$1.72 Billion is the total value of Bragg Financial Advisors, Inc's 313 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 13.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $49,479,000 | +10.6% | 160,485 | +1.1% | 2.88% | +0.6% |
| AAPL | Sell | APPLE INC | $47,335,000 | +22.2% | 271,090 | -1.0% | 2.76% | +11.1% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $35,162,000 | +16.4% | 199,854 | +12.0% | 2.05% | +5.8% |
| SFBS | Buy | SERVISFIRST BANCSHARES INC | $29,609,000 | +22.7% | 310,723 | +0.2% | 1.73% | +11.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $27,157,000 | +6.1% | 9,723 | +1.2% | 1.58% | -3.5% |
| AEL | Buy | AMERICAN EQTY INVT LIFE HLD | $25,005,000 | +36.8% | 626,540 | +1.4% | 1.46% | +24.4% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $21,678,000 | +4.8% | 87,365 | +18.3% | 1.26% | -4.8% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $21,249,000 | +13.4% | 141,971 | +5.8% | 1.24% | +3.1% |
| AMAT | Sell | APPLIED MATLS INC | $20,903,000 | +0.7% | 158,595 | -1.7% | 1.22% | -8.5% |
| SYNA | Sell | SYNAPTICS INC | $19,863,000 | -23.9% | 99,566 | -31.4% | 1.16% | -30.8% |
| AMZN | Buy | AMAZON COM INC | $19,468,000 | +12.9% | 5,972 | +13.7% | 1.14% | +2.6% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $19,359,000 | +14.2% | 375,539 | +21.3% | 1.13% | +3.8% |
| AXP | Buy | AMERICAN EXPRESS CO | $19,340,000 | +13.0% | 103,424 | +1.3% | 1.13% | +2.7% |
| DHR | Sell | DANAHER CORPORATION | $19,160,000 | -4.4% | 65,319 | -0.8% | 1.12% | -13.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $18,731,000 | +31.2% | 36,730 | +0.6% | 1.09% | +19.3% |
| MCD | Buy | MCDONALDS CORP | $18,479,000 | +4.2% | 74,730 | +1.6% | 1.08% | -5.3% |
| ORCL | Buy | ORACLE CORP | $18,237,000 | -4.7% | 220,445 | +0.4% | 1.06% | -13.4% |
| MTZ | Buy | MASTEC INC | $18,043,000 | +23.6% | 207,151 | +22.4% | 1.05% | +12.4% |
| HD | Buy | HOME DEPOT INC | $18,053,000 | -8.0% | 60,310 | +0.9% | 1.05% | -16.4% |
| FN | Buy | FABRINET | $17,941,000 | +5.7% | 170,654 | +3.0% | 1.05% | -3.9% |
| HMN | Buy | HORACE MANN EDUCATORS CORP N | $17,870,000 | +6.1% | 427,205 | +0.9% | 1.04% | -3.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $17,772,000 | +3.8% | 79,762 | +10.0% | 1.04% | -5.6% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $17,422,000 | +26.6% | 117,889 | +16.0% | 1.02% | +15.1% |
| CSCO | Sell | CISCO SYS INC | $17,045,000 | +2.0% | 305,682 | -0.4% | 0.99% | -7.3% |
| CNO | Buy | CNO FINL GROUP INC | $16,479,000 | +22.1% | 656,804 | +14.6% | 0.96% | +11.0% |
| IDCC | Buy | INTERDIGITAL INC | $16,210,000 | -4.6% | 254,075 | +1.4% | 0.94% | -13.2% |
| AMP | Sell | AMERIPRISE FINL INC | $15,982,000 | +6.0% | 53,210 | -6.8% | 0.93% | -3.6% |
| SNX | Buy | TD SYNNEX CORPORATION | $15,783,000 | +40.3% | 152,920 | +41.6% | 0.92% | +27.6% |
| TXN | Buy | TEXAS INSTRS INC | $15,593,000 | -3.5% | 84,985 | +1.1% | 0.91% | -12.2% |
| RLI | Buy | RLI CORP | $15,594,000 | +11.0% | 140,952 | +0.6% | 0.91% | +1.0% |
| UNP | Sell | UNION PAC CORP | $15,233,000 | +37.7% | 55,755 | -1.2% | 0.89% | +25.2% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $15,173,000 | +40.1% | 253,986 | +48.4% | 0.88% | +27.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $14,964,000 | +14.3% | 84,431 | +4.2% | 0.87% | +3.9% |
| DIS | Buy | DISNEY WALT CO | $14,506,000 | -16.2% | 105,760 | +3.3% | 0.84% | -23.9% |
| ACN | Buy | ACCENTURE PLC IRELAND | $14,495,000 | +7.0% | 42,982 | +1.5% | 0.84% | -2.8% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $14,145,000 | +13.6% | 49,182 | +14.6% | 0.82% | +3.3% |
| MSM | Buy | MSC INDL DIRECT INCcl a | $13,938,000 | +7.1% | 163,578 | +0.8% | 0.81% | -2.6% |
| INTC | Buy | INTEL CORP | $13,901,000 | -3.2% | 280,482 | +4.1% | 0.81% | -12.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $13,849,000 | +10.2% | 90,634 | +0.9% | 0.81% | +0.2% |
| TROW | Buy | PRICE T ROWE GROUP INC | $13,819,000 | -21.8% | 91,400 | +1.8% | 0.80% | -28.9% |
| BDX | Sell | BECTON DICKINSON & CO | $13,717,000 | +7.6% | 51,567 | -0.6% | 0.80% | -2.2% |
| SJI | Sell | SOUTH JERSEY INDS INC | $13,625,000 | +31.7% | 394,363 | -18.9% | 0.79% | +19.8% |
| ETN | Sell | EATON CORP PLC | $13,556,000 | -0.2% | 89,324 | -1.8% | 0.79% | -9.3% |
| AMGN | Buy | AMGEN INC | $13,448,000 | +20.4% | 55,612 | +5.9% | 0.78% | +9.5% |
| VTWV | Buy | VANGUARD SCOTTSDALE FDSvng rus2000val | $13,272,000 | +1.5% | 93,998 | +1.0% | 0.77% | -7.8% |
| NJR | Buy | NEW JERSEY RES CORP | $13,233,000 | +32.8% | 288,562 | +0.8% | 0.77% | +20.7% |
| WMT | Buy | WALMART INC | $12,833,000 | +11.9% | 86,177 | +4.7% | 0.75% | +1.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $12,790,000 | +24.8% | 22,211 | -2.6% | 0.74% | +13.4% |
| SWM | Buy | SCHWEITZER-MAUDUIT INTL INC | $12,746,000 | -6.0% | 463,478 | +18.5% | 0.74% | -14.5% |
| PFE | Buy | PFIZER INC | $12,667,000 | +25.5% | 244,686 | +4.3% | 0.74% | +14.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $12,640,000 | -11.9% | 92,721 | +5.8% | 0.74% | -19.8% |
| ABBV | Buy | ABBVIE INC | $12,591,000 | +58.6% | 77,670 | +5.5% | 0.73% | +44.2% |
| MRK | Buy | MERCK & CO INC | $12,302,000 | +14.8% | 149,936 | +5.1% | 0.72% | +4.4% |
| CNXC | Buy | CONCENTRIX CORP | $12,171,000 | -5.7% | 73,071 | +0.2% | 0.71% | -14.3% |
| CSGS | Buy | CSG SYS INTL INC | $12,156,000 | +32.5% | 191,219 | +0.5% | 0.71% | +20.4% |
| GLW | Buy | CORNING INC | $12,048,000 | +5.1% | 326,410 | +3.9% | 0.70% | -4.4% |
| OSK | Buy | OSHKOSH CORP | $11,687,000 | +16.8% | 116,118 | +18.8% | 0.68% | +6.1% |
| ABT | Buy | ABBOTT LABS | $11,553,000 | +5.7% | 97,612 | +5.5% | 0.67% | -4.0% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $11,240,000 | +18.8% | 113,460 | +3.1% | 0.66% | +8.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $11,215,000 | +9.0% | 31,382 | +6.0% | 0.65% | -0.9% |
| PVH | Buy | PVH CORPORATION | $11,196,000 | +3.5% | 146,139 | +38.9% | 0.65% | -5.9% |
| PLD | Sell | PROLOGIS INC. | $11,165,000 | +25.6% | 69,140 | -2.5% | 0.65% | +14.2% |
| FB | Buy | META PLATFORMS INCcl a | $11,097,000 | -29.7% | 49,907 | +7.3% | 0.65% | -36.0% |
| HON | Buy | HONEYWELL INTL INC | $10,919,000 | -5.7% | 56,117 | +2.9% | 0.64% | -14.3% |
| ANAT | Buy | AMERICAN NATIONAL GROUP INC | $10,873,000 | +0.7% | 57,503 | +0.7% | 0.63% | -8.4% |
| RY | Buy | ROYAL BK CDA | $10,862,000 | +16.7% | 98,501 | +5.3% | 0.63% | +6.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $10,450,000 | -10.8% | 223,195 | +6.5% | 0.61% | -18.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $10,340,000 | +2.5% | 202,975 | +8.7% | 0.60% | -6.8% |
| AVGO | Buy | BROADCOM INC | $10,302,000 | +36.3% | 16,360 | +5.0% | 0.60% | +24.0% |
| AX | Buy | AXOS FINANCIAL INC | $10,138,000 | -9.2% | 218,549 | +0.9% | 0.59% | -17.5% |
| BKNG | Buy | BOOKING HOLDINGS INC | $9,880,000 | +5.4% | 4,207 | +6.5% | 0.58% | -4.2% |
| COP | Buy | CONOCOPHILLIPS | $9,601,000 | +49.1% | 96,009 | +1.0% | 0.56% | +35.6% |
| CSWI | Buy | CSW INDUSTRIALS INC | $9,529,000 | -7.6% | 81,033 | +0.3% | 0.56% | -16.0% |
| D | Buy | DOMINION ENERGY INC | $9,244,000 | +25.4% | 108,790 | +7.7% | 0.54% | +14.0% |
| VSH | Buy | VISHAY INTERTECHNOLOGY INC | $9,198,000 | -1.6% | 469,283 | +0.9% | 0.54% | -10.5% |
| TJX | Buy | TJX COS INC NEW | $9,155,000 | -4.0% | 151,126 | +4.5% | 0.53% | -12.6% |
| OMI | Buy | OWENS & MINOR INC NEW | $9,139,000 | +41.5% | 207,613 | +0.6% | 0.53% | +28.7% |
| DECK | Sell | DECKERS OUTDOOR CORP | $8,873,000 | -24.6% | 32,410 | -0.7% | 0.52% | -31.4% |
| XOM | Buy | EXXON MOBIL CORP | $8,759,000 | +47.5% | 106,060 | +5.1% | 0.51% | +33.9% |
| QCOM | Buy | QUALCOMM INC | $8,723,000 | +22.7% | 57,083 | +3.6% | 0.51% | +11.4% |
| GIII | Buy | G III APPAREL GROUP LTD | $8,580,000 | -4.0% | 317,177 | +0.4% | 0.50% | -12.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $8,560,000 | +23.3% | 72,442 | +9.8% | 0.50% | +12.1% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $8,423,000 | +4.7% | 97,900 | +14.9% | 0.49% | -4.8% |
| PGR | Sell | PROGRESSIVE CORP | $8,337,000 | +21.3% | 73,139 | -3.8% | 0.49% | +10.5% |
| SCHL | Buy | SCHOLASTIC CORP | $8,312,000 | +13.6% | 206,355 | +0.5% | 0.48% | +3.2% |
| UNFI | New | UNITED NAT FOODS INC | $8,103,000 | – | 195,960 | +100.0% | 0.47% | – |
| NKE | Buy | NIKE INCcl b | $8,000,000 | +2.4% | 59,451 | +10.5% | 0.47% | -7.0% |
| SAIC | Buy | SCIENCE APPLICATIONS INTL CO | $7,977,000 | +9.6% | 86,549 | +1.7% | 0.46% | -0.2% |
| EXC | Buy | EXELON CORP | $7,874,000 | +2.8% | 165,316 | +4.3% | 0.46% | -6.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,641,000 | +10.6% | 2,747 | +6.3% | 0.44% | +0.5% |
| SO | Sell | SOUTHERN CO | $7,521,000 | +10.5% | 103,726 | -5.6% | 0.44% | +0.5% |
| APD | Buy | AIR PRODS & CHEMS INC | $7,444,000 | +2.0% | 29,786 | +4.5% | 0.43% | -7.3% |
| GGG | Buy | GRACO INC | $7,203,000 | +0.6% | 103,313 | +1.0% | 0.42% | -8.5% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $7,131,000 | -18.3% | 68,175 | -16.0% | 0.42% | -25.7% |
| NLOK | Buy | NORTONLIFELOCK INC | $7,095,000 | +7.7% | 267,552 | +2.8% | 0.41% | -2.1% |
| PEP | Buy | PEPSICO INC | $7,038,000 | +21.8% | 42,050 | +9.5% | 0.41% | +10.8% |
| MTG | Buy | MGIC INVT CORP WIS | $6,931,000 | +129.0% | 511,500 | +152.9% | 0.40% | +108.2% |
| LOW | Buy | LOWES COS INC | $6,770,000 | +0.8% | 33,484 | +1.2% | 0.40% | -8.1% |
| CVX | Buy | CHEVRON CORP NEW | $6,368,000 | +63.0% | 39,108 | +1.6% | 0.37% | +48.4% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $6,143,000 | +30.5% | 76,408 | +8.4% | 0.36% | +18.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $6,013,000 | +7.0% | 46,250 | +14.3% | 0.35% | -2.8% |
| DAR | Sell | DARLING INGREDIENTS INC | $5,932,000 | +11.6% | 73,804 | -0.2% | 0.35% | +1.5% |
| RJF | Buy | RAYMOND JAMES FINL INC | $5,906,000 | +45.9% | 53,738 | +22.5% | 0.34% | +32.3% |
| EQC | Buy | EQUITY COMWLTH | $5,797,000 | +10.7% | 205,491 | +1.9% | 0.34% | +0.6% |
| CRI | Buy | CARTERS INC | $5,663,000 | -3.7% | 61,560 | +1.7% | 0.33% | -12.5% |
| BK | Buy | BANK NEW YORK MELLON CORP | $5,560,000 | +4.9% | 112,020 | +9.6% | 0.32% | -4.7% |
| QRVO | New | QORVO INC | $5,467,000 | – | 44,052 | +100.0% | 0.32% | – |
| SFM | Buy | SPROUTS FMRS MKT INC | $5,463,000 | +41.2% | 170,829 | +2.3% | 0.32% | +28.2% |
| TFC | Buy | TRUIST FINL CORP | $5,229,000 | -2.3% | 92,227 | +1.1% | 0.30% | -11.1% |
| New | SHELL PLCspon ads | $5,234,000 | – | 95,278 | +100.0% | 0.30% | – | |
| SBUX | Buy | STARBUCKS CORP | $5,168,000 | -1.6% | 56,806 | +19.3% | 0.30% | -10.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $5,021,000 | +6.5% | 11,117 | +1.2% | 0.29% | -3.0% |
| LTHM | Buy | LIVENT CORP | $5,006,000 | +13.1% | 192,016 | +0.2% | 0.29% | +2.8% |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $4,869,000 | +6.8% | 242,988 | +1.5% | 0.28% | -2.7% |
| Buy | GENERAL ELECTRIC CO | $4,679,000 | -4.6% | 51,132 | +7.4% | 0.27% | -13.3% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $4,672,000 | +36.2% | 7,910 | +31.8% | 0.27% | +23.6% |
| MUB | Buy | ISHARES TRnational mun etf | $4,661,000 | +12.2% | 42,509 | +18.9% | 0.27% | +2.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,611,000 | +37.6% | 13,066 | +6.4% | 0.27% | +25.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $4,567,000 | -50.9% | 39,492 | +10.5% | 0.27% | -55.4% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $4,480,000 | +0.4% | 21,486 | -3.3% | 0.26% | -8.7% |
| DD | Sell | DUPONT DE NEMOURS INC | $4,375,000 | -5.8% | 59,465 | -12.9% | 0.26% | -14.4% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $4,327,000 | +10.5% | 17,223 | +16.7% | 0.25% | +0.4% |
| FISV | Buy | FISERV INC | $4,308,000 | +172.5% | 42,486 | +191.5% | 0.25% | +148.5% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $4,231,000 | +28.6% | 8 | 0.0% | 0.25% | +17.1% | |
| UNF | Buy | UNIFIRST CORP MASS | $4,146,000 | -13.1% | 22,497 | +0.3% | 0.24% | -20.9% |
| DCO | Buy | DUCOMMUN INC DEL | $4,147,000 | +4.7% | 79,152 | +0.7% | 0.24% | -4.7% |
| ISBC | Buy | INVESTORS BANCORP INC NEW | $4,087,000 | +0.9% | 273,724 | +2.1% | 0.24% | -8.5% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $4,092,000 | -12.8% | 26,799 | -1.4% | 0.24% | -20.9% |
| ARW | Buy | ARROW ELECTRS INC | $3,860,000 | +6.9% | 32,537 | +1.2% | 0.22% | -2.6% |
| THS | Sell | TREEHOUSE FOODS INC | $3,863,000 | -52.7% | 119,742 | -41.5% | 0.22% | -57.0% |
| UGI | New | UGI CORP NEW | $3,633,000 | – | 100,292 | +100.0% | 0.21% | – |
| AAWW | New | ATLAS AIR WORLDWIDE HLDGS IN | $3,527,000 | – | 40,840 | +100.0% | 0.21% | – |
| DE | Sell | DEERE & CO | $3,490,000 | +19.5% | 8,399 | -3.6% | 0.20% | +8.6% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $3,432,000 | +4.5% | 16,149 | +7.6% | 0.20% | -4.8% |
| FLO | Sell | FLOWERS FOODS INC | $3,422,000 | +6.1% | 133,110 | -2.4% | 0.20% | -3.9% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sh | $3,357,000 | -22.5% | 70,921 | -19.1% | 0.20% | -29.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $3,199,000 | +19.1% | 43,802 | -3.5% | 0.19% | +8.1% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,075,000 | +62.1% | 14,337 | +37.6% | 0.18% | +46.7% |
| DUK | Sell | DUKE ENERGY CORP NEW | $3,029,000 | +6.6% | 27,124 | -6.8% | 0.18% | -2.7% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $2,747,000 | +2.9% | 25,052 | -3.3% | 0.16% | -6.4% |
| New | CONSTELLATION ENERGY CORP | $2,680,000 | – | 47,636 | +100.0% | 0.16% | – | |
| KO | Sell | COCA COLA CO | $2,512,000 | +12.5% | 40,522 | -4.8% | 0.15% | +2.1% |
| VSEC | Buy | VSE CORP | $2,402,000 | -3.5% | 52,121 | +0.8% | 0.14% | -12.5% |
| GIS | Sell | GENERAL MLS INC | $2,374,000 | +6.6% | 35,054 | -5.8% | 0.14% | -3.5% |
| HTA | Buy | HEALTHCARE TR AMER INCcl a new | $2,333,000 | +38.9% | 74,438 | +31.4% | 0.14% | +25.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,310,000 | +10.6% | 9,713 | +10.2% | 0.14% | +0.7% |
| ANTM | Sell | ANTHEM INC | $2,225,000 | -5.8% | 4,530 | -28.5% | 0.13% | -13.9% |
| CFX | Sell | COLFAX CORP | $2,186,000 | -13.6% | 54,936 | -0.3% | 0.13% | -21.6% |
| LFUS | Buy | LITTELFUSE INC | $2,172,000 | -7.9% | 8,710 | +1.0% | 0.13% | -15.9% |
| VLO | Sell | VALERO ENERGY CORP | $2,183,000 | +37.4% | 21,497 | -4.5% | 0.13% | +24.5% |
| DRI | Sell | DARDEN RESTAURANTS INC | $2,186,000 | -16.8% | 16,446 | -5.2% | 0.13% | -24.4% |
| TIP | Sell | ISHARES TRtips bd etf | $2,166,000 | -6.7% | 17,386 | -4.4% | 0.13% | -15.4% |
| KBAL | Buy | KIMBALL INTL INCcl b | $2,129,000 | -17.3% | 251,949 | +9.6% | 0.12% | -24.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,102,000 | +27.6% | 8,716 | +3.7% | 0.12% | +15.1% |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $2,058,000 | -4.9% | 42,853 | 0.0% | 0.12% | -13.7% | |
| GWW | Sell | GRAINGER W W INC | $1,939,000 | +21.0% | 3,760 | -7.8% | 0.11% | +9.7% |
| BFB | Sell | BROWN FORMAN CORPcl b | $1,940,000 | -6.0% | 28,943 | -6.0% | 0.11% | -14.4% |
| AGCO | Buy | AGCO CORP | $1,921,000 | +22.6% | 13,152 | +2.8% | 0.11% | +12.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $1,923,000 | +7.9% | 6,927 | +6.5% | 0.11% | -1.8% |
| FSTR | Sell | FOSTER L B CO | $1,880,000 | -1.5% | 122,336 | -0.7% | 0.11% | -9.8% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,888,000 | +4.8% | 17,420 | -1.6% | 0.11% | -4.3% |
| VOOV | Buy | VANGUARD ADMIRAL FDS INC500 val idx fd | $1,734,000 | +93.3% | 11,505 | +80.3% | 0.10% | +77.2% |
| CL | Sell | COLGATE PALMOLIVE CO | $1,686,000 | -5.1% | 22,237 | -5.4% | 0.10% | -14.0% |
| CAT | Sell | CATERPILLAR INC | $1,651,000 | +8.8% | 7,411 | -6.2% | 0.10% | -1.0% |
| PPG | Buy | PPG INDS INC | $1,652,000 | +124.2% | 12,606 | +144.6% | 0.10% | +104.3% |
| MMM | Sell | 3M CO | $1,645,000 | -19.3% | 11,050 | -5.0% | 0.10% | -26.7% |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,605,000 | – | 14,675 | +100.0% | 0.09% | – |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $1,601,000 | +5.2% | 3,845 | +1.3% | 0.09% | -5.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,564,000 | +20.4% | 6,872 | +5.7% | 0.09% | +9.6% |
| BLL | Sell | BALL CORP | $1,502,000 | -7.1% | 16,691 | -7.1% | 0.09% | -15.4% |
| USB | Sell | US BANCORP DEL | $1,481,000 | -12.6% | 27,863 | -2.2% | 0.09% | -21.1% |
| PSA | Sell | PUBLIC STORAGE | $1,444,000 | +16.5% | 3,699 | -11.4% | 0.08% | +6.3% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $1,435,000 | +4.3% | 5,641 | +1.3% | 0.08% | -4.5% |
| IR | INGERSOLL RAND INC | $1,336,000 | -0.1% | 26,536 | 0.0% | 0.08% | -9.3% | |
| CCF | Buy | CHASE CORP | $1,317,000 | -14.5% | 15,149 | +0.4% | 0.08% | -22.2% |
| BXP | New | BOSTON PROPERTIES INC | $1,299,000 | – | 10,082 | +100.0% | 0.08% | – |
| SYK | Sell | STRYKER CORPORATION | $1,289,000 | -14.2% | 4,823 | -15.4% | 0.08% | -21.9% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $1,249,000 | +32.6% | 19,850 | +42.4% | 0.07% | +21.7% |
| IYW | Sell | ISHARES TRu.s. tech etf | $1,232,000 | +0.9% | 11,959 | -0.8% | 0.07% | -7.7% |
| IJS | ISHARES TRsp smcp600vl etf | $1,224,000 | +1.7% | 11,952 | 0.0% | 0.07% | -7.8% | |
| SYY | Sell | SYSCO CORP | $1,226,000 | -7.6% | 15,019 | -11.1% | 0.07% | -16.5% |
| NVDA | Buy | NVIDIA CORPORATION | $1,220,000 | +108.9% | 4,472 | +58.6% | 0.07% | +91.9% |
| BAC | Sell | BK OF AMERICA CORP | $1,207,000 | -3.4% | 29,281 | -0.6% | 0.07% | -12.5% |
| FTV | Sell | FORTIVE CORP | $1,179,000 | -32.7% | 19,348 | -22.1% | 0.07% | -38.4% |
| IWR | Buy | ISHARES TRrus mid cap etf | $1,184,000 | +26.4% | 15,170 | +26.7% | 0.07% | +15.0% |
| TGT | Buy | TARGET CORP | $1,169,000 | +0.9% | 5,510 | +8.8% | 0.07% | -8.1% |
| VTWG | Buy | VANGUARD SCOTTSDALE FDSvng rus2000grw | $1,124,000 | +134.2% | 6,041 | +169.2% | 0.07% | +112.9% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,077,000 | +9.0% | 17,157 | +1.0% | 0.06% | 0.0% |
| BSV | Sell | VANGUARD BD INDEX FDSshort trm bond | $1,039,000 | -37.2% | 13,339 | -33.9% | 0.06% | -42.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,035,000 | -2.8% | 4,547 | -5.2% | 0.06% | -11.8% |
| PSX | Buy | PHILLIPS 66 | $1,017,000 | +28.7% | 11,773 | +4.4% | 0.06% | +15.7% |
| T | Sell | AT&T INC | $1,001,000 | -37.4% | 42,362 | -28.5% | 0.06% | -43.7% |
| PWR | QUANTA SVCS INC | $958,000 | +15.6% | 7,280 | 0.0% | 0.06% | +5.7% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $933,000 | +3.1% | 4,546 | +9.9% | 0.05% | -6.9% |
| TSLA | Buy | TESLA INC | $876,000 | +49.7% | 813 | +7.7% | 0.05% | +37.8% |
| BA | Sell | BOEING CO | $849,000 | -19.4% | 4,435 | -7.5% | 0.05% | -27.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $840,000 | +30.6% | 1,851 | +24.0% | 0.05% | +19.5% |
| GPC | Sell | GENUINE PARTS CO | $768,000 | -3.0% | 6,092 | -6.7% | 0.04% | -11.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $779,000 | +11.6% | 7,220 | +13.0% | 0.04% | 0.0% |
| New | NCINO INC | $754,000 | – | 18,404 | +100.0% | 0.04% | – | |
| AFL | Buy | AFLAC INC | $732,000 | +28.0% | 11,369 | +3.6% | 0.04% | +16.2% |
| V | Buy | VISA INC | $741,000 | +2.5% | 3,342 | +3.0% | 0.04% | -6.5% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $712,000 | -13.9% | 15,528 | -2.8% | 0.04% | -22.6% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $700,000 | +40.3% | 4,405 | +31.7% | 0.04% | +28.1% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $709,000 | +7.1% | 3,078 | -2.0% | 0.04% | -2.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $707,000 | +4.3% | 6,005 | +0.2% | 0.04% | -4.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $680,000 | +35.7% | 14,736 | +47.0% | 0.04% | +25.0% |
| NSC | Buy | NORFOLK SOUTHN CORP | $676,000 | +37.1% | 2,370 | +15.1% | 0.04% | +21.9% |
| YUM | Sell | YUM BRANDS INC | $668,000 | -4.2% | 5,632 | -1.2% | 0.04% | -13.3% |
| SCHW | Buy | SCHWAB CHARLES CORP | $650,000 | +16.5% | 7,709 | +0.7% | 0.04% | +5.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $649,000 | +80.3% | 5,425 | +70.9% | 0.04% | +65.2% |
| ALLE | ALLEGION PLC | $659,000 | -16.9% | 6,002 | 0.0% | 0.04% | -25.5% | |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $644,000 | +16.5% | 2,401 | +14.3% | 0.04% | +8.6% |
| SPYX | Buy | SPDR SER TRspdr s&p 500 etf | $646,000 | +48.2% | 5,815 | +41.8% | 0.04% | +35.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $636,000 | +0.3% | 8,638 | +6.3% | 0.04% | -9.8% |
| NEE | Buy | NEXTERA ENERGY INC | $623,000 | +42.9% | 7,356 | +32.6% | 0.04% | +28.6% |
| IDXX | Sell | IDEXX LABS INC | $616,000 | -17.6% | 1,126 | -6.3% | 0.04% | -25.0% |
| BX | Buy | BLACKSTONE INC | $612,000 | +110.3% | 4,821 | +92.8% | 0.04% | +89.5% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $594,000 | +7.2% | 1,211 | +5.1% | 0.04% | -2.8% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $594,000 | +86.8% | 7,329 | +84.4% | 0.04% | +75.0% |
| BE | Sell | BLOOM ENERGY CORP | $592,000 | +11.1% | 24,496 | -14.0% | 0.04% | +2.9% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $605,000 | +21.2% | 4,835 | +26.1% | 0.04% | +9.4% |
| VDC | Buy | VANGUARD WORLD FDSconsum stp etf | $586,000 | +18.4% | 2,993 | +8.3% | 0.03% | +6.2% |
| GLD | Sell | SPDR GOLD TR | $585,000 | -2.3% | 3,236 | -11.2% | 0.03% | -10.5% |
| NFLX | Buy | NETFLIX INC | $568,000 | -2.1% | 1,516 | +59.4% | 0.03% | -10.8% |
| LLY | Buy | LILLY ELI & CO | $571,000 | +38.9% | 1,993 | +12.0% | 0.03% | +26.9% |
| VIAC | PARAMOUNT GLOBAL | $564,000 | -4.2% | 14,905 | 0.0% | 0.03% | -13.2% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $558,000 | +48.8% | 1,539 | +47.0% | 0.03% | +37.5% |
| COKE | COCA COLA CONS INC | $543,000 | +26.3% | 1,092 | 0.0% | 0.03% | +14.3% | |
| ESML | Buy | ISHARES TResg aware msci | $526,000 | +35.2% | 13,824 | +38.5% | 0.03% | +24.0% |
| VFC | Buy | V F CORP | $536,000 | -9.0% | 9,430 | +7.2% | 0.03% | -18.4% |
| ENB | Buy | ENBRIDGE INC | $530,000 | +16.2% | 11,503 | +0.6% | 0.03% | +6.9% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $540,000 | -1.6% | 1,770 | -0.1% | 0.03% | -11.4% |
| CVS | Sell | CVS HEALTH CORP | $509,000 | +15.4% | 5,034 | -3.1% | 0.03% | +7.1% |
| GPN | Sell | GLOBAL PMTS INC | $504,000 | -27.0% | 3,683 | -15.9% | 0.03% | -34.1% |
| GILD | Sell | GILEAD SCIENCES INC | $499,000 | -46.1% | 8,396 | -36.6% | 0.03% | -50.8% |
| WFC | Sell | WELLS FARGO CO NEW | $506,000 | -2.5% | 10,448 | -6.6% | 0.03% | -12.1% |
| ITOT | New | ISHARES TRcore s&p ttl stk | $487,000 | – | 4,826 | +100.0% | 0.03% | – |
| IWD | Buy | ISHARES TRrus 1000 val etf | $487,000 | +18.5% | 2,934 | +11.6% | 0.03% | +7.7% |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $487,000 | – | 1,765 | +100.0% | 0.03% | – |
| EFX | Sell | EQUIFAX INC | $469,000 | -8.4% | 1,980 | -2.0% | 0.03% | -18.2% |
| ADI | Buy | ANALOG DEVICES INC | $455,000 | +23.0% | 2,753 | +24.5% | 0.03% | +12.5% |
| FITB | Sell | FIFTH THIRD BANCORP | $458,000 | -4.0% | 10,652 | -5.3% | 0.03% | -12.9% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $465,000 | -17.8% | 6,043 | -12.2% | 0.03% | -25.0% |
| EL | LAUDER ESTEE COS INCcl a | $470,000 | -9.3% | 1,727 | 0.0% | 0.03% | -18.2% | |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $463,000 | -6.3% | 5,551 | -3.2% | 0.03% | -15.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $452,000 | +17.7% | 4,493 | +31.2% | 0.03% | +4.0% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $440,000 | +10.0% | 5,941 | +20.2% | 0.03% | 0.0% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $443,000 | +54.4% | 6,009 | +64.2% | 0.03% | +44.4% |
| NUE | Sell | NUCOR CORP | $430,000 | +15.3% | 2,890 | -23.7% | 0.02% | +4.2% |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $426,000 | +18.7% | 19,000 | 0.0% | 0.02% | +8.7% | |
| INTU | Buy | INTUIT | $434,000 | -9.6% | 903 | +1.5% | 0.02% | -19.4% |
| VAW | Buy | VANGUARD WORLD FDSmaterials etf | $428,000 | +12.3% | 2,208 | +0.5% | 0.02% | +4.2% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $430,000 | -70.5% | 5,502 | -68.9% | 0.02% | -73.1% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $429,000 | -1.2% | 4,595 | -1.8% | 0.02% | -10.7% |
| DVY | New | ISHARES TRselect divid etf | $414,000 | – | 3,233 | +100.0% | 0.02% | – |
| MET | Buy | METLIFE INC | $406,000 | +16.3% | 5,777 | +2.1% | 0.02% | +9.1% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $406,000 | +18.7% | 5,259 | +21.8% | 0.02% | +9.1% |
| LMT | Sell | LOCKHEED MARTIN CORP | $420,000 | +19.0% | 952 | -6.9% | 0.02% | +4.3% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $410,000 | -6.6% | 2,223 | -1.0% | 0.02% | -14.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $402,000 | +26.8% | 8,024 | +34.7% | 0.02% | +15.0% |
| NUSC | Buy | NUSHARES ETF TRnuveen esg smlcp | $400,000 | +45.5% | 10,045 | +58.7% | 0.02% | +27.8% |
| FDX | Sell | FEDEX CORP | $376,000 | +4.7% | 1,623 | -0.9% | 0.02% | -4.3% |
| LNC | Sell | LINCOLN NATL CORP IND | $379,000 | -8.9% | 5,797 | -4.1% | 0.02% | -18.5% |
| CLX | Sell | CLOROX CO DEL | $383,000 | -56.3% | 2,753 | -47.9% | 0.02% | -60.7% |
| LEN | Sell | LENNAR CORPcl a | $374,000 | -30.7% | 4,603 | -20.1% | 0.02% | -37.1% |
| VOO | Buy | VANGUARD INDEX FDS | $374,000 | +15.8% | 900 | +9.9% | 0.02% | +4.8% |
| VOX | Buy | VANGUARD WORLD FDS | $377,000 | -12.3% | 3,141 | +2.7% | 0.02% | -21.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $357,000 | +0.6% | 6,024 | +4.1% | 0.02% | -8.7% |
| IAU | New | ISHARES GOLD TRishares new | $361,000 | – | 9,809 | +100.0% | 0.02% | – |
| PFF | ISHARES TRpfd and incm sec | $364,000 | -6.2% | 10,000 | 0.0% | 0.02% | -16.0% | |
| FDUS | FIDUS INVT CORP | $363,000 | +15.6% | 18,011 | 0.0% | 0.02% | +5.0% | |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $321,000 | -16.8% | 3,488 | -15.1% | 0.02% | -24.0% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $326,000 | -31.7% | 1,082 | +125.4% | 0.02% | -38.7% |
| DLTR | New | DOLLAR TREE INC | $324,000 | – | 2,020 | +100.0% | 0.02% | – |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $307,000 | +21.8% | 1,896 | +15.5% | 0.02% | +12.5% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $289,000 | +11.2% | 1,485 | +7.2% | 0.02% | 0.0% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $289,000 | +41.7% | 2,700 | -2.3% | 0.02% | +30.8% |
| VMC | Buy | VULCAN MATLS CO | $286,000 | +19.2% | 1,555 | +9.7% | 0.02% | +13.3% |
| MS | MORGAN STANLEY | $291,000 | -10.2% | 3,329 | 0.0% | 0.02% | -19.0% | |
| VIOV | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $291,000 | +2.1% | 1,640 | 0.0% | 0.02% | -5.6% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $288,000 | +36.5% | 1,375 | +34.4% | 0.02% | +21.4% |
| IWO | New | ISHARES TRrus 2000 grw etf | $296,000 | – | 1,156 | +100.0% | 0.02% | – |
| WM | Buy | WASTE MGMT INC DEL | $279,000 | +21.3% | 1,763 | +14.5% | 0.02% | +6.7% |
| SLV | Sell | ISHARES SILVER TRishares | $281,000 | -20.8% | 12,300 | -28.9% | 0.02% | -30.4% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $267,000 | +16.6% | 4,661 | +25.5% | 0.02% | +6.7% |
| EMR | Buy | EMERSON ELEC CO | $280,000 | +11.1% | 2,856 | +6.6% | 0.02% | 0.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $268,000 | -18.5% | 2,858 | -17.7% | 0.02% | -23.8% |
| CB | New | CHUBB LIMITED | $267,000 | – | 1,248 | +100.0% | 0.02% | – |
| SPGI | Buy | S&P GLOBAL INC | $251,000 | -2.7% | 613 | +0.8% | 0.02% | -11.8% |
| SLB | New | SCHLUMBERGER LTD | $237,000 | – | 5,732 | +100.0% | 0.01% | – |
| SUSC | New | ISHARES TResg awre usd etf | $243,000 | – | 9,675 | +100.0% | 0.01% | – |
| GL | Buy | GLOBE LIFE INC | $243,000 | +18.0% | 2,411 | +4.3% | 0.01% | +7.7% |
| DOW | New | DOW INC | $243,000 | – | 3,811 | +100.0% | 0.01% | – |
| IGIB | New | ISHARES TR | $235,000 | – | 4,275 | +100.0% | 0.01% | – |
| IUSB | New | ISHARES TRcore total usd | $241,000 | – | 4,849 | +100.0% | 0.01% | – |
| IGSB | Sell | ISHARES TR | $224,000 | -6.7% | 4,325 | -1.4% | 0.01% | -13.3% |
| DFS | Sell | DISCOVER FINL SVCS | $230,000 | -10.5% | 2,088 | -0.3% | 0.01% | -18.8% |
| CTVA | New | CORTEVA INC | $226,000 | – | 3,936 | +100.0% | 0.01% | – |
| MAA | New | MID-AMER APT CMNTYS INC | $222,000 | – | 1,061 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $218,000 | – | 285 | +100.0% | 0.01% | – |
| NUMV | New | NUSHARES ETF TRnuveen esg midvl | $225,000 | – | 6,248 | +100.0% | 0.01% | – |
| MO | Sell | ALTRIA GROUP INC | $220,000 | +4.3% | 4,203 | -9.3% | 0.01% | -7.1% |
| MPC | New | MARATHON PETE CORP | $202,000 | – | 2,360 | +100.0% | 0.01% | – |
| YUMC | YUM CHINA HLDGS INC | $209,000 | -28.4% | 5,032 | 0.0% | 0.01% | -36.8% | |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $202,000 | -10.6% | 1,578 | +2.0% | 0.01% | -14.3% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $208,000 | -19.7% | 3,459 | -24.8% | 0.01% | -29.4% |
| AGG | New | ISHARES TRcore us aggbd et | $211,000 | – | 1,972 | +100.0% | 0.01% | – |
| FE | New | FIRSTENERGY CORP | $204,000 | – | 4,450 | +100.0% | 0.01% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $214,000 | – | 4,173 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $204,000 | – | 3,667 | +100.0% | 0.01% | – |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $205,000 | -12.0% | 4,551 | -1.4% | 0.01% | -20.0% |
| CRDB | Sell | CRAWFORD & COcl b | $127,000 | -37.4% | 17,471 | -22.8% | 0.01% | -46.2% |
| FCNCA | Exit | FIRST CTZNS BANCSHARES INC Ncl a | $0 | – | -268 | -100.0% | -0.01% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -1,500 | -100.0% | -0.01% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -3,181 | -100.0% | -0.02% | – |
| CASS | Exit | CASS INFORMATION SYS INC | $0 | – | -7,457 | -100.0% | -0.02% | – |
| ATRO | Exit | ASTRONICS CORP | $0 | – | -26,192 | -100.0% | -0.02% | – |
| SAFT | Exit | SAFETY INS GROUP INC | $0 | – | -4,962 | -100.0% | -0.02% | – |
| DELL | Exit | DELL TECHNOLOGIES INCcl c | $0 | – | -3,971 | -100.0% | -0.03% | – |
| POWL | Exit | POWELL INDS INC | $0 | – | -16,923 | -100.0% | -0.03% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -37,466 | -100.0% | -0.04% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -15,147 | -100.0% | -0.04% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCspons adr a | $0 | – | -74,347 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 3.3% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| MCDONALDS CORP | 42 | Q3 2023 | 1.7% |
| ORACLE CORP | 42 | Q3 2023 | 1.6% |
| Vanguard Small Cap Growth ETF | 42 | Q3 2023 | 1.7% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 1.8% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 1.7% |
| Cisco Systems Inc | 42 | Q3 2023 | 1.7% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.7% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.6% |
View Bragg Financial Advisors, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Bragg Financial Advisors, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.