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| Name: |
BRAGG FINANCIAL ADVISORS INC |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28204 |
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| Holdings
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25 |
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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 |
|
BRK.A |
Berkshire Hathaway Inc |
135 |
- |
$606,414.00 |
$3,798,000 |
7 |
0.18% |
78,000 |
0 |
0 |
Property & Casualty I... |
|
|
ANTM |
Anthem Inc |
158 |
- |
$525.61 |
$2,167,000 |
4,596 |
0.1% |
166,000 |
0 |
0.002 |
N/A |
|
|
PWR |
Quanta Services Inc |
177 |
- |
$255.00 |
$1,571,000 |
7,280 |
0.07% |
209,000 |
0 |
0.005 |
General Contractors |
|
|
PSX |
Phillips 66 |
178 |
- |
$143.87 |
$1,529,000 |
11,483 |
0.07% |
149,000 |
0 |
0.003 |
Oil & Gas Refining, P... |
|
|
IYW |
iShares Trust DJ US Sector |
180 |
- |
$129.01 |
$1,468,000 |
11,959 |
0.07% |
213,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
|
IJT |
iShares S&P SC600 BR Gr Indx |
197 |
- |
$126.72 |
$1,085,000 |
8,673 |
0.05% |
134,000 |
0 |
0.019 |
Closed - End Fund - E... |
|
|
NCNO |
nCino, Inc. |
205 |
- |
$30.71 |
$905,000 |
26,904 |
0.04% |
49,000 |
0 |
0.024 |
N/A |
|
|
AFL |
AFLAC Inc |
206 |
- |
$84.04 |
$899,000 |
10,899 |
0.04% |
63,000 |
0 |
0.002 |
Life & Health Insurance |
|
|
YUM |
YUM! Brands Inc |
224 |
- |
$135.07 |
$682,000 |
5,222 |
0.03% |
30,000 |
0 |
0.002 |
Restaurants |
|
|
IJH |
iShares S&P MidCap 400 Index |
227 |
- |
$57.92 |
$657,000 |
2,370 |
0.03% |
66,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
EFX |
Equifax Inc |
244 |
- |
$224.50 |
$465,000 |
1,880 |
0.02% |
121,000 |
0 |
0.002 |
Business Services |
|
|
IWP |
iShares Tr Russell MidCap Gr |
249 |
- |
$108.17 |
$439,000 |
4,200 |
0.02% |
55,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
GPN |
Global Payments Inc |
253 |
- |
$127.47 |
$413,000 |
3,253 |
0.02% |
38,000 |
0 |
0.001 |
Business Services |
|
|
VPL |
Vanguard Pacific Stock Vipers |
255 |
- |
$73.88 |
$403,000 |
5,601 |
0.02% |
28,000 |
0 |
0.006 |
Closed - End Fund - E... |
|
|
INTU |
Intuit Inc |
258 |
- |
$614.04 |
$388,000 |
620 |
0.02% |
71,000 |
0 |
0 |
Application Software |
|
|
PFF |
iShares S&P U.S. Preferred ... |
265 |
- |
$31.19 |
$343,000 |
11,000 |
0.02% |
11,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
BE |
Bloom Energy Corp |
266 |
- |
$11.44 |
$340,000 |
22,956 |
0.02% |
36,000 |
0 |
0.017 |
N/A |
|
|
EW |
Edwards Lifesciences Corp |
274 |
- |
$28.90 |
$308,000 |
4,044 |
0.01% |
28,000 |
0 |
0.001 |
Medical Appliances & ... |
|
|
GL |
Globe Life Inc |
278 |
- |
$79.28 |
$291,000 |
2,393 |
0.01% |
31,000 |
0 |
0.002 |
Life & Health Insurance |
|
|
DLTR |
Dollar Tree Stores Inc |
280 |
- |
$119.78 |
$287,000 |
2,020 |
0.01% |
72,000 |
0 |
0.001 |
Discount, Variety Stores |
|
|
MFC |
Manulife Financial Corporat... |
282 |
- |
$23.70 |
$280,000 |
12,679 |
0.01% |
48,000 |
0 |
0.001 |
Life & Health Insurance |
|
|
ITW |
Illinois Tool Works Inc |
290 |
- |
$242.04 |
$273,000 |
1,044 |
0.01% |
33,000 |
0 |
0.004 |
Diversified Machinery |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
300 |
- |
$81.17 |
$238,000 |
2,903 |
0.01% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
YUMC |
Yum China Holdings, Inc. |
308 |
- |
$37.36 |
$214,000 |
5,032 |
0.01% |
-66,000 |
0 |
0.001 |
N/A |
|
|
CULP |
Culp Inc |
312 |
- |
$4.56 |
$58,000 |
10,000 |
0% |
2,000 |
0 |
0.081 |
Textile Manufacturing |
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