What FPA Queens Road Bought in Q4 2024

Bragg Financial Advisors · Quarterly 13F recap as filed with the SEC.

Period: 2024-12-31 · Filed · Historical

$2.47B

Total Value

325

Holdings

0

New Buys

0

Reduced

In Q4 2024, FPA Queens Road reported 325 long equity positions worth $2.47B in their Bragg Financial Advisors 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1AAPLAPPLE INC303700$76.1M3.08%
2MSFTMICROSOFT CORP167422$70.6M2.86%
3VBRVANGUARD INDEX FDS277583$55.0M2.23%
4IDCCINTERDIGITAL INC219685$42.6M1.72%
5GOOGALPHABET INC191268$36.4M1.48%
6SNXTD SYNNEX CORPORATION306323$35.9M1.45%
7SFMSPROUTS FMRS MKT INC278224$35.4M1.43%
8ORCLORACLE CORP210041$35.0M1.42%
9SFBSSERVISFIRST BANCSHARES INC411969$34.9M1.41%
10AVGOBROADCOM INC146821$34.0M1.38%
11VBKVANGUARD INDEX FDS120585$33.8M1.37%
12FNFABRINET149438$32.9M1.33%
13AMZNAMAZON COM INC138797$30.5M1.23%
14RLIRLI CORP175768$29.0M1.17%
15METAMETA PLATFORMS INC48877$28.6M1.16%
16AXAXOS FINANCIAL INC398364$27.8M1.13%
17AXPAMERICAN EXPRESS CO92458$27.4M1.11%
18VTEBVANGUARD MUN BD FDS540612$27.1M1.10%
19VOEVANGUARD INDEX FDS165573$26.8M1.08%
20PVHPVH CORPORATION248138$26.2M1.06%
21VOTVANGUARD INDEX FDS101290$25.7M1.04%
22AMATAPPLIED MATLS INC154618$25.1M1.02%
23VUGVANGUARD INDEX FDS60131$24.7M1.00%
24UGIUGI CORP NEW874069$24.7M1.00%
25VTVVANGUARD INDEX FDS145058$24.6M0.99%
26VXUSVANGUARD STAR FDS415224$24.5M0.99%
27ETNEATON CORP PLC71754$23.8M0.96%
28SAICSCIENCE APPLICATIONS INTL CO209541$23.4M0.95%
29WMTWALMART INC252913$22.9M0.93%
30JPMJPMORGAN CHASE & CO.95197$22.8M0.92%
31OSKOSHKOSH CORP230136$21.9M0.89%
32MTGMGIC INVT CORP WIS907220$21.5M0.87%
33CSCOCISCO SYS INC359208$21.3M0.86%
34ESGRENSTAR GROUP LIMITED66005$21.3M0.86%
35JBTMJOHN BEAN TECHNOLOGIES CORP164265$20.9M0.85%
36CNO-PACNO FINL GROUP INC554634$20.6M0.84%
37AAPADVANCE AUTO PARTS INC435179$20.6M0.83%
38MSMMSC INDL DIRECT INC273794$20.4M0.83%
39HDHOME DEPOT INC51975$20.2M0.82%
40CSGSCSG SYS INTL INC384850$19.7M0.80%
41MCDMCDONALDS CORP66816$19.4M0.78%
42VSHVISHAY INTERTECHNOLOGY INC1108069$18.8M0.76%
43ARWARROW ELECTRS INC164017$18.6M0.75%
44ACNACCENTURE PLC IRELAND52192$18.4M0.74%
45AMPAMERIPRISE FINL INC34430$18.3M0.74%
46COSTCOSTCO WHSL CORP NEW19849$18.2M0.74%
47TXNTEXAS INSTRS INC96384$18.1M0.73%
48PPLIIAC INC407022$17.6M0.71%
49BKNGBOOKING HOLDINGS INC3425$17.0M0.69%
50GIIIG III APPAREL GROUP LTD515008$16.8M0.68%
51GLWCORNING INC353000$16.8M0.68%
52VCITVANGUARD SCOTTSDALE FDS204866$16.4M0.67%
53AGCOAGCO CORP174728$16.3M0.66%
54NJRNEW JERSEY RES CORP348607$16.3M0.66%
55PGPROCTER AND GAMBLE CO95806$16.1M0.65%
56UNHUNITEDHEALTH GROUP INC31032$15.7M0.64%
57MAMASTERCARD INCORPORATED29695$15.6M0.63%
58HMNHORACE MANN EDUCATORS CORP N396501$15.6M0.63%
59TJXTJX COS INC NEW126136$15.2M0.62%
60DHRDANAHER CORPORATION66219$15.2M0.62%
61NVDANVIDIA CORPORATION112688$15.1M0.61%
62LEVILEVI STRAUSS & CO NEW865790$15.0M0.61%
63IBMINTERNATIONAL BUSINESS MACHS67742$14.9M0.60%
64HONHONEYWELL INTL INC65455$14.8M0.60%
65DISDISNEY WALT CO132415$14.7M0.60%
66RTXRTX CORPORATION125441$14.5M0.59%
67FISVFISERV INC69179$14.2M0.58%
68MRKMERCK & CO INC140484$14.0M0.57%
69AMGNAMGEN INC52710$13.7M0.56%
70ABBVABBVIE INC75830$13.5M0.55%
71UNPUNION PAC CORP58838$13.4M0.54%
72CRMSALESFORCE INC38807$13.0M0.53%
73RJFRAYMOND JAMES FINL INC83448$13.0M0.52%
74XOMEXXON MOBIL CORP118974$12.8M0.52%
75ABTABBOTT LABS113074$12.8M0.52%
76JNJJOHNSON & JOHNSON88022$12.7M0.52%
77QCOMQUALCOMM INC82851$12.7M0.52%
78SOJFSOUTHERN CO149724$12.3M0.50%
79VGSHVANGUARD SCOTTSDALE FDS84801$12.3M0.50%
80TSLATESLA INC29409$11.9M0.48%
81UPBDUPBOUND GROUP INC406171$11.8M0.48%
82PGRPROGRESSIVE CORP48689$11.7M0.47%
83RYROYAL BK CDA96169$11.6M0.47%
84CSWCSW INDUSTRIALS INC32742$11.6M0.47%
85AMDADVANCED MICRO DEVICES INC91725$11.1M0.45%
86SYNASYNAPTICS INC144686$11.0M0.45%
87BAMBROOKFIELD ASSET MANAGMT LTD201323$10.9M0.44%
88PRSPRUDENTIAL FINL INC91250$10.8M0.44%
89DARDARLING INGREDIENTS INC320065$10.8M0.44%
90MDUMDU RES GROUP INC588715$10.6M0.43%
91CMCSAComcast Corporation281966$10.6M0.43%
92BLKBLACKROCK INC10264$10.5M0.43%
93GEGE AEROSPACE62000$10.3M0.42%
94BXBLACKSTONE INC59390$10.2M0.41%
95ADBEADOBE INC22927$10.2M0.41%
96GOOGLALPHABET INC52437$9.9M0.40%
97QRVOQORVO INC137833$9.6M0.39%
98ECGEVERUS CONSTR GROUP146571$9.6M0.39%
99CNXCCONCENTRIX CORP220926$9.6M0.39%
100COPCONOCOPHILLIPS95318$9.5M0.38%
101PEPPEPSICO INC61790$9.4M0.38%
102APDAIR PRODS & CHEMS INC32023$9.3M0.38%
103LLYELI LILLY & CO12013$9.3M0.38%
104DECKDECKERS OUTDOOR CORP44674$9.1M0.37%
105BDXBECTON DICKINSON & CO39112$8.9M0.36%
106TTTRANE TECHNOLOGIES PLC23289$8.6M0.35%
107SHELSHELL PLC132930$8.3M0.34%
108GPKGRAPHIC PACKAGING HLDG CO293595$8.0M0.32%
109MUBISHARES TR74364$7.9M0.32%
110LOWLOWES COS INC32003$7.9M0.32%
111PLDPROLOGIS INC.73401$7.8M0.31%
112GGGGRACO INC89523$7.5M0.31%
113G0508H110ARCADIUM LITHIUM PLC1353430$6.9M0.28%
114SCHLSCHOLASTIC CORP321841$6.9M0.28%
115SBUXSTARBUCKS CORP74970$6.8M0.28%
116PFEPFIZER INC255074$6.8M0.27%
117TMOTHERMO FISHER SCIENTIFIC INC12960$6.7M0.27%
118SPYSPDR S&P 500 ETF11372$6.7M0.27%
119THSTREEHOUSE FOODS INC185391$6.5M0.26%
120DCODUCOMMUN INC DEL101420$6.5M0.26%
121SUBISHARES TR60238$6.4M0.26%
122VZVERIZON COMMUNICATIONS INC147052$5.9M0.24%
123RIORIO TINTO PLC99026$5.8M0.24%
124NEE-PSNEXTERA ENERGY INC80489$5.8M0.23%
125VSECUVSE CORP60648$5.8M0.23%
126BRK.BBerkshire Hathaway Inc. Class B12720$5.8M0.23%
127EQIXEQUINIX INC5834$5.5M0.22%
128CVXCHEVRON CORP NEW36425$5.3M0.21%
129FLOFLOWERS FOODS INC247299$5.1M0.21%
130PYPLPAYPAL HLDGS INC57204$4.9M0.20%
131BRK.ABerkshire Hathaway Inc. Class A7$4.8M0.19%
132PPGPPG INDS INC39883$4.8M0.19%
133BXPBXP INC63273$4.7M0.19%
134AMTAMERICAN TOWER CORP NEW25277$4.6M0.19%
135LFUSLITTELFUSE INC19587$4.6M0.19%
136KNFKNIFE RIVER CORP45365$4.6M0.19%
137NKENIKE INC57243$4.3M0.18%
138UPSUNITED PARCEL SERVICE INC34226$4.3M0.17%
139DUKBDUKE ENERGY CORP NEW36871$4.0M0.16%
140TROWPRICE T ROWE GROUP INC34570$3.9M0.16%
141TFC-PRTRUIST FINL CORP83387$3.6M0.15%
142SYKSTRYKER CORPORATION10031$3.6M0.15%
143VVVANGUARD INDEX FDS13271$3.6M0.14%
144TMUST-MOBILE US INC15375$3.4M0.14%
145VMBSVANGUARD SCOTTSDALE FDS73079$3.3M0.13%
146VBVANGUARD INDEX FDS13402$3.2M0.13%
147TIPISHARES TR29497$3.1M0.13%
148FSTRFOSTER L B CO112015$3.0M0.12%
149VGITVANGUARD SCOTTSDALE FDS49575$2.9M0.12%
150GWWGRAINGER W W INC2714$2.9M0.12%
151VTIVanguard Total Stock Market ETF9669$2.8M0.11%
152DEDEERE & CO6400$2.7M0.11%
153HSYHERSHEY CO15926$2.7M0.11%
154XLKTechnology Select Sector SPDR11278$2.6M0.11%
155BNYBANK NEW YORK MELLON CORP34074$2.6M0.11%
156GDGENERAL DYNAMICS CORP9437$2.5M0.10%
157IJJISHARES TR19815$2.5M0.10%
158UNFUNIFIRST CORP MASS14050$2.4M0.10%
159SHMSPDR SER TR50336$2.4M0.10%
160IRINGERSOLL RAND INC26104$2.4M0.10%
161DRIDARDEN RESTAURANTS INC12646$2.4M0.10%
162LOBLIVE OAK BANCSHARES INC59402$2.3M0.10%
163VGTVANGUARD WORLD FD3734$2.3M0.09%
164PWRQUANTA SVCS INC7280$2.3M0.09%
165EXCEXELON CORP60285$2.3M0.09%
166HYMBSPDR SER TR88058$2.3M0.09%
167GEVGE VERNOVA INC6759$2.2M0.09%
168CATCATERPILLAR INC6122$2.2M0.09%
169BSVVANGUARD BD INDEX FDS28235$2.2M0.09%
170KOCOCA COLA CO34909$2.2M0.09%
171BACBANK AMERICA CORP47488$2.1M0.08%
172VLOVALERO ENERGY CORP16900$2.1M0.08%
173BMYBristol-Myers Squibb35776$2.0M0.08%
174DDDUPONT DE NEMOURS INC25895$2.0M0.08%
175XLCSELECT SECTOR SPDR TR20304$2.0M0.08%
176DFATDIMENSIONAL ETF TRUST35100$2.0M0.08%
177VOVANGUARD INDEX FDS7196$1.9M0.08%
178VGSHVANGUARD SCOTTSDALE FDS8947$1.9M0.08%
179IYWISHARES TR11694$1.9M0.08%
180CNCCENTENE CORP DEL30000$1.8M0.07%
181VHTVANGUARD WORLD FD6661$1.7M0.07%
182ELVELEVANCE HEALTH INC4518$1.7M0.07%
183CEGCONSTELLATION ENERGY CORP7330$1.6M0.07%
184VEAVanguard FTSE Developed Markets ETF32673$1.6M0.06%
185BNDXVANGUARD CHARLOTTE FDS31301$1.5M0.06%
186CLCOLGATE PALMOLIVE CO16571$1.5M0.06%
187ADPAUTOMATIC DATA PROCESSING IN4905$1.4M0.06%
188IVViShares Core S&P 500 ETF2410$1.4M0.06%
189VOOVanguard S&P 500 ETF2592$1.4M0.06%
190DDOMINION ENERGY INC24608$1.3M0.05%
191VOOVVANGUARD ADMIRAL FDS INC7175$1.3M0.05%
192INTCINTEL CORP65596$1.3M0.05%
193PSXPHILLIPS 6611289$1.3M0.05%
194GISGENERAL MLS INC19971$1.3M0.05%
195IJSISHARES TR11350$1.2M0.05%
196VNQVANGUARD INDEX FDS13303$1.2M0.05%
197GSGOLDMAN SACHS GROUP INC2028$1.2M0.05%
198PRFINVESCO EXCHANGE TRADED FD T28560$1.2M0.05%
199IJRISHARES TR9811$1.1M0.05%
200IJTISHARES TR8344$1.1M0.05%
201IWOISHARES TR3887$1.1M0.05%
202AFLAFLAC INC10793$1.1M0.05%
203MATVMATIV HOLDINGS INC100618$1.1M0.04%
204CWISPDR INDEX SHS FDS39206$1.1M0.04%
205NFLXNETFLIX INC1221$1.1M0.04%
206EEMiShares MSCI Emerging Markets ETF4922$1.1M0.04%
207OEFISHARES TR11864$1.1M0.04%
208WFCWELLS FARGO CO NEW14008$984K0.04%
209VWOVanguard FTSE Emerging Markets ETF21996$969K0.04%
210FTVFORTIVE CORP12751$956K0.04%
211SPYXSPDR SER TR19603$944K0.04%
212ESGVVANGUARD WORLD FD8977$942K0.04%
213COKECoca-Cola Consolidated739$931K0.04%
214VVISA INC2944$931K0.04%
215CARRCARRIER GLOBAL CORPORATION12862$878K0.04%
216PSA-PSPUBLIC STORAGE OPER CO2801$839K0.03%
217BF-BBROWN FORMAN CORP21696$824K0.03%
218XLFFinancial Select Sector SPDR16828$813K0.03%
219ESMLISHARES TR18888$794K0.03%
220BALLBALL CORP14274$787K0.03%
221MMM3M CO6028$778K0.03%
222SCHPSCHWAB STRATEGIC TR30000$775K0.03%
223SYYSYSCO CORP10116$773K0.03%
224FSBCFIVE STAR BANCORP25337$762K0.03%
225HP5AEQUITY COMWLTH425853$754K0.03%
226SPIBSPDR SER TR22972$753K0.03%
227ALLEALLEGION PLC5679$742K0.03%
228MDLZMondelez International12367$739K0.03%
229XLVHealth Care Select Sector SPDR5310$730K0.03%
230VIGVanguard Dividend Appreciation ETF3700$725K0.03%
231VDCVANGUARD WORLD FD3343$707K0.03%
232SPMBSPDR SER TR32507$701K0.03%
233SPSBSPDR SER TR23350$697K0.03%
234ESGDISHARES TR9040$688K0.03%
235IJHISHARES TR10913$680K0.03%
236IWRISHARES TR7673$678K0.03%
237YUMYUM BRANDS INC5020$673K0.03%
238VISVANGUARD WORLD FD2645$673K0.03%
239BA-PABOEING CO3618$640K0.03%
240VFHVANGUARD WORLD FD5413$639K0.03%
241QQQInvesco QQQ Trust (Nasdaq-100)1226$627K0.03%
242IWPISHARES TR4903$621K0.03%
243NCNONCINO INC17769$597K0.02%
244GPCGENUINE PARTS CO5100$595K0.02%
245IWSISHARES TR4518$584K0.02%
246VCRVANGUARD WORLD FD1552$583K0.02%
247VOXVANGUARD WORLD FD3651$566K0.02%
248MARMARRIOTT INTL INC NEW2010$561K0.02%
249TFISPDR SER TR12262$559K0.02%
250XLIIndustrial Select Sector SPDR4155$547K0.02%
251NUSCNUSHARES ETF TR12977$544K0.02%
252IWFISHARES TR1323$531K0.02%
253MDYSPDR S&P MIDCAP 400 ETF TR925$527K0.02%
254BEBLOOM ENERGY CORP22956$510K0.02%
255XLYConsumer Discretionary Select Sector SPDR2267$509K0.02%
256PFFISHARES TR16100$506K0.02%
257SCHWSCHWAB CHARLES CORP6821$505K0.02%
258CRWDCROWDSTRIKE HLDGS INC1475$505K0.02%
259SCHOSCHWAB STRATEGIC TR20850$502K0.02%
260FDXFEDEX CORP1743$490K0.02%
261PNFPPINNACLE FINL PARTNERS INC4224$483K0.02%
262ACWXISHARES TR9109$475K0.02%
263ADIANALOG DEVICES INC2230$474K0.02%
264VLTOVERALTO CORP4628$471K0.02%
265ITWILLINOIS TOOL WKS INC1770$449K0.02%
266VGSHVANGUARD SCOTTSDALE FDS7355$428K0.02%
267VCSHVANGUARD SCOTTSDALE FDS5470$427K0.02%
268TAT&T INC18553$422K0.02%
269STZCONSTELLATION BRANDS INC1879$415K0.02%
270EFXEQUIFAX INC1612$411K0.02%
271METMETLIFE INC4942$405K0.02%
272DELLDELL TECHNOLOGIES INC3452$398K0.02%
273EFAiShares MSCI EAFE ETF5189$392K0.02%
274VOOGVANGUARD ADMIRAL FDS INC1063$389K0.02%
275MNUFFMANULIFE FINL CORP12555$386K0.02%
276ZTSZOETIS INC2353$383K0.02%
277INTUINTUIT606$381K0.02%
278VPLVANGUARD INTL EQUITY INDEX F5275$375K0.02%
279SUSCISHARES TR16394$372K0.02%
280VSGXVANGUARD WORLD FD6515$369K0.01%
281ENBENBRIDGE INC8597$365K0.01%
282IGIBISHARES TR7016$361K0.01%
283SPEMSPDR INDEX SHS FDS9310$357K0.01%
284DFSEURDISCOVER FINL SVCS2023$350K0.01%
285EFGISHARES TR3595$348K0.01%
286NSCNORFOLK SOUTHN CORP1477$347K0.01%
287VAWVANGUARD WORLD FD1823$342K0.01%
288VDEVANGUARD WORLD FD2758$335K0.01%
289WMWASTE MGMT INC DEL1646$332K0.01%
290FITBFIFTH THIRD BANCORP7838$331K0.01%
291MSMORGAN STANLEY2591$326K0.01%
292XLREReal Estate Select Sector SPDR7774$316K0.01%
293LMTLOCKHEED MARTIN CORP649$315K0.01%
294USBUS BANCORP DEL6202$297K0.01%
295VIOVVANGUARD ADMIRAL FDS INC3130$292K0.01%
296MTZMASTEC INC2138$291K0.01%
297VMCVULCAN MATLS CO1129$290K0.01%
298NUMVNUSHARES ETF TR8263$288K0.01%
299PNCPNC FINL SVCS GROUP INC1457$281K0.01%
300GLDSPDR Gold Shares1143$277K0.01%
301SSBSOUTHSTATE CORPORATION2776$276K0.01%
302GPNGLOBAL PMTS INC2459$276K0.01%
303FDUSFIDUS INVT CORP13011$273K0.01%
304TGTTARGET CORP2004$271K0.01%
305EWEDWARDS LIFESCIENCES CORP3606$267K0.01%
306OTISOTIS WORLDWIDE CORP2867$266K0.01%
307USHYISHARES TR7143$263K0.01%
308PANWPALO ALTO NETWORKS INC1440$262K0.01%
309PMPHILIP MORRIS INTL INC2154$259K0.01%
310IDXXIDEXX LABS INC618$256K0.01%
311SPGIS&P GLOBAL INC505$252K0.01%
312SPG-PJSIMON PPTY GROUP INC NEW1429$246K0.01%
313TRVTRAVELERS COMPANIES INC992$239K0.01%
314NUMGNUSHARES ETF TR4992$237K0.01%
315SHYiShares 1-3 Year Treasury Bond ETF2853$234K0.01%
316YUMCYUM CHINA HLDGS INC4830$233K0.01%
317VTIPVANGUARD MALVERN FDS4773$231K0.01%
318CBCHUBB LIMITED826$228K0.01%
319EMREMERSON ELEC CO1790$222K0.01%
320VEUVANGUARD INTL EQUITY INDEX F3810$219K0.01%
321LINLINDE PLC513$215K0.01%
322IGMISHARES TR2044$209K0.01%
323GEHCGE HEALTHCARE TECHNOLOGIES I2570$201K0.01%
324JPCNUVEEN PFD & INCOME OPPORTUN14955$118K0.00%
325AVDXAVIDXCHANGE HOLDINGS INC10896$113K0.00%