The Analysis of BROGAN FINANCIAL, INC.'s Holdings
Currently, BROGAN FINANCIAL, INC. holds 58 types of securities in its portfolio with a total value $228.8M. In the most recent quarter, they have increased their positions in SPYM (+4.9K shares, valued at $394.7K), N/A (+48 shares, valued at $29.5K), TSLA (+58 shares, valued at $26.1K); decreased their positions in ACIO (-53.1K shares, valued at $2.3M), DFAI (-32.4K shares, valued at $1.2M), OSCV (-22.2K shares, valued at $820.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ACIO ETF SER SOLUTIONS1.9M shares-2.69%2025-12-312026-02-12
OSCV ETF SER SOLUTIONS808.3K shares-2.67%2025-12-312026-02-12 DRSK ETF SER SOLUTIONS988.5K shares-1.28%2025-12-312026-02-12 DFAI DIMENSIONAL ETF TRUST632.6K shares-4.87%2025-12-312026-02-12 SPYM SPDR SERIES TRUST78.8K shares6.66%2025-12-312026-02-12 AAPL APPLE INC15.6K shares-0.14%2025-12-312026-02-12 MSFT MICROSOFT CORP3.2K shares-4.34%2025-12-312026-02-12 LDOS LEIDOS HOLDINGS INC7.7K shares0.07%2025-12-312026-02-12 NVDA NVIDIA CORPORATION5.5K shares-7.53%2025-12-312026-02-12 AMZN AMAZON COM INC4.4K shares-8.29%2025-12-312026-02-12 IWF ISHARES TR1.9K shares0.11%2025-12-312026-02-12 TXN TEXAS INSTRS INC4.5K shares0.02%2025-12-312026-02-12 PG PROCTER AND GAMBLE CO5.4K shares0.15%2025-12-312026-02-12 ABBV ABBVIE INC3.1K shares0.71%2025-12-312026-02-12 DFUS DIMENSIONAL ETF TRUST9.5K shares0.21%2025-12-312026-02-12 CAT CATERPILLAR INC1.2K shares0.25%2025-12-312026-02-12 XOM EXXON MOBIL CORP5.7K shares-0.61%2025-12-312026-02-12 ADME ETF SER SOLUTIONS12.2K shares2.88%2025-12-312026-02-12 WMT WALMART INC5.6K shares-15.84%2025-12-312026-02-12 ELV ELEVANCE HEALTH INC FORMERLY1.7K shares0.47%2025-12-312026-02-12 GLD SPDR GOLD TR1.5K shares-6.00%2025-12-312026-02-12 IWD ISHARES TR2.6K shares0.49%2025-12-312026-02-12 SAIC SCIENCE APPLICATIONS INTL CO5.1K shares0.40%2025-12-312026-02-12 HD HOME DEPOT INC1.4K shares-1.26%2025-12-312026-02-12 NEE NEXTERA ENERGY INC5.9K shares0.70%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.1.5K shares-19.03%2025-12-312026-02-12 IVV ISHARES TR621 shares0.49%2025-12-312026-02-12 CVX CHEVRON CORP NEW2.8K shares0.91%2025-12-312026-02-12 J JACOBS SOLUTIONS INC3.2K shares0.25%2025-12-312026-02-12 ALPHABET INC ALPHABET INC1.3K shares2.70%2025-12-312026-02-12 VONE VANGUARD SCOTTSDALE FDS1.3K shares0.24%2025-12-312026-02-12 ABT ABBOTT LABS3.0K shares0.43%2025-12-312026-02-12 V VISA INC1.1K shares-20.78%2025-12-312026-02-12 PWR QUANTA SVCS INC872 shares-19.71%2025-12-312026-02-12 ALPHABET INC ALPHABET INC1.1K shares2.76%2025-12-312026-02-12 KO COCA COLA CO4.9K shares1.26%2025-12-312026-02-12 COST COSTCO WHSL CORP NEW380 shares0.26%2025-12-312026-02-12 TSLA TESLA INC723 shares8.72%2025-12-312026-02-12 VMC VULCAN MATLS CO1.1K shares-17.91%2025-12-312026-02-12 LOW LOWES COS INC1.2K shares0.48%2025-12-312026-02-12 AMT AMERICAN TOWER CORP NEW1.7K shares-19.12%2025-12-312026-02-12 ROP ROPER TECHNOLOGIES INC669 shares-47.07%2025-12-312026-02-12 FBTC FIDELITY WISE ORIGIN BITCOIN3.4K shares0.18%2025-12-312026-02-12 FANG DIAMONDBACK ENERGY INC1.7K shares-24.48%2025-12-312026-02-12 NOC NORTHROP GRUMMAN CORP447 shares0.45%2025-12-312026-02-12 DGRO ISHARES TR3.6K shares0.64%2025-12-312026-02-12 BR BROADRIDGE FINL SOLUTIONS IN1.1K shares-26.33%2025-12-312026-02-12 JNJ JOHNSON & JOHNSON1.2K shares-1.76%2025-12-312026-02-12 R RYDER SYS INC1.2K shares0.50%2025-12-312026-02-12 PGR PROGRESSIVE CORP1.0K shares-23.73%2025-12-312026-02-12 IJH ISHARES TR3.5K shares0.49%2025-12-312026-02-12 CHE CHEMED CORP NEW511 shares-21.02%2025-12-312026-02-12 ORLA ORLA MNG LTD NEW12.6K shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available