BRIGGS ADVISORY GROUP, INC.

13F Portfolio Filings

Latest 13F report
Q3 2023 - Oct 27, 2023
Value $
$175M
Signature - Title
Harold E. Briggs, Jr. - CHIEF COMPLIANCE OFFICER
Location
24 Albion Road, Suite 440, Lincoln, RI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 60 $175M +$6.77M -$3.06M +$3.72M IVV, ITOT, SLYV, IDEV, IWM 13F-HR 10/27/2023, 12:31 PM
Q2 2023 56 $179M +$4.99M -$2.45M +$2.54M IVV, ITOT, SLYV, IWM, IDEV 13F-HR 7/24/2023, 10:57 AM
Q1 2023 56 $169M +$4.11M -$832K +$3.28M IVV, ITOT, SLYV, IWM, IDEV 13F-HR 5/5/2023, 04:32 PM
Q4 2022 54 $157M +$16M -$4.31M +$11.7M IVV, ITOT, SLYV, IWM, IDEV 13F-HR 2/9/2023, 05:39 PM
Q3 2022 47 $133M +$9.67M -$2.97M +$6.7M IVV, ITOT, SLYV, IWM, IDEV 13F-HR 11/1/2022, 10:39 AM
Q2 2022 51 $137M +$16M -$8.09M +$7.9M IVV, ITOT, SLYV, IWM, DFAX 13F-HR 7/22/2022, 01:56 PM
Q1 2022 52 $151M +$13.3M -$2.23M +$11.1M IVV, SLYV, ITOT, IWM, DFAX 13F-HR 4/14/2022, 11:03 AM
Q4 2021 49 $147M $0 $0 IVV, SLYV, IWM, ITOT, DFAX 13F-HR 1/27/2022, 12:55 PM