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  Name: BRAGG FINANCIAL ADVISORS INC
  City: CHARLOTTE
  State: NC
  Zip: 28204
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,228,888,000
  Total Value Change : $126,471,000
  Securities Held Change : 8
   
All Securities Held : 320
  New Positions : 9
  Closed Positions : 2
  Increased Positions : 123
  Unchanged Positions : 35
  Decreased Positions : 153

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Holdings Found : 9     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
   (JBT)1 Year Chart         JBT John Bean Technologies Corp 87 New $95.53 $11,006,000 104,928 0.49% 11,006,000 104,928 0.325    Diversified Machinery
   (ALTM)1 Year Chart         ALTM Arcadium Lithium Plc 119 New $4.43 $5,535,000 1,284,285 0.25% 5,535,000 1,284,285 0.12    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 233 New $313.67 $554,000 1,729 0.02% 554,000 1,729 0.001    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 283 New $0.00 $304,000 4,100 0.01% 304,000 4,100 0    N/A
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 290 New $119.86 $277,000 2,360 0.01% 277,000 2,360 0.047    Closed - End Fund - E...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 298 New $270.82 $260,000 1,003 0.01% 260,000 1,003 0    Property & Casualty I...
   (EMR)1 Year Chart         EMR Emerson Electric Co 312 New $112.16 $228,000 2,009 0.01% 228,000 2,009 0    Industrial Electrical...
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 314 New $48.28 $222,000 4,638 0.01% 222,000 4,638 0    N/A
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 318 New $86.60 $208,000 2,467 0.01% 208,000 2,467 0    Closed - End Fund - E...

      9 Records Found
  1    
Page 1 of 1
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