Bray Capital Advisors Last Quarter Change: USA Stocks, Added

Bray Capital Advisors quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Bray Capital Advisors opened 5 positions, added to 13, reduced 35, sold out of 2 and left 100 unchanged. The largest increase in value was LRCX (+$1,932,225); the largest decrease was PANW (-$2,562,519).

PANW: Country of operation United States; Class COM; Shares 2024-09-30 28,093; Shares 2024-12-31 38,688.
UBER: Country of operation United States; Class COM; Shares 2024-09-30 31,571; Shares 2024-12-31 31,879.
WFC: Country of operation United States; Class COM; Shares 2024-09-30 8,708; Shares 2024-12-31 8,713.
ADBE: Country of operation United States; Class COM; Shares 2024-09-30 2,862; Shares 2024-12-31 3,200.

Two Form 13F-HR filings compared (SEC CIK 1631738): 2024-09-30 (filed 2024-11-01) and 2024-12-31 (filed 2025-02-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2024-09-30	Shares 2024-12-31	Share change	Value 2024-09-30	Value 2024-12-31	Value change
PANW PALO ALTO NETWORKS INC	United States	COM	28,093	38,688	+10,595	$9,602,187	$7,039,668	-$2,562,519
UBER UBER TECHNOLOGIES INC	United States	COM	31,571	31,879	+308	$2,372,876	$1,922,941	-$449,935
WFC WELLS FARGO CO NEW	United States	COM	8,708	8,713	+5	$491,935	$612,005	+$120,070
ADBE ADOBE INC	United States	COM	2,862	3,200	+338	$1,481,886	$1,422,976	-$58,910
NUE NUCOR CORP	United States	COM	1,473	1,476	+3	$221,519	$172,231	-$49,288
PSX PHILLIPS 66	United States	COM	2,526	2,543	+17	$332,083	$289,713	-$42,370
DE DEERE & CO	United States	COM	5,200	5,211	+11	$2,170,100	$2,207,926	+$37,826
BMY BRISTOL-MYERS SQUIBB CO	United States	COM	4,911	4,961	+50	$254,086	$280,602	+$26,516
UPS UNITED PARCEL SERVICE INC	United States	CL B	1,753	1,764	+11	$238,939	$222,462	-$16,477
CVX CHEVRON CORP NEW	United States	COM	5,464	5,469	+5	$804,751	$792,178	-$12,573
D DOMINION ENERGY INC	United States	COM	2,275	2,277	+2	$131,491	$122,652	-$8,839
GILD GILEAD SCIENCES INC	United States	COM	707	708	+1	$59,237	$65,424	+$6,187
VRTX VERTEX PHARMACEUTICALS INC	United States	COM	3,930	4,554	+624	$1,827,764	$1,833,896	+$6,132

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet