• 13F History

Bragg Financial Advisors, Inc

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$2.47B
Signature - Title
Dawn Cannon - Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Bragg Financial Advisors, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bragg Financial Advisors, Inc reported 325 stock holdings with total value $2.47B as of Q4 2024. Top holdings included AAPL, MSFT, VBR, IDCC, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 325 $2.47B +$124M -$79.1M +$44.7M AAPL, MSFT, VBR, IDCC, GOOG 13F-HR 2/13/2025, 02:37 PM
Q3 2024 320 $2.43B +$82.1M -$30.4M +$51.7M AAPL, MSFT, VBR, IDCC, ORCL 13F-HR 11/14/2024, 12:11 PM
Q2 2024 315 $2.24B +$80.6M -$58.5M +$22.2M MSFT, AAPL, VBR, FN, AMAT 13F-HR 8/15/2024, 04:25 PM
Q1 2024 320 $2.23B +$73.1M -$74.1M -$1.05M MSFT, AAPL, VBR, SNX, PVH Restatement 5/14/2024, 04:06 PM
Q4 2023 312 $2.1B +$43.9M -$57.9M -$14M MSFT, AAPL, VBR, FN, SNX 13F-HR 2/14/2024, 09:00 AM
Q3 2023 326 $1.89B +$148M -$17.4M +$130M MSFT, AAPL, FN, VBR, SNX 13F-HR 11/14/2023, 04:17 PM
Q2 2023 328 $1.82B +$64.8M -$27.6M +$37.1M AAPL, MSFT, VBR, FN, ORCL 13F-HR 8/15/2023, 03:24 PM
Q1 2023 313 $1.7B +$46M -$21.3M +$24.7M AAPL, MSFT, VBR, FN, SNX 13F-HR 5/15/2023, 04:31 PM
Q4 2022 313 $1.64B +$72.5M -$36.6M +$35.9M MSFT, AAPL, VBR, FN, AEL 13F-HR 2/14/2023, 07:43 PM
Q3 2022 289 $1.45B +$83.5M -$24M +$59.5M MSFT, AAPL, VBR, SFBS, AEL 13F-HR 11/14/2022, 01:42 PM
Q2 2022 295 $1.5B +$82.9M -$18.5M +$64.4M MSFT, AAPL, VBR, SFBS, AEL 13F-HR 8/15/2022, 01:00 PM
Q1 2022 313 $1.72B +$128M -$30M +$98.4M MSFT, AAPL, VBR, SFBS, GOOG 13F-HR 5/11/2022, 02:08 PM
Q4 2021 268 $1.33B MSFT, VBR, GOOG, SFBS, AMAT 13F-HR 2/14/2022, 08:20 AM
Q3 2021 294 $1.56B +$35.9M -$21.5M +$14.4M MSFT, AAPL, VBR, SYNA, GOOG 13F-HR 11/15/2021, 01:06 PM
Q2 2021 299 $1.57B +$32.2M -$26.7M +$5.46M MSFT, AAPL, VBR, GOOG, AMAT 13F-HR 8/16/2021, 03:26 PM
Q1 2021 291 $1.49B +$255M -$15.6M +$239M MSFT, AAPL, VBR, AMAT, SYNA 13F-HR 5/14/2021, 07:14 AM
Q4 2020 280 $1.14B +$45.6M -$10.6M +$35M MSFT, AAPL, VBR, VBK, DIS 13F-HR 2/11/2021, 11:31 AM
Q3 2020 269 $976M +$54.2M -$14.8M +$39.4M MSFT, AAPL, VBR, HD, VBK 13F-HR 11/13/2020, 01:51 PM
Q2 2020 270 $898M +$64.4M -$20.4M +$43.9M MSFT, AAPL, VBR, VBK, HD 13F-HR 8/14/2020, 03:28 PM
Q1 2020 254 $744M +$63.7M -$11.6M +$52.2M MSFT, AAPL, VBR, INTC, BDX 13F-HR 5/15/2020, 12:50 PM
Q4 2019 265 $893M +$31.9M -$12.4M +$19.5M MSFT, VBR, AAPL, VOE, VBK 13F-HR 2/14/2020, 11:58 AM
Q3 2019 266 $823M +$25.1M -$12.8M +$12.2M MSFT, VBR, VOE, MCD, AAPL 13F-HR 11/14/2019, 11:30 AM
Q2 2019 269 $811M +$32.3M -$5.69M +$26.6M MSFT, VBR, CSCO, VOE, MCD 13F-HR 8/14/2019, 04:24 PM
Q1 2019 259 $770M +$45.9M -$8.51M +$37.4M MSFT, VBR, CSCO, VOE, BDX 13F-HR 5/13/2019, 11:53 AM
Q4 2018 251 $665M +$37.8M -$12.7M +$25.1M MSFT, BDX, MCD, CSCO, VOE 13F-HR 2/14/2019, 02:03 PM
Q3 2018 252 $744M +$13.5M -$8.34M +$5.2M MSFT, BDX, AAPL, CSCO, VBK 13F-HR 11/14/2018, 09:04 AM
Q2 2018 253 $701M +$20.9M -$13.6M +$7.27M MSFT, BDX, VBK, CSCO, INTC 13F-HR 8/14/2018, 12:11 PM
Q1 2018 252 $684M +$27.3M -$15M +$12.4M MSFT, BDX, INTC, CSCO, VBK 13F-HR 5/14/2018, 02:17 PM
Q4 2017 258 $696M +$22.4M -$7.77M +$14.6M MSFT, BDX, MCD, VBK, INTC 13F-HR 2/14/2018, 02:50 PM
Q3 2017 251 $653M +$21.7M -$13.8M +$7.96M MSFT, MCD, VBK, BDX, VOE 13F-HR 11/14/2017, 02:03 PM
Q2 2017 255 $634M +$16.7M -$23.9M -$7.16M MSFT, MCD, ORCL, BDX, VOE 13F-HR 8/14/2017, 12:23 PM
Q1 2017 246 $615M +$29.4M -$15.7M +$13.7M MSFT, BDX, VOE, ORCL, IBM 13F-HR 5/16/2017, 12:23 PM
Q4 2016 253 $607M +$37.6M -$7.55M +$30M MSFT, JNJ, XOM, VOE, BDX 13F-HR 2/14/2017, 01:07 PM
Q3 2016 249 $560M +$18.3M -$13.5M +$4.82M MSFT, JNJ, BDX, PG, INTC 13F-HR 11/14/2016, 12:44 PM
Q2 2016 249 $555M +$41.5M -$13.6M +$27.9M MSFT, JNJ, XOM, BDX, PG 13F-HR 8/15/2016, 11:50 AM
Q1 2016 249 $520M +$55.3M -$10.9M +$44.4M MSFT, JNJ, MCD, ORCL, PG 13F-HR 5/12/2016, 02:54 PM
Q4 2015 235 $466M +$38.8M -$6.75M +$32M MSFT, JNJ, MCD, BDX, PG 13F-HR 2/10/2016, 07:07 AM
Q3 2015 223 $418M +$22.8M -$8.02M +$14.7M MSFT, JNJ, ORCL, XOM, PG 13F-HR 11/10/2015, 05:30 PM
Q2 2015 233 $437M +$15.3M -$6.55M +$8.78M ORCL, MSFT, XOM, PG, JNJ 13F-HR 8/14/2015, 01:42 PM
Q1 2015 226 $431M +$34.9M -$1.5M +$33.4M ORCL, PG, XOM, JNJ, BDX 13F-HR 5/15/2015, 01:54 PM
Q4 2014 228 $412M +$6.82M -$9.94M -$3.12M PG, ORCL, XOM, MSFT, JNJ 13F-HR 2/11/2015, 10:59 AM
Q3 2014 224 $396M +$3.47M -$13.7M -$10.2M XOM, PG, MSFT, JNJ, IBM 13F-HR 11/14/2014, 11:52 AM
Q2 2014 230 $417M +$7.45M -$8.73M -$1.28M XOM, ORCL, JNJ, IBM, PG 13F-HR 8/13/2014, 02:33 PM
Q1 2014 231 $409M +$5.13M -$8.28M -$3.15M XOM, ORCL, IBM, PG, JNJ 13F-HR 5/14/2014, 04:25 PM
Q4 2013 236 $412M XOM, PG, ORCL, IBM, JNJ 13F-HR 2/14/2014, 01:23 PM