Get Premium to unlock powerful stock data

Bragg Financial Advisors, Inc Buys General Electric Co, Fiserv Inc, MGIC Investment Corp, Sells SPDR Nuveen Bloomberg Short Term Municipal Bond ET, L.B. Foster Co, Hewlett Packard Enterprise Co

Author's Avatar
insider
Nov 16, 2021
Article's Main Image
Charlotte, NC, based Investment company Bragg Financial Advisors, Inc (Current Portfolio) buys General Electric Co, Fiserv Inc, MGIC Investment Corp, Intuitive Surgical Inc, Lennar Corp, sells SPDR Nuveen Bloomberg Short Term Municipal Bond ET, L.B. Foster Co, Hewlett Packard Enterprise Co, Clorox Co, during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Bragg Financial Advisors, Inc. As of 2021Q3, Bragg Financial Advisors, Inc owns 296 stocks with a total value of $1.6 billion. These are the details of the buys and sells.

For the details of Bragg Financial Advisors, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/bragg+financial+advisors%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Bragg Financial Advisors, Inc
  1. Microsoft Corp (MSFT) - 158,669 shares, 2.87% of the total portfolio. Shares added by 1.36%
  2. Apple Inc (AAPL) - 273,845 shares, 2.48% of the total portfolio. Shares added by 5.93%
  3. Vanguard Small Cap Value ETF (VBR) - 178,497 shares, 1.94% of the total portfolio. Shares added by 7.87%
  4. Synaptics Inc (SYNA) - 145,218 shares, 1.67% of the total portfolio. Shares added by 0.14%
  5. Alphabet Inc (GOOG) - 9,604 shares, 1.64% of the total portfolio. Shares added by 0.71%
New Purchase: General Electric Co (GE)

Bragg Financial Advisors, Inc initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $103.350000. The impact to a portfolio due to this purchase was 0.31%. The holding were 47,626 shares as of 2021-09-30.

New Purchase: Fiserv Inc (FISV)

Bragg Financial Advisors, Inc initiated holding in Fiserv Inc. The purchase prices were between $106.21 and $119.11, with an estimated average price of $111.75. The stock is now traded at around $102.110000. The impact to a portfolio due to this purchase was 0.1%. The holding were 14,576 shares as of 2021-09-30.

New Purchase: Lennar Corp (LEN)

Bragg Financial Advisors, Inc initiated holding in Lennar Corp. The purchase prices were between $93.68 and $108.84, with an estimated average price of $102.27. The stock is now traded at around $108.080000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,763 shares as of 2021-09-30.

New Purchase: Intuitive Surgical Inc (ISRG)

Bragg Financial Advisors, Inc initiated holding in Intuitive Surgical Inc. The purchase prices were between $309.15 and $360.85, with an estimated average price of $335.78. The stock is now traded at around $361.120000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,440 shares as of 2021-09-30.

New Purchase: iShares S&P 500 Growth ETF (IVW)

Bragg Financial Advisors, Inc initiated holding in iShares S&P 500 Growth ETF. The purchase prices were between $72.88 and $78.88, with an estimated average price of $76.13. The stock is now traded at around $82.850000. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,181 shares as of 2021-09-30.

New Purchase: Analog Devices Inc (ADI)

Bragg Financial Advisors, Inc initiated holding in Analog Devices Inc. The purchase prices were between $158.98 and $178.53, with an estimated average price of $167.71. The stock is now traded at around $187.670000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,212 shares as of 2021-09-30.

Added: MGIC Investment Corp (MTG)

Bragg Financial Advisors, Inc added to a holding in MGIC Investment Corp by 101.61%. The purchase prices were between $13.15 and $15.45, with an estimated average price of $14.49. The stock is now traded at around $15.370000. The impact to a portfolio due to this purchase was 0.1%. The holding were 202,285 shares as of 2021-09-30.

Added: PPG Industries Inc (PPG)

Bragg Financial Advisors, Inc added to a holding in PPG Industries Inc by 111.36%. The purchase prices were between $143.01 and $172.3, with an estimated average price of $160.51. The stock is now traded at around $164.840000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,153 shares as of 2021-09-30.

Added: Caterpillar Inc (CAT)

Bragg Financial Advisors, Inc added to a holding in Caterpillar Inc by 25.75%. The purchase prices were between $189.84 and $221.66, with an estimated average price of $208.43. The stock is now traded at around $205.430000. The impact to a portfolio due to this purchase was 0.02%. The holding were 7,901 shares as of 2021-09-30.

Added: United Parcel Service Inc (UPS)

Bragg Financial Advisors, Inc added to a holding in United Parcel Service Inc by 22.73%. The purchase prices were between $182.1 and $214.26, with an estimated average price of $197.6. The stock is now traded at around $211.870000. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,420 shares as of 2021-09-30.

Added: Lincoln National Corp (LNC)

Bragg Financial Advisors, Inc added to a holding in Lincoln National Corp by 73.12%. The purchase prices were between $57 and $71.89, with an estimated average price of $65.34. The stock is now traded at around $73.580000. The impact to a portfolio due to this purchase was 0.01%. The holding were 6,047 shares as of 2021-09-30.

Added: Vanguard Materials ETF (VAW)

Bragg Financial Advisors, Inc added to a holding in Vanguard Materials ETF by 43.94%. The purchase prices were between $172.22 and $188.21, with an estimated average price of $180.96. The stock is now traded at around $195.690000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,198 shares as of 2021-09-30.

Sold Out: Hewlett Packard Enterprise Co (HPE)

Bragg Financial Advisors, Inc sold out a holding in Hewlett Packard Enterprise Co. The sale prices were between $13.01 and $15.48, with an estimated average price of $14.46.

Sold Out: Medtronic PLC (MDT)

Bragg Financial Advisors, Inc sold out a holding in Medtronic PLC. The sale prices were between $122.75 and $135.17, with an estimated average price of $129.47.

Sold Out: (MXIM)

Bragg Financial Advisors, Inc sold out a holding in . The sale prices were between $96.12 and $106.63, with an estimated average price of $100.35.

Sold Out: Kimberly-Clark Corp (KMB)

Bragg Financial Advisors, Inc sold out a holding in Kimberly-Clark Corp. The sale prices were between $132.43 and $141.49, with an estimated average price of $136.06.

Sold Out: Organon & Co (OGN)

Bragg Financial Advisors, Inc sold out a holding in Organon & Co. The sale prices were between $28.63 and $35.64, with an estimated average price of $32.03.

Sold Out: Unilever PLC (UL)

Bragg Financial Advisors, Inc sold out a holding in Unilever PLC. The sale prices were between $53.95 and $60.15, with an estimated average price of $56.66.



Here is the complete portfolio of Bragg Financial Advisors, Inc. Also check out:

1. Bragg Financial Advisors, Inc's Undervalued Stocks
2. Bragg Financial Advisors, Inc's Top Growth Companies, and
3. Bragg Financial Advisors, Inc's High Yield stocks
4. Stocks that Bragg Financial Advisors, Inc keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus