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  Name: BROGAN FINANCIAL INC.
  City: KNOXVILLE
  State: TN
  Zip: 37923
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $151,486,000
  Total Value Change : $16,012,000
  Securities Held Change : 0
   
All Securities Held : 43
  New Positions : 8
  Closed Positions : 8
  Increased Positions : 28
  Unchanged Positions : 1
  Decreased Positions : 6

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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NEE)1 Year Chart         NEE NextEra Energy 32 New $80.02 $360,000 5,630 0.24% 360,000 5,630 0    Electric Utilities
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 35 New $172.50 $333,000 2,209 0.22% 333,000 2,209 0    Search Engines & Info...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 37 New $60.24 $288,000 4,794 0.19% 288,000 4,794 0    Discount, Variety Stores
   (V)1 Year Chart         V Visa Inc 39 New $272.46 $230,000 823 0.15% 230,000 823 0    Business Services
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 40 New $202.63 $226,000 1,129 0.15% 226,000 1,129 0    Domestic Money Center...
   (AMT)1 Year Chart         AMT American Tower Corp 41 New $195.74 $220,000 1,113 0.15% 220,000 1,113 0    Integrated Telecommun...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 42 New $450.77 $207,000 433 0.14% 207,000 433 0    Aerospace/Defense - M...
   (DGRO)1 Year Chart         DGRO iShares Core Dividend Growth 43 New $57.59 $202,000 3,472 0.13% 202,000 3,472 0.001    N/A

      8 Records Found
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