Latest BRIGGS ADVISORY GROUP, INC. Stock Portfolio
About BRIGGS ADVISORY GROUP, INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BRIGGS ADVISORY GROUP, INC. reported an equity portfolio of $174.7 Millions as of 30 Sep, 2023.
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.
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).
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.
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).
New 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
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.
Last Reported on: 27 Oct, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.45 | 25,009 | 4,281,790 | reduced | -1.99 | ||
| AAXJ | ishares tr | 0.83 | 29,507 | 1,443,780 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.28 | 4,842 | 496,490 | reduced | -3.78 | ||
| AEMB | american centy etf tr | 0.51 | 15,375 | 889,444 | new | |||
| AEMB | american centy etf tr | 0.12 | 2,674 | 208,438 | reduced | -9.72 | ||
| AGG | ishares tr | 18.40 | 74,862 | 32,148,000 | reduced | -0.38 | ||
| AGG | ishares tr | 14.90 | 276,498 | 26,043,300 | added | 4.29 | ||
| AGG | ishares tr | 5.99 | 59,188 | 10,460,800 | reduced | -2.86 | ||
| AGG | ishares tr | 1.04 | 26,307 | 1,813,090 | added | 5.00 | ||
| AGG | ishares tr | 0.78 | 8,952 | 1,359,090 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.60 | 15,308 | 1,047,370 | reduced | -2.6 | ||
| AGG | ishares tr | 0.57 | 19,971 | 1,001,730 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.43 | 8,381 | 747,753 | unchanged | 0.00 | ||
| AGG | ishares tr | 0.41 | 4,669 | 718,279 | reduced | -4.56 | ||
| AGG | ishares tr | 0.18 | 8,301 | 315,015 | reduced | -17.11 | ||
| AGG | ishares tr | 0.12 | 2,902 | 200,964 | unchanged | 0.00 | ||
| AGT | ishares tr | 6.80 | 203,969 | 11,887,300 | added | 12.04 | ||
| AGT | ishares tr | 0.41 | 28,088 | 712,312 | reduced | -12.93 | ||
| AMP | ameriprise finl inc | 1.51 | 8,009 | 2,640,410 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.14 | 303 | 251,666 | unchanged | 0.00 | ||