Latest BRIGGS ADVISORY GROUP, INC. Stock Portfolio
$174Million
About BRIGGS ADVISORY GROUP, INC. and 13F Hedge Fund Stock Holdings
On 2023-10-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, BRIGGS ADVISORY GROUP, INC. reported an equity portfolio of $174.7 Millions as of 30 Sep, 2023. <br><br> The top stock holdings of BRIGGS ADVISORY GROUP, INC. are AGG, AGG, BIL. The fund has invested 18.4% of it's portfolio in ISHARES TR and 14.9% of portfolio in ISHARES TR. <br><br> They significantly reduced their stock positions in HARBORONE BANCORP INC NEW (HONE), EA SERIES TRUST (BOB) and ISHARES TR (AGG). BRIGGS ADVISORY GROUP, INC. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD BD INDEX FDS (BIV) and VANGUARD SCOTTSDALE FDS (BNDW).
BRIGGS ADVISORY GROUP, INC. Equity Portfolio Value
Last Reported on: 27 Oct, 2023
$174Million
as of Oct 27, 2023New Buys
| Ticker | $ Bought |
|---|---|
| dimensional etf trust | 986,534 |
| american centy etf tr | 889,444 |
| dimensional etf trust | 454,405 |
| dimensional etf trust | 348,621 |
New stocks bought by BRIGGS ADVISORY GROUP, INC.
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 48.88 |
| vanguard bd index fds | 40.83 |
| vanguard scottsdale fds | 28.47 |
| vanguard malvern fds | 16.75 |
| ishares tr | 12.04 |
| ishares tr | 5.00 |
| dimensional etf trust | 4.88 |
| ishares inc | 4.62 |
Additions to existing portfolio by BRIGGS ADVISORY GROUP, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| harborone bancorp inc new | -70.82 |
| ea series trust | -18.6 |
| ishares tr | -17.11 |
| ishares tr | -12.93 |
| vanguard index fds | -12.32 |
| american centy etf tr | -9.72 |
| american express co | -6.51 |
| dimensional etf trust | -5.97 |
BRIGGS ADVISORY GROUP, INC. reduced stake in above stock
Sold off
None of the stocks were completely sold off by BRIGGS ADVISORY GROUP, INC.
BRIGGS ADVISORY GROUP, INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BRIGGS ADVISORY GROUP, INC.
$174.72MTotal Value
60.00Positions
27 Oct, 2023Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.45% | 25,009 | $4.28M 2.45% | 1.99%decreased 1.99 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.83% | 29,507 | $1.44M 0.83% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.28% | 4,842 | $496.5K 0.28% | 3.78%decreased 3.78 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.51% | 15,375 | $889.4K 0.51% | Newnew position | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.12% | 2,674 | $208.4K 0.12% | 9.72%decreased 9.72 percentreduced | |
 AGG Ishares TrIshares TrAGG | 18.4% | 74,862 | $32.15M 18.4% | 0.38%decreased 0.38 percentreduced | |
AGG Ishares TrIshares TrAGG | 14.9% | 276,498 | $26.04M 14.9% | 4.29%increased 4.29 percentadded | |
AGG Ishares TrIshares TrAGG | 5.99% | 59,188 | $10.46M 5.99% | 2.86%decreased 2.86 percentreduced | |
AGG Ishares TrIshares TrAGG | 1.04% | 26,307 | $1.81M 1.04% | 5%increased 5 percentadded | |
AGG Ishares TrIshares TrAGG | 0.78% | 8,952 | $1.36M 0.78% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 0.6% | 15,308 | $1.05M 0.6% | 2.6%decreased 2.6 percentreduced | |
AGG Ishares TrIshares TrAGG | 0.57% | 19,971 | $1.00M 0.57% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 0.43% | 8,381 | $747.8K 0.43% | 0%unchanged 0 percentunchanged | |
AGG Ishares TrIshares TrAGG | 0.41% | 4,669 | $718.3K 0.41% | 4.56%decreased 4.56 percentreduced | |
AGG Ishares TrIshares TrAGG | 0.18% | 8,301 | $315.0K 0.18% | 17.11%decreased 17.11 percentreduced | |
AGG Ishares TrIshares TrAGG | 0.12% | 2,902 | $201.0K 0.12% | 0%unchanged 0 percentunchanged | |
 AGT Ishares TrIshares TrAGT | 6.8% | 203,969 | $11.89M 6.8% | 12.04%increased 12.04 percentadded | |
AGT Ishares TrIshares TrAGT | 0.41% | 28,088 | $712.3K 0.41% | 12.93%decreased 12.93 percentreduced | |
 Ameriprise Finl Inc BRIGGS ADVISORY GROUP, INC.'s holding in Ameriprise Finl Inc over time | 1.51% | 8,009 | $2.64M 1.51% | 0%unchanged 0 percentunchanged | |
 Broadcom Inc Broadcom IncAVGO BRIGGS ADVISORY GROUP, INC.'s holding in Broadcom Inc over time | 0.14% | 303 | $251.7K 0.14% | 0%unchanged 0 percentunchanged | |
