13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001839498
Total reported value
$253.3M
$253.3M
38 檔
26.5%
At the close of Q4 2024, DCM Advisors, LLC disclosed equity holdings valued at approximately $253.3M, spread across 38 reported holdings.
In Q4 2024, DCM Advisors, LLC displayed an active expansion posture, initiating 0 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, META) accounted for 26.5% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.75% | +0.13% | +23.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.90% | -0.45% | +20.01% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.51% | -0.51% | +17.24% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 4.77% | -0.26% | +5.21% | |
| 5 | ORCL | Oracle CORP | Stock-Tech | 4.57% | -0.29% | +10.69% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 4.56% | +0.31% | +5.94% | |
| 7 | AXP | American Express Co | Stock-Financials | 4.53% | +0.04% | +7.50% | |
| 8 | RH | Rh | Stock-Consumer Disc | 4.31% | +0.18% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.28% | -0.49% | +47.49% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 4.13% | +0.22% | +7.47% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 4.09% | +0.59% | +5.40% | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 3.85% | -0.26% | +5.10% | |
| 13 | AIG | American International Group | Stock-Financials | 3.84% | -0.26% | +5.48% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.80% | +0.06% | +5.45% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.67% | — | +13.72% | |
| 16 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.01% | -0.85% | +5.35% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 2.41% | +0.09% | +3.88% | |
| 18 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.31% | -0.24% | +9.65% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.28% | -0.38% | +19.35% | |
| 20 | CSX | Csx CORP | Stock-Industrials | 1.71% | +0.10% | +5.55% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.61% | +0.68% | +15.47% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.51% | -0.36% | +0.47% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.08% | +3.77% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.28% | -0.03% | +0.25% | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 1.14% | -0.03% | +18.37% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.11% | -0.28% | +4.96% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.04% | -0.21% | +11.31% | |
| 28 | USB | US Bancorp | Stock-Financials | 1.00% | -0.79% | EXIT | |
| 29 | T | At&t Inc | Stock-Comm Services | 0.99% | -0.39% | +7.45% | |
| 30 | COP | Conocophillips | Stock-Energy | 0.90% | -0.32% | +7.78% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | -0.17% | +34.56% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.28% | +0.17% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.05% | +8.05% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.37% | +1.55% | +22.15% | |
| 35 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.30% | — | — | |
| 36 | ARCC | Ares Capital CORP | Stock-Financials | 0.22% | -0.02% | -1.07% | |
| 37 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.16% | -0.02% | -0.68% | |
| 38 | LUMN | Lumen Technologies Inc | Stock-Comm Services | 0.10% | — | +45.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.6% | +23.72% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.5% | +47.49% | Add |
| 3 | WFC | Wells Fargo & Co | +0.7% | +5.10% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +20.01% | Add |
| 5 | MS | Morgan Stanley | +0.6% | +5.40% | Add |
| 6 | JPM | Jpmorgan Chase & Co | +0.6% | +13.72% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.6% | +17.24% | Add |
| 8 | DIS | Walt Disney Co/the | +0.6% | +5.21% | Add |
| 9 | GS | Goldman Sachs Group Inc | +0.6% | +5.94% | Add |
| 10 | BAC | Bank Of America CORP | +0.4% | +7.47% | Add |
| 11 | AXP | American Express Co | +0.4% | +7.50% | Add |
| 12 | RH | Rh | +0.4% | — | Unchanged |
| 13 | BA | Boeing Co/the | +0.3% | +18.37% | Add |
| 14 | NVDA | Nvidia CORP | +0.2% | +34.56% | Add |
| 15 | RTX | Rtx CORP | +0.1% | +19.35% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +3.77% | Add |
| 17 | T | At&t Inc | 0% | +7.45% | Add |
| 18 | ORCL | Oracle CORP | 0% | +10.69% | Add |
| 19 | PFE | Pfizer Inc | 0% | +22.15% | Add |
| 20 | LUMN | Lumen Technologies Inc | — | +45.71% | Add |
| 21 | OBDC | Blue Owl Capital CORP | 0% | -0.68% | Trim |
| 22 | USB | US Bancorp | 0% | +0.15% | Add |
| 23 | PG | Procter & Gamble Co/the | 0% | +8.05% | Add |
| 24 | ARCC | Ares Capital CORP | 0% | -1.07% | Trim |
| 25 | SIRI | Sirius Xm Holdings Inc | 0% | — | Unchanged |
| 26 | COP | Conocophillips | -0.1% | +7.78% | Add |
| 27 | PEP | Pepsico Inc | -0.1% | +11.31% | Add |
| 28 | AIG | American International Group | -0.1% | +5.48% | Add |
| 29 | LOW | Lowe's Cos Inc | -0.1% | EXIT | Sold out |
| 30 | PM | Philip Morris International | -0.1% | +0.25% | Add |
| 31 | PYPL | Paypal Holdings Inc | -0.1% | EXIT | Sold out |
| 32 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | Sold out |
| 33 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +5.45% | Add |
| 35 | CSX | Csx CORP | -0.2% | +5.55% | Add |
| 36 | UNP | Union Pacific CORP | -0.2% | EXIT | Sold out |
| 37 | VZ | Verizon Communications Inc | -0.2% | +0.17% | Add |
| 38 | MCD | Mcdonald's CORP | -0.2% | +0.47% | Add |
| 39 | PSX | Phillips 66 | -0.2% | +4.96% | Add |
| 40 | CRM | Salesforce Inc | -0.2% | EXIT | Sold out |
| 41 | LNG | Cheniere Energy Inc | -0.3% | EXIT | Sold out |
| 42 | MA | Mastercard Inc - A | -0.3% | EXIT | Sold out |
| 43 | SWVXX | Schwa Prime Adv Money Fd-inv | -0.3% | EXIT | Sold out |
| 44 | MPC | Marathon Petroleum CORP | -0.3% | +9.65% | Add |
| 45 | ABBV | Abbvie Inc | -0.4% | +3.88% | Add |
| 46 | IRM | Iron Mountain Inc | -0.4% | EXIT | Sold out |
| 47 | V | Visa Inc-class A Shares | -0.4% | EXIT | Sold out |
| 48 | CMCSA | Comcast Corp-class A | -0.4% | +5.35% | Add |
| 49 | AMZN | Amazon.com Inc | -0.4% | EXIT | Sold out |
| 50 | CVS | Cvs Health CORP | -0.6% | +15.47% | Add |
According to official SEC Form 13F filings, DCM Advisors, LLC reported a total U.S. public equity portfolio value of $253.3M across 38 disclosed positions in Q4 2024.
During Q4 2024, DCM Advisors, LLC's top holdings by market value included AAPL (8.8%)、MSFT (7.9%)、META (5.5%). The largest single position, AAPL, represented 8.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top Position Liquidated / Trimmed
NFLX
前期市值: $4.0M
In Q4 2024, DCM Advisors, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 34 positions, trimming 2 holdings, and fully liquidating 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.