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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 : 2023-12-31
  Total Value : $2,102,417,000
  Total Value Change : $208,593,000
  Securities Held Change : 0
   
All Securities Held : 312
  New Positions : 7
  Closed Positions : 10
  Increased Positions : 118
  Unchanged Positions : 25
  Decreased Positions : 162

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     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
   (EQIX)1 Year Chart         EQIX Equinix Inc 165 New $698.70 $1,888,000 2,344 0.09% 1,888,000 2,344 0.002    Telecom Services - Do...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 187 New $272.13 $1,310,000 4,979 0.06% 1,310,000 4,979 0.001    Internet Software & S...
   (VLTO)1 Year Chart         VLTO Veralto Corp 215 New $93.85 $748,000 9,097 0.04% 748,000 9,097 0.004    N/A
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 297 New $36.73 $248,000 6,185 0.01% 248,000 6,185 0.001    N/A
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 302 New $0.00 $232,000 4,198 0.01% 232,000 4,198 0.016    N/A
   (NUMG)1 Year Chart         NUMG Nushares Esg Mid Cap Growth... 305 New $0.00 $224,000 5,284 0.01% 224,000 5,284 0    N/A
   (SUSC)1 Year Chart         SUSC Ishares Esg Usd Corporate Bond 307 New $0.00 $215,000 9,230 0.01% 215,000 9,230 0.01    N/A

      7 Records Found
  1    
Page 1 of 1
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