BF

BROGAN FINANCIAL, INC.

13F
BROGAN FINANCIAL, INC.
Last update 2025-05-05 60 Stocks (5 new)
Value $206.00 Mil Turnover 3 %
Countries:
Top Holdings: ACIO(36.39%)OSCV(13.36%)DRSK(12.94%)RSP(11.11%)DFAI(9.65%)
Summary Stock Picks Current Portfolio
BROGAN FINANCIAL, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
1,935,771
74,895.0
+1.03%
36.390
+0.37%
4.230
+9.90%
+4.38%
2,023.5
 
OSCV
Opus Small Cap Value Plus ETF
789,284
27,506.6
+2.00%
13.360
+0.26%
5.150
+7.49%
-0.57%
599.2
 
DRSK
Aptus Defined Risk ETF
976,449
26,627.8
+2.07%
12.940
+0.26%
2.270
+6.02%
+6.53%
1,300.8
 
RSP
Invesco S&P 500 Equal Weight ETF
131,977
22,862.5
+0.97%
11.110
+0.11%
0.030
+12.24%
+7.78%
75,134.3
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
635,808
19,856.3
+0.62%
9.650
+0.06%
0.220
+11.16%
+22.61%
10,836.7
 
SPLG
SPDR Portfolio S&P 500 ETF
67,279
4,424.3
+3.09%
2.150
+0.06%
0.010
+15.65%
+8.96%
78,151.1
 
AAPL
Apple Inc
15,602
3,465.7
+1.45%
1.680
+0.02%
0.000
+2.72%
-14.06%
3,206,721.8
Hardware
TJX
TJX Companies Inc
12,338
1,502.8
New Holding
0.730
+0.73%
0.000
+0.09%
+5.17%
140,857.6
Retail - Cyclical
MSFT
Microsoft Corp
3,702
1,389.8
+17.41%
0.680
+0.10%
0.000
+31.02%
+22.05%
3,808,918.6
Software
LDOS
Leidos Holdings Inc
7,652
1,032.5
+0.30%
0.500
0%
0.010
+12.34%
+13.97%
21,013.4
Software

BROGAN FINANCIAL, INC.'s Historical Top Holdings Breakdowns

BROGAN FINANCIAL, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TJX
TJX Companies Inc
2025-03-31
New Buy
New Buy
+0.73%
●
112.81 ($121.39) 126.16
$126.26
4.01%
New holding
12,338
12,338
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
2025-03-31
Add
Add
+0.37%
●
38.36 ($40.2) 41.43
$41.90
4.22%
Add 1.03%
1,935,771
19,675
DRSK
Aptus Defined Risk ETF
2025-03-31
Add
Add
+0.26%
●
27.06 ($27.82) 28.23
$28.73
3.27%
Add 2.07%
976,449
19,782
OSCV
Opus Small Cap Value Plus ETF
2025-03-31
Add
Add
+0.26%
●
34.16 ($36.41) 38.45
$36.59
0.49%
Add 2%
789,284
15,481
WMT
Walmart Inc
2025-03-31
Add
Add
+0.21%
●
84.5 ($93.81) 105.05
$96.60
2.97%
Add 96.23%
9,931
4,870
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.15%
●
222.15 ($333.26) 428.22
$308.74
-7.36%
Add 193.56%
1,732
1,142
MRK
Merck & Co Inc
2025-03-31
New Buy
New Buy
+0.13%
●
83.01 ($93.37) 101.02
$84.11
-9.92%
New holding
2,932
2,932
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+0.12%
●
576.36 ($645.17) 736.67
$714.80
10.79%
New holding
432
432
HD
The Home Depot Inc
2025-03-31
Add
Add
+0.11%
●
347.25 ($389.72) 424.87
$373.09
-4.27%
Add 45.7%
1,964
616
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.11%
●
169.43 ($177.82) 182.84
$186.83
5.07%
Add 0.97%
131,977
1,262

BROGAN FINANCIAL, INC. Total Holding History ($B)

To

BROGAN FINANCIAL, INC.'s Asset Allocation

To

BROGAN FINANCIAL, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BROGAN FINANCIAL, INC.'s Hypothetical Growth since 2025-03-31

BROGAN FINANCIAL, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

BROGAN FINANCIAL, INC.'s Holdings Heat Map

Size field:

BROGAN FINANCIAL, INC.'s Holdings Bubble Chart

BROGAN FINANCIAL, INC. News

  • 1

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