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Bcm Advisors, Llc Buys NVIDIA Corp, Dimensional U.S. Small Cap ETF, Berkshire Hathaway Inc, Sells Verizon Communications Inc, S&P 500 ETF TRUST ETF, Vanguard Small Cap ETF

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Nov 01, 2021
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Investment company Bcm Advisors, Llc (Current Portfolio) buys NVIDIA Corp, Dimensional U.S. Small Cap ETF, Berkshire Hathaway Inc, sells Verizon Communications Inc, S&P 500 ETF TRUST ETF, Vanguard Small Cap ETF, Microsoft Corp, RedHawk Holdings Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Bcm Advisors, Llc. As of 2021Q3, Bcm Advisors, Llc owns 53 stocks with a total value of $375 million. These are the details of the buys and sells.

For the details of BCM ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bcm+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BCM ADVISORS, LLC
  1. Vanguard Total Stock Market ETF (VTI) - 568,690 shares, 35.16% of the total portfolio. Shares added by 2.17%
  2. Vanguard Intermediate-Term Bond ETF (BIV) - 611,629 shares, 14.50% of the total portfolio. Shares added by 1.94%
  3. SPDR Gold Shares ETF (GLD) - 279,491 shares, 12.31% of the total portfolio. Shares added by 1.19%
  4. iShares 20+ Year Treasury Bond ETF (TLT) - 221,921 shares, 8.63% of the total portfolio. Shares reduced by 0.18%
  5. GLOBAL X FDS (CATH) - 332,924 shares, 4.96% of the total portfolio. Shares reduced by 0.05%
New Purchase: NVIDIA Corp (NVDA)

Bcm Advisors, Llc initiated holding in NVIDIA Corp. The purchase prices were between $181.61 and $228.43, with an estimated average price of $207.92. The stock is now traded at around $257.125000. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,000 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Small Cap ETF (DFAS)

Bcm Advisors, Llc initiated holding in Dimensional U.S. Small Cap ETF. The purchase prices were between $54.56 and $59.29, with an estimated average price of $57.56. The stock is now traded at around $61.530000. The impact to a portfolio due to this purchase was 0.1%. The holding were 6,342 shares as of 2021-09-30.

Added: Berkshire Hathaway Inc (BRK.B)

Bcm Advisors, Llc added to a holding in Berkshire Hathaway Inc by 58.82%. The purchase prices were between $272.66 and $291.28, with an estimated average price of $280.85. The stock is now traded at around $286.035000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,350 shares as of 2021-09-30.

Sold Out: Verizon Communications Inc (VZ)

Bcm Advisors, Llc sold out a holding in Verizon Communications Inc. The sale prices were between $54.01 and $56.55, with an estimated average price of $55.34.

Sold Out: Vanguard Small Cap ETF (VB)

Bcm Advisors, Llc sold out a holding in Vanguard Small Cap ETF. The sale prices were between $211.35 and $228.82, with an estimated average price of $221.78.

Sold Out: Microsoft Corp (MSFT)

Bcm Advisors, Llc sold out a holding in Microsoft Corp. The sale prices were between $271.6 and $305.22, with an estimated average price of $290.9.

Sold Out: RedHawk Holdings Corp (SNDD)

Bcm Advisors, Llc sold out a holding in RedHawk Holdings Corp. The sale prices were between $0 and $0.01, with an estimated average price of $0.01.

Reduced: S&P 500 ETF TRUST ETF (SPY)

Bcm Advisors, Llc reduced to a holding in S&P 500 ETF TRUST ETF by 30.03%. The sale prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $458.830000. The impact to a portfolio due to this sale was -0.31%. Bcm Advisors, Llc still held 6,198 shares as of 2021-09-30.



Here is the complete portfolio of BCM ADVISORS, LLC. Also check out:

1. BCM ADVISORS, LLC's Undervalued Stocks
2. BCM ADVISORS, LLC's Top Growth Companies, and
3. BCM ADVISORS, LLC's High Yield stocks
4. Stocks that BCM ADVISORS, LLC keeps buying
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