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CIK: 0001373017
Total reported value
$513.6M
$513.6M
70 檔
50.1%
According to the latest 13F quarterly dataset, Bcm Advisors, LLC managed an equity portfolio of $513.6M at the end of Q4 2024, spanning 70 distinct U.S. exchange-listed positions.
During Q4 2024, Bcm Advisors, LLC performed routine portfolio adjustments (3 new buys, 19 additions, 24 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including BIV, GLD, DFAU) accounted for 50.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
IEF
市值: $2.8M
Top Position Liquidated / Trimmed
DFAU
前期市值: $62.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 15.15% | -0.47% | +13.73% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 13.77% | -2.09% | -4.65% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 12.42% | -0.15% | -16.05% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.13% | +0.14% | +1.89% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 7.96% | -0.02% | +14.93% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 7.48% | -0.16% | +0.01% | |
| 7 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 3.78% | -0.11% | +0.04% | |
| 8 | BRO | Brown & Brown Inc | Stock-Financials | 2.14% | +0.16% | — | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 1.54% | +0.01% | +0.08% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | +0.06% | -0.06% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | +0.28% | -0.09% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.35% | -0.21% | — | |
| 13 | ATO | Atmos Energy CORP | Stock-Utilities | 1.34% | -0.09% | — | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.30% | -1.61% | EXIT | |
| 15 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.25% | -0.11% | -9.90% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.16% | — | +12.75% | |
| 17 | ED | Consolidated Edison Inc | Stock-Utilities | 1.04% | +0.02% | -7.76% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.05% | -0.61% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 0.91% | -0.01% | — | |
| 20 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.89% | +0.04% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.02% | -0.56% | |
| 22 | IP | International Paper Co | Stock-Consumer Disc | 0.79% | +0.14% | — | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.06% | — | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.76% | — | -17.90% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.71% | -0.09% | -0.18% | |
| 26 | GIS | General Mills Inc | Stock-Consumer Staples | 0.65% | +0.01% | +0.03% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.63% | -0.33% | — | |
| 28 | PH | Parker Hannifin CORP | Stock-Industrials | 0.61% | +0.08% | — | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.58% | +0.05% | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | +0.06% | +2.25% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.57% | +0.06% | +2.08% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | — | -0.18% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.50% | — | — | |
| 34 | COP | Conocophillips | Stock-Energy | 0.49% | -0.03% | -0.72% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.09% | -1.58% | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.38% | +0.05% | -0.14% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.04% | — | |
| 38 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.34% | -0.01% | +400.00% | |
| 39 | VLO | Valero Energy CORP | Stock-Energy | 0.31% | +0.09% | -0.48% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.31% | +0.42% | +0.85% | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.30% | — | -22.34% | |
| 42 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.25% | +0.06% | — | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.24% | +0.03% | — | |
| 44 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.24% | +0.04% | — | |
| 45 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.23% | +0.04% | +0.64% | |
| 46 | UGI | Ugi CORP | Stock-Utilities | 0.23% | +0.01% | — | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.21% | +0.03% | +0.05% | |
| 48 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.18% | +0.01% | +0.06% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.17% | -0.02% | -3.17% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.01% | -0.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +1.4% | +13.73% | Add |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.7% | +14.93% | Add |
| 3 | IEF | Ishares 7-10 Year Treasury B | +0.6% | NEW | New buy |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1.89% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | — | Unchanged |
| 6 | CATH | Global X S&p 500 Ca Val ETF | +0.1% | +0.04% | Add |
| 7 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 8 | EPD | Enterprise Products Partners | +0.1% | — | Unchanged |
| 9 | FBLA | Fb Bancorp Inc | +0.1% | NEW | New buy |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +12.75% | Add |
| 11 | DE | Deere & Co | +0.1% | — | Unchanged |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 13 | UGI | Ugi CORP | +0.1% | — | Unchanged |
| 14 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 15 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 16 | ATO | Atmos Energy CORP | 0% | — | Unchanged |
| 17 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 18 | VO | Vanguard Mid-cap ETF | 0% | +2.25% | Add |
| 19 | META | Meta Platforms Inc-class A | 0% | -0.97% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.56% | Trim |
| 21 | DFAS | Dimensional US Small Cap ETF | 0% | +2.08% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | +12.48% | Add |
| 23 | VLO | Valero Energy CORP | 0% | -0.48% | Trim |
| 24 | CNP | Centerpoint Energy Inc | 0% | +0.06% | Add |
| 25 | FHN | First Horizon CORP | 0% | — | Unchanged |
| 26 | MKSI | Mks Inc | 0% | — | Unchanged |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.67% | Add |
| 28 | WMT | Walmart Inc | 0% | -3.44% | Trim |
| 29 | MSFT | Microsoft CORP | 0% | +5.45% | Add |
| 30 | AAPL | Apple Inc | — | -1.58% | Trim |
| 31 | HBCP | Home Bancorp Inc | — | +0.53% | Add |
| 32 | AFL | Aflac Inc | — | — | Unchanged |
| 33 | VPU | Vanguard Utilities ETF | — | — | Unchanged |
| 34 | VMD | Viemed Healthcare Inc | — | — | Unchanged |
| 35 | ✓ | Renergen Ord | — | — | Unchanged |
| 36 | LTMCF | Lithium Chile Inc | — | — | Unchanged |
| 37 | OWUV | One World Universe Inc | — | — | Unchanged |
| 38 | PQEFF | Petroteq Energy Inc | — | — | Unchanged |
| 39 | SYY | Sysco CORP | 0% | +0.05% | Add |
| 40 | VHT | Vanguard Health Care ETF | 0% | -16.90% | Trim |
| 41 | AMT | American Tower CORP | 0% | -0.48% | Trim |
| 42 | CNI | Canadian Natl Railway Co | 0% | — | Unchanged |
| 43 | CVX | Chevron CORP | 0% | -11.26% | Trim |
| 44 | SLB | Slb LTD | 0% | -3.17% | Trim |
| 45 | DUK | Duke Energy CORP | 0% | +0.08% | Add |
| 46 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | — | Unchanged |
| 47 | TSCO | Tractor Supply Company | 0% | +400.00% | Add |
| 48 | AES | Aes CORP | 0% | — | Unchanged |
| 49 | BRO | Brown & Brown Inc | 0% | — | Unchanged |
| 50 | CAT | Caterpillar Inc | -0.1% | -0.18% | Trim |
According to official SEC Form 13F filings, Bcm Advisors, LLC reported a total U.S. public equity portfolio value of $513.6M across 70 disclosed positions in Q4 2024.
During Q4 2024, Bcm Advisors, LLC's top holdings by market value included BIV (15.2%)、GLD (13.8%)、DFAU (12.4%). The largest single position, BIV, represented 15.2% of total portfolio value.
In Q4 2024, Bcm Advisors, LLC made 46 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 24 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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