The Analysis of BROGAN FINANCIAL, INC.'s Holdings


Currently, BROGAN FINANCIAL, INC. holds 62 types of securities in its portfolio with a total value $234.7M. In the most recent quarter, they have increased their positions in RSP (+1.6K shares, valued at $313.0K), SPYM (+3.5K shares, valued at $273.2K), GOOG (+1.1K shares, valued at $264.8K); decreased their positions in ACIO (-10.7K shares, valued at $466.0K), TSLA (-823 shares, valued at $366.0K), DFAI (-3.8K shares, valued at $139.3K); initiated new positions in GOOG (+1.1K shares, valued at $264.8K), R (+1.2K shares, valued at $227.9K), JNJ (+1.2K shares, valued at $221.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ACIO ETF SER SOLUTIONS2.0M shares-0.54%2025-09-302025-11-13history
OSCV ETF SER SOLUTIONS830.4K shares0.46%2025-09-302025-11-13history
DRSK ETF SER SOLUTIONS1.0M shares0.08%2025-09-302025-11-13history
RSP INVESCO EXCHANGE TRADED FD T136.4K shares1.22%2025-09-302025-11-13history
DFAI DIMENSIONAL ETF TRUST665.0K shares-0.57%2025-09-302025-11-13history
SPYM SPDR SERIES TRUST73.9K shares4.95%2025-09-302025-11-13history
AAPL APPLE INC15.6K shares-0.79%2025-09-302025-11-13history
MSFT MICROSOFT CORP3.4K shares-4.22%2025-09-302025-11-13history
Sponsored
LDOS LEIDOS HOLDINGS INC7.7K shares0.22%2025-09-302025-11-13history
NVDA NVIDIA CORPORATION5.9K shares-7.86%2025-09-302025-11-13history
AMZN AMAZON COM INC4.8K shares-3.79%2025-09-302025-11-13history
VOO VANGUARD INDEX FDS1.6K shares-0.25%2025-09-302025-11-13history
IWF ISHARES TR1.9K shares0.05%2025-09-302025-11-13history
PG PROCTER AND GAMBLE CO5.4K shares0.75%2025-09-302025-11-13history
TXN TEXAS INSTRS INC4.5K shares0.04%2025-09-302025-11-13history
ABBV ABBVIE INC3.1K shares2.45%2025-09-302025-11-13history
Sponsored
QQQ INVESCO QQQ TR1.2K shares-11.42%2025-09-302025-11-13history
DFUS DIMENSIONAL ETF TRUST9.5K shares0.25%2025-09-302025-11-13history
WMT WALMART INC6.6K shares-2.92%2025-09-302025-11-13history
XOM EXXON MOBIL CORP5.7K shares0.76%2025-09-302025-11-13history
ROP ROPER TECHNOLOGIES INC1.3K shares-2.02%2025-09-302025-11-13history
ADME ETF SER SOLUTIONS11.8K shares5.97%2025-09-302025-11-13history
HD HOME DEPOT INC1.4K shares2.29%2025-09-302025-11-13history
JPM JPMORGAN CHASE & CO.1.8K shares1.12%2025-09-302025-11-13history
Sponsored
CAT CATERPILLAR INC1.2K shares2.85%2025-09-302025-11-13history
GLD SPDR GOLD TR1.6K shares-3.27%2025-09-302025-11-13history
ELV ELEVANCE HEALTH INC FORMERLY1.7K shares0.54%2025-09-302025-11-13history
IWD ISHARES TR2.6K shares0.46%2025-09-302025-11-13history
BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares-3.63%2025-09-302025-11-13history
SAIC SCIENCE APPLICATIONS INTL CO5.0K shares-3.74%2025-09-302025-11-13history
BX BLACKSTONE INC2.9K shares2.54%2025-09-302025-11-13history
J JACOBS SOLUTIONS INC3.1K shares0.22%2025-09-302025-11-13history
Sponsored
V VISA INC1.4K shares-1.30%2025-09-302025-11-13history
PWR QUANTA SVCS INC1.1K shares-0.46%2025-09-302025-11-13history
NEE NEXTERA ENERGY INC5.9K shares0.79%2025-09-302025-11-13history
CVX CHEVRON CORP NEW2.7K shares4.14%2025-09-302025-11-13history
VMC VULCAN MATLS CO1.4K shares1.94%2025-09-302025-11-13history
IVV ISHARES TR618 shares1.98%2025-09-302025-11-13history
ABT ABBOTT LABS3.0K shares0.43%2025-09-302025-11-13history
AMT AMERICAN TOWER CORP NEW2.1K shares-2.00%2025-09-302025-11-13history
Sponsored
VONE VANGUARD SCOTTSDALE FDS1.3K shares0.32%2025-09-302025-11-13history
BR BROADRIDGE FINL SOLUTIONS IN1.5K shares-6.00%2025-09-302025-11-13history
COST COSTCO WHSL CORP NEW379 shares0.00%2025-09-302025-11-13history
FBTC FIDELITY WISE ORIGIN BITCOIN3.4K shares8.97%2025-09-302025-11-13history
PGR PROGRESSIVE CORP1.3K shares-3.54%2025-09-302025-11-13history
FANG DIAMONDBACK ENERGY INC2.3K shares-6.23%2025-09-302025-11-13history
KO COCA COLA CO4.8K shares0.62%2025-09-302025-11-13history
GOOGL ALPHABET INC1.3K shares-9.05%2025-09-302025-11-13history
Sponsored
LOW LOWES COS INC1.2K shares0.49%2025-09-302025-11-13history
TSLA TESLA INC665 shares-55.31%2025-09-302025-11-13history
CHE CHEMED CORP NEW647 shares-3.29%2025-09-302025-11-13history
CPRT COPART INC6.4K shares-8.00%2025-09-302025-11-13history
NOW SERVICENOW INC311 shares2.30%2025-09-302025-11-13history
NOC NORTHROP GRUMMAN CORP445 shares0.45%2025-09-302025-11-13history
GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-11-13history
DGRO ISHARES TR3.6K shares0.53%2025-09-302025-11-13history
Sponsored
R RYDER SYS INC1.2K sharesnew addition2025-09-302025-11-13history
IJH ISHARES TR3.5K shares0.35%2025-09-302025-11-13history
JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-11-13history
META META PLATFORMS INC299 shares-23.72%2025-09-302025-11-13history
ORCL ORACLE CORP718 sharesnew addition2025-09-302025-11-13history
ORLA ORLA MNG LTD NEW12.6K shares0.00%2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available