• 13F History

BROGAN FINANCIAL, INC.

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$204M
Signature - Title
Sarah J Sutton - CCO
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by BROGAN FINANCIAL, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BROGAN FINANCIAL, INC. reported 56 stock holdings with total value $204M as of Q4 2024. Top holdings included ACIO, OSCV, DRSK, RSP, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 56 $204M +$41.2M -$10.6M +$30.6M ACIO, OSCV, DRSK, RSP, DFAI 13F-HR 2/13/2025, 01:58 PM
Q3 2024 52 $176M +$7.37M -$627K +$6.74M ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 11/14/2024, 09:35 AM
Q2 2024 46 $159M +$4.03M -$346K +$3.69M ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 8/13/2024, 01:25 PM
Q1 2024 43 $151M +$8.78M -$2.65M +$6.13M ACIO, DRSK, OSCV, DFAI, GLD 13F-HR 5/10/2024, 02:39 PM
Q4 2023 43 $135M +$30.1M -$18.7M +$11.3M ACIO, DRSK, DFAI, OSCV, GLD 13F-HR 2/9/2024, 05:25 PM
Q3 2023 36 $114M +$859K -$369K +$490K ACIO, DRSK, OSCV, GLD, ADME 13F-HR 11/13/2023, 11:07 AM
Q2 2023 36 $118M +$1.83M -$242K +$1.59M ACIO, DRSK, OSCV, GLD, ADME 13F-HR 8/10/2023, 05:55 PM
Q1 2023 36 $116M +$934K -$35.2K +$898K ACIO, DRSK, OSCV, GLD, ADME 13F-HR 5/15/2023, 04:21 PM
Q4 2022 38 $112M ACIO, DRSK, OSCV, GLD, ADME 13F-HR 2/14/2023, 04:07 PM