Dcm Advisors, LLC Top Holdings and 13F Report (2025) About Dcm Advisors, LLCInvestment ActivityDcm Advisors, LLC has $187.48 million in total holdings as of March 31, 2025.Dcm Advisors, LLC owns shares of 36 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.06% of the portfolio was purchased this quarter.About 12.16% of the portfolio was sold this quarter.This quarter, Dcm Advisors, LLC has purchased 38 new stocks and bought additional shares in 3 stocks.Dcm Advisors, LLC sold shares of 32 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $13,254,151Microsoft $12,710,954Meta Platforms $9,479,393American International Group $9,220,248Berkshire Hathaway $9,025,633 Largest New Holdings this Quarter 24703L202 - Dell Technologies $4,926,658 Holding Largest Purchases this Quarter Dell Technologies 54,050 shares (about $4.93M)NVIDIA 7,425 shares (about $769.77K)Blue Owl Capital 1,848 shares (about $26.85K)Ares Capital 319 shares (about $6.96K) Largest Sales this Quarter Apple 14,484 shares (about $3.17M)Alphabet 16,395 shares (about $2.49M)Microsoft 5,928 shares (about $2.19M)Meta Platforms 3,523 shares (about $2.02M)JPMorgan Chase & Co. 3,934 shares (about $959.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDcm Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$13,254,151$3,168,082 ▼-19.3%60,5967.1%Computer and TechnologyMSFTMicrosoft$12,710,954$2,194,697 ▼-14.7%34,3336.8%Computer and TechnologyMETAMeta Platforms$9,479,393$2,021,299 ▼-17.6%16,5225.1%Computer and TechnologyAIGAmerican International Group$9,220,248$505,625 ▼-5.2%106,6224.9%FinanceBRK.BBerkshire Hathaway$9,025,633$444,135 ▼-4.7%17,0504.8%FinanceGSThe Goldman Sachs Group$8,696,391$516,402 ▼-5.6%16,0324.6%FinanceDISWalt Disney$8,625,259$346,393 ▼-3.9%87,8234.6%Consumer DiscretionaryAXPAmerican Express$8,110,482$588,868 ▼-6.8%30,3974.3%FinanceWFCWells Fargo & Company$7,929,134$404,494 ▼-4.9%111,2844.2%FinanceBACBank of America$7,733,195$578,776 ▼-7.0%186,6844.1%FinanceMSMorgan Stanley$7,627,418$424,588 ▼-5.3%65,8574.1%FinanceORCLOracle$7,347,740$785,393 ▼-9.7%53,0553.9%Computer and TechnologyJPMJPMorgan Chase & Co.$6,992,277$959,691 ▼-12.1%28,6633.7%FinanceCMCSAComcast$5,776,215$486,681 ▼-7.8%157,4133.1%Consumer DiscretionaryABBVAbbVie$5,411,692$631,462 ▼-10.4%25,8562.9%MedicalRHRH$5,368,692$75,803 ▼-1.4%23,0182.9%Consumer StaplesDELLDell Technologies$4,926,658$4,926,658 ▲New Holding54,0502.6%Computer and TechnologyGOOGLAlphabet$4,911,346$2,488,227 ▼-33.6%32,3612.6%Computer and TechnologyCVSCVS Health$4,760,860$736,278 ▼-13.4%70,6102.5%MedicalMPCMarathon Petroleum$4,674,755$451,301 ▼-8.8%32,2252.5%EnergyRTXRTX$4,643,518$898,405 ▼-16.2%35,1882.5%AerospacePMPhilip Morris International$3,574,917$8,880 ▼-0.2%22,5451.9%Consumer StaplesMCDMcDonald's$3,440,131$16,154 ▼-0.5%11,0741.8%Retail/WholesaleCSXCSX$3,137,974$174,129 ▼-5.3%107,2071.7%TransportationPSXPhillips 66$2,424,653$120,220 ▼-4.7%19,7451.3%EnergyTAT&T$2,397,098$186,090 ▼-7.2%85,8161.3%Computer and TechnologyNVDANVIDIA$2,269,201$769,774 ▲51.3%21,8881.2%Computer and TechnologyGOOGAlphabet$2,190,108$132,968 ▼-5.7%14,1981.2%Computer and TechnologyVZVerizon Communications$2,149,883$3,569 ▼-0.2%47,5881.1%Computer and TechnologyBABoeing$1,969,682$361,848 ▼-15.5%11,5891.1%AerospacePEPPepsiCo$1,967,709$208,509 ▼-9.6%13,1931.0%Consumer StaplesCOPConocoPhillips$1,884,324$146,193 ▼-7.2%18,0451.0%EnergyUSBU.S. Bancorp$1,324,104$2,034 ▼-0.2%44,2710.7%FinancePFEPfizer$668,849$92,556 ▼-12.2%26,4560.4%MedicalARCCAres Capital$489,509$6,958 ▲1.4%22,4430.3%FinanceOBDCBlue Owl Capital$367,427$26,850 ▲7.9%25,2890.2%FinancePGProcter & Gamble$0$1,769,546 ▼-100.0%00.0%Consumer StaplesSirius XM Holdings Inc$0$641,524 ▼-100.0%00.0%COMLUMNLumen Technologies$0$221,278 ▼-100.0%00.0%Business ServicesShowing 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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