Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BRAGG FINANCIAL ADVISORS INC 11-14-2023 09-30-2023 313 1,893,817,580
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $51,241,823 162,286 0.00 0.00 1,737 1.08 09-30-2023
APPLE INC COM 2 $50,483,754 294,865 0.00 0.00 7,398 2.57 09-30-2023
FABRINET SHS 3 $43,753,746 262,596 0.00 0.00 39,615 17.77 09-30-2023
VANGUARD INDEX FDS SM CP VAL ETF 4 $39,116,518 245,260 0.00 0.00 7,411 3.12 09-30-2023
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