BA

BCM ADVISORS, LLC

13F
BCM ADVISORS, LLC
Last update 2025-05-06 69 Stocks (0 new)
Value $441.00 Mil Turnover 1 %
Countries:
BCM ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLD
SPDR Gold Shares ETF
228,883
68,202.6
-1.92%
15.470
-0.26%
0.070
+11.67%
+26.24%
101,816.8
 
BIV
Vanguard Intermediate-Term Bond ETF
861,593
65,584.5
-4.16%
14.870
-0.63%
0.290
+1.45%
+4.53%
23,088.7
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
1,283,690
49,820.0
-3.43%
11.300
-0.43%
0.660
+23.88%
+6.19%
8,508.9
 
TLT
iShares 20+ Year Treasury Bond ETF
395,616
34,707.4
-0.19%
7.870
-0.01%
0.070
-3.11%
+0.95%
47,994.9
 
VTI
Vanguard Total Stock Market ETF
121,523
33,880.5
+0.16%
7.680
+0.01%
0.010
+24.22%
+6.53%
448,325.6
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
392,645
30,967.9
-2.26%
7.020
-0.17%
0.210
+17.70%
+5.70%
15,963.1
 
CATH
GLOBAL X FDS
234,958
16,162.8
+1.44%
3.670
+0.05%
1.810
+24.98%
+7.62%
960.8
 
BRO
Brown & Brown Inc
88,250
9,757.8
-1.43%
2.210
-0.03%
0.030
-4.02%
+6.15%
35,620.3
Insurance
DUK
Duke Energy Corp
60,366
7,339.3
0%
1.660
0%
0.010
+1.19%
+10.77%
91,079.0
Utilities - Regulated
KO
Coca-Cola Co
100,053
7,168.8
0%
1.630
0%
0.000
+4.45%
+15.55%
305,215.6
Beverages - Non-Alcoholic

BCM ADVISORS, LLC's Historical Top Holdings Breakdowns

BCM ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.63%
73.78 ($75.44) 76.59
$76.58
1.50%
Reduce -4.16%
861,593
-37,440
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.61%
91.17 ($93.56) 95.39
$94.50
1.01%
Add 94.65%
58,462
28,428
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Reduce
Reduce
-0.43%
37.84 ($40.57) 42.31
$42.78
5.45%
Reduce -3.43%
1,283,690
-45,588
VDC
Vanguard Consumer Staples ETF
2025-03-31
Add
Add
+0.27%
206.54 ($216.07) 226.16
$221.52
2.52%
Add 210.42%
8,043
5,452
GLD
SPDR Gold Shares ETF
2025-03-31
Reduce
Reduce
-0.26%
243.19 ($264.45) 288.14
$305.66
15.58%
Reduce -1.92%
228,883
-4,471
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Reduce
Reduce
-0.17%
78 ($81.92) 84.37
$84.91
3.65%
Reduce -2.26%
392,645
-9,064
BLV
Vanguard Long-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.15%
66.9 ($69.41) 71.57
$68.34
-1.54%
Reduce -50.53%
9,374
-9,574
DFAS
Dimensional U.S. Small Cap ETF
2025-03-31
Add
Add
+0.06%
58.81 ($64.31) 68.2
$65.45
1.77%
Add 11.86%
42,113
4,466
SGOL
abrdn Physical Gold Shares ETF
2025-03-31
Reduce
Reduce
-0.05%
25.14 ($27.36) 29.82
$31.66
15.72%
Reduce -4.19%
195,992
-8,570
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Reduce
Reduce
-0.05%
87.68 ($92.03) 94.57
$94.03
2.17%
Reduce -6.98%
33,849
-2,538

BCM ADVISORS, LLC Total Holding History ($B)

To

BCM ADVISORS, LLC's Asset Allocation

To

BCM ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BCM ADVISORS, LLC's Hypothetical Growth since 2025-03-31

BCM ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BCM ADVISORS, LLC's Holdings Heat Map

Size field:

BCM ADVISORS, LLC's Holdings Bubble Chart

BCM ADVISORS, LLC News

  • 1

Discussions on BCM ADVISORS, LLC

No discussions yet.