Bragg Financial Advisors, Inc

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Charlotte, NC
CIK
0001327055
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 312 2,102,419 MSFT, AAPL, VBR, FN 13F-HR 2/14/2024 000106299324003048
Q3 2023 312 1,893,817 MSFT, AAPL, FN, VBR 13F-HR 11/14/2023 000106299323020798
Q2 2023 323 1,821,029 AAPL, MSFT, VBR, FN 13F-HR 8/15/2023 000106299323016495
Q1 2023 313 1,695,129 AAPL, MSFT, VBR, FN 13F-HR 5/15/2023 000106299323011113
Q4 2022 313 1,644,459 MSFT, AAPL, VBR, FN 13F-HR 2/14/2023 000106299323003566
Q3 2022 289 1,449,976 MSFT, AAPL, VBR, SFBS 13F-HR 11/14/2022 000106299322022027
Q2 2022 295 1,504,958 MSFT, AAPL, VBR, SFBS 13F-HR 8/15/2022 000106299322017938
Q1 2022 313 1,715,926 MSFT, AAPL, VBR, SFBS 13F-HR 5/11/2022 000106299322012052
Q4 2021 294 1,560,218 MSFT, AAPL, VBR, SYNA 13F-HR 2/14/2022 000106299322004011
Q3 2021 294 1,560,218 MSFT, AAPL, VBR, SYNA 13F-HR 11/15/2021 000106299321010837
Q2 2021 299 1,565,703 MSFT, AAPL, VBR, GOOG 13F-HR 8/16/2021 000106299321007561
Q1 2021 291 1,485,168 MSFT, AAPL, VBR, AMAT 13F-HR 5/14/2021 000106299321004554
Q4 2020 280 1,143,111 MSFT, AAPL, VBR, VBK 13F-HR 2/11/2021 000106299321001262
Q3 2020 269 975,697 MSFT, AAPL, VBR, HD 13F-HR 11/13/2020 000106299320005625
Q2 2020 270 898,259 MSFT, AAPL, VBR, VBK 13F-HR 8/14/2020 000106299320004007
Q1 2020 254 744,214 MSFT, AAPL, VBR, INTC 13F-HR 5/15/2020 000106299320002444
Q4 2019 265 893,205 MSFT, VBR, AAPL, VOE 13F-HR 2/14/2020 000106299320000948
Q3 2019 266 822,516 MSFT, VBR, VOE, MCD 13F-HR 11/14/2019 000106299319004446
Q2 2019 269 811,371 MSFT, VBR, CSCO, VOE 13F-HR 8/14/2019 000106299319003428
Q1 2019 259 769,849 MSFT, VBR, CSCO, VOE 13F-HR 5/13/2019 000106299319002148
Q4 2018 251 665,215 MSFT, BDX, MCD, CSCO 13F-HR 2/14/2019 000106299319000907
Q3 2018 252 744,080 MSFT, BDX, AAPL, CSCO 13F-HR 11/14/2018 000106299318004614
Q2 2018 253 700,693 MSFT, BDX, VBK, CSCO 13F-HR 8/14/2018 000106299318003394
Q1 2018 252 683,575 MSFT, BDX, INTC, CSCO 13F-HR 5/14/2018 000106299318002156
Q4 2017 258 696,347 MSFT, BDX, MCD, VBK 13F-HR 2/14/2018 000106299318000822
Q3 2017 251 652,535 MSFT, MCD, VBK, BDX 13F-HR 11/14/2017 000106299317004938
Q2 2017 255 633,795 MSFT, MCD, ORCL, BDX 13F-HR 8/14/2017 000106299317003768
Q1 2017 250 623,620 MSFT, BDX, VOE, ORCL 13F-HR 5/16/2017 000106299317002596
Q4 2016 253 606,537 MSFT, JNJ, XOM, VOE 13F-HR 2/14/2017 000106299317000920
Q3 2016 249 559,864 MSFT, JNJ, BDX, PG 13F-HR 11/14/2016 000106299316012284
Q2 2016 249 554,829 MSFT, JNJ, XOM, BDX 13F-HR 8/15/2016 000106299316011121
Q1 2016 249 520,073 MSFT, JNJ, MCD, ORCL 13F-HR 5/12/2016 000106299316009642
Q4 2015 235 466,489 MSFT, JNJ, MCD, BDX 13F-HR 2/10/2016 000106299316007593
Q3 2015 223 418,051 MSFT, JNJ, ORCL, XOM 13F-HR 11/12/2015 000106299315005896
Q2 2015 233 437,082 ORCL, MSFT, XOM, PG 13F-HR 8/14/2015 000106299315004541
Q1 2015 230 434,075 ORCL, PG, XOM, JNJ 13F-HR 5/15/2015 000106299315002848
Q4 2014 228 412,326 PG, ORCL, XOM, MSFT 13F-HR 2/11/2015 000106299315000626
Q3 2014 224 395,955 XOM, PG, MSFT, JNJ 13F-HR 11/14/2014 000106299314006659
Q2 2014 230 417,288 XOM, ORCL, JNJ, IBM 13F-HR 8/13/2014 000106299314004810
Q1 2014 231 409,185 XOM, ORCL, IBM, PG 13F-HR 5/14/2014 000106299314002930
Q4 2013 236 412,268 XOM, PG, ORCL, IBM 13F-HR 2/14/2014 000106299314000827