BRIGGS ADVISORY GROUP, INC. current holdings: USA Stocks
BRIGGS ADVISORY GROUP, INC. reported $0.02 billion in share positions in stocks (listed in the US), 20 positions, in its Form 13F for the quarter ended 2023-09-30; the largest are AAPL, AMP, AXP.
- AAPL: Country of operation United States; Class COM; Shares 25,009; Value $4,281,791.
- AMP: Country of operation United States; Class COM; Shares 8,009; Value $2,640,407.
- AXP: Country of operation United States; Class COM; Shares 16,295; Value $2,431,051.
- MSFT: Country of operation United States; Class COM; Shares 4,031; Value $1,272,882.
Form 13F-HR as filed (SEC CIK 1906527): quarter ended 2023-09-30, filed 2023-10-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2023-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 25,009 | $4,281,791 | 24.23% | 2023-09-30 | 2023-10-27 | |
| AMP AMERIPRISE FINL INC | United States | COM | 8,009 | $2,640,407 | 14.94% | 2023-09-30 | 2023-10-27 | +50.85% |
| AXP AMERICAN EXPRESS CO | United States | COM | 16,295 | $2,431,051 | 13.75% | 2023-09-30 | 2023-10-27 | +104.71% |
| MSFT MICROSOFT CORP | United States | COM | 4,031 | $1,272,882 | 7.20% | 2023-09-30 | 2023-10-27 | +61.19% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 2,195 | $1,106,480 | 6.26% | 2023-09-30 | 2023-10-27 | -25.64% |
| RTX RTX CORPORATION | United States | COM | 13,592 | $978,250 | 5.53% | 2023-09-30 | 2023-10-27 | +159.75% |
| BAC BANK AMERICA CORP | United States | COM | 22,135 | $606,059 | 3.43% | 2023-09-30 | 2023-10-27 | +100.73% |
| PEP PEPSICO INC | United States | COM | 3,429 | $581,010 | 3.29% | 2023-09-30 | 2023-10-27 | -24.05% |
| T AT&T INC | United States | COM | 28,738 | $431,637 | 2.44% | 2023-09-30 | 2023-10-27 | +62.98% |
| WMT WALMART INC | United States | COM | 2,228 | $356,367 | 2.02% | 2023-09-30 | 2023-10-27 | +100.34% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 1,500 | $351,660 | 1.99% | 2023-09-30 | 2023-10-27 | +231.35% |
| YUM YUM BRANDS INC | United States | COM | 2,625 | $327,968 | 1.86% | 2023-09-30 | 2023-10-27 | +10.24% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 2,500 | $327,150 | 1.85% | 2023-09-30 | 2023-10-27 | +160.52% |
| MRK MERCK & CO INC | United States | COM | 3,130 | $322,263 | 1.82% | 2023-09-30 | 2023-10-27 | +45.00% |
| INDB INDEPENDENT BK CORP MASS | United States | COM | 6,358 | $312,114 | 1.77% | 2023-09-30 | 2023-10-27 | +59.22% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 9,238 | $299,404 | 1.69% | 2023-09-30 | 2023-10-27 | +41.87% |
| BKH BLACK HILLS CORP | United States | COM | 5,660 | $286,339 | 1.62% | 2023-09-30 | 2023-10-27 | +38.90% |
| HONE HARBORONE BANCORP INC NEW | United States | COM NEW | 28,840 | $274,553 | 1.55% | 2023-09-30 | 2023-10-27 | |
| AVGO BROADCOM INC | United States | COM | 303 | $251,666 | 1.42% | 2023-09-30 | 2023-10-27 | +327.52% |
| CVX CHEVRON CORP NEW | United States | COM | 1,395 | $235,141 | 1.33% | 2023-09-30 | 2023-10-27 | +21.21% |
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