BROGAN FINANCIAL, INC.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$176M
Signature - Title
Sarah Sutton - CCO
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by BROGAN FINANCIAL, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BROGAN FINANCIAL, INC. reported 52 stock holdings with total value $176M as of Q3 2024. Top holdings included ACIO, DRSK, DFAI, OSCV, and GLD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 52 $176M +$7.37M -$627K +$6.74M ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 11/14/2024, 09:35 AM
Q2 2024 46 $159M +$4.03M -$346K +$3.69M ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 8/13/2024, 01:25 PM
Q1 2024 43 $151M +$8.78M -$2.65M +$6.13M ACIO, DRSK, OSCV, DFAI, GLD 13F-HR 5/10/2024, 02:39 PM
Q4 2023 43 $135M +$30.1M -$18.7M +$11.3M ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 2/9/2024, 05:25 PM
Q3 2023 36 $114M +$859K -$369K +$490K ACIO, DRSK, OSCV, GLD, ADME 13F-HR 11/13/2023, 11:07 AM
Q2 2023 36 $118M +$1.83M -$669K +$1.16M ACIO, DRSK, OSCV, GLD, ADME 13F-HR 8/10/2023, 05:55 PM
Q1 2023 36 $116M +$934K -$697K +$236K ACIO, DRSK, OSCV, GLD, ADME 13F-HR 5/15/2023, 04:21 PM
Q4 2022 38 $112M $0 $0 ACIO, DRSK, OSCV, GLD, ADME 13F-HR 2/14/2023, 05:07 PM