Bcm Advisors, LLC Top Holdings and 13F Report (2025) About Bcm Advisors, LLCInvestment ActivityBcm Advisors, LLC has $440.94 million in total holdings as of March 31, 2025.Bcm Advisors, LLC owns shares of 69 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 1.93% of the portfolio was sold this quarter.This quarter, Bcm Advisors, LLC has purchased 70 new stocks and bought additional shares in 19 stocks.Bcm Advisors, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Gold Shares $68,202,556Vanguard Intermediate-Term Bond ETF $65,584,459Dimensional US Core Equity Market ETF $49,820,015iShares 20+ Year Treasury Bond ETF $34,707,392Vanguard Total Stock Market ETF $33,880,478 Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 28,428 shares (about $2.69M)Vanguard Consumer Staples ETF 5,452 shares (about $1.20M)Dimensional U.S. Small Cap ETF 4,466 shares (about $266.31K)Global X S&P 500 Catholic Values ETF 3,341 shares (about $229.83K)Vanguard Mid-Cap ETF 706 shares (about $184.10K) Largest Sales this Quarter Vanguard Intermediate-Term Bond ETF 37,440 shares (about $2.85M)Dimensional US Core Equity Market ETF 45,588 shares (about $1.77M)SPDR Gold Shares 4,471 shares (about $1.33M)WisdomTree U.S. Quality Dividend Growth Fund 9,064 shares (about $714.88K)Vanguard Long-Term Bond ETF 9,574 shares (about $653.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcm Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$68,202,556$1,332,269 ▼-1.9%228,88315.5%FinanceBIVVanguard Intermediate-Term Bond ETF$65,584,459$2,849,933 ▼-4.2%861,59314.9%ETFDFAUDimensional US Core Equity Market ETF$49,820,015$1,769,270 ▼-3.4%1,283,69011.3%ETFTLTiShares 20+ Year Treasury Bond ETF$34,707,392$64,920 ▼-0.2%395,6167.9%ETFVTIVanguard Total Stock Market ETF$33,880,478$53,808 ▲0.2%121,5237.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$30,967,911$714,878 ▼-2.3%392,6457.0%ManufacturingCATHGlobal X S&P 500 Catholic Values ETF$16,162,773$229,828 ▲1.4%234,9583.7%ManufacturingBROBrown & Brown$9,757,803$141,198 ▼-1.4%88,2502.2%FinanceDUKDuke Energy$7,339,2980.0%60,3661.7%UtilitiesKOCoca-Cola$7,168,7970.0%100,0531.6%Consumer StaplesATOAtmos Energy$6,673,0190.0%41,3191.5%UtilitiesJNJJohnson & Johnson$6,196,247$1,717 ▼0.0%39,6891.4%MedicalSGOLabrdn Physical Gold Shares ETF$6,046,353$264,384 ▼-4.2%195,9921.4%ETFXOMExxon Mobil$5,666,410$56,185 ▲1.0%53,3511.3%EnergyIEFiShares 7-10 Year Treasury Bond ETF$5,536,351$2,692,131 ▲94.7%58,4621.3%ETFEDConsolidated Edison$5,305,4270.0%48,2181.2%UtilitiesAVGOBroadcom$5,299,5270.0%26,0241.2%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$4,943,242$183,506 ▼-3.6%187,2441.1%ETFCLColgate-Palmolive$4,147,784$5,791 ▼-0.1%45,8420.9%Consumer StaplesNVDANVIDIA$3,886,9750.0%33,9470.9%Computer and TechnologyEPDEnterprise Products Partners$3,746,0930.0%122,9840.8%EnergySPYSPDR S&P 500 ETF Trust$3,439,1000.0%6,0680.8%FinanceCOSTCostco Wholesale$3,362,6810.0%3,3350.8%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$3,142,203$235,603 ▼-7.0%33,8490.7%ETFIPInternational Paper$2,993,9940.0%65,3140.7%Basic MaterialsPEPPepsiCo$2,926,450$2,408 ▲0.1%21,8800.7%Consumer StaplesGISGeneral Mills$2,727,045$333 ▲0.0%49,1980.6%Consumer StaplesDEDeere & Company$2,672,3050.0%5,5480.6%IndustrialsVOVanguard Mid-Cap ETF$2,623,506$184,097 ▲7.5%10,0610.6%ETFDFASDimensional U.S. Small Cap ETF$2,511,198$266,308 ▲11.9%42,1130.6%ETFPHParker-Hannifin$2,458,1280.0%3,9710.6%IndustrialsCATCaterpillar$2,266,084$13,595 ▼-0.6%7,0010.5%IndustrialsKMIKinder Morgan$2,182,4600.0%81,3440.5%EnergyCOPConocoPhillips$1,997,126$2,468 ▲0.1%21,8480.5%EnergyGDGeneral Dynamics$1,802,817$5,188 ▲0.3%6,6030.4%AerospaceVDCVanguard Consumer Staples ETF$1,774,045$1,202,548 ▲210.4%8,0430.4%ETFAAPLApple$1,767,904$2,259 ▲0.1%8,6090.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,540,1050.0%6,0990.3%FinanceTSCOTractor Supply$1,464,4460.0%28,8050.3%Retail/WholesaleAMDAdvanced Micro Devices$1,208,324$3,260 ▲0.3%12,2300.3%Computer and TechnologyVLOValero Energy$1,189,3000.0%10,0000.3%EnergyADMArcher-Daniels-Midland$1,081,506$1,962 ▼-0.2%22,6020.2%Consumer StaplesUGIUGI$1,077,9260.0%32,2250.2%UtilitiesAFLAflac$1,062,582$633 ▲0.1%10,0690.2%FinanceCNICanadian National Railway$1,027,1820.0%10,1360.2%TransportationCNPCenterPoint Energy$975,3740.0%25,0160.2%UtilitiesSYYSysco$909,633$425 ▼0.0%12,8570.2%Consumer StaplesJBHTJ.B. Hunt Transport Services$869,808$2,004 ▼-0.2%6,5120.2%TransportationSLBSchlumberger$649,972$6,738 ▼-1.0%18,7150.1%EnergyBLVVanguard Long-Term Bond ETF$639,869$653,521 ▼-50.5%9,3740.1%ETFMSFTMicrosoft$638,556$1,741 ▼-0.3%1,4670.1%Computer and TechnologyBRK.BBerkshire Hathaway$609,434$4,858 ▲0.8%1,1290.1%FinanceVPUVanguard Utilities ETF$595,9530.0%3,4520.1%ETFMETAMeta Platforms$583,289$23,881 ▼-3.9%9770.1%Computer and TechnologyFB BANCORP ORD$401,8000.0%35,0000.1%EquitiesMKSIMKS Instruments$371,7940.0%4,9030.1%Computer and TechnologyAMTAmerican Tower$340,319$26,832 ▼-7.3%1,5220.1%FinanceTSLATesla$298,411$126,947 ▲74.0%1,0390.1%Auto/Tires/TrucksWMTWalmart$290,6210.0%2,9430.1%Retail/WholesaleHBCPHome Bancorp$279,893$1,475 ▲0.5%5,5040.1%FinanceAESAES$270,9920.0%26,6200.1%UtilitiesAMZNAmazon.com$252,293$570 ▲0.2%1,3280.1%Retail/WholesaleFHNFirst Horizon$224,9800.0%11,9100.1%FinanceVHTVanguard Health Care ETF$207,9020.0%8210.0%ETFVMDViemed Healthcare$173,342$16,582 ▲10.6%23,5200.0%MedicalLTMCFLithium Chile$17,0320.0%40,0000.0%Basic MaterialsRENERGEN ORD$3,7270.0%10,3800.0%EquitiesOne World Universe Inc$1180.0%18,7000.0%EquitiesPQEFFPetroteq Energy$50.0%50,0000.0%EnergyCVXChevron$0$227,955 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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