Bragg Financial Advisors, Inc

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$2.43B
Signature - Title
Dawn Cannon - Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Bragg Financial Advisors, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bragg Financial Advisors, Inc reported 320 stock holdings with total value $2.43B as of Q3 2024. Top holdings included AAPL, MSFT, VBR, IDCC, and ORCL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 320 $2.43B +$82.1M -$30.4M +$51.7M AAPL, MSFT, VBR, IDCC, ORCL 13F-HR 11/14/2024, 12:11 PM
Q2 2024 315 $2.24B +$80.7M -$58.5M +$22.2M MSFT, AAPL, VBR, FN, AMAT 13F-HR 8/15/2024, 04:25 PM
Q1 2024 320 $2.23B +$73.1M -$74.1M -$1.05M MSFT, AAPL, VBR, SNX, PVH Restatement 5/14/2024, 04:06 PM
Q4 2023 312 $2.1B +$43.9M -$57.9M -$14M MSFT, AAPL, VBR, FN, SNX 13F-HR 2/14/2024, 09:00 AM
Q3 2023 312 $1.89B +$148M -$17.4M +$130M MSFT, AAPL, FN, VBR, SNX 13F-HR 11/14/2023, 04:17 PM
Q2 2023 323 $1.82B +$64.8M -$27.6M +$37.1M AAPL, MSFT, VBR, FN, ORCL 13F-HR 8/15/2023, 02:24 PM
Q1 2023 313 $1.7B +$46M -$46.4M -$432K AAPL, MSFT, VBR, FN, SNX 13F-HR 5/15/2023, 04:31 PM
Q4 2022 313 $1.64B +$72.5M -$37.4M +$35M MSFT, AAPL, VBR, FN, AEL 13F-HR 2/14/2023, 08:43 PM
Q3 2022 289 $1.45B +$83.5M -$28.7M +$54.8M MSFT, AAPL, VBR, SFBS, AEL 13F-HR 11/14/2022, 02:42 PM
Q2 2022 295 $1.5B +$82.9M -$42.4M +$40.6M MSFT, AAPL, VBR, SFBS, AEL 13F-HR 8/15/2022, 01:00 PM
Q1 2022 313 $1.72B +$124M -$26M +$98.2M MSFT, AAPL, VBR, SFBS, GOOG 13F-HR 5/11/2022, 02:08 PM
Q4 2021 294 $1.33B $0 $0 MSFT, VBR, GOOG, SFBS, AMAT 13F-HR 2/14/2022, 09:20 AM
Q3 2021 294 $1.56B +$35.9M -$21.5M +$14.4M MSFT, AAPL, VBR, SYNA, GOOG 13F-HR 11/15/2021, 01:06 PM
Q2 2021 299 $1.57B +$32.2M -$26.7M +$5.46M MSFT, AAPL, VBR, GOOG, AMAT 13F-HR 8/16/2021, 03:26 PM
Q1 2021 291 $1.49B +$255M -$15.6M +$239M MSFT, AAPL, VBR, AMAT, SYNA 13F-HR 5/14/2021, 07:14 AM
Q4 2020 280 $1.14B +$45.6M -$12.3M +$33.3M MSFT, AAPL, VBR, VBK, DIS 13F-HR 2/11/2021, 12:31 PM
Q3 2020 269 $976M +$54.2M -$17.4M +$36.8M MSFT, AAPL, VBR, HD, VBK 13F-HR 11/13/2020, 02:51 PM
Q2 2020 270 $898M +$64.4M -$36.1M +$28.3M MSFT, AAPL, VBR, VBK, HD 13F-HR 8/14/2020, 03:28 PM
Q1 2020 254 $744M +$63.7M -$28.8M +$35M MSFT, AAPL, VBR, INTC, BDX 13F-HR 5/15/2020, 12:50 PM
Q4 2019 265 $893M +$31.9M -$22.4M +$9.5M MSFT, VBR, AAPL, VOE, VBK 13F-HR 2/14/2020, 12:58 PM
Q3 2019 266 $823M +$25.1M -$20.4M +$4.68M MSFT, VBR, VOE, MCD, AAPL 13F-HR 11/14/2019, 12:30 PM
Q2 2019 269 $811M +$32.3M -$18.5M +$13.8M MSFT, VBR, CSCO, VOE, MCD 13F-HR 8/14/2019, 04:24 PM
Q1 2019 259 $770M +$45.9M -$20.6M +$25.3M MSFT, VBR, CSCO, VOE, BDX 13F-HR 5/13/2019, 11:53 AM
Q4 2018 251 $665M +$37.8M -$28.7M +$9.1M MSFT, BDX, MCD, CSCO, VOE 13F-HR 2/14/2019, 03:03 PM
Q3 2018 252 $744M +$13.5M -$10.2M +$3.38M MSFT, BDX, AAPL, CSCO, VBK 13F-HR 11/14/2018, 10:04 AM
Q2 2018 253 $701M +$20.9M -$24.1M -$3.17M MSFT, BDX, VBK, CSCO, INTC 13F-HR 8/14/2018, 12:11 PM
Q1 2018 252 $684M +$27.3M -$22.2M +$5.17M MSFT, BDX, INTC, CSCO, VBK 13F-HR 5/14/2018, 02:17 PM
Q4 2017 258 $696M +$22.4M -$14.8M +$7.56M MSFT, BDX, MCD, VBK, INTC 13F-HR 2/14/2018, 03:50 PM
Q3 2017 251 $653M +$21.7M -$26.6M -$4.86M MSFT, MCD, VBK, BDX, VOE 13F-HR 11/14/2017, 03:03 PM
Q2 2017 255 $634M +$16.7M -$18.4M -$1.67M MSFT, MCD, ORCL, BDX, VOE 13F-HR 8/14/2017, 12:23 PM
Q1 2017 250 $615M +$29.4M -$29.1M +$342K MSFT, BDX, VOE, ORCL, IBM 13F-HR 5/16/2017, 12:23 PM
Q4 2016 253 $607M +$37.6M -$15.4M +$22.2M MSFT, JNJ, XOM, VOE, BDX 13F-HR 2/14/2017, 02:07 PM
Q3 2016 249 $560M +$18.3M -$24.2M -$5.9M MSFT, JNJ, BDX, PG, INTC 13F-HR 11/14/2016, 01:44 PM
Q2 2016 249 $555M +$41.5M -$17.2M +$24.3M MSFT, JNJ, XOM, BDX, PG 13F-HR 8/15/2016, 11:50 AM
Q1 2016 249 $520M +$55.3M -$15.3M +$40M MSFT, JNJ, MCD, ORCL, PG 13F-HR 5/12/2016, 02:54 PM
Q4 2015 235 $466M +$38.8M -$12.5M +$26.3M MSFT, JNJ, MCD, BDX, PG 13F-HR 2/10/2016, 08:07 AM
Q3 2015 223 $418M +$22.8M -$13.7M +$9.05M MSFT, JNJ, ORCL, XOM, PG 13F-HR 11/10/2015, 06:30 PM
Q2 2015 233 $437M +$15.1M -$8.42M +$6.7M ORCL, MSFT, XOM, PG, JNJ 13F-HR 8/14/2015, 01:42 PM
Q1 2015 230 $431M +$34.9M -$9.71M +$25.2M ORCL, PG, XOM, JNJ, BDX 13F-HR 5/15/2015, 01:54 PM
Q4 2014 228 $412M +$6.82M -$13M -$6.19M PG, ORCL, XOM, MSFT, JNJ 13F-HR 2/11/2015, 11:59 AM
Q3 2014 224 $396M +$3.47M -$17.1M -$13.6M XOM, PG, MSFT, JNJ, IBM 13F-HR 11/14/2014, 12:52 PM
Q2 2014 230 $417M +$7.45M -$9.73M -$2.28M XOM, ORCL, JNJ, IBM, PG 13F-HR 8/13/2014, 02:33 PM
Q1 2014 231 $409M +$5.13M -$13.7M -$8.58M XOM, ORCL, IBM, PG, JNJ 13F-HR 5/14/2014, 04:25 PM
Q4 2013 236 $412M $0 $0 XOM, PG, ORCL, IBM, JNJ 13F-HR 2/14/2014, 02:23 PM