Bragg-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VCEB",
  "VSGX",
  "NCNO",
  "AX",
  "ESGR",
  "FN",
  "QRVO",
  "OSK",
  "TROW",
  "RJF",
  "ARW",
  "FLO",
  "SCHL",
  null,
  "ACN",
  "LEVI",
  null,
  "MMM",
  "ABT",
  "REVG",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "IAC",
  null,
  "DUK",
  null,
  "D",
  null,
  "ECG",
  "SFBS",
  "UNF",
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  "GIII",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  "IJH",
  null,
  null,
  "IWS",
  "LIN",
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "EXC",
  "FTV",
  "GE",
  "GPC",
  null,
  "BX",
  "HSY",
  "FDUS",
  "AMP",
  "IJR",
  "EFG",
  "ORCL",
  "VGIT",
  "VHT",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  "VGSH",
  "PGR",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PPG",
  "SPGI",
  "RY",
  null,
  "NOW",
  "SPG",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  null,
  null,
  "AMT",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UPS",
  "VNQ",
  "VO",
  "AAP",
  "PNFP",
  "MET",
  "VSEC",
  "VV",
  "VOE",
  "SCHW",
  "MDU",
  null,
  "VWO",
  null,
  "NJR",
  "LOB",
  null,
  "PRF",
  "VCIT",
  null,
  "VIG",
  null,
  "IWO",
  "GGG",
  null,
  "TSM",
  "GPN",
  null,
  "THS",
  null,
  null,
  "VYM",
  "DD",
  "EW",
  "TT",
  "AGCO",
  "GPK",
  "RLI",
  "MTG",
  "SAIC",
  "LFUS",
  "PVH",
  "MSM",
  "UGI",
  "SYNA",
  "SSB",
  "SFM",
  null,
  "SNX",
  "AFL",
  "AMD",
  "ALLE",
  "FI",
  "DRI",
  "DECK",
  "WM",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  "DCO",
  null,
  "FSTR",
  "FSBC",
  "IDCC",
  "HMN",
  null,
  "KNF",
  null,
  "AMZN",
  null,
  null,
  "ESGD",
  null,
  null,
  "VEU",
  "VPL",
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  null,
  "VBK",
  "BNDX",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "VSH",
  "WMT",
  "WFC",
  "YUMC",
  "YUM",
  null,
  null,
  "MTZ",
  "NSC",
  null,
  "MFC",
  "SO",
  null,
  "OTIS",
  "PSX",
  "CRM",
  "SYY",
  null,
  "GEV",
  "GWW",
  "ESGU",
  "PSA",
  "NUE",
  "FDX",
  "ADP",
  "AVDX",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BE",
  "BA",
  "BMY",
  "BF-B",
  "BAM.TO",
  "BXP",
  "CARR",
  "CNC",
  "CVX",
  "CB",
  "CSCO",
  "COKE",
  "KO",
  "CNO",
  "CMCSA",
  "CL",
  "COP",
  "CNXC",
  "STZ",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CSWI",
  "CSGS",
  "DHR",
  "DELL",
  "DAR",
  "DE",
  "DFS",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "VMC",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 332
Total Value: 2431205681
Accession Number: 0001062993-25-009327
Form Type: 13F-HR
CIK: bragg-financial-advisors
Manager Name: Bragg-Financial-Advisors

Data Enrichment

85% identified

282 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

332 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 17 of 17

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922042775

VEU|922042775

Shares:3.8K

Value:$231.1K

% of Portfolio:0.0% ($231.1K/$2.4B)

921910691

VCEB|921910691

Shares:3.7K

Value:$230.6K

% of Portfolio:0.0% ($230.6K/$2.4B)

US BANCORP \DE\

USB|902973304

Shares:5.5K

Value:$230.2K

% of Portfolio:0.0% ($230.2K/$2.4B)

MASTEC INC

MTZ|576323109

Shares:1.9K

Value:$224.2K

% of Portfolio:0.0% ($224.2K/$2.4B)

NUCOR CORP

NUE|670346105

Shares:1.8K

Value:$218.7K

% of Portfolio:0.0% ($218.7K/$2.4B)

67092P409

Shares:5.1K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$2.4B)

46435G425

ESGU|46435G425

Shares:1.7K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$2.4B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:2.6K

Value:$209.3K

% of Portfolio:0.0% ($209.3K/$2.4B)

Corteva, Inc.

CTVA|22052L104

Shares:3.2K

Value:$203.1K

% of Portfolio:0.0% ($203.1K/$2.4B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:1.8K

Value:$202.6K

% of Portfolio:0.0% ($202.6K/$2.4B)

78464A201

Shares:2.4K

Value:$200.4K

% of Portfolio:0.0% ($200.4K/$2.4B)

AvidXchange Holdings, Inc.

AVDX|05368X102

Shares:10.9K

Value:$92.4K

% of Portfolio:0.0% ($92.4K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEUcusip922042775)	3.8K	QoQ 0.00% (+0) YoY NEW(+3.8K)	All Managers (Combined)	$231.1K	0.0% ($231.1K/$2.4B)	QoQ +5.66% (+$12.4K) YoY NEW(+$231.1K)
(VCEBcusip921910691)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$230.6K	0.0% ($230.6K/$2.4B)	QoQ NEW(+$230.6K) YoY NEW(+$230.6K)
US BANCORP \DE\(USBcusip902973304)	5.5K	QoQ -12.07% (-749) YoY -37.60% (-3.3K)	All Managers (Combined)	$230.2K	0.0% ($230.2K/$2.4B)	QoQ -22.39% (-$66.4K) YoY -41.06% (-$160.4K)
MASTEC INC(MTZcusip576323109)	1.9K	QoQ -10.14% (-217) YoY -46.00% (-1.6K)	All Managers (Combined)	$224.2K	0.0% ($224.2K/$2.4B)	QoQ -22.97% (-$66.9K) YoY -32.42% (-$107.6K)
NUCOR CORP(NUEcusip670346105)	1.8K	QoQ NEW(+1.8K) YoY +40.63% (-525)	All Managers (Combined)	$218.7K	0.0% ($218.7K/$2.4B)	QoQ NEW(+$218.7K) YoY -14.48% (-$37.0K)
(cusip67092P409)✕	5.1K	QoQ +1.20% (-60) YoY -4.39% (-232)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$2.4B)	QoQ -8.32% (-$19.7K) YoY -7.74% (-$18.2K)
(ESGUcusip46435G425)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$2.4B)	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	2.6K	QoQ +0.89% (+23) YoY -19.72% (-637)	All Managers (Combined)	$209.3K	0.0% ($209.3K/$2.4B)	QoQ +4.16% (+$8.4K) YoY -28.72% (-$84.4K)
Corteva, Inc.(CTVAcusip22052L104)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$203.1K	0.0% ($203.1K/$2.4B)	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
EMERSON ELECTRIC CO(EMRcusip291011104)	1.8K	QoQ +3.24% (-58) YoY -8.01% (-161)	All Managers (Combined)	$202.6K	0.0% ($202.6K/$2.4B)	QoQ -8.66% (-$19.2K) YoY -11.07% (-$25.2K)
(cusip78464A201)✕	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$200.4K	0.0% ($200.4K/$2.4B)	QoQ NEW(+$200.4K) YoY NEW(+$200.4K)
AvidXchange Holdings, Inc.(AVDXcusip05368X102)	10.9K	QoQ 0.00% (-0) YoY NEW(+10.9K)	All Managers (Combined)	$92.4K	0.0% ($92.4K/$2.4B)	QoQ -17.98% (-$20.3K) YoY NEW(+$92.4K)