLO
VALERO ENERGY CORP
-0.07%
Shares15.0K
Event2026-03-31
Filed2026-05-15
VV
VANGUARD INDEX FDS
-1.17%
Shares12.3K
Event2026-03-31
Filed2026-05-15
VMBS
VANGUARD SCOTTSDALE FDS
-2.40%
Shares76.3K
Event2026-03-31
Filed2026-05-15
TIP
ISHARES TR
1.29%
Shares31.9K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
16.28%
Shares33.4K
Event2026-03-31
Filed2026-05-15
BK
BANK NEW YORK MELLON CORP
-1.54%
Shares29.1K
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
-4.73%
Shares10.7K
Event2026-03-31
Filed2026-05-15
VB
VANGUARD INDEX FDS
-0.47%
Shares12.8K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.20%
Shares9.3K
Event2026-03-31
Filed2026-05-15
FSTR
FOSTER L B CO
0.10%
Shares113.9K
Event2026-03-31
Filed2026-05-15
VGIT
VANGUARD SCOTTSDALE FDS
-3.12%
Shares51.9K
Event2026-03-31
Filed2026-05-15
CMG
CHIPOTLE MEXICAN GRILL INC
48.31%
Shares93.8K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
2.71%
Shares60.9K
Event2026-03-31
Filed2026-05-15
PSA
PUBLIC STORAGE OPER CO
392.42%
Shares10.6K
Event2026-03-31
Filed2026-05-15
IJJ
ISHARES TR
0.23%
Shares19.9K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
1.42%
Shares19.7K
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
-3.96%
Shares2.4K
Event2026-03-31
Filed2026-05-15
HYMB
SPDR SERIES TRUST
-0.46%
Shares103.3K
Event2026-03-31
Filed2026-05-15
AMT
AMERICAN TOWER CORP
-49.87%
Shares14.5K
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
17.48%
Shares3.7K
Event2026-03-31
Filed2026-05-15
VTWG
VANGUARD SCOTTSDALE FDS
11.13%
Shares10.2K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
9.41%
Shares8.1K
Event2026-03-31
Filed2026-05-15
ATI
ATI INC
0.00%
Shares16.0K
Event2026-03-31
Filed2026-05-15
BSV
VANGUARD BD INDEX FDS
-3.95%
Shares29.2K
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
-0.85%
Shares3.3K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
6.16%
Shares3.8K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
27.89%
Shares34.8K
Event2026-03-31
Filed2026-05-15
XLC
SELECT SECTOR SPDR TR
0.96%
Shares19.9K
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
-0.13%
Shares11.7K
Event2026-03-31
Filed2026-05-15
BDX
BECTON DICKINSON & CO
-5.76%
Shares13.4K
Event2026-03-31
Filed2026-05-15
ZTS
ZOETIS INC
266.64%
Shares17.6K
Event2026-03-31
Filed2026-05-15
DRI
DARDEN RESTAURANTS INC
-5.52%
Shares10.3K
Event2026-03-31
Filed2026-05-15
USHY
ISHARES TR
6.62%
Shares54.7K
Event2026-03-31
Filed2026-05-15
LOB
LIVE OAK BANCSHARES INC
0.00%
Shares59.4K
Event2026-03-31
Filed2026-05-15
EXC
EXELON CORP
-6.64%
Shares39.8K
Event2026-03-31
Filed2026-05-15
PWR
QUANTA SVCS INC
-33.15%
Shares3.5K
Event2026-03-31
Filed2026-05-15
IR
INGERSOLL RAND INC
-3.05%
Shares24.0K
Event2026-03-31
Filed2026-05-15
TROW
PRICE T ROWE GROUP INC
-5.99%
Shares21.1K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
-0.71%
Shares10.3K
Event2026-03-31
Filed2026-05-15
FLO
FLOWERS FOODS INC
-0.76%
Shares223.1K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
-7.85%
Shares8.4K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
-4.22%
Shares28.9K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
0.34%
Shares2.0K
Event2026-03-31
Filed2026-05-15
BNDX
VANGUARD CHARLOTTE FDS
-0.15%
Shares35.0K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares33.3K
Event2026-03-31
Filed2026-05-15
VONE
VANGUARD SCOTTSDALE FDS
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-15
DFUV
DIMENSIONAL ETF TRUST
0.00%
Shares29.8K
Event2026-03-31
Filed2026-05-15
VHT
VANGUARD WORLD FD
-2.54%
Shares5.2K
Event2026-03-31
Filed2026-05-15
VOOV
VANGUARD ADMIRAL FDS INC
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-15
ELV
ELEVANCE HEALTH INC FORMERLY
0.07%
Shares4.5K
Event2026-03-31
Filed2026-05-15
IJS
ISHARES TR
0.00%
Shares11.1K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
3.88%
Shares23.9K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
-0.69%
Shares29.0K
Event2026-03-31
Filed2026-05-15
CL
COLGATE PALMOLIVE CO
-4.88%
Shares14.6K
Event2026-03-31
Filed2026-05-15
COKE
COCA COLA CONS INC
-5.91%
Shares6.4K
Event2026-03-31
Filed2026-05-15
IWO
ISHARES TR
0.23%
Shares3.8K
Event2026-03-31
Filed2026-05-15
IJT
ISHARES TR
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-15
IJK
ISHARES TR
0.28%
Shares11.9K
Event2026-03-31
Filed2026-05-15
V
VISA INC
3.86%
Shares3.8K
Event2026-03-31
Filed2026-05-15
ESGV
VANGUARD WORLD FD
3.56%
Shares9.8K
Event2026-03-31
Filed2026-05-15
CWI
SPDR INDEX SHS FDS
-4.15%
Shares30.0K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
-2.80%
Shares4.4K
Event2026-03-31
Filed2026-05-15
SPYX
SPDR SERIES TRUST
0.50%
Shares20.2K
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
-1.07%
Shares8.5K
Event2026-03-31
Filed2026-05-15
VNQ
VANGUARD INDEX FDS
-1.22%
Shares11.4K
Event2026-03-31
Filed2026-05-15
ESML
ISHARES TR
2.20%
Shares21.5K
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
-0.20%
Shares9.2K
Event2026-03-31
Filed2026-05-15
MMM
3M CO
-0.04%
Shares7.0K
Event2026-03-31
Filed2026-05-15
ESGD
ISHARES TR
3.73%
Shares10.6K
Event2026-03-31
Filed2026-05-15
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-4.45%
Shares21.7K
Event2026-03-31
Filed2026-05-15
CNC
CENTENE CORP DEL
0.00%
Shares30.0K
Event2026-03-31
Filed2026-05-15
PPG
PPG INDS INC
-57.98%
Shares8.9K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
-2.94%
Shares11.9K
Event2026-03-31
Filed2026-05-15
MAR
MARRIOTT INTL INC NEW
0.73%
Shares2.9K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
-27.43%
Shares18.4K
Event2026-03-31
Filed2026-05-15
DECK
DECKERS OUTDOOR CORP
-74.24%
Shares9.0K
Event2026-03-31
Filed2026-05-15
ADP
AUTOMATIC DATA PROCESSING IN
-3.65%
Shares4.4K
Event2026-03-31
Filed2026-05-15
BALL
BALL CORP
8.08%
Shares14.6K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
-0.91%
Shares8.7K
Event2026-03-31
Filed2026-05-15
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-26.91%
Shares7.3K
Event2026-03-31
Filed2026-05-15
VSEC
VSE CORP
-87.87%
Shares4.4K
Event2026-03-31
Filed2026-05-15
TFI
SPDR SERIES TRUST
179.71%
Shares17.7K
Event2026-03-31
Filed2026-05-15
YUM
YUM BRANDS INC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
0.05%
Shares1.8K
Event2026-03-31
Filed2026-05-15
ALLE
ALLEGION PLC
-5.47%
Shares5.2K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
0.18%
Shares11.0K
Event2026-03-31
Filed2026-05-15
NUSC
NUSHARES ETF TR
5.79%
Shares16.4K
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
-0.38%
Shares7.8K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
-0.05%
Shares7.5K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
-0.86%
Shares25.1K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
-2.43%
Shares1.2K
Event2026-03-31
Filed2026-05-15
SYY
SYSCO CORP
-1.51%
Shares9.8K
Event2026-03-31
Filed2026-05-15
GIS
GENERAL MILLS INC
-2.82%
Shares18.6K
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
-0.21%
Shares12.0K
Event2026-03-31
Filed2026-05-15
VDC
VANGUARD WORLD FD
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-15
SPIB
SPDR SERIES TRUST
21.52%
Shares20.1K
Event2026-03-31
Filed2026-05-15
AVDV
AMERICAN CENTY ETF TR
8.58%
Shares6.7K
Event2026-03-31
Filed2026-05-15
CARR
CARRIER GLOBAL CORPORATION
-3.26%
Shares11.8K
Event2026-03-31
Filed2026-05-15
SCHP
SCHWAB STRATEGIC TR
22.84%
Shares24.6K
Event2026-03-31
Filed2026-05-15
ADI
ANALOG DEVICES INC
2.64%
Shares2.1K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
4.46%
Shares13.2K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
-3.52%
Shares4.4K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
1.02%
Shares3.3K
Event2026-03-31
Filed2026-05-15
IWS
ISHARES TR
1.46%
Shares4.4K
Event2026-03-31
Filed2026-05-15
IWP
ISHARES TR
0.26%
Shares5.0K
Event2026-03-31
Filed2026-05-15
MUNI
PIMCO ETF TR
18.84%
Shares12.0K
Event2026-03-31
Filed2026-05-15
VGSH
VANGUARD SCOTTSDALE FDS
3.44%
Shares10.6K
Event2026-03-31
Filed2026-05-15
SGOV
ISHARES TR
New
Shares6.1K
Event2026-03-31
Filed2026-05-15
FTV
FORTIVE CORP
-4.22%
Shares10.5K
Event2026-03-31
Filed2026-05-15
VIS
VANGUARD WORLD FD
-0.44%
Shares1.8K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-15
VCSH
VANGUARD SCOTTSDALE FDS
13.72%
Shares7.0K
Event2026-03-31
Filed2026-05-15
D
DOMINION ENERGY INC
-8.52%
Shares8.9K
Event2026-03-31
Filed2026-05-15
MDY
STATE STR SPDR S&P MIDCAP 40
-0.78%
Shares892
Event2026-03-31
Filed2026-05-15
VSGX
VANGUARD WORLD FD
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-15
ACWX
ISHARES TR
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-15
MTZ
MASTEC INC
-1.75%
Shares1.7K
Event2026-03-31
Filed2026-05-15
SPMB
SPDR SERIES TRUST
11.02%
Shares23.8K
Event2026-03-31
Filed2026-05-15
VOX
VANGUARD WORLD FD
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-15
ITW
ILLINOIS TOOL WKS INC
1.53%
Shares2.0K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
0.14%
Shares3.5K
Event2026-03-31
Filed2026-05-15
VPL
VANGUARD INTL EQUITY INDEX F
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-15
QRVO
QORVO INC
-95.44%
Shares6.6K
Event2026-03-31
Filed2026-05-15
XLI
SELECT SECTOR SPDR TR
-2.81%
Shares3.2K
Event2026-03-31
Filed2026-05-15
SPSB
SPDR SERIES TRUST
1.43%
Shares16.5K
Event2026-03-31
Filed2026-05-15
VOOG
VANGUARD ADMIRAL FDS INC
14.79%
Shares1.2K
Event2026-03-31
Filed2026-05-15
PFF
ISHARES TR
0.00%
Shares16.1K
Event2026-03-31
Filed2026-05-15
VCR
VANGUARD WORLD FD
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
BE
BLOOM ENERGY CORP
-53.33%
Shares3.5K
Event2026-03-31
Filed2026-05-15
ENB
ENBRIDGE INC
-4.35%
Shares8.7K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-3.93%
Shares10.2K
Event2026-03-31
Filed2026-05-15
WAT
WATERS CORP
New
Shares1.5K
Event2026-03-31
Filed2026-05-15
SCHO
SCHWAB STRATEGIC TR
1.10%
Shares19.0K
Event2026-03-31
Filed2026-05-15
VFH
VANGUARD WORLD FD
-1.06%
Shares3.7K
Event2026-03-31
Filed2026-05-15
FITB
FIFTH THIRD BANCORP
0.53%
Shares9.7K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
15.40%
Shares5.1K
Event2026-03-31
Filed2026-05-15
XLY
SELECT SECTOR SPDR TR
4.59%
Shares4.0K
Event2026-03-31
Filed2026-05-15
MDYG
SPDR SERIES TRUST
New
Shares4.6K
Event2026-03-31
Filed2026-05-15
PINNACLE FINL PARTNERS INC
PINNACLE FINL PARTNERS INC
New
Shares5.1K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
-4.55%
Shares1.0K
Event2026-03-31
Filed2026-05-15
SPG
SIMON PPTY GROUP INC NEW
-3.15%
Shares2.3K
Event2026-03-31
Filed2026-05-15
SUSC
ISHARES TR
-4.30%
Shares18.2K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
14.80%
Shares1.8K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-15
MFC
MANULIFE FINL CORP
0.05%
Shares11.7K
Event2026-03-31
Filed2026-05-15
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-47.56%
Shares5.2K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
2.76%
Shares2.4K
Event2026-03-31
Filed2026-05-15
GPC
GENUINE PARTS CO
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-15
EZM
WISDOMTREE TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-15
VCEB
VANGUARD WORLD FD
1.72%
Shares6.0K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
-4.85%
Shares2.1K
Event2026-03-31
Filed2026-05-15
VDE
VANGUARD WORLD FD
7.39%
Shares2.2K
Event2026-03-31
Filed2026-05-15
EFG
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-15
KLAC
KLA CORP
New
Shares250
Event2026-03-31
Filed2026-05-15
MET
METLIFE INC
3.95%
Shares5.1K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
0.23%
Shares2.2K
Event2026-03-31
Filed2026-05-15
CTVA
CORTEVA INC
0.43%
Shares4.2K
Event2026-03-31
Filed2026-05-15
NUMV
NUSHARES ETF TR
5.09%
Shares9.0K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
0.79%
Shares892
Event2026-03-31
Filed2026-05-15
MPC
MARATHON PETE CORP
1.57%
Shares1.4K
Event2026-03-31
Filed2026-05-15
NSC
NORFOLK SOUTHN CORP
0.08%
Shares1.2K
Event2026-03-31
Filed2026-05-15
VLTO
VERALTO CORP
-5.99%
Shares3.9K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
-2.82%
Shares552
Event2026-03-31
Filed2026-05-15
VTIP
VANGUARD MALVERN FDS
6.28%
Shares6.5K
Event2026-03-31
Filed2026-05-15
VIOV
VANGUARD ADMIRAL FDS INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-15
SCHV
SCHWAB STRATEGIC TR
New
Shares10.2K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-15
SLYG
SPDR SERIES TRUST
6.68%
Shares3.2K
Event2026-03-31
Filed2026-05-15
VAW
VANGUARD WORLD FD
-2.26%
Shares1.3K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
New
Shares2.4K
Event2026-03-31
Filed2026-05-15
PNC
PNC FINL SVCS GROUP INC
-4.11%
Shares1.4K
Event2026-03-31
Filed2026-05-15
SOUTHSTATE BK CORP
SOUTHSTATE BK CORP
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-15
EFX
EQUIFAX INC
0.06%
Shares1.6K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
2.19%
Shares886
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
1.04%
Shares4.7K
Event2026-03-31
Filed2026-05-15
FDX
FEDEX CORP
-4.81%
Shares771
Event2026-03-31
Filed2026-05-15
EW
EDWARDS LIFESCIENCES CORP
0.71%
Shares3.4K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
New
Shares3.9K
Event2026-03-31
Filed2026-05-15
CW
CURTISS WRIGHT CORP
0.00%
Shares400
Event2026-03-31
Filed2026-05-15
EAGG
ISHARES TR
-0.37%
Shares5.6K
Event2026-03-31
Filed2026-05-15
DIHP
DIMENSIONAL ETF TRUST
-58.78%
Shares8.3K
Event2026-03-31
Filed2026-05-15
NUE
NUCOR CORP
-4.54%
Shares1.6K
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COMPANIES INC
-8.47%
Shares908
Event2026-03-31
Filed2026-05-15
MCK
MCKESSON CORP
4.79%
Shares306
Event2026-03-31
Filed2026-05-15
IEFA
ISHARES TR
27.39%
Shares2.9K
Event2026-03-31
Filed2026-05-15
NUMG
NUSHARES ETF TR
19.93%
Shares6.4K
Event2026-03-31
Filed2026-05-15
SPGI
S&P GLOBAL INC
22.09%
Shares619
Event2026-03-31
Filed2026-05-15
VMC
VULCAN MATLS CO
-1.48%
Shares935
Event2026-03-31
Filed2026-05-15
CAH
CARDINAL HEALTH INC
0.25%
Shares1.2K
Event2026-03-31
Filed2026-05-15
ESGU
ISHARES TR
17.52%
Shares1.8K
Event2026-03-31
Filed2026-05-15
INTU
INTUIT
0.00%
Shares561
Event2026-03-31
Filed2026-05-15
IGM
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
New
Shares2.1K
Event2026-03-31
Filed2026-05-15
SPYG
SPDR SERIES TRUST
New
Shares2.4K
Event2026-03-31
Filed2026-05-15
YUMC
YUM CHINA HLDGS INC
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
New
Shares2.8K
Event2026-03-31
Filed2026-05-15
SHY
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-15
BF.B
BROWN FORMAN CORP
-15.79%
Shares8.6K
Event2026-03-31
Filed2026-05-15
FDUS
FIDUS INVT CORP
0.00%
Shares13.0K
Event2026-03-31
Filed2026-05-15
DFAE
DIMENSIONAL ETF TRUST
New
Shares6.7K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
New
Shares1.5K
Event2026-03-31
Filed2026-05-15
VXF
VANGUARD INDEX FDS
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
IDXX
IDEXX LABS INC
0.52%
Shares384
Event2026-03-31
Filed2026-05-15
DAL
DELTA AIR LINES INC
0.53%
Shares3.2K
Event2026-03-31
Filed2026-05-15
VGK
VANGUARD INTL EQUITY INDEX F
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
0.19%
Shares1.6K
Event2026-03-31
Filed2026-05-15
ICE
INTERCONTINENTAL EXCHANGE IN
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
DLTR
DOLLAR TREE INC
0.53%
Shares1.9K
Event2026-03-31
Filed2026-05-15
IBB
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-15
DFAS
DIMENSIONAL ETF TRUST
New
Shares2.8K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Bragg Financial Advisors, Inc Institutional Holdings, Portfolio & P&L β€” TradeFomo