$154 Million is the total value of Bray Capital Advisors's 135 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SHRT TRM CP ETF | 39 | Q2 2024 | 10.4% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 7.1% |
| VANGUARD INDEX FDS | 39 | Q2 2024 | 4.0% |
| JPMORGAN CHASE & CO. | 39 | Q2 2024 | 2.8% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 3.3% |
| STARBUCKS CORP | 39 | Q2 2024 | 2.5% |
| UNITEDHEALTH GROUP INC | 39 | Q2 2024 | 2.1% |
| META PLATFORMS INC | 39 | Q2 2024 | 2.2% |
| MCDONALDS CORP | 39 | Q2 2024 | 1.4% |
| EXXON MOBIL CORP | 39 | Q2 2024 | 2.6% |
View Bray Capital Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-21 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-03 |
View Bray Capital Advisors'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.