Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 08-14-2024 | 06-30-2024 | 315 | 2,240,639,667 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $71,879,695 | 160,823 | 0.00 | 0.00 | 278 | 0.17 | 06-30-2024 |
| APPLE INC | COM | 2 | $63,124,819 | 299,710 | 0.00 | 0.00 | 4,894 | 1.66 | 06-30-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 3 | $49,005,372 | 268,493 | 0.00 | 0.00 | 8,226 | 3.16 | 06-30-2024 |
| FABRINET | SHS | 4 | $36,889,119 | 150,697 | 0.00 | 0.00 | 448 | 0.30 | 06-30-2024 |
